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《大行报告》大摩最新亚太区各行业排名得分居首「增持」股份名单(表)
摩根士丹利近日发表亚太区策略报告,按量化模型标准选出今年9月亚太区(撇除日本)市场的各行业排名得分居首(top-ranked MOST score)的「增持」评级的股份,以下股份挑选准则包括市值需逾50亿美元以上、在各行业评分居前的股份。 港股: 股份│排名(以星多者为优) 江西铜(00358.HK)│5星 国药(01099.HK)│5星 民行(01988.HK)│5星 中兴(00763.HK)│5星 联通(00762.HK)│5星 其他地区股份 股份│排名(以星多者为优) 澳洲BlueScope Steel(BSL.AX) │5星 印度InterGlobe Aviation(INGL.NS)│5星 印尼United Tractors Tbk PT(UNTR.JK)│5星 台湾台塑(1301.TW)│4星 南韩起亚汽车(000270.KS)│5星 印度塔塔汽车(TAMO.NS)│5星 泰国PTT Oil and Retail Business PCL(OR.BK)│5星 台湾统一超商(2912.TW)│4星 新加坡华侨银行(OCBC.SI)│5星 南韩KB Financial(105560.KS)│5星 印度Bank of Baroda(BOB.NS)│4星 澳洲Stockland(SGP.AX)│4星 台湾华硕(2357.TW)│5星 南韩Samsung Electro-Mechanics(009150.KS)│4星 澳洲Xero(XRO.AX)│4星 菲律宾Manila Electric Company(MER.PS)│5星 印度GAIL(India)(GAIL.NS)│5星 澳洲REA Group(REA.AX)│4星
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