Selection of blockbuster announcements

1. JD.com Group: net revenue in the fourth quarter was 295.4 billion yuan, an increase of 7.1% over the same period last year.

$JD-SW (09618.HK)$The results for the fourth quarter and the whole year of 2022 were released, with net revenue of 295.4 billion yuan in the fourth quarter, an increase of 7.1 percent over the same period last year and estimated at 295.51 billion yuan. Adjusted income per ADS in the fourth quarter is 4.81 yuan, estimated at 3.54 yuan, and adjusted profit before interest, tax, depreciation and amortization is 8.9 billion yuan, estimated at 8.06 billion yuan. Adjusted operating profit margin for the fourth quarter is 2.5%, with an estimated 2.22%. JD.com Group said NON-GAAP net profit in the fourth quarter of last year was 7.7 billion yuan, compared with 3.6 billion yuan in the same period last year.

2. China Tobacco Hong Kong: the profit attributable to shareholders was HK $375 million, down 46.66% from the same period last year.

$CTIHK (06055.HK)$It was announced that in the year ended December 31, 2022, the company's exports of tobacco products were 95531 tons, down 6132 tons, or 6 percent, compared with the same period last year, and its operating income was 2.122 billion Hong Kong dollars, down 8 percent. The decline in performance is mainly due to: (1) weak cigarette market sales and weaker customer demand for tobacco leaves in Southeast Asia due to the increase in tobacco tax and the impact of the epidemic; and (2) the reduction of marketable tobacco resources available for export.

3. AIA Group Limited's net profit attributable to shareholders in 2022 was 282 million US dollars, a decrease of 96.2% over the same period last year.

$AIA (01299.HK)$According to the announcement on the Hong Kong Stock Exchange, premium and fee income in 2022 was about US $36.519 billion, down 1.63% from the same period last year; total income was US $19.11 billion, down 59.79% from the same period last year; net profit attributable to shareholders was US $282 million, down 96.2% from the same period last year; and the final dividend was HK113.40 cents per share, while the full-year dividend was HK153.68 cents per share, up 5.3%. The value of new business for the full year fell 5 per cent to $3.092 billion. As of December 31, 2022, the free surplus increased to $23.679 billion, excluding $2.259 billion in dividends and $3.57 billion in additional capital returned to shareholders through the share buyback program during the year, totaling $5.829 billion.

4. PRADA S.p.A. 's net sales in 2022 were 4.125 billion euros, an increase of 24.4% over the same period last year, and adjusted EBIT845 million euros, an increase of 69.21% over the same period last year.

$PRADA (01913.HK)$Announcing the results for the year ended December 31, 2022, the group recorded net income of 465 million euros, an increase of 58.1% over the same period last year; basic earnings per share of 0.182 euros, compared with 0.115 euros per share in the same period last year, with a final dividend of 0.11 euros per share. In the same period, net income was 4.201 billion euros, up 24.81% from the same period last year; adjusted EBIT was 845 million euros, up 69.21% from the same period last year; gross profit margin rose to 78.8% of net income, compared with 75.7% in the same period last year

MTR Corporation's annual net profit increased by 2.9% to HK $9.827 billion, with a final interest of HK $0.89.

$MTR CORPORATION (00066.HK)$According to the announcement, for the year ended December 31, 2022, the company's total revenue was HK $47.812 billion, up 1.3 per cent from a year earlier, and the net profit attributable to shareholders was HK $9.827 billion, up 2.9 per cent from a year earlier. The proposed final ordinary dividend is HK $0.89 per share. The annual general dividend totaled HK $1.31 per share, an increase of 3.1 per cent over 2021. Excluding the HK $962 million impairment loss on Shenzhen Metro Line 4 in the first half of 2022, recurrent business profits should fall by 38.1 per cent and the company's net profit attributable to shareholders should rise by 13.0 per cent.

6. Xuhui holding Group plans to sell 50% stake in Hebei and Lake for 948 million yuan and buy 25% stake in Guangzhou Changzhe for 1 billion yuan.

$CIFI HOLD GP (00884.HK)$It was announced that on March 9, 2023, the Group entered into the following share transfer agreements in respect of the transaction: (I) the Sale Agreement, under which Beijing Xuhui (a subsidiary of the company) conditionally agreed to sell, while Guangzhou Jiajun conditionally agreed to buy 50% of the shares in Hebei and Lake and the loan to be sold for a total consideration of RMB 948 million. And (ii) acquisition agreement, under which Nanjing Hengxue conditionally agreed to sell, while Guangzhou Xuhui (a subsidiary of the company) conditionally agreed to purchase a 25% stake in Guangzhou Changzhe and acquired loans for a total consideration of RMB 1 billion. Under these share transfer agreements, Guangzhou Jiejun's consideration for the disposal of Beijing Xuhui will be offset against Guangzhou Xuhui's consideration for Nanjing Hengxue for the acquisition. After offsetting, the consideration payable by the Group in respect of the acquisition is RMB 51.71 million.

7. Kaisa Group earned 35.545 billion yuan in 2021, with a total land reserve of about 29.18 million square meters. Trading resumed on March 10.

$KAISA GROUP (01638.HK)$The interim results for the six months ended June 2022 were announced, with an income of 13.431 billion yuan (the same below), a year-on-year decrease of 55.3%. Recorded a loss of 7.673 billion yuan, compared with the same period last year net profit of 3.003 billion yuan, profit and loss; loss per share of 1.104 yuan. No interim interest.

