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<Research>UBS Lists CN Top Picks Potentially Benefiting from 'Anti-Involution' Campaign (Table)
Recommend 61 Positive 126 Negative 48 |
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Sector│Top Pick│Whether or not benefits are already priced in Cement│ CNBM (03323.HK)│ Mostly priced in Lithium│ SALT LAKE (000792.SZ)│ Slightly priced in Chemical│ HUALU HENGSHENG (600426.SH) and HLGF (600346.SH)│ Not priced in Automobile│ BYD COMPANY (01211.HK), Li Auto (LI.US) and GWMOTOR (02333.HK)│ Not priced in Insurance│ PING AN (02318.HK) and CPIC (02601.HK)│ Partially priced in Solar energy supply chain│ GCL TECH (03800.HK), TONGWEI (600438.SH) and LONGI GREEN ENERGY (601012.SH)│ Slightly priced in Hog│ MUYUAN (002714.SZ) and WENS (300498.SZ)│ Partially priced in Healthcare│ 3SBIO (01530.HK) and WEIGAO GROUP (01066.HK)│ Mostly priced in Food delivery│Alibaba (BABA.US)│ Slightly priced in AAStocks Financial News |
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