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港股午评 | 濠赌股集体重挫,电子烟概念股拉升,中国波顿涨超13%

Hong Kong Stock Afternoon Review | Haobang stocks collectively fell, e-cigarette concept stocks rose, and China's Bolton rose more than 13%

富途資訊 ·  Nov 29, 2021 12:12

Futu Information on November 29 | the main index of Hong Kong stocks rebounded weakly in early trading, rising at one point in intraday trading and then continuing to decline. By midday, the Hang Seng Index was down 0.52% and the Hang Seng Technology Index was down 0.17%.

By the close of midday, Hong Kong stocks were up 628 today, down 1145 to close flat at 1059.

On the plate side, most technology stocks fell.Meituan fell by nearly 8%, Bilibili Inc. and Kuaishou Technology by more than 3%, Tencent by nearly 1%, XIAOMI by nearly 2% and BABA by more than 2%.

General rise in anti-epidemic concept stocksCANSINOBIO rose by more than 3%, Sino Biopharmaceutical by more than 1%, and pioneering pharmaceutical industry by 0.44%.

The concept of green electricity continues to rise.CGN New Energy and Datang New Energy rose by more than 7%, China Longyuan Power Group Corporation by nearly 4% and Xinjiang Goldwind Science & Technology by more than 2%.

The Shipping Unit strengthens collectivelyCOSCO Shipping Holdings rose by more than 8%, Orient Overseas by more than 4%, Pacific Shipping by nearly 4% and SITC International Holdings by more than 2%.

The concept of e-cigarette is up.China's Bolton rose by more than 13%, Huabao International by more than 6%, China Tobacco Hong Kong by more than 4%, and Smoore International Holdings Limited by more than 2%.

Education stocks strengthen againHuali University rose by more than 6%, thinking Music Education by more than 4%, New Oriental Education & Technology Group online by nearly 3%, and Yuhua Education by more than 1%.

Hao gambling stocks plummeted collectively.MGM China and SJM Holdings fell more than 9 per cent, Wynn Macau fell nearly 9 per cent, Galaxy Entertainment fell nearly 8 per cent, and Sands China fell more than 6 per cent.

Individual stocks$Meituan-W (03690.HK) $Drop by more than 7%Q3 has an adjusted net loss of 5.527 billion yuan.

$Tencent (00700.HK) $Up nearly 1%Tencent "PUBG Mobile" has a total global revenue of more than 7 billion US dollars.

$Pop Mart International (09992.HK) $Rebound by more than 5%Leon says the impact of blind box regulation is limited because underage consumption is relatively low.

$China Evergrande Group (03333.HK) $Drop by more than 8%Mr. and Mrs. Xu Jiayin discounted about 20% off the counter and now has nearly HK $2.7 billion.

$COSCO Shipping Holdings (01919.HK) $Increase by more than 8%O'Micron may aggravate shipping tensions and freight rates may rise again.

$Dongfang Electric (01072.HK) $Up more than 6% led to a rise in hydrogen energy concept stocksThe agency expects the global fuel cell market to grow at a compound annual rate of 16.64%.

CICC: maintain$Meituan-W (03690.HK) $Outperform the industry rating with a target price of HK $324.

CICC said in a statement that Meituan's annual income in the third quarter of this year was 38% to 48.8 billion yuan (the same below), which was basically in line with market expectations. The adjusted net loss increased by 3.3 billion yuan to 5.5 billion yuan on a quarterly basis, 270 million yuan more than expected. This is mainly due to the faster-than-expected expansion of innovative business (except community e-commerce), resulting in higher-than-expected losses. The bank estimates that Meituan's business will continue to be under pressure. due to the uncertainty of the epidemic and macro environment, the bank has lowered its forecast for Meituan's 2021 income by 1% to 18 billion yuan, basically maintaining its income forecast for 2022, and adjusting its 2021-degree adjusted net loss from 14.3 billion yuan to 16.5 billion yuan, while in 2022, the adjusted net profit will be reduced from 3.7 billion yuan to 1.2 billion yuan, maintaining the rating of its outrun industry and optimistic about the long-term value of its takeout business. Maintain the target price of HK $324, which is equivalent to 6.5 times the forecast price-to-sales ratio in 2022.

HSBC Research: downgrade$XIAOMI Group-W (01810.HK) $Target price to HK $36.50, rating buy.

According to a report released by HSBC Global Research, XIAOMI Group has made a number of impressive initiatives in the environmental, social and corporate governance (ESG) areas over the past two to three years, and the level of smart manufacturing has also been improved, reaching 63 per cent automation in 2020. The bank said XIAOMI proposed a green financial framework plan this year and expected companies to issue green bonds at a lower cost than ordinary commercial loans, but believed that the ESG measures would incur additional operating expenses. HSBC Global Research said it would cut its profit forecast for XIAOMI from 2021 to 2023 by 0.8 per cent, 0.5 per cent and 0.1 per cent respectively, and the annual compound growth rate of recurrent net profit from 38 per cent to 37 per cent between 2020 and 2022. The target price is reduced from HK $37 to HK $36.50, which is equivalent to 29.7 times forecast earnings and maintain the buy rating.

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