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This article was first published on the WeChat public account: Hong Kong stocks. The content of the article belongs to the author's personal opinion and does not represent the position of Hexun.com. Investors should act accordingly, at their own risk.
US stocks Nasdaq has risen 9 days to hit a record high, and A-shares rebounded significantly on Wednesday. The Shanghai Composite Index rose 1.36%, hitting a three-month high and hitting the biggest one-day gain in nearly two months. The GEM index also rebounded today. 1.04%. The best performance of the A-share market was the brokerage sector, with stocks rising across the board. Its China Securities Securities 002736, stocks (002736.SZ), Orient Securities (600958.SH) and Shanxi Securities 002500, stocks (002500.SZ) 3 brokerage stocks daily limit .
In the Hong Kong stock market, the Hang Seng Index continued to hit a two-year high led by the rise of technology stocks led by Tencent (00700.HK). Tencent (00700.HK) closed at HK$298 today, up 3.91%. The single-day gain was the largest since September 5, 2016, and it has risen for 8 consecutive trading days. The latest total market value is HK$2,825 billion. The intraday high new record price of 298.8 Hong Kong dollars.
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It is worth mentioning that Alibaba (BABA), one of the three giants overnight, also continued to record high, with a total market value of 388.889 billion US dollars (about 3,036.3 billion Hong Kong dollars).
For Tencent's recent continuous rise and high trend of innovation, it can be summarized as the following reasons:
1) The market is optimistic about the performance of Tencent's mid-year report. The specific disclosure time is August 16. The agencies pointed out that the restrictive measures of "Glory of the King" did not affect the income of the game, and the new game further optimized the combination. Some institutions have also raised the target price of Tencent Holdings. Among them, Nomura raised its target price to HK$341.
2) Previously, due to the People's Network 603000, the stock slammed the glory of the king and caused Tencent's share price to plummet. However, some netizens broke the news yesterday that Tencent's chairman and CEO Ma Huateng was a guest.
3) New games are online and perform very well. In order to win market share on RPG (ARPU is relatively high in the game category), Tencent launched the Tianlong Babu (ranked second on July 3), Heroes Invincible 3 and Dragon Valley, and added many in its game reserve. Popular RPG games, such as Heaven 2: Oath, Jian Wang 3, etc., and strategic investment in Xishanju.
First, the index aspect
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The three major indices of the Hong Kong stock market closed on Wednesday.
The Hang Seng Index hit another two-year high, closing up 0.56% to 26,672 points. Today it is the eighth consecutive trading day.
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The HSCEI closed up 0.98% at 10860. The red chip index closed up 0.96% at 4206.
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The market traded a total of HK$90.939 billion for the whole day, weighing 90 billion. The net inflow of funds from the south to the whole day was 2.83 billion yuan, which was significantly higher than the net inflow of the previous trading day, and it was re-approaching to the level of 3 billion; among them, the net inflow of Hong Kong stocks (Shanghai) was 1.847 billion yuan, and the Hong Kong stocks were deep (net). Inflow of 983 million yuan.
Hong Kong stocks traded a total of 12.107 billion Hong Kong dollars in the whole day, accounting for 13.32% of the total turnover, and the transaction volume reached a new high.
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From the performance of the disk, the technology stocks represented by Tencent today showed strong growth, among which Tencent closed up nearly 4%, and the stock price approached 300 Hong Kong dollars, which boosted the HSI by 107 points.
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In addition, Kingdee International (00268.HK), Kingsoft (03888.HK) and Sunny Optical (02382.HK) all rose more than 7%.
The senior members of Glonhui continued to remind the market that the market is welcoming the intensive disclosure period of the China Daily and continue to focus on the blue chip stocks. At the same time, the stocks that have been speculative (conceptual) in the early stage but have no performance support should pay attention to the risks.
Second, hollow data
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Hong Kong stocks were short-selling today at HK$8.327 billion. The market short-selling ratio was 11.604%, down 1.477% from the previous trading day (13.081%).
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The top three short-selling stocks today are Uni-President China (00220.HK), China Medical Network (00383.HK) and China Everbright International (00257.HK).
Third, the Hong Kong stocks through the plate
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The top five gainers in the Hong Kong stock market today are Cogobuy (00400.HK), New Town Development Holdings (01030.HK), South China City (01668.HK), Shougang Resources (00639.HK) and Kingdee International (00268). .HK).
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The top five stocks in the Hong Kong stock market today were Shisi Pharmaceutical Group (02005.HK), Lvjing China Real Estate (00095.HK), Sansheng Pharmaceutical (01530.HK), Metropolitan Beauty (02298.HK) and Hutchison. Telecommunications Hong Kong (00215.HK).
