港市速睇 | 港股尾盘小幅冲高,恒指收涨0.37%;汽车股全天低迷,蔚来跌超4%;煤炭股造好,兖矿能源涨近5%

Hong Kong market quick review | Hong Kong stocks rose slightly at the end of the session, with the Hang Seng Index closing up 0.37%; auto stocks were sluggish throughout the day, with NIO falling more than 4%; coal stocks were good, and Yankuang Energy ro

Futu News ·  09/19/2023 16:23

Futu News reported on September 19 that the three major Hong Kong stock indices had mixed ups and downs. The Hang Seng Index closed up 0.37%, the Codex fell 0.06%, and the National Index rose 0.42%.

By the close, Hong Kong stocks had risen 742, fell 1,093, and closed 1124.

The specific industry performance is as follows:

On the sector side, most of Science and Technology Network's stocks have declined.JD fell more than 1%, Baidu fell nearly 1%, Meituan and Kuaishou fell slightly, NetEase rose more than 1%, Alibaba and Bilibili rose nearly 1%, and Tencent rose slightly.

Auto stocks generally declined,Zero Run fell nearly 5%, NIO fell more than 4%, Ideal fell nearly 3%, Great Wall fell more than 2%, Geely fell nearly 1%, BYD fell slightly, and Xiaopeng rose slightly.

Real estate stocks and property management stocks have had mixed ups and downs.Ocean Group rose nearly 2%, China's overseas development rose nearly 1%, Sun Hung Kai's assets rose slightly, China Evergrande fell nearly 10%, Sunac China fell more than 4%, Country Garden services fell nearly 4%, and Country Garden fell nearly 3%.

Coal stocks were strong throughout the day.Yankai Australia rose nearly 6%, Yankuang Energy rose nearly 5%, and China Shenhua rose nearly 3%.

Telecom stocks are getting stronger,China Mobile rose more than 2%, China Telecom rose nearly 2%, and China Unicom fell nearly 1%.

Gold stocks are good,Zijin mining rose more than 2%, Shandong gold rose nearly 1%, and Zhaojin mining declined slightly.

On the other hand, gas stocks were strong, and the increase at the end of the session further increased.$KUNLUN ENERGY (00135.HK)$It surged more than 7%, leading the way; most of the leading Chinese stocks, semiconductor stocks, port and shipping stocks rose; dairy stocks fell significantly; military stocks were underperforming throughout the day; and restaurant stocks fell one after another.

In terms of individual stocks,$YANCOAL AUS (03668.HK)$There has been a rise of nearly 6%, overseas demand for coal has increased dramatically, and coal prices have continued to rise recently.

$EVERGRANDE (03333.HK)$It fell nearly 10%. The debt for the first half of the year was nearly 2.4 trillion dollars, and Citi sharply lowered its target price to HK$0.5.

$TRAD CHI MED (00570.HK)$It increased by more than 5%, and the implementation of national standards boosted a month-on-month increase in formula particles.

$SUNAC (01918.HK)$It fell more than 4%, and at one point rose more than 12% in early trading. It applied to the US court for Chapter 15 certification of the restructuring of US dollar bonds.

$LI AUTO-W (02015.HK)$Declining nearly 3%, Wang Xing reduced his holdings for four consecutive days, and cashed out a total of HK$310 million.

$FLOWING CLOUD (06610.HK)$It surged by more than 18%, and institutions are optimistic about the increase in the penetration rate of AR/VR scenarios and the increase in demand for 3D content.

Today's Top 20 Hong Kong Stock Turnovers

Hong Kong Stock Connect Capital

In terms of Hong Kong Stock Connect, Hong Kong Stock Connect (Southbound) today had a net inflow of HK$3.487 billion.

Agency Perspectives

  • JBOB International: Low valuations of Hong Kong stocks are attractive, short selling is still flexible

CBI released a research report saying that the current valuation of Hong Kong stocks is at the bottom of history.$Hang Seng Index (800000.HK)$Currently, the dynamic price-earnings ratio is close to two times the standard deviation below the average for the past 10 years; policy combinations are being introduced intensively; Hong Kong stock repurchases are currently at an unprecedented level. Strong repurchases are undoubtedly the most direct signal, sending the most direct message to investors: the current valuation of Hong Kong stocks is extremely attractive; the current level of short selling of Hong Kong stocks is not low, indicating that potential flexibility is still high.

  • Omo: Lowered Macau's gaming revenue forecast for September to MOP 14.6 billion, favoring Wynn Macau and MGM China

According to a research report released by Damo, the gaming revenue of the Macau gaming industry is expected to rise 6% quarterly in the third quarter to 68% in the same period in 2019, but it is estimated that EBITDA in the fourth quarter will rise by more than 10% quarterly, benefiting from good revenue recovery and operational deleveraging of the industry. Entering the third quarter's performance, the bank's current preferences$WYNN MACAU (01128.HK)$,$MGM CHINA (02282.HK)$More than$SANDS CHINA LTD (01928.HK)$.

  • Bank of America Securities: Maintains Tencent's “buy” rating, target price is HK$450

Bank of America Securities released a research report saying, maintain$TENCENT (00700.HK)$“Buy” rating, short-term gaming and advertising business trends are good, with a target price of HK$450. The report quoted management as saying that domestic game commercialization performance in the third quarter was strong compared to the previous quarter; international games continued to outperform domestic games; advertising business grew healthily in the second half of the year; in addition, Tencent and$BABA-SW (09988.HK)$Strengthen advertising cooperation.


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