J.P. Morgan: Hong Kong to Sustain Investment Inflows, Prefer HKEX (00388), Techtronic Industries (00669), MTR Corporation (00066), and Henderson Land (00012)

Stock News
Oct 23

According to reports, J.P. Morgan has released a research report stating that the MSCI Hong Kong Index (MXHK) has returned 26% in USD terms year-to-date. Currently, the index’s forecasted price-to-earnings ratio for the next 12 months sits 0.3 standard deviations below its 10-year average, positioning Hong Kong as the cheapest market in the Asia-Pacific region, excluding ASEAN countries. In July of this year, J.P. Morgan raised its year-end targets for MXHK to 13,000 and 14,000 points based on the assumption that MXHK's valuation remains steady, rising to 0.5 and 1 standard deviations above its 10-year average may lead to targets by the end of 2026 of 14,366, 15,522, and 16,679 points, representing potential increases of 8%, 16%, and 25% respectively. J.P. Morgan noted that the recovery trend in Hong Kong since 2023 has been significant, with strong financial market performance and a stabilizing residential property market. Valuations are relatively low compared to historical levels and other markets, leading them to believe that Hong Kong can continue to attract investment inflows, holding a positive outlook for next year. The preferred stocks include HKEX (00388), Futu (FUTU.US), Galaxy Entertainment (00027), MGM China (02282), Techtronic Industries (00669), China State Construction International (03311), Henderson Land (00012), and MTR Corporation (00066), with a rating upgrade to “Overweight” for the communication services sector.

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