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UBS Equities-China Industrials __China+1_ expansion How can Chinese corp...-106587449

2024-02管理咨询33

ab 19 February 2024 Global Research and Evidence Lab "China+1" expansion: How can Chinese corporates

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ab 19 February 2024 Global Research and Evidence Lab "China+1" expansion: How can Chinese corporates

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文件全名
UBS Equities-China Industrials __China+1_ expansion How can Chinese corp...-106587449.pdf
适合读者
战略规划行业研究员
核心数据
  1. factories in ASEAN, the number and value of projects increased by 214%/8% YoY in
  2. BYD 1211.HK 70.7 Buy 360.00 190.00 227 11.6x 9.3x 29% 3.0x 2.4x 28.5 28.3 3.2 1.6 1.7 2.2
  3. Hengli 601100.SS 9.9 Buy 72.00 54.50 37 21.7x 17.6x 22% 4.2x 3.6x 21.0 22.1 16.0 12.9 1.6 2.0
  4. CCCC 1800.HK 7.6 Buy 4.10 3.67 4 2.4x 2.1x 11% 0.2x 0.2x 7.5 7.9 10.2 10.1 7.6 8.6
  5. Pop Mart 9992.HK 3.4 Buy 28.50 19.20 10 12.8x 12.8x 25% 2.7x 2.4x 18.5 19.6 6.9 5.4 1.5 1.8
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《UBS Equities-China Industrials __China+1_ expansion How can Chinese corp...-106587449》主要包含哪些内容?

ab 19 February 2024 Global Research and Evidence Lab "China+1" expansion: How can Chinese corporates核心数据:factories in ASEAN, the number and value of projects increased by 214%/8% YoY in;BYD 1211.HK 70.7 Buy 360.00 190.00 227 11.6x 9.3x 29% 3.0x 2.4x 28.5 28.3 3.2 1.6 1.7 2.2;Hengli 601100.SS 9.9 Buy 72.00 54.50 37 21.7x 17.6x 22% 4.2x 3.6x 21.0 22.1 16.0 12.9 1.6 2.0。

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