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<Research>M Stanley: Consumer Discretionary Downgraded to UW, Healthcare Upgraded to EW; COSCO SHIP ENGY Added to Focus List
Recommend 48 Positive 83 Negative 62 |
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Morgan Stanley released a China Equity Strategy report, downgrading the consumer discretionary sector from Equalweight to Underweight and upgrading the healthcare sector from Underweight to Equalweight. The downgrade of the consumer discretionary sector to Underweight carried an active risk of -50 bps, and the rating will be maintained at least in the short term, given the lack of details on consumption targeted stimulus and uncertainty around scale, timing and implementation of fiscal expansion. Consequently, ANTA SPORTS (02020.HK) was removed from the China/HK Focus List. The broker, on the other hand, upgraded the healthcare sector to Equalweight by cutting its -50 bps active risk, reflecting the addition of China Resources Sanjiu (000999.SZ) to the China/HK Focus List, which also included COSCO SHIP ENGY (01138.HK). The following is the latest Morgan Stanley's China/HK Focus List: CHALCO (601600.SH) CCB (00939.HK) CHINA RES SANJIU (000999.SZ)<-new addition YANGTZE POWER (600900.SH) Contemporary Amperex (300750.SZ) COSCO SHIP ENGY (01138.HK)<- new addition GDS (GDS.US) HKT-SS (06823.HK) MTR CORPORATION (00066.HK) NARI (600406.SH) PETROCHINA (00857.HK) POP MART (09992.HK) TENCENT (00700.HK) ZIJIN MINING (02899.HK) ZTO EXPRESS (ZTO.US) Shares removed from the list: ANTA SPORTS (02020.HK) NAURA (002371.SZ) AAStocks Financial News |
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