Journey of a Novice Investor…
April 18, 2024 Touzibozhu Broker Recommendations and Target Prices China Banks Stock Ticker Rating Target Price HK$ Remarks ABC 1288.HK Buy 3.45 Portfolio Stock Bank of China 3988.HK Buy 3.35 Portfolio Stock ICBC 1398.HK Neutral 3.8 Portfolio Stock CCB 939.HK Neutral 4.65 Portfolio Stock CM Bank 3968.HK Neutral 25.6 Portfolio Stock PSBC 1658.HK Neutral 3.55 Bank … Read more
Broker Recommendations and Target Prices China Banks Stock Ticker Rating Target Price HK$ Remarks ICBC 1398.HK BUY 5.14 Portfolio Stock CCB 939.HK BUY 6.93 Portfolio Stock Bank of China 3988.HK BUY 4.21 Portfolio Stock ABC 1288.HK BUY 4.32 Portfolio Stock PSBC 1658.HK BUY 5.36 Bank of Commerce 3328.HK BUY 6.37 CM Bank 3968.HK BUY … Read more
HSBC published their list of recommended stock ideas for China companies listed in Hong Kong. Stock Ticker Target Price HK$ 2023-2025E EPS CAGR Remarks China Mobile 941.HK 77.00 14% Portfolio Stock Meituan-W 3690.HK 165.00 47% Sands China 1928.HK 33.00 66% Galaxy Entertainment 27.HK 51.00 31% CCB 939.HK 6.10 0% Portfolio Stock AIA … Read more
Stocks Ticker Rating Target Price HK$ Remarks Henderson Land 12.HK Neutral 26.50 Swire Properties 1972.HK Neutral 18.00 Wharf REIC 1997.HK Neutral 22.00 CK Asset 1113.HK Neutral 32.00 Portfolio Stock Hang Lung Property 823.HK Neutral 8.00 Portfolio Stock Link Reit 823.HK Overweight 43.00 Portfolio Stock New World Development 17.HK Underweight 7.50 Summary … Read more
Below is UBS’s list of preferred Hong Kong stocks with strong fundamentals. UBS holds the opinion that these companies offer greater potential returns and trade at attractive valuations. Stock Ticker Remarks CKH Holdings 1.HK Portfolio Stock CK Asset 1113.HK Portfolio Stock Sino Land 83.HK Portfolio Stock Wharf REIC 1997.HK PCCW 8.HK HKT-SS 6823.HK … Read more
April 2, 2024 Touzibozhu Bank of China Broker Recommendations and Target Prices Broker Rating Target Price HK$ Huatai Securities Overweight 4.40 Citibank Buy 4.21 GF Securities Buy 3.91 CICC Outperform 3.90 JP Morgan Overweight 3.80 Bank of America Buy 3.80 HSBC Buy 3.50 Haitong International Outperform 3.39 UBS Buy 3.35 Nomura Neutral 3.23 Goldman Sachs Neutral 2.49 … Read more
Broker Rating Target Price HK$ BOCI BUY 8.23 CITI BUY 6.93 Bank of America BUY 6.85 CICC Outperform 6.77 JP Morgan Overweight 6.45 Morgan Stanley Overweight 6.40 Huatai Securities BUY 6.21 GF Securities BUY 6.16 HSBC BUY 6.10 CITIC Securities Overweight 6.00 Nomura BUY 5.93 Haitong Outperform 5.41 Goldman Sachs BUY 4.62 UBS Neutral 4.65 … Read more
Opinion on Real Estate Developers Stock Ticker Rating Target Price HK$ Henderson Land 12.HK Neutral 25.60 SHK Property 16.HK Neutral 95.00 New World Dev 17.HK Neutral 11.40 Sino Land 83.HK Neutral 9.50 Kerry Property 683.HK Neutral 17.20 CK Asset 1113.HK Buy 53.00 Summary Table: Ratings and Target Prices for Hong Kong Real Estate Developers by Goldman … Read more
Introduction China Construction Bank (CCB) is one of the big four State-owned Banks and its H-shares, trading on the Hong Kong Stock Exchange, currently offer some of the best values in the market. An earlier article on CCB provided an estimate of the Intrinsic Value, Margin of Safety and Return on Investment for the H-shares … Read more
Introduction The Industrial and Commercial Bank of China (ICBC) is one of the mainland China Bank stocks which I keep in my Dividend Income Portfolio. An earlier article on ICBC provided an estimate of the Intrinsic Value, Margin of Safety and Return on Investment for the H-shares based on the Dividend Discount Model. This article … Read more