UBS Equities-China Equity Strategy _Capital market with Chinese character...-108315279

2024-05管理咨询28免费

📄 文件全名: 《UBS Equities-China Equity Strategy _Capital market with Chinese character...-108315279.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: double those of SOEs since 2021. However, non-SOEs' earnings growth averaged 11%
pa over 2014-23, only slightly higher than 9% for SOEs. Average annual ROE for non-
SOEs over the past decade has been 9.9% versus 8.3% for all SOEs—in the past five
600938.SS CNOOC - A Buy 190,972 29.03 40.80 41% 214 -14% 13% 7.1 1.2
600028.SS Sinopec - A Buy 107,922 6.41 9.00 40% 126 -13% 21% 12.0 0.9
🏷️ 核心议题: #管理咨询

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报告摘要

Global Research and Evidence Lab Capital market with Chinese characteristics II: SOE valuation dilemma and potential solutions

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《UBS Equities-China Equity Strategy _Capital market with Chinese character...-108315279》主要包含哪些内容?

Global Research and Evidence Lab Capital market with Chinese characteristics II: SOE valuation dilemma and potential solutions核心数据:double those of SOEs since 2021. However, non-SOEs' earnings growth averaged 11%;pa over 2014-23, only slightly higher than 9% for SOEs. Average annual ROE for non-;SOEs over the past decade has been 9.9% versus 8.3% for all SOEs—in the past five。

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覆盖 2024 年,全文约 28。

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适合战略规划、行业研究员等读者参考。

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