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港股午评 | 电力股、内房股大涨,华能国际电力涨逾7%,碧桂园涨逾6%

Hong Kong Stock Afternoon Review | Electricity and domestic housing stocks soared, Huaneng International Electric Power rose more than 7%, and Country Garden rose more than 6%

富途資訊 ·  Jan 18, 2022 12:12

Futu Information on January 18 | the Hang Seng Index fell 0.14%, while the National Index rose 0.2%. The rise of the Hang Seng Technology Index, which once rose 1.8% in intraday trading, narrowed to 0.44%.

By midday's close, Hong Kong stocks were up 971, down 712, to close flat at 1167.

In terms of the plate, large-scale technology stocks opened high and opened low.Baidu, Inc., XIAOMI and Meituan rose nearly 1%, while Kuaishou Technology and NetEase, Inc rose slightly.

Power stocks are rising sharply.Huaneng International Power rose by more than 7 per cent, China Resources Power Holdings by more than 6 per cent and China Power by more than 5 per cent.

Sporting goods stocks strengthenXtep International and ANTA Sports Products rose by 3%, Topsports International Holdings Limited by 361 degrees, Topsports International Holdings Limited by 2%, and Li Ning Co. Ltd. by more than 1%.

Catering stocks rebounded99 cents rose by more than 12%, Helens by more than 4%, Haidilao International Holding by more than 3%, and Nai Xue's tea by more than 2%.

Concept stocks of traditional Chinese medicine rose stronglyChina traditional Chinese Medicine and Modern Chinese Medicine Group rose by more than 6%, Peilinong rose by more than 4%, and Shenwei Pharmaceutical rose slightly.

The increase of inner housing stock expands.Country Garden Holdings rose by more than 6%, Shimao Group by more than 5%, China Vanke by more than 4%, Sunac China and China Overseas Land & Investment by more than 2%.

Other aspectsProperty management stocks mostly rose, tobacco, gold, education, SaaS and other concepts rose at the top, home appliances stocks, insurance stocks, education stocks generally rose; on the other hand, cloud computing, mobile games, gas, food stocks led the decline.

Individual stocks$Nuohui Health-B (06606.HK) $超7%,UBS: raise Nofai's health target price to HK $52, rating buy.

$Golly Pharmaceuticals-B (01672.HK) $逾3%,The application for subcutaneous injection of PD-L1 antibody ASC22 in the US clinical trial was approved.

$Zhongan Online (06060.HK) $2%,In 2021, the original insurance premium income reached 20.36 billion yuan, an increase of 22% over the same period last year.

$Country Garden Holdings (02007.HK) $6%,Buy back $5 million in July 2022 notes and $5 million in April 2026 notes.

$Pop Mart International (09992.HK) $Up nearly 6%It was valued by UBS as high as HK $61.5.

$Kuaishou Technology-W (01024.HK) $Continue to strengthenIt closed slightly higher in the afternoon, and Nomura expected Kuaishou Technology's income in the fourth quarter of last year to meet expectations and maintain his buy rating.

JPMorgan Chase & Co: the first$Kuaishou Technology-W (01024.HK) $ Super matchingRating, target price is HK $120.

According to a research report released by JPMorgan Chase & Co, the net profit forecast for the fourth quarter of 2021 and 2022 is higher than 31% of the market by 8%, and the target price is HK $120. based on the 2022 revenue forecast of 99 billion yuan and the relative income multiple of enterprise value of 99 billion times. Xiaomo said that the company's average daily traffic rose 60% in the third quarter of last year compared with the same period last year, and its user participation growth helped the company increase its market share in online advertising and e-commerce. The bank believes the company is the best performer in China's Internet industry this year and will enter a profit cycle in the coming quarters, and its share price will rise this year, advising investors to increase their holdings before the fourth-quarter results are announced. It is believed that the gradual change of management since the middle of last year will continue to promote profit improvement and positive profit performance this year, the report said. In addition, the domestic short film market has matured. Kuaishou Technology's future traffic growth has shifted to more user participation than user absorption, and reduced competition in the market absorbed by users, which will help to improve profits.

Nomura: l$Hong Kong Exchanges and Clearing (00388.HK) $Rated toBuyThe target price was raised to HK $531.1

Nomura reported that HKEx cut its revenue forecast by 2 per cent in the fourth quarter of last year due to a decline in trading volume, but its profit forecast remained unchanged under better cost control, but strong demand from mainland companies seeking to list in Hong Kong, coupled with the successful launch of futures contracts for the MSCI China A50 interconnection index in October last year, remained unchanged for HKEx's long-term outlook. The bank upgraded the HKEx from neutral to buy and raised its target price from HK $485 to HK $531.1, with a 17 per cent upward potential. Nomura lowered the forecast daily trading volume of Hong Kong stocks this year and next by 4% and 2% respectively, and it is expected that the average daily trading volume of Hong Kong stocks this year is expected to rise 6% year-on-year.

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