大摩:將中移動(0941.HK)納入中港焦點股名單 剔出廣汽(2238.HK)
摩根士丹利發表報告,更新了該行中港市場焦點股名單,新納入中移動(0941.HK)
,同時剔出廣汽(2238.HK)
。該行指中移動可受惠內地推動5G令ARPU提升、料其2019年至2022年股息複合增長率達5%,目前股息回報達5釐吸引。該行現列出其15只中港市場焦點股名單:
友邦保險(1299.HK)、
國航(0753.HK)、
阿里巴巴(BABA)、鞍鋼(0347.HK)
、
海螺水泥(0914.HK)、
華宇軟件(300271.SZ)
、
中移動(0941.HK)
(新納入)、中國鐵建(1186.HK)、
華潤置地(1109.HK)、
恆瑞醫藥(600276.SH)、國電南瑞(600406.SH)、郵儲銀行(1658.HK)、
好未來教育(TAL)、騰訊控股(0700.HK)、
用友網絡(600588.SH)。
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