Aier Eye Hospital Group Stock Forum

Semiconductor: $Semiconductor Manufacturing International Corporation (688981.SH)$ $NAURA Technology Group (002371.SZ)$
Securities: $CITIC (600030.SH)$ $East Money Information (300059.SZ)$
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UOBKH: Healthcare – China (Overweight) - Alpha Edge Investing
$WUXI BIO (02269.HK)$ $WUXI APPTEC (02359.HK)$ $INNOVENT BIO (01801.HK)$ $VENUS MEDTECH-B (02500.HK)$ $HENLIUS (02696.HK)$ $Aier Eye Hospital Group (300015.SZ)$ $Shenzhen Mindray Bio-Medical Electronics (300760.SZ)$

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
UOBKH: Alpha Picks – July Conviction Calls (Greater China) - Alpha Edge Investing
$CG SERVICES (06098.HK)$ $LI AUTO-W (02015.HK)$ $Zhejiang Shuanghuan Driveline (002472.SZ)$ $LINK REIT (00823.HK)$ $GWMOTOR (02333.HK)$ $Aier Eye Hospital Group (300015.SZ)$ $ANTA SPORTS (02020.HK)$ $BYD COMPANY (01211.HK)$ $Contemporary Amperex Technology (300750.SZ)$ $CHINA OVERSEAS (00688.HK)$ $COSCO SHIP PORT (01199.HK)$ $Shenzhen Inovance Technology (300124.SZ)$ $BEKE-W (02423.HK)$ $KUAISHOU-W (01024.HK)$ $Kweichow Moutai (600519.SH)$ $TENCENT (00700.HK)$

$CSI 300 Index (000300.SH)$ $iShares MSCI China A ETF (CNYA.US)$
UOB KH report.
MSCI China now trades at an undemanding 12-month forward PE of 10.2x, or a 37.0% discount to Emerging Asia. This steep discount is unwarranted and they expect valuation to normalise in 2H23, backed by additional policy support. However, a significant rerating is only possible if credit growth accelerates; hence, their index target is at 74 points for now, implying 12.0x target PE. They prefer exposure to automobiles, co...