Securities firms have released their June investment recommendations, with 42 research institutes collectively nominating 332 stocks (after deduplication) across 457 recommendations. The data highlights a notable surge in Hong Kong-listed picks, which saw 43 targets garnering 62 endorsements—up 6 stocks and 7 recommendations from May. Meanwhile, the pharmaceutical and biotechnology sector has reclaimed its position as the most-recommended industry after a three-year hiatus, signaling renewed institutional confidence in cyclical sectors.
A detailed breakdown reveals 42 GEM-listed stocks received 53 recommendations, while 45 Science and Technology Innovation Board targets attracted 59 nods—reflecting continued appetite for innovation-driven companies. The Beijing Stock Exchange saw modest interest with 3 picks, alongside 5 ETF recommendations. This distribution underscores analysts’ balanced approach, blending high-growth potential plays with diversified instruments to mitigate volatility risks.
The pharmaceutical sector’s return to the top spot, coupled with increased Hong Kong stock coverage, suggests a strategic pivot. Institutions appear to be capitalizing on undervalued opportunities in biotech amid sector rotation, while Hong Kong’s market benefits from improved liquidity and regulatory tailwinds. The ETF inclusions further indicate a hedging strategy as global macro uncertainties persist, offering investors both targeted exposure and risk management tools.
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