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Huatai Securities: Highlight Aviation, Core Assets & Hong Kong Dividends, with an Eye on Shipping Opportunities
1 day ago /
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Author：小编
For the second half of 2025, our transportation sector recommendations center around three key themes: Firstly, the aviation sector stands to gain from constrained supply, strategic pricing adjustments, a surge in inbound tourism, and favorable oil and exchange rate dynamics. Secondly, we anticipate valuation correction opportunities for core assets and Hong Kong stock dividends. Lastly, given tariff policies and geopolitical influences, the shipping sector merits close attention.
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