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港股午评 | 科技股集体反弹!美团涨近5%,京东健康升超8%

Hong Kong Stock Afternoon Review | Technology Stocks Rebound Collectively! Meituan rose nearly 5%, and Jingdong Health rose more than 8%

富途資訊 ·  Mar 30, 2021 12:16  · Exclusive

The three major indexes of Hong Kong stocks opened higher in the morning, with the Hang Seng Technology Index up 3.16% at 8233 and the Hang Seng Index up 1.18% at 28672.

Plate aspectInternet medical stocks led the rise, JD Health rose more than 7%, military stocks, catering stocks, pharmaceutical stocks, film and television entertainment stocks, photovoltaic stocks, shipping stocks generally rose, online education stocks rebounded significantly

Yesterday, weak large technology stocks were active again, with Meituan up 5%, BABA and JD.com up more than 3%, and Tencent up 1%.

Battery stocks and wind power stocks performed weakly, automobile stocks fell across the board, and Byd Company Limited fell more than 3 per cent.

Individual stocksSelected as ARK space ETF$Meituan-W (03690.HK) $Up nearly 5%$JD.com Group-SW (09618.HK) $涨3.64%。Ark Fund, owned by wooden Sister Cathie Wood, will launch its latest fund: ETF (ARK Space Exploration & Innovation ETF, Code ARKX) on Tuesday. Among them, Meituan and JD.com were accidentally selected.

$BABA-SW (09988.HK) $Rose 3.52% to 223.8, led by overnight gains in U. S. stocks.BABA (9988.HK) opened high at the start of the session, rising 3.89 per cent to HK $224.6 at one point, with a latest market capitalization of HK $4.85 trillion. Overnight US stock BABA (BABA.US) closed up 2.02 per cent at US $231.86, or HK $225.3 per share in Hong Kong.

$ANTA Sports Products (02020.HK) $It rose 2.51%, bringing the market capitalization back to HK $360 billion.An pedal pulled up, rising more than 7 per cent to HK $133.3 at one point. Anta bucked the trend and grew faster than expected in 2020. The results announced last week showed that revenue in 2020 was 35.512 billion yuan, up 4.7% from the same period last year, maintaining positive growth for seven consecutive years, leading the industry. Gross profit margin rose 3.2% year-on-year to 58.2%, the highest in the industry. Cash and cash equivalents and various deposits totaled 20.3 billion yuan, and cash flow continued to be strong.

$JD Health (06618.HK) $It rose by more than 8%, and the total income increased significantly by 78.8% in 2020.JD Health announced its 2020 results yesterday night, saying that in the face of severe economic situation and fierce industry competition, the company's business remained strong in 2020. During the period, the total income of the Group was 19.4 billion yuan (RMB, the same below), a significant increase of 78.8% over the same period last year. The number of active users of the platform increased to 89.8 million in 2020, a net increase of 33.7 million over 2019, becoming the main growth driver of the group's business. The average daily number of visits on the platform is more than 100000, more than five times that of the same period in 2019.

$Lenovo Group Limited (00992.HK) $It will rise by more than 13%, and Asustek and Acer will raise the price of laptops.Some Taiwanese media said that Asustek and Acer will raise the price of laptops by up to 10% in the second quarter, the first big increase in prices in a decade. This means that this wave of price increases in the electronics industry extends from zero components to end systems and products. According to industry insiders, other manufacturers are also likely to follow Acer and Asustek in raising the price of laptops.

$Byd Company Limited (01211.HK) $AH shares both fell after the results.At one point, BYD's A shares fell more than 3 per cent, while H shares fell 3.62 per cent to HK $161.9. The company announced last night that its revenue in 2020 was 156.598 billion yuan, up 22.59 percent from the same period last year; the net profit belonging to shareholders of listed companies was 4.234 billion yuan, up 162.27 percent from the same period last year; and the deduction of non-net profit belonging to shareholders of listed companies was 2.954 billion yuan, up 1181.5 percent from the same period last year. Final interest per share is 0.148 yuan. At the same time, the company also expects that the new energy passenger cars benefiting from the "Han" model will continue to sell well, and the net profit in the first quarter of this year is expected to be about 200 million to 300 million yuan, an annual increase of about 77.56 percent to 166.34 percent.

