沪港通将于11月17日正式启动 AH Beneficiaries

2014-11-7 20141107
Company name Sector CICC rating 3M ADVT (US$m)
P/E P/B Div yld
2014e 2015e 2014e 2015e 2014e 2015e
Dual-listed A shares that are trading at a discount
600585 CH Anhui Conch-A Materials HOLD 17.2 11,216 69.8 7.6 7.0 1.4 1.2 2.8% 3.2%
601318 CH Ping An Insura-A Financials BUY 42.1 32,995 264.1 9.2 7.8 1.5 1.3 1.7% 1.9%
600027 CH Huadian Power-A Utilities BUY 4.3 5,014 30.0 6.9 7.1 1.2 1.1 6.0% 5.9%
600030 CH Citic Securiti-A Financials BUY 13.6 21,901 302.6 20.3 17.3 1.6 1.5 1.7% 1.9%
601628 CH China Life Ins-A Financials BUY 15.9 54,040 38.4 14.0 12.0 1.7 1.6 2.3% 2.7%
600011 CH Huaneng Power-A Utilities BUY 6.3 10,786 21.2 7.3 7.2 1.3 1.2 7.2% 7.4%
601601 CH China Pacific-A Financials BUY 20.1 20,627 60.4 15.7 13.0 1.6 1.5 2.3% 2.7%
601088 CH China Shenhua-A Energy HOLD 15.0 40,399 45.6 7.6 7.4 1.0 1.0 5.2% 5.3%
600600 CH Tsingtao Brew-A Consumer Staples BUY 38.3 4,355 19.9 23.6 21.0 3.2 2.8 1.2% 1.4%
601398 CH Ind & Comm Bk-A Financials BUY 3.6 154,344 46.8 4.5 4.2 0.9 0.8 7.5% 8.0%
600196 CH Shanghai Fosun-A Health Care HOLD 18.8 5,869 85.0 18.7 15.7 2.4 2.2 1.2% 1.4%
Brokers
600030 CH Citic Securiti-A Financials BUY 13.6 21,901 302.6 20.3 17.3 1.6 1.5 1.7% 1.9%
600837 CH Haitong Securi-A Financials HOLD 10.9 14,379 166.2 18.6 15.9 1.6 1.5 1.6% 2.1%
600999 CH China Merchant-A Financials BUY 12.9 12,218 75.7 21.8 18.2 1.8 1.7 1.4% 1.6%
Unique stocks in A share
600104 CH Saic Motor-A Consumer Discretionary BUY 17.4 31,260 64.1 6.8 6.0 1.2 1.1 6.8% 7.6%
600690 CH Qingdao Haier-A Consumer Discretionary BUY 16.3 8,061 54.5 9.5 8.3 2.3 1.9 3.2% 3.6%
601888 CH China Internat-A Consumer Discretionary BUY 36.4 5,810 26.7 23.7 19.4 3.4 3.0 1.1% 1.2%
600660 CH Fuyao Group-A Consumer Discretionary BUY 10.8 3,539 28.6 9.8 8.5 2.3 1.9 5.3% 6.2%
600418 CH Anhui Jianghua-A Consumer Discretionary HOLD 11.2 2,352 58.2 18.0 11.5 1.9 1.7 1.9% 2.6%
600859 CH Beijing Wangfuji Consumer Discretionary HOLD 18.9 1,431 29.2 12.3 11.2 1.3 1.2 2.9% 3.4%
600519 CH Kweichow Mouta-A Consumer Staples BUY 148.0 27,611 78.5 10.7 9.7 3.1 2.7 3.4% 4.1%
600315 CH Shanghai Jahwa-A Consumer Staples BUY 35.5 3,896 56.8 24.5 20.0 5.9 4.8 1.3% 1.6%
600597 CH Bright Dairy-A Consumer Staples BUY 15.2 3,032 46.3 31.4 22.1 4.0 3.5 1.7% 2.4%
600438 CH Tongwei Co-A Consumer Staples BUY 9.1 1,217 6.9 17.4 13.8 3.0 2.6 1.8% 2.1%
600048 CH Poly Real Esta-A Financials BUY 5.8 10,196 105.7 4.7 3.9 1.0 0.8 4.2% 5.0%
600007 CH China World Tr-A Financials HOLD 12.7 2,088 6.8 25.5 22.9 2.4 2.3 2.0% 2.1%
600276 CH Jiangsu Hengru-A Health Care BUY 38.1 9,361 33.0 38.6 31.1 7.2 6.0 0.2% 0.3%
600535 CH Tasly Pharmac-A Health Care BUY 39.7 6,690 42.4 28.5 22.7 8.4 6.6 1.0% 1.3%
600594 CH Guizhou Yibai-A Health Care BUY 35.7 2,311 23.0 25.1 19.7 4.7 3.8 0.7% 0.8%
600521 CH Zhejiang Huahai Health Care BUY 15.1 1,934 22.4 35.0 27.5 3.7 3.3 1.0% 1.4%
601006 CH Daqin Railway -A Industrials BUY 8.0 19,327 52.3 7.9 7.1 1.4 1.3 6.5% 7.4%
600018 CH Sh Intl Port -A Industrials HOLD N/A N/A 46.5 N/A N/A N/A N/A N/A N/A
600406 CH Nari Technolog-A Industrials HOLD 15.9 6,292 105.3 20.7 16.7 5.1 4.1 0.6% 0.7%
600066 CH Zhengzhou Yut-A Industrials BUY 18.1 3,759 38.5 10.3 8.7 2.1 1.8 4.1% 4.6%
600588 CH Yonyou Softwar-A Information Technology BUY 20.1 3,824 81.0 37.3 28.8 6.0 5.2 1.1% 1.4%
600019 CH Baoshan Iron & S Materials BUY 4.5 11,998 34.0 10.5 9.1 0.6 0.6 4.3% 4.9%
600111 CH Inner Mong Bao-A Materials SELL 21.3 8,410 114.6 62.9 58.2 6.1 5.8 0.5% 0.6%
600309 CH Wanhua Chemic-A Materials BUY 18.0 6,343 39.4 12.4 9.6 3.2 2.6 3. 5% 4.4%
600176 CH China Fibergla-A Materials BUY 11.3 1,606 21.5 23.0 18.1 2.4 2.2 1.1% 1.3%
600900 CH China Yangtze-A Utilities HOLD 8.3 22,474 37.0 13.1 12.8 1.6 1.5 3.9% 4.1%
600886 CH Sdic Power Hol-A Utilities BUY 7.1 7,858 46.0 9.5 8.2 2.2 1.8 3.0% 3.2%
Bloomberg