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受益于财政支出和技术创新 瑞银祭出优质金融科技股名单!

Benefiting from fiscal spending and technological innovation, UBS Group has released a list of high-quality CNI Xiangmi Lake Fintech Index stocks!

Zhitong Finance ·  Dec 20 14:52

UBS Group analysts have selected the top stocks from four Technology sectors, with several quality stocks in the 'CNI Xiangmi Lake Fintech Index' sector expected to have investment opportunities in the short to medium term.

According to Zhijia Finance APP, UBS Group analysts have selected the top stocks from four Technology sectors, including leading stocks in the fields of CNI Xiangmi Lake Fintech Index, Green Technology, Empowerment Technology, and Health Technology. Among them, several quality stocks in the 'CNI Xiangmi Lake Fintech Index' sector are expected to have investment opportunities in the short to medium term. CNI Xiangmi Lake Fintech Index is one of the major disruptors undergoing a technological transformation, expected to have significant and lasting impacts.

Hartmut Issel, Head of Equities and Crediting for the Asia-Pacific region at UBS Group, stated: "Many sub-industries of (Technology) are seen as leading Indicators of innovation and social progress today, such as the role of mobile technology in helping emerging countries leap over the personal computer era, the rise of electric vehicles as a better Eco-friendly Concept, and cloud technology aiding businesses in efficiently processing Big Data."

Issel noted: "Structural drivers, such as rapid urbanization, digital trends surrounding mobile, cloud, analytics, Social Media, emerging technologies, and the stronger demand from millennials are supportive factors in the continued growth of CNI Xiangmi Lake Fintech Index. We expect CNI Xiangmi Lake Fintech Index revenue to grow at a compound annual growth rate of 11.5%, increasing from $285 billion in 2022 to $680 billion by 2030."

Issel stated: "We see that industry leaders in 2030 will emerge from these fields. The following stocks are expected to bring outstanding earnings growth to the market driven by positive, lasting structural trends that support this theme."

The following stocks will benefit from fiscal spending and technological innovation, making them highly attractive in the short to medium term:

Mandiri Bank (PPERY.US) - "Indonesian banks like Mandiri Bank are expected to benefit from the interest rate cuts in the USA and domestically, which will help lower bond yields and funding costs, thereby improving net interest margins."

Bank of America (BAC.US) - "We believe Bank of America is a well-managed, diversified universal bank that has the ability to rebound from recent macroeconomic pressures and high interest rates."

Barclays (BCS.US) - Analysts stated, "(The company) management recently emphasized that they are revising financial targets and are committed to returning capital to shareholders." "Currently, the company's stock price is at the lower end of the European banking sector, and we believe this is not reflected in today's valuation, which does not align with actual value or potential."

Goldman Sachs Group (GS.US) - The bank "will benefit from rate cuts by major economies... Based on 2025's PE, its valuation is attractive."

Intercontinental Exchange (ICE.US) - "The company can benefit from increased market volatility and trading volume. We believe that in an uncertain macro environment, market volatility and trading volume may remain high."

Italy's Banco di San Paolo (ISNPY.US) - "We are bullish on Banco di San Paolo's diversified revenue mix, especially in a year of declining interest rates, as we expect expense growth to continue to accelerate."

MasterCard (MA.US) - "We believe the next decade will reward investments in disruptive technologies... The global rollout of 5G technology should accelerate this trend."

Société Générale (SCGLF) - Analysts said the stock "is one of the cheapest stocks in the industry (trading below 0.4 times book value)." "After last year's Investor Day and self-service options, market expectations have adjusted, and we believe the stock looks very attractive."

Standard Chartered (SCBFF.US) - This bank's stock price is below the industry average. "We believe it is unreasonable for a bank with tangible equity returns expected to reach 12% and a potential buyback far exceeding the $5 billion target."

Vonovia (VONOY.US) - "We believe that a decrease in interest rates may become a catalyst for stock prices, as it will ease the pressure of rising financing cost expectations in the future."

The translation is provided by third-party software.


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