Share this postEmerging Market SkepticChina & Hong Kong Stock Picks (November 2024)Copy linkFacebookEmailNotesMoreChina & Hong Kong Stock Picks (November 2024)Cafe De Coral, Chow Tai Fook Jewelry Group, PDD Holdings, Ke Holdings, Baidu, NIO Inc, Trip.com, Alibaba, Geely Automobile Holdings, JD.com, China Life Insurance, YUM China, Li Auto, Xiaomi, etc. Dec 30, 2024∙ Paid2Share this postEmerging Market SkepticChina & Hong Kong Stock Picks (November 2024)Copy linkFacebookEmailNotesMore2Share

We haven’t gotten to our monthly China stock post for November yet with Chinese or Hong Kong stocks covered by a couple of equity research providers in this post:

[Note: On desktop browsers, an autogenerated table of contents will appear on the left side linked to each stock. I will add those links below after publishing/emailing this post…]

Cafe De Coral, Zhejiang Dingli, Aac Technologies Holdings, Sunny Optical, Chow Tai Fook Jewelry Group, BOE Varitronix, BYD Electronic International Co Ltd, Baozun, iQIYI, PDD Holdings, Ke Holdings, Baidu, NIO Inc, Kuaishou Technology, Atour Lifestyle Holdings, ZTO Express, Xpeng Inc, Tongcheng Travel Holdings, Trip.com, Weibo Corp, Xiaomi, Great Wall Motor, CSPC Pharmaceutical Group, Alibaba, Geely Automobile Holdings, JD.com, NetEase, Bilibili, BeiGene, FIT Hon Teng, Tencent, Tencent Music Entertainment Group, Zhejiang Leapmotor Technology, VSTECS Holdings Ltd, Carote Ltd, China Life Insurance, YUM China, Innovent Biologics, Maxscend Microelectronics, China Pacific Insurance (Group) Co, Shanghai United Imaging Healthcare & Li Auto

CMB International Capital Corporation, a wholly owned subsidiary of China Merchants Bank (SHA: 600036 / HKG: 3968 / OTCMKTS: CIHKY / OTCMKTS: CIHHF), has a monthly list of 20+ high conviction stock ideas - namely Chinese stock picks (see our May, June, July, August, September, October, November, December, January-February, March, April, May, June, July-August, September & October posts summarizing those) BUT these lists do not change too much from month to month. Stocks covered by the CMBI November list (including additions and deletions) and included in this post with updated stats and charts include:

Li Auto, Geely Automobile Holdings, China Hongqiao Group, Bosideng International Holdings, JNBY Design, YUM China, Xtep, Proya Cosmetics, BeiGene, Shanghai United Imaging Healthcare, China Pacific Insurance (Group) Co, PICC Property and Casualty Co Ltd, Tencent, NetEase, Alibaba, Greentown Service Group Co, FIT Hon Teng (Foxconn Interconnect Technology), Xiaomi, BYD Electronic International Co Ltd, Zhongji Innolight Co Ltd, NAURA Technology Group & Kingdee International Software

Short Idea: Sinotruk Hong Kong Ltd

And as always, this post is provided for informational purposes only (and to make your life easier…). It does not constitute investment advice and/or a recommendation…