＜Research＞BOCI Expects Appliance OEMs to Benefit Most From Ultra-Long Treasury Bonds

AASTOCKS

2024-07-30 10:46

BOCI released a report expecting appliance OEMs to be the main beneficiaries of the ultra-long treasury bonds on the back of improved consumer confide...

　　BOCI released a report expecting appliance OEMs to be the main beneficiaries of the ultra-long treasury bonds on the back of improved consumer confidence and expanded demand for home appliance trade-ins. The broker said that consumption and consumer confidence boosted by the ultra-long bonds will further stimulate growth.

　　Due to stringent cost control and demand for home appliance trade-ins, BOCI expected that JD-SW (09618.HK) -1.500 (-1.446%) Short selling $93.36M; Ratio 15.474% will be the main beneficiary and likely have its sales of related products boosted. The second will be BABA-SW (09988.HK) -0.050 (-0.065%) Short selling $830.01M; Ratio 14.567% , in which the broker believes Tmall's and Taobao's lenient policies will provide a positive catalyst for the group.

　　(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2024-07-29 16:25.)

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