Focus on CHK and US stocks

Institutions: Hong Kong Stock Connect adjusted outlook for September, and Dream World, Fast Dog taxis, etc. are expected to be included

Zhitong Finance · Aug 11, 2022 11:53

来源：智通财经

光大证券发布研究报告称，筛选出港股通今年9月潜在的纳入名单有$汇通达网络(09878.HK)$、$亚信科技(01675.HK)$、$普达特科技(00650.HK)$、$创梦天地(01119.HK)$等，可能的剔除名单有正商实业(00185)、药明巨诺-B(02126)、京信通信(02342)等。当前经济仍面临一定压力，不过短期港股市场风险偏好有望得到修复。未来随着复工复产继续推进叠加稳增长政策持续发力，短期港股市场风险偏好有望得到修复。

光大证券主要观点如下：

港股通概览和规则概述

港股通名单定期进行调整。根据规则，除了需要对被实施风险警示、退市整理和暂停交易的A+H股中的H股进行临时调整外，港股通主要随着恒生综合大型、中型和小型股指数的成分股的调整而调整，因此该行需要研究恒生综合指数的调整规则来预测港股通的变化。

9月份潜在的港股通纳入名单

该行筛选出港股通今年9月潜在的纳入名单为：中国华融(02799)、海昌海洋公园(02255)、渤海银行(09668)、海螺环保(00587)、亚信科技(01675)、创新奇智(02121)、云康集团(02325)、汇通达网络(09878)、信利国际(00732)、IDG能源投资(00650)、361度(01361)、瑞尔集团(06639)、快狗打车(02246)、香港航天科技(01725)、大唐新能源(01798)、圣诺医药-B(02257)、港龙中国地产(06968)、创梦天地(01119)、新特能源(01799)。另外同股不同权的公司预计纳入时间会有不同，该行预计贝壳-W(02423)于12月12日前后被纳入港股通。

2022年9月潜在的港股通剔除名单

港股通9月可能的剔除名单：正商实业(00185)、药明巨诺-B(02126)、京信通信(02342)、和铂医药-B(02142)、中国动向(03818)、嘉和生物-B(06998)、华夏视听教育(01981)、天立国际控股(01773)、建业地产(00832)、久泰邦达能源(02798)等。

风险提示：本文的计算方法或与恒生公司的实际计算方法有差异，恒生公司的规则变化、内地交易所的规则变动等或导致预测的纳入标的与实际有差异。

编辑/Viola

Source: Zhitong Finance and Economics

Everbright Securities released a research report that screened out the potential list of Hong Kong Stock Connect in September this year.$remittance access Network (09878.HK) $、AsiaInfo Technology (01675.HK) $、$Pudat Technology (00650.HK) $、$Dream creation (01119.HK) $The possible elimination lists include Zhengshang Industrial (00185), Yao Ming Ju Nuo-B (02126), Jingxin Communications (02342) and so on. The economy is still under some pressure, but short-term risk appetite in the Hong Kong stock market is expected to be repaired. In the future, with the resumption of work and production to continue to promote the policy of superimposed stable growth, the short-term risk appetite of the Hong Kong stock market is expected to be repaired.

The main points of Everbright Securities are as follows:

Overview and rules of Hong Kong Stock Connect

The Hong Kong Stock Connect list is adjusted regularly. According to the rules, apart from the temporary adjustment of H shares in A + H shares which are subject to risk warning, delisting and suspension of trading, the Hong Kong Stock Connect is mainly adjusted with the adjustment of the constituent stocks of the Hang Seng Composite large, medium and small share Indexes. Therefore, the bank needs to study the adjustment rules of the Hang Seng Composite Index to predict the changes of the Hong Kong Stock Exchange.

Potential Hong Kong Stock Connect was added to the list in September.

The bank selected the potential inclusion list of Hong Kong Stock Connect in September this year as follows: China Huarong (02799), Haichang Ocean Park (02255), Bohai Bank (09668), Conch Environmental Protection (00587), AsiaInfo Technology (01675), Innovation Qizhi (02121), Yunkang Group (02325), Huitong Network (09878), Xinli International (00732), IDG Energy Investment (00650), 361 degrees (01361), Ruier Group (06639), GOGOX (02246), Hong Kong Aerospace Science and Technology (01725), Datang New Energy (01798), Sheng Nuo Pharmaceutical-B (02257), Dragonair China Real Estate (06968), Dream World (01119), New Special Energy (01799). In addition, companies with different rights of the same shares are expected to be included at different times, and the bank expects KE Holdings Inc.-W (02423) to be included in the Hong Kong Stock Connect around December 12.

Potential exclusion list of Hong Kong stocks in September 2022

Hong Kong Stock Exchange's possible removal list in September: Zhengshang Industrial (00185), Pharmaceutical Giant-B (02126), Jingxin Communications (02342), and Platinum Pharmaceutical-B (02142), China Trends (03818), Jiahe Biological-B (06998), Huaxia Audiovisual Education (01981), Tianli International Holdings (01773), Jianye Real Estate (00832), Jiutai Bonda Energy (02798), etc.

Risk Tips:The calculation method of this paper may be different from the actual calculation method of Hang Seng Company, and the rule change of Hang Seng Company and the rule change of the mainland exchange may lead to the difference between the predicted target and the actual one.

Edit / Viola

The translation is provided by third-party software.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.