摩根士丹利发表报告,自下而上筛选出最受惠国企改革H股如下:股份|预测今年每股盈利增长|预测明年每股盈利增长中移动(00941.HK) +0.150 (+0.220%) 沽空 $1.10亿; 比率 13.608% |6%|16%*中电信(00728.HK) +0.020 (+0.496%) 沽空 $2.67千万; 比率 15.485% |11%|24%联通(00762.HK) +0.030 (+0.526%) 沽空 $1.60千万; 比率 20.384% |14%|26%中航信(00696.HK) +0.140 (+1.010%) 沽空 $2.97百万; 比率 10.261% |44%|23%*中石油(00857.HK) +0.040 (+0.693%) 沽空 $1.22亿; 比率 24.976% |8%|22%中远海能(01138.HK) +0.180 (+2.145%) 沽空 $1.85千万; 比率 18.426% |8%|31%工行(01398.HK) +0.050 (+1.330%) 沽空 $2.37亿; 比率 25.421% |1%|23%建行(00939.HK) +0.050 (+1.134%) 沽空 $2.73亿; 比率 30.975% |3%|32%农行(01288.HK) +0.070 (+2.456%) 沽空 $1.26亿; 比率 25.234% |4%|25%中行(03988.HK) +0.040 (+1.471%) 沽空 $1.79亿; 比率 29.258% |2%|26%信行(00998.HK) +0.060 (+1.639%) 沽空 $1.84百万; 比率 1.889% |8%|15%*中国中铁(00390.HK) +0.120 (+2.993%) 沽空 $47.82万; 比率 0.846% |11%|46%中铝(02600.HK) +0.010 (+0.219%) 沽空 $3.70千万; 比率 28.468% |10%|68%*中建材(03323.HK) +0.120 (+2.963%) 沽空 $2.01千万; 比率 31.380% |15%|54%润地(01109.HK) +0.450 (+1.411%) 沽空 $5.20千万; 比率 22.185% |5%|56%*中海外(00688.HK) +0.360 (+2.270%) 沽空 $3.81千万; 比率 20.319% |9%|34%万象生活(01209.HK) +0.500 (+1.541%) 沽空 $1.61千万; 比率 18.658% |26%|54%*中海物业(02669.HK) +0.150 (+1.697%) 沽空 $3.32百万; 比率 10.197% |29%|66%*保利物业(06049.HK) +0.700 (+2.071%) 沽空 $2.08百万; 比率 5.702% |22%|70%润电(00836.HK) -0.080 (-0.533%) 沽空 $1.38千万; 比率 9.527% |27%|负5%相关内容《大行报告》瑞银最新中资股首选名单(表)*亦符合该行自上而下选股准则(da/k)(港股报价延迟最少十五分钟。沽空资料截至 2023-09-22 16:25。)