Editor's Note:This Week's Bullish Stocks in Hong Kong and USAThe column closely follows market trends every week, reviewing the weekly performance of Hong Kong and US stock markets, helping mooers to sort out the week's hot sectors, strong stocks, and significant news, looking for investment themes with profit potential.
This week, $Hang Seng Index (800000.HK)$ Cumulatively increased by 1.61%, closing at 22867.74 points; during the same period $Hang Seng TECH Index (800700.HK)$ Cumulatively decreased by 1.22%, closing at 5180.25 points; $Hang Seng China Enterprises Index (800100.HK)$ A cumulative increase of 0.95% has been recorded, reaching 8308.83 points.
The IPO boom of new tea drinks has arrived, and this week's top gainer in the Hong Kong stock market is$AUNTEA JENNY (02589.HK)$, with a cumulative increase of 27.74% this week.
Founded in Shanghai, Auntie in Shanghai has increased by 27.74% since its listing this week, becoming the fifth new tea drink company in the Hong Kong stock market after Nai Xue’s Tea, Tea Baidao, Gu Ming, and Mi Xue Bing Cheng. Including the U.S. listed Ba Wang Cha Ji, it is the sixth stock of new tea drinks.
The IPO of Auntie in Shanghai has sparked a frenzy in the market, with the public offering in Hong Kong being oversubscribed by 3616.83 times, setting a new record for IPO Subscription in the Hong Kong stock market this year. This heat is closely related to the overall valuation restructuring of the tea drink sector. $MIXUE GROUP (02097.HK)$ Since its listing on March 3, the stock price has continued to strengthen and even experienced a doubling increase.
Behind the capital pursuit is the strong support from the industry's high prosperity. According to data from Zhi Shi Consulting, China's ready-to-drink tea market is expected to reach 374.9 billion yuan by 2025, with the mid-price range (10-20 yuan) growing the fastest. Data from iiMedia Consulting shows that 59.1% of consumers indicated they would maintain or increase their tea consumption frequency, with the 22-40 age group contributing the core increment. This consumer stickiness is driving the industry from "scale expansion" to "efficiency competition," with companies possessing supply chain advantages being more favored by capital.
Hong Kong stock Innovative Drugs concept stocks have collectively strengthened.$GRAND PHARMA (00512.HK)$This week, an increase of 25.97% was recorded, reaching a four-year high.
On May 7, driven by the significant progress in the domestic phase II clinical trial of the global innovative sepsis treatment product STC3141, the stock price of GRANDPHARMA, a technology-driven pharmaceutical company in Hong Kong, surged over 13%. The stock price of GRANDPHARMA has increased more than 60% from the low point at the end of January this year, reaching a four-year high.
Since the beginning of this year, the Hong Kong stock Biomedical sector has continued to perform independently, with an overall increase nearly twice that of the Hang Seng Index during the same period. According to Wind data, as of the close on May 9, the Hang Seng BIO-TECH Index has performed outstandingly this year, with a cumulative increase of 27.43%, while the Hang Seng TECH Index's increase during the same period is 15.94%, and the cumulative increase of the Hang Seng Index is only 13.98%.
The medical team at Sinolink pointed out in its industry report on May 4 that the continuous realization of commercial sales and BD (Business Development) performance by leading innovative drug companies is the main logic behind this sector's independent performance. Looking ahead, The Pacific Securities stated that against the backdrop of improved liquidity and risk appetite in the Hong Kong stock market, combined with the concentrated release of related data from conferences such as AACR and ASCO between April and June, the focus on catalysts in the Innovative Drugs sector may significantly increase.
$CTIHK (06055.HK)$This week, a rise of 21.59% was recorded, continuing the advancement of its exclusive tobacco export business operations, with the company expected to see sustained stable growth in performance.
CTIHK recently announced that it has signed a framework agreement with the subsequent contracting party, Mengkun Company, to continue the procurement transactions for its exclusive tobacco export business. According to the announcement, the main terms of the framework agreement are the same as those of the previous agreement with the original contracting party, and there is no annual cap set anymore, making the transaction term indefinite.
Huaan believes that the company's framework agreement with Mengkun Company will further broaden its supply of duty-free cigarettes, helping to boost revenue and profitability from its exclusive tobacco export business. Huaan noted that the company is the designated overseas platform responsible for the capital market operations and international business expansion for China Tobacco International, carrying the mission of globalization. From a margin safety perspective, the company's tobacco leaf import and export business forms the basic foundation under the franchise rights, and the business model ensures stable profitability, excellent cash flow, and creates new growth points from the export of cigarettes and new tobacco products. With the continuous and stable growth of the global tobacco market and the company's increasing market share, the company's performance is expected to maintain steady growth.
On the other hand, the stocks that performed weakly this week are as follows:
Editor/Rocky