As of December 31, 2021, the Group, together with its joint ventures and associates, owns a total of 227 real estate projects in 51 cities across the country, and the Group, together with its joint ventures and associates, has a total land reserve of about 29.18 million square meters. Among them, the land reserve in the Greater Bay area is about 17.2 million square meters, accounting for 59% of the total land reserve of the Group. Among the cities in the Greater Bay area, Shenzhen and Guangzhou have been the key markets of the Group for many years, and the land reserve accounts for 38% of the market in the Greater Bay area. In addition, the company has applied for the resumption of trading in the company's shares on the Stock Exchange with effect from 09:00 on 10 March 2023.

Financial data

Yuexiu Real Estate Trust Fund (00405) announced its annual results: total income increased by 4.2%, with a final distribution of 0.0399 yuan per fund unit.

Yingpu Precision (01286): adjusted net profit of HK $649 million in 2022 increased by 53.7% year on year

Bank of China Aviation Leasing (02588): total annual operating income and other income increased by 6% year-on-year to US $2.3 billion

TOM Group's annual consolidated income fell 6.7% to HK $830 million in 02383

Dragon Resources (01712) annual net profit increased by 752.40% to A $2.489 million

The annual income of Shengli Securities (08540) is about HK $77.11 million, down about 24.5% from the same period last year.

JD Logistics, Inc. (02618): income of 137.402 billion yuan in 2022, an increase of 31.2% over the same period last year

Performance forecast

Kaisa Beautiful (02168): net profit is expected to grow by more than 60% year on year in 2022

Boya Interactive (00434) Yingxi: the profit attributable to shareholders is expected to increase by about 680% to 730% year-on-year.

"Medical Zhenuo" and "Brother Health" have become the core business of the group. Huayi Tencent Entertainment (00419) expects its revenue to increase about fourfold in 2022.

Shengbai Holdings (02340) Yingxi: expected annual net profit of HK $433 million-HK $437 million

Imperial Technology Group (00776) earnings warning: expected annual net loss of not less than HK $179 million

Tianhong Wenchuang (08500) expects to change from profit to loss in 2022: net loss not more than 42 million yuan

Taizhou Water (01542) profit warning: annual net profit is expected to decrease to about 45 million to 65 million yuan

Golden throat (06896) Yingxi: expected annual profit to increase by about 50%

Societe Generale New Materials (08073) profit and warning: expected annual net loss of not less than 10 million yuan

Jianfa Xinsheng (00731) expects to make a consolidated net loss of about HK $142 million to HK $162 million in the past nine months.

Jingyang Group (08257) earnings warning: expected annual net loss of not less than NT $75 million

Tetron (02115) earnings warning: the net profit is expected to be about 110.9% higher than that in the same period.

Operation data

China Jinmao (00817): signed sales amount of 14.13 billion yuan in February

Longfor Group (00960): the total contract sales in the first two months totaled 28.24 billion yuan

Xintian Green Energy (00956): a total of 2.6712 million megawatts of electricity generated from January to February increased by 7.53% over the same period last year.

Hongyang Real Estate (01996): the contract sales amount in February is 2.77 billion yuan.

China Longyuan Power Group Corporation (00916): a year-on-year increase of 0.01 per cent at 5.9112 million megawatts in February

Cofco Jiakang (01610): 467000 pigs in February

Shangkun Real Estate (06900): cumulative contract sales of 680 million yuan in the first two months

Jiayuan International Holdings (02768): contract sales of 460.96 million yuan in February

Increase and decrease holdings

Abbott Technology (02708): major shareholder Yiming sells 20 million shares of the company

Additional placement

China Vanke (02202): on March 9, 2023, 300 million new H shares were issued according to the placing agreement, and the shareholding of Shenzhen Railway Group decreased to 27.18% after the placement. The total amount of money received is about HK $3.915 billion

Peking University Resources (00618): proposed discount of 9.09% to Ru Hua and Liang Yongtai a total of 122 million shares net raised about HK $12.1 million

Zhifu Resources Investment (00007): plans to issue HK $100m convertible notes

SDM Education (08363): proposed issuance of US $2.5 million convertible bonds to Xingyunhai International

Investment and operation

China General account (03969): the winning bid totaled about 2.038 billion yuan.

Geely Automobile (00175): apply for additional RMB counter

Pudat Technology (00650): since April 1, 2022, it has received 88 orders for wafer cleaning equipment for semiconductor wafer processing and solar panel manufacturing.

Accor Holdings (03313): enter into a strategic cooperation agreement with Daocheng Biology

Gathering International (Holdings) (08041): the meta-vision will explore the possibility of providing advertising solutions to customers with AI technology.

Minfu International (08511): proposed to set up a joint venture to provide Internet and other related services

Zhongtian Shunlian (00994): subsidiary and Hou Yi brand will set up a joint venture company to provide sales pipeline and sales strategy

Weilu Group (01196): plans to join hands with state-owned power generation enterprises to build and develop energy storage equipment

SINCERE WATCH HK (00444): plans to set up a joint venture to open up Hainan watch and jewelry market

China Communications Construction (01800): the overall plan for asset restructuring and supporting financing of Qilian Mountain was approved by the State Council's State-owned assets Supervision and Administration Commission.

Youlian Leasing (01563): exploring the establishment of vocational schools in Indonesia

China Communications Construction (01800): Zhongjiaotanhe received a capital increase of 134 million yuan from China Communications Group.

Fancy year Holdings (01777): the restructuring support agreement came into effect on March 9th.

Change the name of the company

Deying Holdings (02250): to change its name to "Little Yellow Duck Deying"

Repurchase cancellation

Maanshan Iron and Steel (00323): spent 4.268 million yuan to buy back 1.864 million A shares on March 9.

Equity incentive

Yuhua Education (06169): award 7.5423 million Award shares

Personnel appointment and removal

China Petroleum & Chemical Corporation (00386): Yu Xizhi resigned as vice president because of his age

Edit / irisz