研究股票每周更新_国泰君安(香港)

行研报告 7 2024-10-19 0 worker

报告编号：228210
报告名称：研究股票每周更新_国泰君安(香港)
报告来源：互联网用户上传
关键词：行研报告
报告页数：6 页
预览页数：3
报告格式：pdf
上传时间：2024-09-15
简介摘要: (原创分析) 2.275 2.342 2.481 0.670 0.690 0.745 0.790 8127 8753 9475 10325 11311 10.435 11.141 11.966 13.152 14.235 14.8 15.3 15.9 16.0 16.2 Van Liu 28/12/2016 00118 SHANGRI-LA – H Buy 23.50 HKD 2.674 2.955 3.177 3.457 0.825 0.783 0.850 0.933 20357 22076 24207 27239 29757 16.224 17.534 19.115 21.244 23.553 16.8 17.6 18.1 18.2 18.4 Van Liu 13/12/2016 00616 SUNAC CHINA – R Buy 16.55 HKD 1.975 2.163 2.321 2.522 0.620 0.615 0.675 0.750 15507 16350 18347 20731 23256 11.737 12.823 14.475 16.160 17.973 17.3 18.6 19.6 20.1 20.3 Van Liu 13/12/2016 00833 CHINA Overseas – H Accumulate 21.70 HKD 2.550 2.823 3.023 3.344 0.820 0.760 0.825 0.900 17461 19055 21126 23825 26532 14.621 16.377 18.350 20.455 22.973 15.2 16.4 17.8 18.5 18.7 Van Liu 28/12/2016 01113 CHINA GOLD – R Reduce 7.00 RMB 0.055 0.075 0.095 0.130 0.160 0.000 0.000 0.000 0.000 0.000 1142 1622 1977 2360 2715 1.257 1.353 1.431 1.554 1.687 0.6 1.3 2.0 2.4 2.8 Kevin Guo 17/08/2016 02336 SHANGRI-LA – H Accumulate 23.50 HKD 2.674 2.955 3.177 3.457 0.825 0.783 0.850 0.933 20357 22076 24207 27239 29757 16.224 17.534 19.115 21.244 23.553 16.8 17.6 18.1 18.2 18.4 Van Liu 13/12/2016 00197 SMICO – H Accumulate 0.90 HKD 0.031 0.030 0.034 0.040 0.045 1.090 1.320 1.857 2.104 2.450 360 404 490 593 705 0.445 0.408 0.446 0.487 0.526 8.4 7.5 8.3 8.7 9.1 Ray Zhao 11/04/2017 Shipping and logistics 00313 CSCL – H Accumulate 6.50 HKD 0.355 0.312 0.318 0.356 0.370 0.060 0.060 0.070 0.075 0.075 4551 4181 4617 5223 5774 5.357 5.637 6.110 6.622 7.173 6.7 7.1 7.5 7.6 7.7 Van Liu 13/12/2016 02868 COSCO – H Accumulate 6.30 RMB 0.255 0.235 0.260 0.300 0.315 0.070 0.075 0.085 0.095 0.105 1952 2056 2265 2512 2811 4.737 5.030 5.547 6.065 6.615 5.9 6.2 6.6 7.0 7.2 Van Liu 13/12/2016 00361 CSCL – H Accumulate 6.50 HKD 0.355 0.312 0.318 0.356 0.370 0.060 0.060 0.070 0.075 0.075 4551 4181 4617 5223 5774 5.357 5.637 6.110 6.622 7.173 6.7 7.1 7.5 7.6 7.7 Van Liu 13/12/2016 Telecommunication equipment 00763 CHINA MOBILE – H Neutral 123.50 HKD 3.752 3.364 3.476 3.625 0.710 0.680 0.700 0.720 37505 34716 36295 38564 38.267 38.952 39.734 41.225 35.5 32.5 32.5 32.8 David Liu 03/04/2017 Telecommunication services 00728 CHINA UNICOM – H Neutral 8.10 HKD 0.276 0.255 0.270 0.282 0.295 0.055 0.060 0.060 0.060 0.060 2571 2497 2562 2713 2876 4.255 4.375 4.464 4.615 4.796 4.2 4.3 4.4 4.5 4.6 David Liu 03/04/2017 Toll roads 00800 CHINA ROADS – H Accumulate 5.30 RMB 0.200 0.227 0.246 0.272 0.295 0.040 0.050 0.060 0.070 0.080 3077 3371 3641 3986 4392 2.494 2.745 3.027 3.355 3.726 10.4 11.2 11.8 12.5 12.8 Van Liu 13/12/2016 Others 00251 LONGFOR PPT – R Accumulate 15.07 RMB 1.302 1.399 1.914 2.104 2.548 0.357 0.468 0.641 0.703 0.859 7633 8169 11194 12303 13927 9.402 10.578 12.069 13.720 16.699 17.5 15.7 18.9 18.2 18.3 Van Liu 28/03/2017 Table of contents Page Sectors and related listcos Page 1 Automobiles & Components, Aviation, Banking, Cement and construction materials, Clean energy (Natural Gas, Solar, Wind & Others), Coal, Conglomerate, Consumer (Apparel) Page 2 Consumer (Food & Beverage, Hotels, Household Products, Retailing), Electric equipment, Electricity, Environmental Protection, Gaming, Health Care, Infrastructure, Page 3 Insurance, Internet, Machinery, Manufacturing, Media, Nonferrous metals, Petrochemicals, Ports, Precious metals Page 4 Property, Shipping and logistics, Telecommunication equipment, Telecommunication services, Toll roads, Others Company Rating Definition The Benchmark: Hong Kong Hang Seng Index Time Horizon: 6 to 18 months Rating Relative Performance Buy Relative Performance >15%; or the fundamental outlook of the company or sector is favorable. Accumulate Relative Performance is 5% to 15% or the fundamental outlook of the company or sector is favorable. Neutral Relative Performance is -5% to 5% or the fundamental outlook of the company or sector is neutral. Reduce Relative Performance is -15% to -5% or the fundamental outlook of the company or sector is unfavorable. Sell Relative Performance <-15% or the fundamental outlook of the company or sector is unfavorable. 本周国泰君安国际研究股票更新报告报告日期：2017年4月21日国泰君安国际研究团队发布每周股票更新报告，覆盖多个行业和公司，包括汽车、航空、银行、水泥、清洁能源、煤炭、综合、消费（服装）、消费（食品、饮料、酒店等）、电子设备、电力、环保、游戏、医疗、基础设施、保险、互联网、机械、制造、媒体、非金属材料、石油化工、港口、贵金属、房地产、航运物流、电信设备、电信服务、收费公路和其他行业。报告中列出了公司的股票代码、公司名称、过去一周的变化、预估收益变化、6至18个月的目标价格等信息。同时，报告还提供了公司评级定义，包括相对表现大于15%为买入，5%至15%为积累，-5%至5%为中性，-15%至-5%为减少，小于-15%为卖出。报告由赵舒蔓（Esabella Zhao）整理，联系方式为+86 755 2397 6681，邮箱为zhaoshuman013399@gtjas.com。请注意，本报告仅供参考，不构成投资建议。报告第1页至第4页为各行业公司股票列表和评级信息，第5页为报告内容摘要。