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港股午评 | 恒生科技指数跌0.58%,阿里逆市涨超3%,京东涨超2%

Hong Kong Stock Afternoon Review | The Hang Seng Technology Index fell 0.58%, Ali went against the market and rose more than 3%, and JD rose more than 2%

富途資訊 ·  Jan 6, 2022 12:13

The three major indexes of Hong Kong stocks fell collectively. The Hang Seng Index fell 0.36% to 22825 points, the National Index fell 0.39% to 7984 points, and the Hang Seng Technology Index fell 0.58% to 5293 points.

By midday's close, Hong Kong stocks were up 430, down 1372, to close flat at 1043.

On the plate side, technology stocks are up and down.BABA is up more than 3%, JD.com is up more than 2%, Baidu, Inc. and Meituan are up slightly, Tencent and XIAOMI are down slightly, and Kuaishou Technology is down nearly 4%.

Mainland property management stocks fell.The first service holding fell by more than 7%, Binjiang service by more than 3%, Sunac Services and Xuhui service by more than 2%, and Shimao service by more than 1%.

The education sector is lower.New Oriental Education & Technology Group and Sikuole education fell by more than 5%, New Oriental Education & Technology Group online fell by nearly 3%, and China Oriental Education fell by more than 1%.

The Internet medical sector has generally fallen.JD Health fell by more than 4%, Alibaba Health Information Technology by more than 3%, and Ping An Healthcare And Technology by more than 1%.

In other aspects, machinery stocks, building materials stocks, cement stocks rose against the market, film and television entertainment stocks, gambling stocks, traditional Chinese medicine stocks strengthened, medical and beauty concept stocks, tobacco concept stocks, logistics stocks, Saas concept stocks, shipping stocks and other collective decline.

Individual stocks$American East Motor (01268.HK) $Fell by more than 12%A 12% discount is proposed for the placement of 22.5 million shares from the old to the new.

$Ming Yuan Cloud Group (00909.HK) $Increase by more than 6%Shares may be repurchased in Hong Kong dollars not exceeding the equivalent of US $100 million in total.

$Wuxi Biologics (02269.HK) $Continue to fall by more than 4%Today's announcement has previously bought back 45.058 million shares at HK $3.9202 billion and cancelled them.

$Chow Tai Fook Jewellery (01929.HK) $Drop by more than 7%Led the decline in Hong Kong retail stocks, the epidemic situation in Hong Kong suddenly worsened, and epidemic prevention measures escalated on January 7.

$Tengshengbo Medicine-B (02137.HK) $Rebounded by nearly 12% on the 2nd.The company announced that the first patient administration has been completed in the BRII-179 (VBI2601) 2a/2b phase clinical trial of chronic hepatitis B virus (HBV) patients. In addition, the company's latest disclosure that COVID-19 specific drugs on O'Micron still maintain a good activity.

$Chinalco International (02068.HK) $Pull up nearly 34%The proportion of North Water positions has doubled in the last month.

Jeffery: reiterate his optimistic view on science and technology stocks, e-commerce is the first choice.$BABA-SW (09988.HK) $Wait for shares.

Jeffery published a report on the China Internet Bank, saying that the mainland science and technology stocks reported a correction yesterday, which is not expected to affect the business strategies of Internet participants, and that the share price correction provides an entry point to capture the long-term industry outlook. The bank reiterated its optimistic view on the prospects of mainland science and Internet stocks and preferred stocks in 2022. BABA, JD.com, Meituan and Dada are preferred in the field of e-commerce in the mainland, while Tencent, NetEase, Inc, Kuaishou Technology and Bilibili Inc. are preferred in the field of entertainment in the mainland.

Moto: maintenance$Shenzhou International Group (02313.HK) $Increase the rating and lower the target price to HK $180.

JPMorgan Chase & Co published a research report that after Shenzhou's profits fell 14% year-on-year last year, profits will pick up this year, with an annual growth rate of 38%, and sales are expected to rise by 20%. This is mainly due to an increase of about 18% in sales and an increase of about 2% in average product prices, which has taken into account the impact of the epidemic on Ningbo production capacity since the beginning of the year. But Motors also cut its profit forecasts for 2021-2023 by 20 per cent, 8 per cent and 3 per cent respectively to reflect the impact of capacity suspensions in Vietnam in the second half of last year and in Ningbo this year, with a target price of HK $180, corresponding to a price-to-earnings ratio of about 29 times for the coming year. Maintain the "overweight" rating.

Macquarie: maintenance$Zhou's Black Duck (01458.HK) $Outperform the market rating with a target price of HK $8.2.

Macquarie published a research report saying that in view of the renewed epidemic in the mainland, it is believed that the operation of Zhou's Black Duck proprietary stores in the second half of last year will be more difficult than in the first half of last year, and gross profit margins are also expected to be affected by increased pressure from rising input costs.

Taking into account epidemic factors and rising input costs, Macquarie said it cut its earnings forecast for 2021-2023 by 21.3 per cent, 32.7 per cent and 29.8 per cent, and maintained a valuation based on a price-to-earnings ratio of 32 times this year, with a corresponding target price cut of 33 per cent from HK $12.2 to HK $8.2. maintain the "outperform" rating.

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