Editor's Note:This Week's Strong Stocks in Hong Kong and U.S.The 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,$Hang Seng Index (800000.HK)$A cumulative decrease of 1.52%, closing at 23,530.48 points; during the same period.$Hang Seng TECH Index (800700.HK)$A cumulative decrease of 2.03%, closing at 5,133.14 points;$Hang Seng China Enterprises Index (800100.HK)$A cumulative decline of 1.48% reported at 8527.07 points.
Rising for seven consecutive weeks!$SF INTRA-CITY (09699.HK)$A cumulative increase of over 12% in the week, with a cumulative increase of over 120% since May, the stock price has reached an all-time high.
SF Express announced that it has revised the annual upper limit for last-mile delivery services under the city-wide instant delivery service cooperation framework agreement for 2024 to 2026. The annual limit for 2025 has been increased from the previous 9.455 billion yuan to 12.845 billion yuan, while the annual limit for 2026 has been raised from 12.27 billion yuan to 20.551 billion yuan. The announcement indicated that the growth rate of delivery service demand exceeded expectations, mainly benefiting from the strong year-on-year growth in historical transaction amounts, the capacity network, and the robust delivery capabilities driving the increase in service revenue.
Recently, Minsheng Securities pointed out that SF City is the largest third-party instant delivery service platform in China, comprehensively covering the four main scenarios of the new consumption era - food delivery, urban retail, near-field e-commerce, and near-field services. The firm noted that the instant delivery market has broad development potential, and SF City is currently the only enterprise in the industry that has achieved both scale and profit growth. In February 2025, JD.com entered the food delivery industry, competing in the instant delivery sector with Meituan and Ele.me, sparking a 'Three Kingdoms' battle in the instant consumption market, which may create new development opportunities for the mid-stream instant delivery market. The company is a leading third-party instant delivery player with strong growth potential, and the company's medium- to long-term development is viewed as bullish.
With ongoing conflicts in the region, shipping stocks rose on Friday.$TS LINES (02510.HK)$Increased by over 35%, with a cumulative increase of nearly 33% this week.
According to media reports, former Iranian Minister of Economy Ehsan Khandouzi recently stated on Social Media X that tankers and liquefied natural gas carriers can only pass through the Strait of Hormuz with Iranian permission, and that this policy should be implemented for '100 days starting tomorrow (June 18).' CICC believes that the recent escalation of the Israeli-Iranian conflict is increasing tensions in the Middle East, which may push up shipping market risk premiums in the short term.
SWHY pointed out that Mr. Sharafuddin, the second largest Shareholder of D_xiang Shipping, is the founder of SharaShipping Agency, one of the largest shipping companies in the Middle East. His business cooperation with D_xiang Shipping has laid a solid local resource foundation for the company, and it is expected that Middle Eastern and India-Pakistan routes will become the growth drivers for the company's future performance.
A production increase contract has been signed with Uzbekistan's UNG.$UNITEDENERGY GP (00467.HK)$This week has performed strongly, with a cumulative increase of over 22%.
On Wednesday, UNITEDENERGY GP announced the signing of a production increase contract with Uzbekistan's national energy leader UNG. Accordingly, the company will act as a contractor responsible for implementing production increase operations and exploration work for 21 UNG oil and gas fields and 10 exploration blocks located in the Gazli region. The initial contract is for a period of 15 years, with an estimated total production of about 57.8 billion cubic meters during the period. The company is required to make a minimum direct foreign investment of 0.1 billion dollars within the first four years of the initial contract, which will be funded by the company's internal resource allocation.
Public information shows that UNITEDENERGY GP is one of the largest integrated energy listed companies in Hong Kong, with Business operations spanning South Asia, the Middle East, North Africa, and Europe. The group mainly engages in upstream oil and gas, clean energy, and energy trading businesses. Uzbekistan is one of the strategic focus areas for the group to expand into new countries; this project is expected to bring stable Cash / Money Market flow, enhance the group's reserve base, and create long-term Shareholder value, further diversifying the company's regional sources of income.
On the other hand, the stocks that performed weakly this week are as follows:
Editor/Jamie
