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<Outlook>Consolidated List of Brokers' Top HK Stock Picks (JPM, UBS)
Recommend
77
Positive
119
Negative
68
JPMorgan released a report in late June, setting out its recommended China Equity mock portfolio. Below is the list of Hong Kong and Chinese concept stocks in the portfolio (A-shares omitted):

Stocks
TENCENT (00700.HK)
BIDU-SW (09888.HK)
NTES-S (09999.HK)
KUAISHOU-W (01024.HK)
Bilibili (BILI.US)
CHINA MOBILE (00941.HK)
CHINA TELECOM (00728.HK)
BYD COMPANY (01211.HK)
GEELY AUTO (00175.HK)
XTEP INT'L (01368.HK)
ANTA SPORTS (02020.HK)
HAIER SMARTHOME (06690.HK)
WYNN MACAU (01128.HK)
MEITUAN-W (03690.HK)
Yum China (YUMC.US)
TAL Education Group (TAL.US)
BABA-SW (09988.HK)
JD-SW (09618.HK)
PDD (PDD.US)
MENGNIU DAIRY (02319.HK)
CHINA RES BEER (00291.HK)
CNOOC (00883.HK)
PETROCHINA (00857.HK)
CCB (00939.HK)
ICBC (01398.HK)
CM BANK (03968.HK)
Futu Holdings (FUTU.US)
CHINA LIFE (02628.HK)
INNOVENT BIO (01801.HK)
AKESO (09926.HK)
WEICHAI POWER (02338.HK)
TIMES ELECTRIC (03898.HK)
ASMPT (00522.HK)
KINGDEE INT'L (00268.HK)
LENOVO GROUP (00992.HK)
POLY PPT SER (06049.HK)
CHINA RES LAND (01109.HK)
KE Holdings (BEKE.US)
CHINA RES GAS (01193.HK)
CHINA LONGYUAN (00916.HK)

Related NewsJPM: ICBC Mgmt Positive on NIM
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UBS released its Hong Kong stock strategy report in May, listing its latest list of preferred Hong Kong stocks, all of which are rated Buy:

Stocks
CKI HOLDINGS (01038.HK)
CLP HOLDINGS (00002.HK)
PCCW (00008.HK)
HENDERSON LAND (00012.HK)
SINO LAND (00083.HK)
CATHAY PAC AIR (00293.HK)
SAMSONITE (01910.HK)
SANDS CHINA LTD (01928.HK)
GALAXY ENT (00027.HK)
AIA (01299.HK)

In May, the broker released its China stock strategy report, listing its latest preferred Chinese stocks:

Related NewsUBS: MO GGR Affected by Seasonality & Football Tournament, But Sector Outlook Still Positive
Stocks
TENCENT (00700.HK)
AGRICULTURAL BANK (601288.SH)
YANGTZE POWER (600900.SH)
MEITUAN-W (03690.HK)
Trip.com Group (TCOM.US)
KUAISHOU-W (01024.HK)
CHINA RES LAND (01109.HK)
CRRC (601766.SH)
Yum China (YUMC.US)
CHINA RES BEER (00291.HK)
New Oriental Education & Technology (EDU.US)
YUTONG BUS (600066.SH)

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