每月市場策略(只限英文版)

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每月市場策略 2018-12-04

- Expect stock market to rebound on trade war truce
- Overweight gaming stocks
- Accumulate A-shares ETFs
- Take profit on Chinese property developers

每月市場策略 2018-11-05

- Hang Seng Index may continue to be highly volatile
- China needs to adopt more active fiscal policy to spur growth in 2019
- BUY pharmaceutical stocks
- Overweight HSBC (5) and Ping An Insurance (2318)

每月市場策略 2018-10-04

- Renminbi is likely to depreciate against the U.S. dollar in the fourth quarter
- Continue to overweight railway / infrastructure stocks
- Underweight property stocks

每月市場策略 2018-08-06

-Expect Hang Seng Index to move within 27,000-29,000 in August but the risk is on the downside
-Overweight infrastructure and banking stocks
-Maintain BUY on education service and property management stocks

每月市場策略 2018-07-05

-Hang Seng Index may test 27,000 this month in the worst case scenario
-Overweight pharmaceutical, education service and property management sectors
-Avoid property stocks

每月市場策略 2018-06-06

-Upside potential for the Hang Seng Index will be limited
-Overweight property management service providers
-BUY Macau gaming stocks and local retailers

Monthly Market Strategy 2018-05-04

-Market consolidation to continue with a trading range of 29,000-31,000 for HSI
-Overweight pharmaceutical, Chinese banking and Macau gaming stocks
-BUY A-shares ETFs and HKEx

每月市場策略 2018-04-01

-Escalating China-US trade tensions may cloud the stock market outlook in near term
-Our top picks are 3SBio Inc (1530), Sino Biopharmaceutical (1177) and China Mengniu Dairy (2319)

每月市場策略 2018-03-08

-Expect Hang Seng Index to move within 29,500-32,500 in March but the risk is on the downside.
-Ping An Insurance, Tencent and HKEx are key beneficiaries from the listing rules reform.
-Speculative BUY on China Literature.

每月市場策略 2018-02-21

Expect the Hang Seng Index to hover between 30,000 and 33,000 in Feb/Mar.
Overweight large cap Chinese stocks but cautious on highly geared companies.
Speculative BUY on eligible stocks for southbound trading.