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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%
Afternoon comment on Hong Kong stocks | Hao gambling stocks tumbled collectively, e-cigarette stocks rose, and China Bolton rose more than 13%.

富途資訊 ·  {{timeTz}}

富途资讯11月29日 | 港股主要指数早盘反弹乏力,盘中一度转涨后继续走低,截至午盘,恒指跌0.52%,恒生科技指数跌0.17%。

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%.

截至午间收盘,港股今日上涨628只,下跌1145只,收平1059只。

By midday's close, Hong Kong stocks were up 628, down 1145, to close flat at 1059.

板块方面,科技股多数下跌,美团跌近8%,哔哩哔哩、快手跌超3%,腾讯涨近1%,小米涨近2%,阿里巴巴涨超2%。

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

抗疫概念股普涨,康希诺生物涨超3%,中国生物制药涨超1%,开拓药业涨0.44%。

Anti-epidemic concept stocks rose generallyCANSINOBIO rose by more than 3%, Sino Biopharmaceutical by more than 1%, and pioneering pharmaceutical industry by 0.44%.

绿电概念持续走高,中广核新能源、大唐新能源涨超7%,龙源电力涨近4%,金风科技涨超2%。

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%.

航运股集体走强,中远海控涨超8%,东方海外国际涨超4%,太平洋航运涨近4%,海丰国际涨超2%。

Shipping stocks strengthen 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%.

电子烟概念股齐拉升,中国波顿涨超13%,华宝国际涨超6%,中烟香港涨超4%,思摩尔国际涨超2%。

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

教育股再度走强,华立大学涨超6%,思考乐教育涨超4%,新东方在线涨近3%,宇华教育涨超1%。

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%.

濠赌股集体重挫,美高梅中国、澳博控股跌超9%,永利澳门跌近9%,银河娱乐跌近8%,金沙中国跌超6%。

Hao gambling stocks have 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.

个股方面,$美团-W(03690.HK)$跌超7%,Q3经调整净亏损55.27亿元。

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

$腾讯控股(00700.HK)$涨近1%,腾讯《PUBG Mobile》全球总收入超过70亿美元。

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

$泡泡玛特(09992.HK)$反弹超5%,里昂称盲盒监管影响有限,因未成年消费占比较低。

$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.

$中国恒大(03333.HK)$跌超8%,许家印夫妇于场外折价约20%套现近27亿港元。

$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.

$中远海控(01919.HK)$涨超8%,奥密克戎或加剧航运紧张局面,运费或再度上涨。

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

$东方电气(01072.HK)$涨超6%领涨氢能源概念股,机构预计全球燃料电池市场年复合增长16.64%。

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

中金:维持$美团-W(03690.HK)$跑赢行业评级,目标价324港元。

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

中金发表告表示,美团今年第三季度收入按年38%至488亿人民币(下同),基本符合市场预期;经调整净亏损按季扩大33亿元至55亿元,较预期多2.7亿元,主要因创新业务(除社区电商)规模扩张快于预期,导致亏损高于预期。该行估计美团业务将持续承压,由于疫情、宏观环境等的不确定性,该行调低对美团2021收入预期1%至180亿元,基本维持2022年收入预期,将对其2021度经调整净亏损由143亿元调整至165亿元,而2022年经调整净利润由37亿元,调低净亏损12亿元,维持对其跑赢行业评级,看好外卖业务长期价值,维持目标价324港元,相当预测2022年市销率6.5倍。

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.

汇丰研究:下调$小米集团-W(01810.HK)$目标价至36.5港元,评级买入。

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

汇丰环球研究发表报告指,小米集团过去2至3年在环境、社会和企业管治(ESG)领域有不少举措令人印象深刻,智能制造水平亦得以提升,2020年自动化水平达到63%。该行表示,小米今年提出绿色金融框架计划,预期公司发行绿色债券成本较一般商业贷款更低,但认为上述ESG措施将产生额外营运支出。汇丰环球研究表示,将对小米2021至2023年盈利预测分别下调0.8%、0.5%及0.1%,并将2020至2022年经常性净利润年复合增长率预测由38%下调至37%,对其目标价由37港元下调至36.5港元,此相当预测市盈率29.7倍,维持买入评级。

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.

半日成交额TOP20

Half-day turnover TOP20

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