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The top ten transactions of Hong Kong Stock Connect (Shanghai) today are: Tencent, Industrial and Commercial Bank, China Taiping, Ping An, HSBC, Sunac China, Zijin Mining, Yanzhou Coal, China Merchants Bank and Luoyang Molybdenum. The largest net inflow is still ICBC, with a net inflow of HK$386 million. Only Sunac China's net outflow, net outflow of 3.5 million Hong Kong dollars.
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The top ten transactions of Hong Kong Stock Connect (Deep) are: New City Development Holdings, Tencent, IGG, Sunac China, Xinhua Insurance, Ketong Core City, Vanke Enterprises, China Shenhua, South China City and Guangzhou Automobile Group. Among them, Xincheng Development Holdings has the largest net inflow, with a net inflow of HK$91.64 million. Only Ketong Core City has a net outflow with a net outflow of HK$12.74 million.
4. Hong Kong stocks (all from the Gloem APP telegram)
4.1 Dongyang Sunshine (01558.HK) rushed back and fell back
East Sunshine Pharmaceuticals (01558.HK) showed a significant downward trend in intraday trading, and the decline in the late session has significantly expanded. It closed at HK$18.98, down 6.04%, with a turnover of HK$39.921 million. The latest total market value is HK$8.579 billion.
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The stock has risen by about 15% since July, but there has been a significant decline in the intraday trading. There is no substantial news on the fundamentals. The major shareholder Temasek also once increased its holdings in April and July, and Galaxy International recently It also gave the stock a Buy rating for the first time. It is expected that the high uric acid drug, Ertong Shu, will grow faster in the first half of 2017, and the core variety Kewei will continue to increase in volume, but the growth may not be as expected. The time to market for the product is not as expected. . The company will disclose the interim report on August 18.
4.2 China Taiping (00966.HK) led the rise in insurance stocks across the board
In the Hong Kong stock market, insurance stocks continued to rise across the board. Among them, China Taiping (00966.HK), which has been strong in recent days, continued to lead the gains, closing at HK$23.6, up 7.03%. The turnover was significantly enlarged. The latest total market value was HK$84.818 billion. . In addition, Xinhua Insurance (01336.HK), China People's Insurance (01339.HK) and China Pacific Insurance 601601, shares (02601.HK) rose more than 1%, but Xinhua Insurance has gradually narrowed its intraday gains.
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On July 13, China Taiping (00966) announced that the premium income of the subsidiary in the first half of the year increased by 27.68% year-on-year to 92.4 billion yuan. At present, there is no exact time for the disclosure. China Merchants Securities maintains China Taiping Buy rating with a target price of HK$23.41; Credit Suisse upgrades China Taiping Rating to outperform the market with a target price of HK$28.
4.3 Cogobuy (00400.HK) soared over 33%
In May of this year, the stock price of Cogobuy (00400.HK), which was shorted by the bonfire research, has been falling all the way. The cumulative decline has reached 66%, but there has been a sharp increase in the intraday trading. This is the first time since it was shorted. Great rebound. It closed at HK$4.89, up 33.24%, with a turnover of HK$471 million. The latest total market value was HK$7.194 billion.
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Insiders of Cogobuy said that this week, Cogobuy has signed strategic cooperation with several banks, which said it provides comprehensive financing for the company. It said that after the short-selling share price pressure, a number of domestic and foreign banks tightened credit to the company, which affected part of the business development. After the stock price stabilized, the company recently received financing support from a number of banking institutions.
At the same time, the introduction of strategic investors by the company's hard-core is basically clear. The partner is a large-scale enterprise with a state-owned enterprise background, but the agreement has not yet been signed, and there is still uncertainty.
4.4 Hexing Group (00047.HK) closed up 3.59%, and the recent trend is better
Following yesterday's close of 6.7%, Hexing Group (00047.HK) continued to rise today, closing at HK$0.231, up 3.59%, with a turnover of HK$8.985 million. The latest total market value is HK$2.326 billion. There is no new news on the market.
It is worth noting that the company granted 72.5 million share options on June 22, with an exercise price of HK$0.1988. The share options are valid for ten years. The company's share price has also been rising since June 22, with a cumulative increase of nearly 25%.
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Hexing Group is a catering company with two brands, Yoshinoya and Ice Queen. According to 2016 data, Yoshinoya contributed nearly 88% of its turnover. The company's stores mainly cover Beijing, Hebei, Northeast China and Inner Mongolia. In 16 years, Yoshinoya's same-store revenue increased by 3.1%, boosting the company's 16-year revenue growth of 7.8%. In addition, the cost was effectively controlled, and the 16-year net profit increased by 89.4%.
