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港股午评 | 教育股持续活跃,新东方在线涨近13%;汽车股反弹,理想涨近7%

Afternoon comment on Hong Kong stocks | Education stocks continue to be active, with New Oriental Education & Technology Group rising nearly 13% online; automobile stocks rebounding, ideal rising nearly 7%

富途資訊 ·  Jun 30, 2022 12:19

Futu News on June 30 | Hong Kong stocks opened lower and higher today, and the three major indexes rose collectively in intraday trading. At noon, the Hang Seng Index closed up 0.03%, the National Index rose 0.21%, and the Hang Seng Index fell slightly by 0.12%.

By midday's close, Hong Kong stocks were up 789, down 846, to close flat at 1240.

The specific industry performance is shown below:

In terms of the plate, the constituent stocks of the Hang Seng Ke Index rose and fell differently.Li Auto Inc. is up nearly 7%, Kuaishou Technology is up more than 2%, JD.com is up more than 1%, BABA, Tencent and Meituan are down more than 1%.

Auto stocks go higherIdeal is up nearly 7%, NIO Inc. and Geely Automobile are up more than 4%, XPeng Inc. is up 2%, Guangzhou Automobile Group is up over 1%, and Great Wall Motor is up nearly 2%.

Sporting goods stocks rose generallyLi Ning Co. Ltd. and Bosideng International rose by more than 3%, Anta by nearly 3%, Topsports International Holdings Limited and Xtep by more than 1% by 361 degrees.

The catering sector is higher.Helen rose by more than 5%, 99 cents by more than 2%, Haidilao International Holding and everyone by more than 1%, and quack by nearly 1%.

Power stocks strengthenChina Resources Power Holdings rose by more than 4%, Huaneng International Power by more than 2%, China Power by nearly 2%, Datang Power Generation and Huadian International Power by more than 1%.

Other aspectsConsumer stocks such as beer, clothing, retail and other consumer stocks are active again, aviation stocks, automobile stocks, traditional Chinese medicine stocks, inner housing stocks are generally rising, shipping and ports, oil and gas producers, property services and other sectors pull back.

Individual stocks$New Oriental Education & Technology Group online (01797.HK) $Up nearly 13%$New Oriental Education & Technology Group-S (09901.HK) $Increase by more than 9%Its Oriental selection Douyin has more than 20 million fans.

$Huabao International (00336.HK) $It rose by more than 23%.Huabao International expects to make a profit of about 407 million yuan before tax in the five months to May 31, 2022.

$Yihai International (01579.HK) $Pull up nearly 9%Oil prices have weakened recently, and institutions point to an inflection point in the company's cost.

$Sino Biopharmaceutical (01177.HK) $It rose nearly 6% to a three-month high.Yesterday, southward funds once again increased their holdings of 9.5554 million shares of Sino Biopharmaceutical, recording 6 consecutive increases.

$Shang Tang-W (00020.HK) $Fell by more than 44%In response to the sharp fall in the share price of Hong Kong stock soup-W, Shangtang Technology said that today is the time for the lifting of the ban on the company's shares, and the company also issued an announcement early in the morning. Shangtang technology executives and a number of management made a voluntary ban commitment. The management is full of confidence in the long-term value and future of the Group. Shangtang Technology announced in the morning that 2.002 billion Class B shares are voluntarily banned and the controlling shareholders indirectly control the distribution of Class B shares.

UBS: will$Hong Kong Exchanges and Clearing (00388.HK) $Raised from HK $475 to HK $480, rating buy.

On June 30, UBS issued a report that ETFTong will start trading next Monday (July 4) and is expected to contribute less than 1% to HKEx's recent revenue. Further expansion in the future will strengthen HKEx's role as a bridge between China and the global market. UBS estimates that HKEx's second-quarter net profit after tax fell 5 per cent year-on-year to HK $2.6 billion, as average daily turnover is expected to fall 14 per cent year-on-year, partly offset by investment income from rising HIBOR. The bank pointed out that the IPO market has shown signs of recovery recently, and HKEx's investment income should benefit from the rise in HIBOR, providing moderate support for overall income. UBS raised its daily turnover forecast for the whole year by 7 per cent and raised its forecast for after-tax net profit on the Hong Kong stock exchange by 6 per cent.

Goldman Sachs Group: and$Tencent (00700.HK) $Renew strategic cooperation$JD.com Group-SW (09618.HK) $Risk reward attracts and maintains a "buy" rating.

Goldman Sachs reported that Tencent and JD.com-SW announced the renewal of the strategic cooperation agreement for the next three years, and JD.com is expected to continue to be supported by Wechat traffic. According to the cooperation agreement, JD.com will issue Class A common shares to Tencent in the next three years, with a maximum value of US $220 million as part of the consideration, but the full amount of the agreement is not disclosed in the announcement. Goldman Sachs pointed out that although Tencent distributed JD.com 's shares to shareholders in kind in March this year, Tencent still holds about 2.3 per cent of JD.com and believes that the reissue of shares in the next three years will help strengthen the consistency of interests between Tencent and JD.com. Goldman Sachs Group believes that JD.com 's risk and return is attractive, gives the target price HK $382, maintains the "buy" rating, and continues the convinced buy list. The stock is now trading at HK $255.2, with a total market capitalization of HK $797.1 billion.

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