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港股收评 | 恒指失守24000点,恒大系重挫,恒大汽车跌超20%

Hong Kong stock review | The Hang Seng Index fell below 24,000 points, Evergrande fell sharply, and Evergrande Auto fell more than 20%

富途資訊 ·  Nov 29, 2021 16:18

Evaluation of Hong Kong stocks

Futu Information on November 29 | the three major indexes of Hong Kong stocks rose at the beginning of the session, then fell back across the board and fell again. By the close, the Hang Seng Index was down 0.95% at 23852 points, the National Index was down 0.91% at 8498 points, and the Hang Seng Technology Index was down 0.86% at 6099 points.

By the end of the day, Hong Kong stocks were up 669, down 1270, to close flat.

On the plate side, most technology stocks fell.Meituan fell nearly 7%, Bilibili Inc. fell more than 5%, Kuaishou Technology fell 5%, Tencent fell slightly, BABA rose nearly 1%, XIAOMI and JD.com rose more than 1%.

The concept of Green Power rose collectively.China Electric Power rose by more than 12%, CGN New Energy by more than 8%, Datang New Energy and China Resources Power Holdings by more than 6%, and China Longyuan Power Group Corporation by more than 4%.

Short video concept stocks continue to fallHeng Teng Network fell by more than 7%, China's praise fell by more than 5%, Kuaishou Technology fell by 5%, and Weimeng Group fell by more than 4%.

The shipping sector continued to rise in the afternoon.COSCO Shipping Holdings rose by more than 10%, Orient Overseas by more than 5%, and COSCO Haifa and Pacific Shipping followed suit.

E-cigarette concept stocks strengthenChina's Bolton rose by more than 11%, Huabao International by more than 2% and Smoore International Holdings Limited by more than 1%.

Hao gambling stocks plummeted collectively.MGM China fell more than 10 per cent, Wynn Macau fell nearly 8 per cent, and Galaxy Entertainment and Sands China fell more than 5 per cent.

The decline of Evergrande concept stocks widened.China Evergrande New Energy Vehicle fell by more than 20%, China Evergrande Group by nearly 9% and Evergrande Property Services by more than 4%.

Individual stocks$Meituan-W (03690.HK) $It fell by more than 7% after performance.Goldman Sachs Group reiterated his "buy" rating with a target price of HK $312.

$COSCO Shipping Holdings (01919.HK) $Increase by more than 10%A-share trading limit, O'Micron may aggravate shipping tension, freight may rise again.

China Energy Construction (03996.HK) $Rise by more than 32%A-share trading limit, proposed to set up a subsidiary to co-ordinate the development of hydrogen energy business.

$JD.com Group-SW (09618.HK) $Increase by more than 1%Tianfeng Securities maintained its "buy" rating, its revenue exceeded expectations in the third quarter, and the construction of 3P ecological platform was significantly optimized.

$Sunny Optical Technology (02382.HK) $Increase by more than 3%Morgan Stanley said it benefited from the increased demand for VR devices, and the upgrade of mobile phone lenses will begin next year.

$Pop Mart International (09992.HK) $Increase by more than 7%Lyon had previously issued a report reiterating Pop Mart International's buy rating, with a target price of HK $87.30.

$Li Auto Inc.-W (02015.HK) $Increase by more than 4%The results will be announced today.

Hong Kong stock exchange fund

As for Hong Kong Stock Connect, there was a net inflow of HK $701 million from Hong Kong Stock Connect (southbound) today.

Port TodayStock turnover TOP20

Message surface

World Health Organization (WHO): the global overall risk associated with the COVID-19 variant of "O'Micron" is "very high".World Health Organization (WHO) said the overall global risk associated with the COVID-19 variant of "O'Micron" was assessed as "very high". The WHO urged its 194 member states to accelerate the increase of COVID-19 vaccine coverage among priority groups.

