BOCOM International: "The Start of the 15th Five-Year Plan" sets the tone - January's stock selection overview.
The stocks selected by the bank in January include: Sun Hung Kai Properties Trust (00778), NVIDIA (NVDA.US), Hosa-W (02525), Sansheng Pharmaceuticals (01530), Inner Mongolia Yili Group (600887.SH), and Xinjiang Goldwind Science & Technology (03800).
GMTEight Financial APP learned that BOCOM INTL has released a research report stating that the beginning of China's "15th Five-Year Plan" sets the tone, and the market has entered a period of policy validation and profit recovery. The evolution of pricing power structure, new core assets attracting long-term capital inflows. Key focus in January on three variables: 1) The first batch of major projects and detailed policies for increased revenue in the "15th Five-Year Plan"; 2) Overseas liquidity; 3) Consumption data before the long Spring Festival holiday and seasonal liquidity. The bank recommends industry allocation focusing on "domestic demand restructuring" and "resilience in going global", with both offense and defense in mind. The bank's selected stocks for January include: FORTUNE REIT(00778), NVIDIA Corporation(NVDA.US), HESAI-W(02525), 3SBIO(01530), Inner Mongolia Yili Industrial Group(600887.SH), GCL TECH(03800).
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