Taxes or not, Chinese markets are still waiting for revenue to change, analysts say. “No matter what number of tariffs on China, it goes back to the domestic stimulus for China and if China can reduce the price drop,” Aaron Costello, Asian head of the Cambridge Associates, said on Thursday. Beijing “clearly shown the intention” to stimulate the economy, Costello said, noting the details were made at the annual parliamentary meeting in March. “The ability of China’s shares to return at a rapid rate exists, so we don’t want to be China with low weight, we want to be neutral,” he said. China’s shares were closely closed on Friday after a recent comment beyond US President Donald Trump to signify a hesitation to raise tariffs, despite threatening one day earlier that a 10 percent tariff could come as soon as February 1. of financial regulators to work effectively. Government -backed insurance authorities buy more shares. Although the order provides long -term support for stock, “we emphasize our preference for the stock market A, and to shares with a strong income of cash and good dividends,” Chinese Morgan Stanley’s main strategy specialist Stanley Laura Wang He said in a note on Thursday. He referred to the January 20 company report for the “well -known” name list. Morgan Stanley examined his Chinese stock analysts who hoped to see a strong revenue growth next year. Shares must be estimated to be overweight or equal weight, with a market capital of more than $ 2 billion and average daily sales of over $ 2 million. The three names with the highest revenue growth expected for 2025 are: Espressif Systems – Shanghai’s listed company creates home appliances chip sets. Earlier this month said its actual profit had increased more than twice in 2024. It said in December it plans to be listed in Hong Kong on an unnamed date. Zijin Mining – Hong Kong’s listed mining company, which mines such as copper, gold, zinc and lithium, said the actual profit in the third quarter rose more than 50% from a year ago. Morgan Stanley expects every company can raise revenue by at least 40% in 2025. “Quality revenue is increasingly the validated Alpha generator in China’s equilibrium position and should continue to be,” analysts said in a report on January 20. They said China’s shares have missed revenue expectations for 13 consecutive quarters since the end of 2021. But in their historic stock performance between 2021 and 2024, they found that revenue and high adjustment resulted in great efficiency against companies that missed or reduced estimates of Income. . Other revenue has become increasingly a catalyst for growth for Chinese companies while facing slowly at home. And despite concerns about geography politics hitting the electronic trade of border, Bernstein analysts said in a statement on Wednesday that the US export market is “larger, if not bigger than the United States.” The total value of E-commerce products in the United States was $ 1.1 trillion in 2023, while the next 29 markets that Emarketer has data had a total GMV of $ 1.5 trillion, Bernstein said. Bernstein analysts expect PDD and Alibaba revenue to grow in the coming year, but the only one they estimate that the best performance is the Temu parent. They have a targeted price of $ 150 per stock on PDD, with a profit of over 40% from the last day of Thursday. “From an investment perspective, our emotions are international (and especially the United States) investors consider the US -based genre, and meaning to PDD shares,” the analysts said. “On the contrary, we would say that the American Temu experience over the course of 12-18 months – showing a significant increase in profits as soon as the acquisition of new users was emphasized – shows a way to make a profit elsewhere.” – CNBC’s Michael Bloom contributed to this report.
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