$Hagia Medical (06078.HK) $The annual net profit rose by 10.63%, and the annual net profit increased by 327.7% compared with the same period last year.The group's revenue rose 29.1 per cent year-on-year to 1.402 billion yuan (RMB, the same below), net profit rose 345 per cent to 177 million yuan, and profit attributable to shareholders rose 327.7 per cent to 170 million yuan, according to the 2020 results released last night. Base earnings per share increased by 171.4% from 0.14 yuan in 2019 to 0.38 yuan in 2020, and a final dividend of 0.12 yuan per share is proposed. Compared with the previous year, the number of patients in the group continued to increase, and the average cost increased steadily, which contributed to the strong growth of the group's overall income and significantly improved the efficiency of operation and management in 2020.

$Shenzhou International Group (02313.HK) $A jump of more than 7 per cent led the Hang Seng Index higher, with a net profit of 5.107 billion last year and a dividend of HK $2 for the whole year.Shenzhou International Group announced on the 29th that the company's net profit in 2020 reached 5.107 billion yuan, up about 0.2% from the same period last year, and paid a dividend of HK $2 for the whole year. CITIC released a research report to maintain Shenzhou International Group's "buy" rating, which is expected to benefit from the recovery of domestic demand and exports this year, resulting in high income and performance.

$INNOVENT BIO (01801.HK) $It rose 7.52%, revenue surged 266.9% last year, and R & D spending increased to 1.852 billion yuan.INNOVENT BIO announced after-hours annual results yesterday that total income for the year ended December 31, 2020 was 3.8438 billion yuan, an increase of 266.9%. Product revenue reached 2.3675 billion yuan, an increase of 133.0%, mainly driven by the strong year-on-year growth of the company's leading product Dabeshu ®(Xindeli Monoclonal Antibody injection) and the income contributed by three newly approved antibody drugs in the second half of 2020. Expenditure on research and development increased from 1.2947 billion yuan to 1.8515 billion yuan.

$CSPC Pharmaceutical (01093.HK) $It rose by nearly 5%, and the first drug under development, JMT601, was approved for clinical trials in the United States.CSPC Pharmaceutical announced on the 29th that the affiliated development of a new drug clinical trial application (IND) for JMT601 (CPO107) has been approved by the US Food and Drug Administration (FDA) to conduct clinical trials on advanced non-Hodgkin's lymphoma (NHL). According to the announcement, JMT601 (CPO107) is the first bispecific SIRP α fusion protein with synergistic targeting binding effect in the world that has entered the clinical stage.

$Straw Bear Entertainment (02125.HK) $Up 16.51%The annual adjusted net profit reached an all-time high of 131 million yuan, up 100.1% from the same period last year.Straw Bear Entertainment rose nearly 13% to HK $12.16, with a market capitalization of HK $8.366 billion. Straw Bear Entertainment announced its results for the year ended December 31, 2020 after trading yesterday, with realized revenue of about 952.4 million yuan, up 24.5% from the same period last year, and gross profit of about 259.8 million yuan, up 141.4% from the same period last year. Adjusted net profit is about 130.9 million yuan, up 100.1% from the same period last year; basic and diluted per share earnings per person RMB 4.6 cents.

$Bailongyun-W (06608.HK) $The price of IPO is set at HK $31.80 and the public offering is 150.67 times subscribed.Bailongyun-W (6608.HK) announcement, the offering price has been determined at HK $31.80 per share, the company estimates that the net amount received from the global offering is about HK $3.759 billion (not exercising the over-allotment option). It will be traded on a basis of 500 shares each and is expected to be listed on the Hong Kong Stock Exchange on March 31.

Edit / emily

The translation is provided by third-party software.


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