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2021-05-25

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Morgan Stanley picks China stocks for the second half of the year

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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley picks China stocks for the second half of the year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 16:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/05/25/morgan-stanley-picks-china-stocks-for-the-second-half-of-the-year.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley analysts are so cautious on China they’re downgrading a once hot sector — and turning to some individual stocks.Multiple uncertainties, such as inflation,monetary policy ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/25/morgan-stanley-picks-china-stocks-for-the-second-half-of-the-year.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300776":"帝尔激光","600176":"中国巨石","01128":"永利澳门"},"source_url":"https://www.cnbc.com/2021/05/25/morgan-stanley-picks-china-stocks-for-the-second-half-of-the-year.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1199015580","content_text":"Morgan Stanley analysts are so cautious on China they’re downgrading a once hot sector — and turning to some individual stocks.Multiple uncertainties, such as inflation,monetary policy tighteningandgreater regulation on Chinese technology companies, will weigh on the overall market, Asia equity strategists wrote in a mid-year China stocks outlook on May 17.In this environment, one of the few certainties is that pricing power will be a key driver of outperformance this year, the analysts wrote. That makes stock picking a critical investment strategy, they said.Here are five of their top picks among mainland Chinese and Hong Kong markets for stocks set for double-digit gains:China Jushi– The Shanghai-listed fiberglass manufacturer is one of 12 stocks among Morgan Stanley’s screen for high-quality companies that the analysts expect will benefit from pricing power.Morgan Stanley sees 79.1% upside from a close of 17.30 yuan a share to reach about 30.98 yuan.Wynn Macau– The Hong Kong-listed company is a leader in the Macao gaming segment, one of the few areas in which Morgan Stanley expects businesses’ pricing power to increase.Morgan Stanley sees 56.7% upside from a close of 13.40 Hong Kong dollars a share to reach about 21 Hong Kong dollars a share.DR Laser— The Wuhan-based company develops and sells laser technology to solar panel manufacturers.Morgan Stanley sees 62.4% upside from a close of 107.2 yuan a share to reach about 174.09 yuan.S.F. Holding— The Chinese express shipping giant falls in the “industrials” category that Morgan Stanley expects will benefit as inflation rises.The strategists also like consumer services and durables as individual, private spending recovers. But they’ve downgraded the e-commerce sector to underweight.Morgan Stanley sees 52.2% upside from a close of 62.90 yuan a share to reach about 95.73 yuan.Focus Media IT— The offline Chinese advertising giant focuses its strategy on elevator ads. Advertising is one of the industries in which prices are currently being raised, the Morgan Stanley report said.Morgan Stanley sees 42.4% upside from a close of 9.90 yuan a share to reach about 14.10 yuan.","news_type":1,"symbols_score_info":{"300776":0.9,"600176":0.9,"01128":0.9}},"isVote":1,"tweetType":1,"viewCount":243,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/138608475"}