National Energy Administration: China's wind power grid-connected installation exceeded 300 million kilowatts, ranking first in the world for 12 consecutive years.According to the National Energy Administration, up to now, China's wind power grid-connected installed capacity has reached 300.15 million kilowatts, breaking through the 300 million kilowatt mark, double that at the end of 2016, 1.4 times that of the European Union at the end of 2020 and 2.6 times that of the United States, and has ranked first in the world for 12 consecutive years. At present, wind power accounts for about 13% of the total installed power in the country, and electricity generation accounts for about 7.5% of the electricity consumption of the whole society, an increase of 0.3 and 1.3 percentage points respectively over the end of 2020. The contribution of wind power to the national power supply continues to increase.

Guo Mingyi: Apple Inc AR glasses will be released at the end of next year, or equipped with an independent processor, with a performance comparable to that of MacBook.In a recent research report sent to investors, Guo Mingyi, an analyst at Tianfeng Securities, said Apple Inc's "computerized" smart glasses will be as powerful as Apple Inc's Mac computer, which will be released by the end of next year. Guo Mingyi revealed that Apple Inc's smart glasses will use a processor based on M1 design. He said that the strong processing performance will make Apple Inc products stand out from the competition, and this performance will also allow Apple Inc glasses to handle extremely demanding computing tasks when they are not connected to smart glasses or computers. Guo Mingyi also said that in terms of product marketing, Apple Inc will position smart glasses as an accessory for iPhone rather than an alternative tool for iPhone.

Institutional viewpoint

Goldman Sachs Group: reiterate$Meituan-W (03690.HK) $Buy rating with a target price of HK $312.

Gao Shengfa research report said that Meituan made a solid profit in the third quarter and maintained a leading position in food takeout and in-store business, while its community group purchase investment also peaked, while the restrictions of the epidemic and last year's high base, it is expected that the growth of catering takeout in the fourth quarter or possibly until the first quarter of next year will be lower than expected. The bank maintains its long-term daily takeout order forecast of 80 million until 2025, keeping the target price unchanged. Reiterate the buy rating. The bank mentioned that the company lowered its revenue forecast by an average of 3% from 2021 to 2023, adjusted loss forecast from 19 billion yuan to 17 billion yuan in 2021, while net profit forecast remained roughly unchanged from 2022 to 2023. Continue to be optimistic about the company's leadership in food and local services, and e-commerce retail has expanded to different cities and strong balance sheets.

CITIC: the e-cigarette industry has entered an era of legal supervision in which there is a law to follow.

CITIC research newspaper pointed out that the "legislative amendments" entrust China Tobacco with regulatory responsibilities, and the e-cigarette industry has entered an era of legal supervision that "there is a law to follow." After the revision of the regulations, the risk of "complete prohibition" of atomized products is lifted, but the risk of "monopoly" remains. We judge that the neutral situation of the monopoly and wholesale operation of China Tobacco and the optimistic situation that China Tobacco only dominates supervision & taxation and private enterprises' participation in all aspects of operation is the direction of high probability supervision, and the follow-up supervision details are expected to be published one after another. The market of 21Q3 atomized tobacco has hit bottom both at home and abroad, and the margin is good in 2022. The domestic market of HNB is waiting to bloom, and the potential supporting space is huge. Atomization and HNB technology leader hope to further widen the gap with competitors by virtue of technical iteration. Maintain the "better than the market" rating of the new tobacco industry.

Big Motors: maintain$COSCO Shipping Holdings (01919.HK) $Increase the rating with a target price of HK $21.2.

According to the Morgan Stanley report, the Shanghai export container freight index recorded a weekly increase of 1% last week, compared with the week before. On the other hand, the freight rates of Europe / Mediterranean / western United States / eastern United States routes fell 0.04% / flat / 0.1% per week, respectively. The bank said that freight rates for Southeast Asian routes rose by 11.3 per cent on a weekly basis, believing that this had a positive impact on COSCO Shipping Holdings (1919.HK) and maintained its "overweight" rating on its shares, with a target price of HK $21.20.

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