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CMBI Research Focus List (June Edition) – Our high conviction stock ideas

  

Below is our CMBI Research Focus List (June edition), which highlights our high-conviction long/short ideas among our 160+ stock coverage. Our basket continues to outperform the benchmark!

  

Link To full report (June edition)

  

Performance highlights of CMBI Focus List (May Edition)

  • The basket (equal weighted) of these 19 long and 1 short ideas have outperformed MSCI China index by 400bps, delivering 7.5% return (vs MSCI China 3.5%).
  • 13 out of 18 long ideas outperformed the benchmark, and 1 short idea underperformed.
  • Meituan, Zhongsheng and Hope Education delivered excellent return of 15%+ during past month.

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