What changed
Kuaishou Technology ($1024.HK) Comm Services, +6.9%, conf 74: fwd/trail P/E supports, 6mo momentum drags. Dajin Heavy Industry Co.,Ltd. ($002487.SZ) Industrials, +6.1%, conf 74: downside risk and 60d volatility print as positive drivers, 6mo momentum negative. Full Truck Alliance Co. Ltd. ($YMM) Tech, +5.8%, conf 74: EPS revisions accelerating and illiquidity lead.
CHINA TAIPING ($0966.HK) Financial Services, +5.8%, conf 74: fwd/trail P/E and illiquidity add. C&D INTL GROUP ($1908.HK) Real Estate, +5.8%, conf 74: illiquidity and fwd/trail P/E are the extra drivers. HONGQIAO HOLDINGS ($002379.SZ) Basic Materials, +5.8%, conf 74: fwd/trail P/E helps, 6mo momentum drags.
Hengli Petrochemical Co.,Ltd. ($600346.SS) Basic Materials, +5.5%, conf 73: EPS revision accelerating and trend both fire. Huaqin Co., Ltd. ($603296.SS) Technology, +5.5%, conf 73: fwd/trail P/E supports, 12mo momentum drags. Basic Materials and Tech each have 2 names. Not a pure sector bet.
3SBio Inc. ($1530.HK) Healthca
Why it matters
Kuaishou Technology ($1024.HK) Comm Services, +6.9%, conf 74: fwd/trail P/E supports, 6mo momentum drags. Dajin Heavy Industry Co.,Ltd. ($002487.SZ) Industrials, +6.1%, conf 74: downside risk and 60d