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《大行報告》瑞銀列出十隻港股及A股小型股份在不明朗環境下推介名單(表)
瑞銀髮表中國資本市場策略報告,基於內地所進行防疫限制、房地產市場疲軟和全球經濟放緩,整體經濟狀況依然軟弱。然而,流動性支持仍然充足,這將是對股票估值的支持,特別在A股市場。 歷史上,小型股票往往能於這種環境中能表現更好,因其對宏觀經濟環境的敏感度較低,惟對許多投資者而言,研究和選擇小型股需費勁。而該行決定在不明朗環境下挑選出十隻推介小型的股份,它們都滿足以下條件:市場份額上升、需求韌性、行業進入具一定障礙,及合理估值。 瑞銀列出所挑選出十隻推介的小型股份如下: 股份│投資評級│目標價 雅迪控股(01585.HK)│買入│21.5港元 綠城管理控股(09979.HK)│買入│8.3港元 雙星新材(002585.SZ)│買入│37元人民幣 藍曉科技(300487.SZ)│買入│92元人民幣 熵基科技(301330.SZ)│買入│45元人民幣 愛博醫療(688050.SH)│買入│269元人民幣 科博達(603786.SH)│買入│68元人民幣 森特股份(603098.SH)│買入│46.7元人民幣 億嘉和(603666.SH)│買入│82元人民幣 威勝信息(688100.SH)│買入│36元人民幣
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