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港股机会追踪 | 携程二季度净利38.33亿元,同比增超507%;百济神州上半年营收16.81亿美元,同比增长约61%

Hong Kong stock opportunities tracking | Ctrip's second-quarter net profit was 3.833 billion yuan, a year-on-year increase of over 507%; Beigene's first-half revenue was 1.681 billion US dollars, a year-on-year growth of about 61%

Futu News ·  Aug 27 08:24

Hong Kong Stock Market News:

1) Company News

$PETROCHINA (00857.HK)$The board of directors of the company has decided to distribute a mid-term dividend of ¥0.22 per share (including applicable taxes), with a total dividend of approximately ¥40.265 billion, reaching a new high for the same period in three consecutive years.

$SINO BIOPHARM (01177.HK)$The research data for "TQC3721 (PDE3/4 inhibitor)" and "TQC2731 (TSLP monoclonal antibody)" are announced at ERS 2024.

$FUDANZHANGJIANG (01349.HK)$The Phase III clinical study of the company's injectable FDA018 antibody-drug conjugate for the treatment of triple-negative breast cancer (TNBC) has recently successfully completed the enrollment of the first subject.

Business performance update:

$PETROCHINA (00857.HK)$In the first half of the year, the operating revenue was 1553.869 billion yuan, a year-on-year increase of 5%; the net profit was 88.611 billion yuan, a year-on-year increase of 3.9%.

$TRIP.COM-S (09961.HK)$In the second quarter, the revenue was 12.79 billion yuan, a year-on-year growth of 14%; the shareholder's attributable surplus was 3.833 billion yuan, a significant increase of 507.45%.

$BEIGENE (06160.HK)$Announced mid-term performance, the total revenue in the first half of the year was 1.681 billion US dollars, a year-on-year growth of about 61.1%.

$KUNLUN ENERGY (00135.HK)$In the first half of the year, the revenue was 92.922 billion yuan, a year-on-year increase of 6.72%; the net income was 3.305 billion yuan, a year-on-year increase of 2.58%.

$SH PHARMA (02607.HK)$In the first half of the year, the revenue was 139.413 billion yuan, a year-on-year increase of 5.14%; the net income was 2.942 billion yuan, a year-on-year increase of 12.72%.

$TINGYI (00322.HK)$In the first half of the year, the revenue was 41.201 billion yuan, a year-on-year increase of 0.7%; the net income was 1.885 billion yuan, a year-on-year increase of 15.1%.

$HOPSON DEV HOLD (00754.HK)$It is expected that the net income in the first half of the year will decline by more than 70%. This is mainly due to the decrease in recognized property sales revenue and the reduction of revaluation gains on investment properties compared to the same period in 2023.

$BOCOM INTL (03329.HK)$In the first half of the year, the income was 0.285 billion Hong Kong dollars, a decrease of 40.8% year-on-year; the net loss was 0.355 billion Hong Kong dollars.

$GOLDEN THROAT (06896.HK)$In the first half of the year, the income was approximately 0.5245 billion yuan, a year-on-year increase of approximately 9.4%; the net income was approximately 0.134 billion yuan, a year-on-year increase of approximately 9.9%.

$HAITIAN INT'L (01882.HK)$In the first half of the year, the income was approximately 8.018 billion yuan, a year-on-year increase of 25.7%; the net income was approximately 1.521 billion yuan, a year-on-year increase of 23.5%.

3) Buyback Dynamics

$TENCENT (00700.HK)$Invested approximately 1.001 billion Hong Kong dollars to repurchase 2.63 million shares at a repurchase price of 378.00-384.40 Hong Kong dollars.

$AIA (01299.HK)$: The company spent about HKD 61.6743 million to repurchase 1.1184 million shares at a repurchase price of HKD 54.80-55.45.

$HANG SENG BANK (00011.HK)$: The company spent about HKD 21.1382 million to repurchase 0.228 million shares at a repurchase price of HKD 92.1-93.2.

Focus on hotspots:

  • The three major U.S. stock indexes had mixed performance, with the Dow Jones reaching a new high again.

The three major U.S. stock indexes showed divergent trends, with the Dow Jones reaching a new closing high. At the close, the Dow Jones rose 0.16%, the S&P 500 index fell 0.32%, and the Nasdaq index fell 0.85%.

Growth tech and semiconductor stocks mostly declined, with Tesla down over 3%, Nvidia down over 2%, Broadcom down over 4%, Micron Technology and Advanced Micro Devices down over 3%.

China concept stocks mostly declined, with the Nasdaq Golden Dragon China Index falling 0.76%. PDD Holdings dropped over 28%, Bilibili and Alibaba dropped over 4%, and JD.com dropped over 3%.

  • Federal Reserve committee: The time for interest rate cuts has come, and it's hard to imagine any unexpected outcomes at the September meeting.

San Francisco Fed President Daly stated on Monday, August 26, local time, that it is time for the Fed to start cutting interest rates, and it is hard to imagine any surprises at the September meeting. Daly said in a media interview on Monday, "The timing for adjusting policies has come." She has voting rights on this year's monetary policy.

  • Multiple banks in Hong Kong have lowered the interest rates for Hong Kong dollar fixed deposits.

The increasing expectation of a Fed rate cut has prompted the Hong Kong banking industry to take the lead in reducing the interest rates for HKD time deposits. The official website of DBS Bank shows that the current highest interest rate for a 3-month HKD time deposit has been reduced to 3.4%. Information released on the official website of Bank of China Hong Kong indicates that the preferred interest rate for new 3-month HKD time deposits is 3.4%. Analysts believe that, as Hong Kong interest rates tend to follow changes in US interest rates, with the growing expectation of a Fed rate cut, Hong Kong banks are choosing to reduce deposit rates to avoid the impact on interest spreads from locking in high-yield deposits.

  • Apple will hold a phone launch event on September 9th local time.

Apple officially announced on Monday that a special event titled "High Lights" will be held at 1am Beijing time on September 10th at the Cupertino headquarters in California. The event is expected to unveil the latest iPhone, Watch, and AirPods.

  • Oil prices soar! The escalating situation in the Middle East and Libya's halt of exports create a "double storm".

据彭博报道,利比亚东部政府8月26日宣布对所有油田、码头和石油设施实施“不可抗力”,停止所有石油生产和出口。此外,据央视新闻昨日报道,黎巴嫩真主党宣布已开始对以色列进行大规模袭击,中东局势再度紧张。受地缘政治局势动荡和地区供应中断影响,油价大涨。

At the close of the night session of July 27th,

截至8月27日,$HSI Futures Current Contract (HSIcurrent.HK)$收报17694点,下跌114点或0.640%,低水105点。未平仓合约总数为93890张,减少32721张;未平仓合约净数报32554张,增加1536张。

Hang Seng Index Bull & Bear Certificates

截至8月27日,恒指最新的牛熊街货比例为54:46。

法兴恒指牛熊证街货分布图中的数据显示,熊证街货重货区在18000-18099区间,该区间最新熊证数量为940张,较上一交易日增加102张,最多新增在18200-18299区间,该区间最新熊证数量为846张,较上一交易日增加501张。

The heavy goods area on Cow Certificate Street is in the range of 17100-17199, with the latest number of cow certificates in this range being 827, a decrease of 338 from the previous trading day. The most additional certificates are in the range of 17400-17499, with the latest number of bear certificates in this range being 642, an increase of 561 from the previous trading day.

Editor/ping

The translation is provided by third-party software.


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