Today's focus

1、Zhongguang Nuclear Mining (01164.HK) $Yingxi: the net profit in the first half is expected to be close to that of the same period last year.10倍

Zhongguang Nuclear Mining announced that the Group's net profit for the six months ended June 30, 2022 is expected to increase from approximately HK $36 million to approximately HK $340 to HK $360 million for the six months ended June 30, 2021.

2、$Semiconductor Manufacturing International Corporation (00981.HK) $Profit attributable to company owners in the second quarter was about $514 million, down 25.22% from the same period last year; sales revenue19.03100 million US dollarsYear-on-year growth41.6%

Semiconductor Manufacturing International Corporation announced unaudited results for the three months ended June 30, 2022. The profit attributable to company owners in the second quarter was about $514 million, down 25.22% from a year earlier, and basic earnings per share were $0.07. Sales in the second quarter of 2022 were $1.903 billion, up 3.3 per cent from $1.842 billion in the first quarter of 2022 and 41.6 per cent from $1.344 billion in the second quarter of 2021. Gross profit in the second quarter of 2022 was $750 million, compared with $750 million in the first quarter of 2022 and an increase of 85.3 per cent compared to $405 million in the second quarter of 2021. The gross profit margin in the second quarter of 2022 was 39.4%, compared with 40.7% in the first quarter of 2022 and 30.1% in the second quarter of 2021. In the guidelines for the third quarter of 2022, the following statements are forward-looking statements based on current expectations and cover risks and uncertainties. The company expects revenue to grow by 0% to 2% month-on-quarter under IFRS. Gross margin ranges from 38% to 40%.

3、$Hua Hong Semiconductor (01347.HK) $Medium-term net profit growth142.3%至1.869100 million US dollarsGross profit margin rose to30.3%

Hua Hong Semiconductor announced that in the six months ended June 30, 2022, the company's sales revenue reached an all-time high of US $1.2155 billion, an increase of 86.7% over the first half of 2021, mainly due to an increase in payment wafers and an increase in average sales prices. The gross profit margin was 30.3%, an increase of 6.1 percentage points over the first half of 2021, mainly due to the increase in average sales prices and product portfolio optimization, partially offset by increases in depreciation and labor costs. The profit during the period was US $155.4 million, an increase of 167.4% over the first half of 2021. Profits attributable to parent owners during the period were $186.9 million, an increase of 142.3% over the first half of 2021; basic earnings per share were $0.144.

4、$Guangzhou Automobile Group (02238.HK) $Proposed establishment of electric drive technology company

Guangzhou Automobile Group announced that the 20th meeting of the sixth board of directors examined and adopted the "bill on the establishment of electric drive science and technology company." It is agreed that the company, GAC MOTOR Co., Ltd., a wholly-owned subsidiary, and Guangzhou Auto Ean New Energy Automobile Co., Ltd., a holding subsidiary, shall set up an electric drive technology company (provisional name) according to the proportion of 23%, 26% and 51%, and carry out the industrialization project of independent IDU electric drive system and GMC hybrid electromechanical coupling system, with a total investment of 2.16 billion yuan, of which the registered capital of the project company is 900 million yuan, and the funding source is raised by each enterprise.

5、$Li Ning Co. Ltd. (02331.HK) $Medium-term net profit was 2.189 billion yuan, up 11.6% from the same period last year.

Li Ning Co. Ltd. released interim results for 2022, with revenue rising 21.7 per cent year-on-year to 12.409 billion yuan (the same unit below), gross profit up 8.8 per cent to 6.2 billion yuan, net profit attributable to equity holders rising 11.6 per cent to 2.189 billion yuan, and net interest rate falling from 19.2 per cent to 17.6 per cent. Basic earnings per share is 83.77 cents.

6、Neusoft Education (09616.HK) $Yingxi: expected profit attributable to owners in the medium term will increase by more than70%

Neusoft Education announced that the company expects that for the six months to June 30, 2022, compared with the same period in 2021: (1) the profit of the company during the period will increase by not less than 50%, of which the profit attributable to the company owner shall increase by no less than 70%; and (2) the adjusted net profit during the period of the company shall increase by not less than 50%, of which the adjusted net profit during the period attributable to the owner of the company shall not be less than 70%.