4.5 Interim results boosted Jianye Laminate (01888.HK) up 6.83%
The Jianye Laminate (01888.HK), which has been strong in recent days, continued to rise today, closing at HK$11.58, up 6.83%, with a turnover of HK$164 million. The latest total market capitalization was HK$35.678 billion.
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On the evening of the 17th, Jianye Laminate announced the announcement of Yingxi. It is estimated that the net profit for the six months ended June this year will increase by more than 100% year-on-year. The profit margin of the products manufactured and sold by the Jianye Laminate Group was mainly due to the increase in profit margin. During the period, the prices of upstream materials such as glass cloth in the market increased sharply due to tight supply, and the price of copper-clad panels was also raised several times.
With the arrival of the commodity cycle, the upstream raw material prices are strong, driving the company's profit margins to rise, the market's confidence in the performance of Jianye's laminates has increased, and the stock price has continued to rise.
According to the latest data from GLONG, the average cost of holding the Jianye Laminate (01888.HK) by Hong Kong Stock Connect is HK$9.46, and the shareholding ratio is 0.37%. It is currently in a state of floating profit.
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4.6 Affected by Minmetals Group and China National Gold Group or the merger of iron goods (01029.HK) rose more than 8%
Iron goods (01029.HK) showed a significant uptrend in intraday trading, closing at 0.335 Hong Kong dollars, up 8.06%, turnover of 20.06 million Hong Kong dollars, the latest total market value of 2.376 billion Hong Kong dollars.
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Yesterday, it was reported that the Chinese government is considering merging Minmetals and China Gold Group. Minmetals is China's largest metal mining enterprise group, while China National Gold Group is the only central enterprise in China's gold industry. If the merger is successful, it will create a “giant†in the metal smelting industry.
In addition, iron ore, the most important commodity of iron goods, has recently opened a wave of market. As of the close of the afternoon of the 18th, iron ore led the market in black commodity futures by 5.3%, and continued to rise above 3% on the 19th. Earlier this month, the company also announced that its K&S mine has successfully expanded its customer base and is continuing to sell to four different buyers. The diversification of its customers has enhanced the Group's bargaining power. And the current product with 65% iron content has a premium of about 25% over the standard price of 62% iron, while the product produced by K&S has an iron grade of 65%.
4.7 Orient Securities (03958.HK) Interim results, bright stocks rose nearly 6% with A shares
After the 10th half of the A-share securities sector, the collective change, the first Oriental Securities (600958.SH) once took the lead in daily limit. Affected by A-shares and the performance of the interim report, Orient Securities (03958.HK) also experienced a rapid rise, closing at 8.1 Hong Kong dollars, up 5.88%, turnover of 130 million Hong Kong dollars, the latest total market value of 102.6 billion Hong Kong dollars.
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Oriental Securities issued an announcement on the Hong Kong Stock Exchange on the evening of the 18th, saying that the company's operating income in the first half of the year is 4.628 billion yuan, an increase of 59.98%; the net profit attributable to shareholders of listed companies is 1.755 billion yuan, an increase of 36.76%. Orient Securities said that in the first half of 2017, the company adhered to stable operations and made major breakthroughs in securities investment and asset management, and achieved good operating results.
According to the latest data from Gloen Exchange, the average cost of holding Hong Kong Stock Connect funds in Orient Securities (03958.HK) is HK$7.46, and the position ratio is 8.36%. It is currently in a state of floating profit.
4.8 CCRE Real Estate (00832.HK) has increased its volume by more than 8%. The stock price has reached a new high of 2 years.
CCRE Real Estate (00832.HK) is now trading at a higher volume, closing at HK$2.28, up 8.06%, with a turnover of HK$13,391,900 and the latest total market capitalization of HK$5,568 million. Today's intraday high of 2.32 Hong Kong dollars, a two-year high.
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The company announced on July 14 that the company's indirect wholly-owned subsidiary, Henan Zhongyuan Jianye City Development, has entered into a number of real estate project entrusted management contracts, including: Luoyang Tianyun, Anyang Anchuang, Jixian Yongfa, Fuyang Xiang Yun, Jiao Zuo Heng Zeng. According to the company, the five projects, namely the Tiancheng Road Project in Jixian County, the Wenchang Road Project in Tangyin, the Weihe Road Project in Jixian County, the Tieqiu Road Project in Shuyang County and the Yingbin Road Project in Jiaozuo, as the 40th of the Group's Light Asset Strategy Eight to fifty-two projects will further contribute to the development of the Group.
In addition, in early July, the company announced that property contract sales in June increased by 21.7% year-on-year to 5 billion yuan. On July 3, the stock price once rose by nearly 12%.
