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Look East and Feast: Top Chinese Stocks to fill your plate (and portfolio) with NOW!

May 08, 2019

Better Data for Better Investment DecisionsBetter Data for Better Investment Decisions
Better Data for Better Investment DecisionsBetter Data for Better Investment Decisions

 

 

China Top Buy Ideas

Name Ticker Sector Industry Primary Stock Ranking
Alibaba Group Holding Limited BABA Consumer Discretionary Internet and Direct Marketing Retail Top Buy - China All-Cap
Autohome Inc. ATHM Communication Services Interactive Media and Services Top Buy - China All-Cap
ZTO Express (Cayman) Inc. ZTO Industrials Air Freight and Logistics Top Buy - China All-Cap
Vitasoy International Holdings Limited SEHK: 345 Consumer Staples Packaged Foods and Meats Top Buy - China All-Cap
Yum China Holdings, Inc. YUMC Consumer Discretionary Restaurants Top Buy - China All-Cap
Lenovo Group Limited SEHK: 992 Information Technology Technology Hardware, Storage and Peripherals Top Buy - China All-Cap
Hong Kong Exchanges and Clearing Limited SEHK: 388 Financials Financial Exchanges and Data Top Buy - China All-Cap
China Overseas Property Holdings Limited SEHK: 2669 Consumer Staples Packaged Foods and Meats Top Buy - China All-Cap
Ausnutria Dairy Corporation Ltd SEHK: 1717 Consumer Staples Packaged Foods and Meats Top Buy - China All-Cap
HKT Trust and HKT Limited SEHK: 6823 Communication Services Integrated Telecommunication Services Top Buy - China All-Cap

 

  • Alibaba Group Holdings (BABA) and its subsidiaries offers online and mobile commerce services both in the People’s Republic of China and the global landscape. Alibaba Group is a high growth Chinese consumer play; over the past 5 years, Alibaba Group has grown its top-line revenue by 54.1% per annum! 

 

  • ZTO Express Inc. (ZTO) is a provider of express delivery and other similar value-added logistics services to e-commerce and traditional merchant customers in the People’s Republic of China. This stock idea is a great value buy, as represented by its “Top Buy” rating in our Quality Value factor category. Over the past 3 years, ZTO Express has posted strong net income growth of 48.7% per annum, faster than its already robust top-line growth over the past 3 years of 42.5% per annum.  

 

  • Vitasoy International Holdings Ltd. (SEHK: 345) and its subsidiaries manufacture and sell food and beverages in Mainland China, Hong Kong, Australia, New Zealand, and Singapore. Vitasoy has increased its annual dividend payment by a robust 12.2% per annum over the last 5 years. 

 

  • Lenovo Group Ltd. (SEHK: 992) develops, manufactures, and markets technology products and services geared towards both commercial and consumer applications across the world. Lenovo currently trades at an attractive dividend yield of 3.8%.  

 

  • Yum! China Holdings, Inc. (YUMC) owns, operates, and franchises restaurants in China under popular brands like KFC, Pizza Hut, and Taco Bell. Yum! China generated all-time high return on equity of 25.3% in FY2018!

 

  • Hong Kong Exchange & Clearing Limited (SEHK: 388) is the owner and operator of stock and futures exchanges, and related clearing houses in Hong Kong. Across the 15 analysts that cover Hong Kong Exchange and Clearing Limited, they aggregately rate the stock as “Outperform”!  

 

  • HKT Trust and HKT Limited (SEHK: 6823) is a provider of telecommunications services to international and Hong Kong customers, offering such services as broadband products, telephone services, and international communication solutions. HKT Trus and HKT Limited offers the most attractive dividend yield of 5.7% among the top buy ideas highlighted above.  

 

 
We Crunch the Numbers, You Make the Trade.We Crunch the Numbers, You Make the Trade.
We Crunch the Numbers, You Make the Trade.We Crunch the Numbers, You Make the Trade.

 

Global Top Stock IdeasTOP LONG & TOP SHORT STOCK IDEAS FOR GLOBAL MARKETSMONTHLY TOP IDEAS FROM OUR MULTI-FACTOR QUANTITATIVE MODELS
Global Top Stock IdeasTOP LONG & TOP SHORT STOCK IDEAS FOR GLOBAL MARKETSMONTHLY TOP IDEAS FROM OUR MULTI-FACTOR QUANTITATIVE MODELS