7、$MTR Corporation (00066.HK) $The first half net profit increased by 77.0% to HK $4.732 billion, with an interim interest of HK $0.42.

MTR Corporation released its results for the six months ended June 30, 2022, with total revenue of HK $23.033 billion, up 3.2% from a year earlier, and net profit attributable to shareholders of the company was HK $4.732 billion, up 77.0% from a year earlier. Basic earnings per share are HK $0.76 and the proposed interim ordinary dividend is HK $0.42 per share (with the option of a share dividend). The Group recorded a loss of HK $678 million in recurrent business for the six months ended June 30, 2022, compared with a profit of HK $912 million for the same period in 2021. Excluding the impairment provision of HK $962 million, the Group's recurrent business profit should be HK $284 million, a decrease of HK $628 million (68.9%) compared with the same period in 2021.

Financial data

Li Ning Co. Ltd. 's medium-term net profit in 02331 was 2.189 billion yuan, up 11.6% from the same period last year.

United's medium-term net profit in 00486 was 1.68 billion US dollars, down 16.75% from the same period last year.

China Mobile Limited (00941) first-half net profit increased by 18.9% to 70.3 billion yuan, interim interest of HK $2.20

MTR Corporation (00066) first-half net profit increased by 77.0% to HK $4.732 billion, with an interim interest of HK $0.42

Yingpu Precision (01286) medium-term net profit of HK $267.7 million increased by 53% year-on-year

HKT Trust and HKT-SS (06823) medium-term EBITDA increased by 2% to HK $5.834 billion

Yuexiu Service (06626) medium-term net profit growth of 18.6% to 211 million yuan will achieve rapid scale expansion through "endogenous + external expansion + M & A".

The loss attributable to the owner of the company in the first half of 00806 is HK $428.6 million.

Gao Wei Electronics (01415) made a net profit of US $31.2 million in the first half of the year.

Wynn Macau (01128) medium-term net loss increased by 66.8% to HK $3.6 billion

Gaoyang Technology (00818) medium-term net profit fell 78% to HK $710 million

Beverly Global (00327) medium-term net profit of HK $700 million increased by 35.9% year on year

Yunkang Group (02325) announced its interim results, with revenue of 1.379 billion yuan up 81.9% over the same period last year, and the performance of key products maintained steady growth.

The medium-term net profit of Binhai Investment (02886) was HK $263.5 million, an increase of 11% over the same period last year.

Yue Yuen Group (00551) medium-term net profit of US $175 million, an increase of 2.82% over the same period last year.

Performance forecast

Sino Biopharmaceutical (01177) earnings Forecast: it is expected that the net profit in the first half of the year will decrease by about 78% compared with the same period last year.

Operation data

The People's Insurance (01339): from January to July, the original premium income of 416.033 billion yuan increased by 10.81% over the same period last year.

PICC Property and Casualty (02328): from January to July, the original premium income was 307.849 billion yuan, an increase of 9.9% over the same period last year.

New China Life Insurance (01336): the original premium income from January to July increased by 2.06% compared with the same period last year.

The contract sales value of Sony Holdings Group (02103) in the first 7 months is about 2.11 billion yuan.

Merger and acquisition and sale

Zheng Coal Machinery (00564): the consortium will transfer 43.33% equity of Luo Axis Company for about 1.007 billion yuan.

Investment and operation

China Petroleum & Chemical Corp Youfu (01033) won the bid of 1.31 billion yuan for the fourth-line natural gas pipeline project of transporting natural gas from west to east.

Repurchase cancellation

Standard Chartered PLC (02888) spent 7.615 million pounds to buy back 1.246 million shares on August 10.

Debt financing

Agile Group (03383): funds are transferred to the designated account to redeem in full the 5.125% preferred notes due in August.