4.9 Jianfu Group (00464.HK) received a 9.6% premium from Zhongyun Capital, and the overall offer price rose 18.49%.
Jianfu Group (00464.HK) is now showing a sharp rise today, closing at HK$1.73, up 18.49%, with a turnover of HK$255.581 million. The latest total market value is HK$771 million.
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Jianfu Group (00464.HK) announced that on July 17, 2017, the Vendors, Zhongyun Capital (the Offeror) entered into a share purchase agreement with China Investment, pursuant to which the Offeror has conditionally agreed to acquire and the Sellers It is conditionally agreed to sell 268.39 million shares, representing approximately 64.26% of the entire issued share capital of the company, and the total consideration is approximately HK$458 million. Completion will take place on the completion date.
It is reported that these sellers refer to Beaute Inc, Hongzhi Co., Ltd., Rongchang International Co., Ltd., the company's chairman, Mr. Lin Weiming, and the managing director, Mr. Tan Zhisheng.
4.10 Mongolian coking coal (0975.HK) medium-term coal production increased by 428% year-on-year. The stock price rose nearly 9%.
Affected by the positive data of medium-term coal production growth of 428%, Mongolian coking coal (0975.HK) is on the rise, closing at HK$0.185, up 8.82%, with a turnover of HK$7.1033 million. The latest total market value is HK$1.904 billion.
According to the announcement, as of the end of June 30, 2017, the Group's coal production increased by 428% compared with the same period of 2016. The quarterly raw coal (raw coal) production reached 2,557.6 thousand tons. A total of 2,350.8 kilotons of raw coal was processed, an increase of 376% over the same period of 2016, resulting in the production of 1,175.4 kilotons of hard coking coal products with a yield of 50.0%. The Group sold a total of 1,087.9 thousand tons of hard coking coal products in the second quarter, an increase of 187% over the same period in 2016.
Therefore, the Group (i) extracted approximately 4.2 million tons of raw coal in the first half of 2017; (ii) processed approximately 3.9 million tons of raw coal to produce approximately 2 million tons of washed hard coking coal; and (iii) sold approximately 1.9 million tons of washed coal Hard coking coal.
4.11 298.8! Tencent (00700.HK) hits record high again
Tencent (00700.HK) hit a new high today, closing at HK$298, up 3.91%, with a turnover of HK$8.35 billion. The latest total market value was HK$2,824.98 billion, and the intraday high was HK$298.8, a record high.
The latest news, Tencent Cloud will open 8 data centers next year, and the revenue will reach 10 billion in the fastest two years. On July 18th, Tencent Cloud, the cloud computing company of Tencent (00700.HK), was officially opened in the data center in Frankfurt, Germany. It is said that this is the first time that Chinese cloud service providers have covered the service in Europe. Frankfurt is the fifth data center deployed by Tencent Cloud overseas. The other four data centers are located in Hong Kong, China, Toronto, Singapore, Singapore, and Silicon Valley.
In addition, Nomura recently released the latest report to see Gao Tencent to HK$341, which means that Tencent (00700.HK)’s “small program†has recently added a number of new features, including search and nearby search, which will help its positive development and reduce users’ Use the threshold to connect more merchants to WeChat and drive more merchants to use their search ads. The bank maintained a “buy†rating on the company and its target price rose from HK$301 to HK$341.
The bank said that when it communicated with the advertising agency in the near future, it was found that WeChat was adding more advertising methods to the circle of friends, and it was aimed at users in first-tier cities, and the demand was very high, which made its price higher than other similar products, and the cost per thousand views. It is 150 yuan, but because of the market share and the time spent by users, advertisers are willing to pay.
4.12 New Town Development (01030.HK) proposed a premium of 17% privatization and resumption of trading up 13.17%
Xincheng Development (01030.HK) [Shenzhen-Hong Kong Stock Connect] today's resumption of trading price rose, closing at 3.18 Hong Kong dollars, up 13.17%, turnover of 639 million Hong Kong dollars, the latest total market value of 18 billion Hong Kong dollars.
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Yesterday, Fuyu Hong Kong Investment and New Town Development Holdings (01030.HK) jointly announced that on July 9, 2017, it intends to privatize the company's shareholders with a cash of HK$3.30 per share (approximately 17.44% premium before the company's suspension). The Offer Shareholders involved approximately 1.553 billion shares, representing approximately 27.44% of the company's existing issued shares and the share capital value of approximately HK$5.123 billion.
According to the latest data from GLONG, the average cost of Hong Kong Stock Connect Holdings (01030.HK) is HK$2.62, and the position ratio is 4.25%. It is currently in a state of floating profit.
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