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 November, the trend of the three major indices of Hong Kong stocks diverged. As of the close of November 30, the Hang Seng Index fell 0.41% to 17042.88 points throughout the month; the Science Index rose 3.74% to 3899.64 points; and the National Index fell 0.07% to 5857.54 points.
Guotai Junan pointed out that in the fourth quarter, the Hong Kong stock market will show a trend of “easy rebound, difficult to reverse.” The current market environment is similar to the “mini version” of the fourth quarter of 2022. The direction of breaking the game is that interest rates on US bonds fall, and more policy support is needed on the profit side. It is expected that the magnitude of this rebound may be weaker than the rebound in the fourth quarter of 2022.
Specifically, in terms of individual stocks, online game product publishers$ZX INC (09890.HK)$It soared 70% overnight, and this month's cumulative increase of about 174% climbed to a standout, with a cumulative increase of nearly 140% since listing at the end of September.
According to public information, the transaction volume of the company's instant rice noodle brand “Slag Ash” series products soared rapidly from 2.4 million yuan in 2020 to about 316 million yuan in 2022. At the same time, it already has more than 1.2 million fans on e-commerce platforms, and has sold in more than 20 provinces in China through about 210 distribution channels and about 19,500 offline stores. Furthermore, its Go-Play game recently won the “Top 20 Internet Enterprises in Jiangxi Province in 2023”, ranking first.
“Former Guoqian Ichiang”$AAC TECH (02018.HK)$It has increased by more than 50% during the month, and recently won a lot of reviews from Goldman Sachs. According to news, Apple's Vision Pro's mainland supply chain ratio has increased dramatically to 60%.
According to reports, Apple will officially mass-produce the first-generation MR product Vision Pro in December, and the proportion of the mainland supply chain will increase dramatically to 60%. According to the media, the first batch of Vision Pro is about 400,000 units in stock. Next year's sales target is 1 million units, and it is expected to reach 10 million units in the third year.
Goldman Sachs published a report stating that maintaining a constructive view of Ruisheng Technology is mainly due to the fact that the upgraded combination of its mobile phone lenses supports a recovery in gross margin, and is optimistic about the company's future profit and strong cash flow. Goldman Sachs raised its target price from HK$22.7 to HK$25.6, maintaining its “buy” rating.
Policies to stabilize the property market continue to be favorable, real estate agents$SUNAC (01918.HK)$The monthly increase was nearly 50%, the restructuring of foreign debt was successful, and the risk of debt of nearly 90 billion dollars was mitigated.
According to the report, Sunac's overseas debt restructuring, which took 18 months, was officially announced as a success, which means that Sunac became the first major housing enterprise to complete all domestic and foreign debt restructuring processes. According to estimates, after the domestic and foreign debt restructuring is completed, Sunac will resolve the overall debt risk of about 90 billion yuan.
Recently, eight departments including the central bank issued the “Notice on Strengthening Financial Support Measures to Help Private Economic Development Grow”, proposing 25 specific measures to support the private economy, which specifically mentioned meeting the financial needs of private real estate enterprises in a reasonable manner. Experts said that the current statement on reasonably meeting the financial needs of private real estate enterprises is one level closer than the traditional financing statement. It also shows that there are more comprehensive ideas and methods for enterprise support. It is expected that banks will effectively increase credit investment in private housing enterprises by the end of this year and the beginning of next year.
$LEAPMOTOR (09863.HK)$The cumulative increase during the month was nearly 50%. The transaction for the fourth largest car company in the world to purchase about 20% of its shares was officially completed. In November, sales exceeded 10,000 ahead of schedule, and the first global model, the C10, was unveiled.
Zero Sports Auto recently announced that 194 million new H shares have been purchased and issued to Stellantis, the fourth largest car company in the world. According to reports, Stellantis has invested about 1.5 billion euros and obtained about 20% of its shares, making it its second largest shareholder.
According to the latest data, as of November 19, the sales volume of Zero Sports Auto reached 11,000 units in November, surpassing 10,000 units ahead of schedule. Furthermore, Zero Sport's first global model, the C10, was officially unveiled. The new car is the first global strategic model under Zero Sport LEAP3.0 technology, and is expected to be delivered in the first quarter of next year.
On the other hand, the weakest performing stocks this month are as follows:
editor/tolk