Important Announcement for Hong Kong Stocks.
1) Company News
$BAIYUNSHAN PH (00874.HK)$The wholly-owned subsidiary plans to invest in the Tianhua Garden project, with a total investment of approximately RMB 3.201 billion; Introduction of Guochuang Fund as a new partner of Guangzhou Pharmaceutical Venture Capital Fund.
$SWIREPROPERTIES (01972.HK)$In the second quarter, Taikoo Plaza's leasing rate was 97%, with rent reduction of 16%; Taikoo Fong (whole) leasing rate reached 93%, with rent reduction of 10%; Hong Kong Island East Center and one Taikoo Fong leasing rate reached 94%; other Taikoo Fong office buildings leasing rate reached 92%, with rent reduction of 13%. In mainland China, Taikoo Hui office building's leasing rate reached 91%, while Xingye Center One and Two in Hong Kong both had a leasing rate of 96%.
$KWG GROUP (01813.HK)$Contract sales in July amounted to RMB 0.76 billion, a decrease of 32.7% year-on-year.
Business performance update:
$XIABUXIABU (00520.HK)$Expected mid-term net loss of approximately RMB 0.26 billion to RMB 0.28 billion, a year-on-year turnaround from profit to loss.
$NAYUKI (02150.HK)$Expected net loss adjusted for the first half of the year to be approximately RMB 0.42 billion to RMB 0.49 billion.
$LEGENDHOLDING (03396.HK)$Expected pre-tax profit of approximately RMB 2.8 billion to RMB 3.3 billion in the first half of the year, with net profit not exceeding RMB 0.3 billion.
The announcement stated that due to the complexity and increasing uncertainty of the global economic situation, the profit contribution of the company's industrial operation segment was affected by market and industry fluctuations year-on-year. Investment income from the industrial incubation and investment segment was affected by adverse market conditions, and revenue decreased year-on-year.
$CHINA RE (01508.HK)$Expected net profit to increase by approximately 150% to 200% year-on-year for the first half of the year. The net profit for the same period last year was approximately RMB 2.012 billion.
$SUPER HI (09658.HK)$Expected income to be no less than USD 0.37 billion for the first half of the year, an increase of approximately 14.2% year-on-year; expected net loss of USD 4 million to USD 5 million, a year-on-year turnaround from profit to loss.
$XY ELEC STORAGE (08328.HK)$Revenue for the first half of the year was approximately HKD 0.6465 billion, an increase of 17.2% year-on-year; net profit was HKD 12.25 million, a decrease of 9.5% year-on-year.
$HELENS (09869.HK)$Expected income for the first half of the year to be approximately RMB 0.43 billion to RMB 0.45 billion, a year-on-year decrease of approximately 36.6% to 39.4%.
$HUABAO INTL (00336.HK)$Expected pre-tax profit of approximately RMB 72 million to RMB 0.117 billion for the first half of the year, a year-on-year decline of approximately 59% to 75%.
Weichuan (00538.HK): The net loss for the first half of the year is expected to be no more than RMB 20 million, with a year-on-year turnaround from profit to loss. The announcement stated that due to the decline in store traffic, negative growth was recorded in same-store sales, and some stores experienced losses, which led to an increase in impairment losses for the right to use assets and fixed assets. The sluggish property market led to losses from the revaluation of investment properties.
The announcement stated that due to the decline in store traffic, negative growth was recorded in same-store sales, and some stores experienced losses, which led to an increase in impairment losses for the right to use assets and fixed assets. The sluggish property market led to losses from the revaluation of investment properties.
3) Buyback Dynamics
$AIA (01299.HK)$Spent approximately HKD 0.415 billion to repurchase 8.025 million shares, at a repurchase price of HKD 51.25-52.20.
$GAC GROUP (02238.HK)$As of the end of July, cumulative repurchased approximately 0.103 billion shares, of which H-share repurchased approximately 95.414 million shares, at a repurchase price of HKD 2.61-2.95, with a total transaction amount of approximately HKD 0.267 billion.
$HSBC HOLDINGS (00005.HK)$As of August 1, 2024, a total of 31.6312 million repurchased shares were cancelled.
Focus on hotspots:
1. Weak non-farm data intensified the mood of concern, and the three major indices plummeted, with Nasdaq falling more than 2%.
Last Friday, after the weak US non-farm employment data was released, market concerns about economic recession further intensified, and the three major indices collectively plummeted, with Nasdaq leading the decline with a decrease of more than 2%.
The two-day plunge put Nasdaq into a retracement range, down more than 10% from its historical high on July 10, and the S&P 500 index and the Dow Jones Industrial Average also fell by 5.7% and 3.9% from their historical highs, respectively.
2. The State Council issued the "Opinions on Promoting the High-Quality Development of Service Consumption".
The State Council issued the "Opinions on Promoting the High-Quality Development of Service Consumption", which proposes to strengthen the construction of national cultural and tourism consumption demonstration cities, promote the innovative and standardized development of national-level night cultural and tourism consumption aggregation areas, implement the Beautiful Life Vacation and Leisure Project and the Rural Tourism Quality Improvement Action. Promote the integrated development of commerce, business travel, sports and health, enhance project experience and interaction, launch various types of characteristic tourism products, encourage the development of new businesses such as cruise yacht, RV camping, and low-altitude flight, and support the integrated development of "music + tourism", "performance + tourism", and "competition + tourism".
3. The fourth batch this year! 15 imported games have obtained registration numbers. Many listed game companies such as Tencent and NetEase have also obtained approvals.
On August 2, the National Press and Publication Administration updated the approval information for imported online games in 2024, adding 15 games. This batch of registration numbers involves many listed companies, mainly including $TENCENT (00700.HK)$- Rainbow Six Siege - Paper Mario: The Origami King;$NTES-S (09999.HK)$- Marvel Battle Lines - Marvel Ultimate Reversal;$G-bits Network Technology (603444.SH)$- Cairo Seller;$Hubei Century Network Technology Inc. (300494.SZ)$- Hobo: Tough Life.$Shenzhen Zqgame (300052.SZ)$Among the approved games, there are many globally known IPs, such as Marvel and Three Kingdoms, as well as proven works in overseas markets, such as Ubisoft and Cairo Games.
At the close of the night session of July 27th,
As of August 3, $HSI Futures Current Contract (HSIcurrent.HK)$the index closed at 16,901, down 66 points or 0.389%, a low of 45 points.
Hang Seng Index Bull & Bear Certificates
As of August 3, the latest bull and bear market ratio of Hang Seng Index is 58:42.
According to the distribution map of bull and bear certificates for Hang Seng Index, the heavy bear certificate stock area is in the range of 17,400-17,499, and the latest bear certificate quantity in this range is 830, a decrease of 16 from the previous trading day; the most new certificates are added in the range of 17,100-17,199, an increase of 629 from the previous trading day. The heavy bull certificate stock area is in the range of 16,500-16,599, and the latest bull certificate quantity in this range is 1,183, an increase of 456 from the previous trading day; the most new certificates are also added in the same range.
The heavy bull certificate cargo zone is in the range of 16500-16599, and the latest number of bull certificates in this range is 1183, an increase of 456 compared to the previous trading day; the most new certificates are also added in the same range.
Editor/Somer
