UBS Equities-China Equity Strategy _Q2 A-share outlook New momentum gath...-107506987
Global Research and Evidence Lab Q2 A-share outlook: New momentum gathering A new round of market rally is building
报告摘要
Global Research and Evidence Lab Q2 A-share outlook: New momentum gathering A new round of market rally is building
核心要点
- 000786.SZ BNBM Buy 6,821 49,334 29.20 32.95 13% 45 22% 14% 10.1 1.7
- 688116.SS Cnano Buy 1,280 9,261 26.96 33.00 22% 29 26% 58% 16.1 2.6
报告信息
- 文件全名
- 《UBS Equities-China Equity Strategy _Q2 A-share outlook New momentum gath...-107506987.pdf》
- 适合读者
- 核心数据
- We expect EPS growth for the A-share CSI 300 to rise from 3% in 2023E to 8% in 2024E
- (NBS) data showed industrial profit rose 16.2%/10.2% YoY in Q423/2M24, indicating
- 600028.SS Sinopec - A Buy 107,055 774,264 6.36 8.20 29% 134 17% -1% 8.9 0.9
- 600900.SS Yangtze Power Buy 86,710 627,120 25.63 26.10 2% 303 22% 9% 16.5 2.5
- 601319.SS PICC Group - A Buy 31,674 229,080 5.18 6.50 25% 51 12% 10% 8.2 0.8
- 核心议题
常见问题
《UBS Equities-China Equity Strategy _Q2 A-share outlook New momentum gath...-107506987》主要包含哪些内容?
Global Research and Evidence Lab Q2 A-share outlook: New momentum gathering A new round of market rally is building核心数据:We expect EPS growth for the A-share CSI 300 to rise from 3% in 2023E to 8% in 2024E;(NBS) data showed industrial profit rose 16.2%/10.2% YoY in Q423/2M24, indicating;600028.SS Sinopec - A Buy 107,055 774,264 6.36 8.20 29% 134 17% -1% 8.9 0.9。
这份报告覆盖哪一年、篇幅多大?
覆盖 2024 年,全文共 20 页。
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这份报告适合哪些读者?
适合投资人、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了GDP等议题。
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