摩根士丹利發表報告,自下而上篩選出最受惠國企改革H股如下:股份|預測今年每股盈利增長|預測明年每股盈利增長中移動(00941.HK) +0.900 (+1.294%) 沽空 $2.11億; 比率 11.366% |6%|16%*中電信(00728.HK) +0.030 (+0.683%) 沽空 $9.61百萬; 比率 4.559% |11%|24%聯通(00762.HK) -0.010 (-0.167%) 沽空 $1.21千萬; 比率 5.085% |14%|26%中航信(00696.HK) +0.480 (+5.021%) 沽空 $1.05千萬; 比率 15.998% |44%|23%*中石油(00857.HK) +0.030 (+0.414%) 沽空 $1.06億; 比率 14.461% |8%|22%中遠海能(01138.HK) +0.240 (+2.840%) 沽空 $1.57千萬; 比率 16.571% |8%|31%工行(01398.HK) +0.020 (+0.485%) 沽空 $2.91億; 比率 31.248% |1%|23%建行(00939.HK) +0.020 (+0.407%) 沽空 $4.03億; 比率 22.510% |3%|32%農行(01288.HK) +0.040 (+1.143%) 沽空 $1.03億; 比率 25.202% |4%|25%中行(03988.HK) +0.020 (+0.581%) 沽空 $7.41億; 比率 29.429% |2%|26%信行(00998.HK) +0.050 (+1.160%) 沽空 $5.50百萬; 比率 2.851% |8%|15%*中國中鐵(00390.HK) +0.020 (+0.499%) 沽空 $5.43百萬; 比率 7.745% |11%|46%中鋁(02600.HK) +0.180 (+3.782%) 沽空 $3.02千萬; 比率 19.071% |10%|68%*中建材(03323.HK) +0.070 (+2.482%) 沽空 $6.61百萬; 比率 15.547% |15%|54%潤地(01109.HK) +0.900 (+3.689%) 沽空 $6.38千萬; 比率 17.315% |5%|56%*中海外(00688.HK) +0.340 (+2.881%) 沽空 $8.44千萬; 比率 27.739% |9%|34%萬象生活(01209.HK) +0.750 (+2.857%) 沽空 $2.25千萬; 比率 15.099% |26%|54%*中海物業(02669.HK) -0.030 (-0.703%) 沽空 $7.23百萬; 比率 27.837% |29%|66%*保利物業(06049.HK) +0.250 (+0.938%) 沽空 $1.56百萬; 比率 11.029% |22%|70%潤電(00836.HK) +0.120 (+0.613%) 沽空 $4.46千萬; 比率 12.334% |27%|負5%相關內容《大行》瑞銀:中移動(00941.HK)首季淨利潤增長符合實現全年指引*亦符合該行自上而下選股準則(da/k)(港股報價延遲最少十五分鐘。沽空資料截至 2024-04-24 16:25。)