UBS Lists 3 China Nuclear Stocks Poised for Growth Amid Industry Expansion Investing.com -- China’s nuclear power sector is entering a significant growth phase, with several key players well-positioned to benefit from the country’s expanding nuclear reactor fleet and technological advancements, according to recent UBS analysis. The investment bank has identified three standout companies leveraging China’s nuclear upcycle, highlighting their strong growth potential and attractive valuations compared to global peers. UBS initiated coverage with a Buy rating and a HK$9.60 price target, identifying Harbin as a top-tier Chinese power equipment manufacturer with the highest nuclear gross profit exposure among listed domestic OEMs. The bank forecasts a 19% EPS CAGR over 2024-29, driven by China’s expanding nuclear reactor fleet, potential upside from small modular reactor development, and growing subscription-based maintenance services. Trading at 6x 2026E PE, Harbin offers an attractive valuation discount compared to both global and domestic competitors. 2. Dongfang Electric Corporation UBS initiated coverage with a Buy rating and HK$23.60 price target for Dongfang Electric-H shares. As a diversified power equipment manufacturer serving multiple energy sectors, Dongfang is projected to achieve a 27% EPS CAGR from 2024-29, significantly outpacing its 11% growth from 2020-24. This acceleration is expected to come from scaling subscription-based maintenance services, the nuclear equipment upcycle, and potential gains from next-generation technologies including small nuclear reactors and fusion. UBS’s EPS estimates for 2025-27 exceed consensus by 4-29%, while the stock trades at just 10x 2026E PE compared to the 44x average for global peers. The bank specifically highlighted Dongfang Electric-A shares as its top sector pick. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. 3. China National Nuclear Power UBS reiterated its Buy rating while raising the price target to Rmb11.30. The bank views CNNP as offering a more balanced risk-reward profile than some competitors, citing its partial exposure to renewables that could benefit from potential policy support and lower fuel cost risk with nuclear fuel supply contracts secured until 2030. With stable operations, higher cost visibility, and a stronger balance sheet, UBS sees upside potential at 1.4x 2026E P/BV, which remains below the historical average of 1.8x forward PB while offering an implied 2% dividend yield. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. With 1133 making headlines, savvy investors are asking: Is it truly valued fairly? In a market full of overpriced darlings, identifying true value can be challenging. InvestingPro's advanced AI algorithms have analyzed 1133 alongside thousands of other stocks to uncover hidden gems. These undervalued stocks, potentially including 1133, could offer substantial returns as the market corrects. In 2025 alone, our AI identified several undervalued stocks that later surged by 50 or more. Is 1133 poised for similar growth? Don't miss the opportunity to find out.

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Is the worst of Trump’s trade conflict over? UBS weighs in Investing.com - "Considerable uncertainty" around sweeping U.S. tariffs remains following President Donald Trump’s decision last week to slap new levies on a range of nations, according to analysts at UBS. In a note, the brokerage said that recent pacts between Washington and several trading partners have reduced the threat of a widespread "tit-for-tat tariff conflict," bolstering hopes that "cooler heads will prevail" in Trump’s aggressive trade agenda and support a prolonged rally in equities. But the fresh duties "reinforced our view that there will be bumps along the way," the analysts led by Kurt Reiman warned, adding that markets may be more vulnerable to volatility in the near term. Trump’s slate of new tariffs, which are due to come into effect on August 7, included a 39% levy on Switzerland as well as a 25% duty on India and 20% on Vietnam. However, these countries can still negotiate a new trade pact with Washington before the deadline arrives. Markets may be keeping close tabs on potential talks between Trump and Canadian Prime Minister Mark Carney, in particular. Canada now faces a 35% on its goods not covered by the U.S.-Mexico-Canada Agreement, a trade deal signed during Trump’s first term in office. Meanwhile, the Trump administration is still mulling over placing sector-specific tariffs on goods like pharmaceuticals and semiconductors. The UBS analysts predicted that the effective U.S. tariff rate will evenutally settle at around 15%, which, though a drag on growth, is not anticipated to be enough to spark a recession or stem a recent uptick in stocks. "As a result, investors who are underallocated to equities should prepare to add exposure on potential market dips," the analysts said. They added that this is "especially true for "transformational innovation themes, including artificial intelligence, power and resources, and longevity." AI computing powers are changing the stock market. Investing.com's ProPicks AI includes 6 winning stock portfolios chosen by our advanced AI. In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. Which stock will be the next to soar?

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