Report
UOB
Tham Mun Hon
EUR 455.05 For Business Accounts Only

CHINA/HK MARKET STRATEGY FOR 2020: 143-page report – Price = US$500:-

UOB Kay Hian published on 11th December a 143-page China/HK strategy report, which highlights our preferred sectors and stocks for 1H 2020. The report includes sections on:-
* Market Strategy for 2020: pages 4 – 15;
* Stock Recommendations: page 16;
* China 2020 Economic Outlook: pages 17 – 26;
* Review of Sectors: pages 27 – 112;
* Company Updates - Top Stock Picks: pages 114 – 143.
For more information about the UOBKayHian dealing services in the Asia-Pacific region and the research on Asian companies (including bespoke packages and free trials), please contact David Osman or Simon Dickson in London.

UOB Kay Hian (UK) Ltd. is authorised and regulated by the Financial Conduct Authority. UOB Kay Hian Pte. Ltd. is authorised and regulated by the Monetary Authority of Singapore.
Underlyings
Alibaba Group Holding Ltd

Anhui Conch Cement Co. Ltd.

Anta Sports Products Ltd.

ANTA Sports Products is principally engaged in the manufacturing, trading and distribution of sporting goods, including footwear, apparel and accessories, in the People's Republic of China. As of Dec 31 2014, there were 7,662 ANTA Stores, 1,228 Kids sportswear series stores and 519 FILA stores in China, Hong Kong and Macao.

China Gas Holdings (P Chip)

China Gas Holdings and its subsidiaries is a gas operator and service provider primarily engaged in the investment, construction and operation of city gas pipeline infrastructure facilities, gas terminals, storage and transportation facilities, and gas logistics systems, transmission of natural gas and liquefied petroleum gas (LPG) to residential, industrial and commercial customers, construction and operation of compressed natural gas/liquefied natural gas refilling stations as well as the development and application of technologies relating to natural gas and LPG in China.

China Mengniu Dairy

China Mengniu Dairy is an investment holding company. Through its subsidiaries, Co. is engaged in the manufacturing and distribution of dairy products including liquid milk products (such as ultra-high temperature (UHT) milk, milk beverages and yogurt), ice cream, milk formula and other products (such as cheese) in China. Co.'s core brand is MENGNIU. Co.'s segments include liquid milk products, which manufactures and distributes UHT milk, milk beverages and yogurt; ice cream products, which manufactures and distributes ice cream; milk powder, which manufactures and distributes milk powder; and other products, which includes Co.'s cheese, plant-based nutrition product and trading business.

New Oriental Education & Technology Group ADS

Pentamaster International

Pentamaster International Limited. Pentamaster International Limited is an investment holding company mainly engaged in the provision of automation technology and solutions. Along with subsidiaries, the Company operates its business through two segments. The Automated Equipment segment offers products and solutions catering to customers' needs for automated functionality testing on components and/or end products along their manufacturing processes. The products and solutions primarily consisted of test handlers solutions for testing of semiconductor electronic components such as integrated circuits (ICs) and smart sensors under Pentamaster Technology, as well as end product test solutions in respect of consumer electronic products and light emitting diodes (LEDs) under Pentamaster Instrumentation. Automated Manufacturing Solution segment is engaged in designing, development and installation of automated manufacturing solutions (AMS) modules.

PICC Property & Casualty Co. Ltd.

PICC Property and Casualty is a non-life insurance company based in mainland China. Co. is engaged in motor vehicle insurance, commercial property insurance, homeowners insurance, cargo insurance, liability insurance, accidental injury insurance, short-term health insurance, hull insurance, agriculture insurance, surety insurance, which are denominated in RMB and foreign currencies, together with the reinsurance of the above insurance products, and investment and fund application business permitted under the relevant laws and regulations of the People's Republic of China. Co.'s subsidiaries are engaged in the provision of insurance agency services and training services for Co.

Sany Heavy Industry (A) (SC SH)

SANY HEAVY INDUSTRY CO.,LTD is a China-based company principally engaged in the research and development, manufacture, distribution and provision of services of engineering machinery. The Company's major products are categorized into five types, which are concrete machinery, excavating machinery, hoisting machinery, pile driving machinery and road construction machinery, including truck-mounted concrete pumps, trailer concrete pumps, excavators, truck cranes, rotary drilling rigs and sets of road equipment, among others. The Company distributes its products in both domestic and to overseas markets.

Sunac China Holdings Ltd

Sunac China Holdings is an investment holding company. Through its subsidiaries, Co. is principally engaged in property development, property investment and property management services in the People's Republic of China. As of Dec 31 2012, Co. had project developments in the five main regions of Beijing, Tianjin, Chongqing, Shanghai and Hangzhou, which were in different phases and covered a range of property types, such as high-rise and mid-rise residences, detached villas, townhouses, retail properties, offices and car parks.

Sunny Optical Technology Group Co. Ltd.

Sunny Optical Technology Group is an optical manufacturing group based in Hong Kong. Co. is engaged in the design, research and development, manufacture and sales of optical and optical-related products. These products include optical components (such as glass spherical and aspherical lenses, plane products, handset lens sets, vehicle lens sets and other lens sets), optoelectronic products (such as handset camera modules, smart television video modules, security surveillance cameras and other optoelectronic modules) and optical instruments (such as microscopes, optical measuring instruments and various optical analytical instruments).

Tongcheng-Elong Holdings Ltd

Weichai Power Co. Ltd.

WuXi Biologics (P Chip)

Wuxi Biologics Cayman Inc. WUXI BIOLOGICS (CAYMAN) INC. is an investment holding company. The Company along with its subsidiaries is mainly engaged in the discovery, research and development, manufacturing and sales of biologics products. The Company's primary products include the clinical active pharmaceutical ingredients, sterile liquid preparations, freeze-dried preparations, as well as small molecules antibiotics for injection drugs. The Company mainly distributes its products in the United States of America (USA) and the People's Republic of China (PRC) markets.

Zijin Mining Group (H)

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UOB

Analysts
Tham Mun Hon

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