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港股午评 | 科技股强势上涨!B站涨超12%,快手涨近8%

Hong Kong Stock Afternoon Review | Strong rise in technology stocks! Station B rose more than 12%, and Kuaishou rose nearly 8%

富途資訊 ·  Oct 19, 2021 12:11

The three major indexes of Hong Kong stocks rose sharply in the morning. The Hang Seng Index rose 1.18% to 25708 points, the National Index rose 1.41% to 9097 points, and the Hang Seng Technology Index rose 2.25% to 6466 points.

By midday's close, Hong Kong stocks were up 1031, down 707, to close flat at 1092.

Plate aspectLarge-scale technology stocks rose collectively, Bilibili Inc. rose by more than 12%, Kuaishou Technology by nearly 8%, XIAOMI by more than 4%, Meituan by more than 2%, BABA by more than 1%, and Tencent fell slightly.

Auto stocks rose generally, with Geely Automobile, XPeng Inc., Li Auto Inc. and Byd Company Limited up more than 1 per cent.

Shipping and port stocks continued their gains yesterday, with Orient Overseas up more than 7%, COSCO Shipping Holdings up more than 6%, Cosco Haifa up more than 2% and SITC International Holdings more than 1%.

Tobacco stocks rose collectivelyBYD Electronic rose by more than 8%.Smoore International Holdings Limited rose more than 7%, and China Tobacco Hong Kong rose more than 2%.

Inner housing stocks generally fell, good omenThe industry group fell more than 3%, Sunac China,Longfor GroupFell more than 2% after Moody's Corporation downgraded a number of developers.

Dairy stocks rose collectively, modern animal husbandry rose by more than 14%, China Feihe Limited by more than 7%, Yashili International by more than 5%, Youran animal husbandry by more than 4% and China Mengniu Dairy by more than 2%.

Apple Inc's concept stock rose across the board, with BYD Electronic up more than 8%, Gao Wei Electronics up more than 7%, Sunny Optical Technology more than 3%, AAC Technologies Holdings Inc. more than 2%, and Qiu Ti Technology up more than 1%.

Green Power concept stocks rose collectively, Datang New Energy rose by more than 11%, China Longyuan Power Group Corporation by more than 9%, CGN New Energy by more than 8%, and China Resources Power Holdings by nearly 4%.

Individual stocksBilibili Inc.-SW (09626.HK) $rose more than 12%, while overnight u.s. stocks closed up more than 7%, and Morgan Stanley expects third-quarter revenue to grow 64% from a year earlier.

XIAOMI Group-W (01810.HK) $rose more than 4%. XIAOMI held an investor meeting today. Lei Jun said XIAOMI car is expected to be mass produced in the first half of 2024.

Kuaishou Technology-W (01024.HK) $rose nearly 8% to reach a strategic cooperation with NBA, involving content copyright and commercialization.

$COSCO Shipping Holdings (01919.HK) $rose by more than 6%, and the controlling shareholder increased its stake in 7.9 million A-shares, and then proposed to increase its stake by 1 billion yuan to 2 billion yuan.

$Geely Automobile (00175.HK) $It rose nearly 2 per cent to buy 220 million polar krypton shares from Geely, increasing its stake to 58 per cent.

$Smoore International Holdings Limited (06969.HK) $Up nearly 8%, the US FDA has authorized the marketing of three new tobacco products, and Daiwa reiterated its "buy" rating and set a high target price of HK $55.

$BYD Electronic (00285.HK) $Up more than 8% led the rise of Apple Inc concept stocks, Apple Inc held the second new product conference in the second half of this year.

Nomura: will$ANTA Sports Products (200) (02020.HK) $The target price was reduced from HK $205.1 to HK $194.6, reiterating the buy rating.

Nomura published a research report that retail sales growth of ANTA Sports Products's core Anta brand in the third quarter was low in double digits, which was significantly slower than in the first half of the year, but due to reduced brand discounts and healthy inventories, management maintained its forecast for retail sales growth of more than 20 per cent this year. Nomura said that sales of the entire sporting goods industry declined in the third quarter, mainly due to outbreaks, flooding and warmer weather, while international brands faced fewer supply chain problems. It is believed that local sports brand sales will improve in the fourth quarter, in line with Anta management expectations.

Bank of America Securities: watch$American East Motor (01268.HK) $Growth prospects, maintain the buy rating.

BofA Securities issued a report that automakers' restrictions on the supply chain are affecting many Chinese car dealers, including East American Motor, with increased instability in market shipments and affected sales. The bank lowered the group's earnings per share forecast for this year to 2023, but raised its valuation basis to 33 times forecast earnings per share from 32 times next year to reflect accelerated earnings per share growth forecast in 2023 and lowered its target price slightly from HK $48 to HK $47.5. The rating remains "buy". The bank remains bullish on the growth prospects of Eastern US cars due to growth in luxury car sales in third-to fifth-tier cities, room for upward growth in same-store sales, and opportunities for mergers and acquisitions in the mainland car distribution industry.

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