Editor's note:“Monthly Bullish and Bearish Stocks in Hong Kong and the US”The section closely follows market trends, takes stock of the monthly performance of the Hong Kong and US stock markets, helps Niuyou sort through the hot sectors, strong individual stocks, and major news of the month to find profitable investment topics.
In September, the three major Hong Kong stock indices fluctuated and declined. As of the close of trading on September 27, the Hang Seng Index had a cumulative decline of 4.19% this month, the CoE Index had a monthly decline of 8.27%, and the National Index had a monthly decline of 4.15%. Although the general market trend is weak,However, many individual stocks in the pharmaceuticals, energy and other sectors still rose against the market this month, showing impressive performance.
Multiple benefits continue! Real estate developers$SUNAC (01918.HK)$It soared by about 126% within the month and topped this month's growth list. According to the news, the company was included in the Hong Kong stock pass, and overseas debt restructuring has also progressed.
CICC released a research report saying that recently the strength of real estate policies has increased markedly, and the activity of the stock housing market has increased markedly, including signs such as rising listings in key cities and improved seller expectations; although the current performance of transaction-side indicators is still weak, looking ahead, local policies will still be implemented one after another, leading to a bottom-up recovery in property market sentiment, and there are poor positive expectations for fundamental recovery. Continue to be optimistic about the performance of production stocks over the next 3-6 months. Considering that Neibo has been adjusted more deeply since July and that its current valuation is more cost-effective, its subsequent stock price may be more flexible.
Sunac China announced that the company plans to implement the restructuring through the plan. Reorganization involves dismissing plan creditors and exempting existing claims in exchange for reorganization consideration. Reorganization consideration includes new notes and convertible bonds, and mandatory convertible bonds and existing$SUNAC SERVICES (01516.HK)$Shares.
The concept of diet pills continues to heat up! pharmaceutical companies$INNOVENT BIO (01801.HK)$It has surged more than 16% this month and has been well sung by many organizations. Additionally, Cinda Biotech announced an allocation of approximately HK$2.357 million to accelerate a number of clinical R&D programs and product commercialization.
Morgan Stanley released a research report saying that to maintain Innovator Biotech's “increase” rating, the target price was raised from HK$56 to HK$59. It is believed that its share of operating costs has improved and its commercial product portfolio has expanded, reflecting its best execution ability among biotechnology companies.
The Yamato Research Report recently pointed out that to confirm Cinda Biotech's “buy” rating, the target price was raised from HK$46 to HK$50. Its net loss forecast for this year was adjusted from 2 billion yuan to 1 billion yuan, and next year's net loss forecast was adjusted from 1.5 billion yuan to 600 million yuan to reflect the trend of operating expenses for the first half of the year, and to turn the original estimate 2026 into a profit, advance the achievement of 2025 to 2025, and continue to indicate that it is the first choice for the mainland biotechnology industry, with the main commercial portfolio benefiting from rapid growth.
The increase is impressive! Coal giants$YANKUANG ENERGY (01171.HK)$This month's cumulative increase is over 18%. It is worth noting that as the coal industry is about to enter the traditional off-season after the fall, but judging from recent coal price trends, terminal demand may not be weak during the off-season.
According to the news, recently port coal prices hit a new high in four months. Data from China Coal Network (CCTD) shows that as of September 27, CCTD$CNI Bohai Index (399357.SZ)$The reference spot price of 5500K thermal coal closed at 981 yuan/ton, once again setting a new high during the year.
Guotai Junan believes that the low season of coal prices has raised market expectations for the bottom of coal prices. In the context of interest rate cuts, coal stocks are also favored by capital as assets with high dividends and high dividends, and have high defensive attributes.
On the other hand, the weakest performing stocks this month are as follows:
editor/tolk