摩根士丹利-中国投资策略：关于中国华融的4个投资者常见问题-2021.5.12-26页

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摩根士丹利-中国投资策略：关于中国华融的4个投资者常见问题-2021.5.12-26页

# 投行报告 # 华融大小：0.62M | 页数：26 | 上架时间：2021-05-23 | 语言：英文

该报告已下架

类型: 策略

上传者: YLY.sjz

撰写机构: 摩根士丹利

出版日期: 2021-05-12

摘要：

We address investors' key concerns on CHUAR. We expectCHUAR's government support to likely be in the form ofrecapitalisation and asset carveout. Going forward, we believestand-alone credit quality will be a key market focus forassessing credit risk and investors should stay up in quality.

Comparing CHUAR to other asset management companies (AMCs): ComparingCHUAR's financials in detail versus other AMCs, we think that it looks theweakest among the four AMCs (CHUAR, CCAMCL, ORIEAS, GRWALL), and recentmarket concerns about CHUAR are more idiosyncratic-driven than a symptom ofthe overall AMC sector.

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