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Citi, Macquarie Top Picks for H Shrs (Table)
2025-06-30 17:31:26
Citi released a report in mid-May on its Top Buys list of Chinese H-shares and Chinese ADRs:

TENCENT (00700.HK)
HUANENG POWER (00902.HK)
Trip.com (TCOM.US)
BYD COMPANY (01211.HK)
AIA (01299.HK)
Atour Lifestyle (ATAT.US)
ANTA SPORTS (02020.HK)
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Macquarie released a China market strategy report in late June outlining four major investment themes for Chinese stocks: winners in selective consumption and consumption downgrade; technology localization; advanced manufacturing; and energy self-sufficiency. The broker also listed the stocks included in its portfolio:

Macquarie's China Strategy Portfolio:
BYD COMPANY (01211.HK)
POP MART (09992.HK)
Yum China (YUMC.US)
XPENG-W (09868.HK)
BYD ELECTRONIC (00285.HK)
ASMPT (00522.HK)
XIAOMI-W (01810.HK)
SUNNY OPTICAL (02382.HK)
DONGFANG ELEC (01072.HK)
SINOPEC CORP (00386.HK)
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AASTOCKS Financial News
Website: www.aastocks.com