Hong Kong stocks knew early - Hong Kong stocks focused on October 26
[Chi-Tong Focus]
1. [Central Bank Ma Jun: This year's GDP growth of 6.7% is basically a foregone conclusion] Ma Jun, chief economist of the central bank, said that this year's GDP growth of 6.7% is basically a foregone conclusion. It is initially expected that the CPI increase next year will be slightly higher than this year, and the PPI increase is expected to be positive on average next year. The current monetary policy is modest. The change in real estate prices will affect financial stability to a certain extent. The monetary policy must definitely consider the impact on real estate prices. The real estate control policy is still due to urban policies. The cooling measures are expected to make the property market sales and investment Slow pace.
2. [US announced the week of API crude oil inventory] Beijing time 04:30, the American Petroleum Institute (API) released the industry version of the crude oil inventory weekly report, as of the week of October 21, the US API crude oil inventory unexpectedly increased by 4.754 million barrels, to 47.19 million barrels, expected to increase 800,000 barrels. Cushing crude oil inventories decreased by 2.256 million barrels. At the same time, API gasoline inventories unexpectedly increased by 1.271 million barrels. API crude oil inventories and gasoline inventories increased to suppress oil prices, while Cushing crude oil inventories decreased to limit oil price declines. At the close, the oil fell 0.67 US dollars, or 1.3%, to 50.79 US dollars per barrel; US oil closed down 0.56 US dollars, or 1.1%, to 49.96 US dollars per barrel, the first time since October 18 to close under 50 US dollars .
[智通解盘]
The Hang Seng Index continued to fluctuate throughout the day, closing at 23,565.11 points, down 0.17%. The market turnover was HK$53.31 billion, a significant reduction from the previous trading day. After the resolution of the breakthrough of 23,500 points on Monday, the company still needs a process of confirmation, because this point is difficult to achieve overnight, and the market is not so strong.
The biggest constraint is that the dollar is too strong. The next question is whether it can break through 99. If there is an adjustment at this position, the Hong Kong stock market will have a stronger momentum.
The strength of the US dollar is not due to the fact that the US fundamentals are so strong. The reason is that Fed officials have been releasing interest rate hikes, causing central banks to continue buying; on the other hand, the pounds and the euro are too weak, but this situation is expected There has been a change. The recent series of economic data shows that the Eurozone economy will show new vitality in the fourth quarter. Next, if the euro strengthens, the dollar is expected to adjust; and another opposite indicator, gold, has also rebounded, confirming this possibility.
On the face of the market, real estate stocks and gaming stocks showed strength. In terms of individual stocks, China Hongqiao Hong Kong stocks 01378 (01378) rose 2.01%, which can continue to pay attention. Belle International Hong Kong stocks 01880 (01880) fell 9.14%, the stock pattern has gone bad, there is a rebound suggestion to leave.
From a technical point of view, the Hang Seng Index has already stood above all the moving average systems. It is normal to repeat at 23,500 points. It is a normal technical consolidation. As long as it does not fall below 23,350 points, it can still maintain the rising channel.
[Industry Information]
1. [Emergency deployment of coal-fired dispatching NDRC requires targeted production increase] This winter's heating season has come, and the situation of tight coal supply in some areas has begun to appear. The "coal shortage" scene is not unfounded. Since October, various conferences have been held in Hunan, Guizhou, Yunnan and other places to strengthen the transportation of coal and coal to ensure the completion of the coal storage task. The NDRC also aimed to increase the supply of some of the production capacity in a small supply area, and to strengthen the comprehensive coordination of production and transportation needs in areas with tight supply of coal.
Comments: Market News International quoted industry sources as saying that the National Development and Reform Commission (NDRC) today convened a meeting of 16 coal companies in Beijing to require coal enterprises that meet advanced production capacity to increase production. It also requires companies to sign long-term agreements with users next year. The National Development and Reform Commission requires large coal companies to increase production to stabilize prices.
2. [China Steel Association: September domestic steel prices will show a narrow range of fluctuations from the rise to the end of the decline] China Steel Association: In September, China's economy continued to maintain a steady growth trend, steel demand has increased. However, due to the increase in steel production and the decline in steel exports, steel prices have risen and fallen. In the later period, the oversupply situation in the market is difficult to change, and the steel price is difficult to rise sharply, and will continue to show a narrow range of fluctuations.
3. [In January-September, the overall investment in the transportation industry in the country has grown steadily.] From January to September this year, the road construction completed a total of 1241.2 billion yuan in fixed assets investment, which was 75% of the 2016 investment plan, an increase of 7.6% year-on-year; Asset investment was 542.3 billion yuan, accounting for 67.8% of the 2016 investment plan, up 10.3% year-on-year; waterway construction completed fixed assets investment of 9.52 billion yuan, down 5.5% year-on-year; civil aviation construction completed fixed assets investment of 49 billion yuan, up 4.2 %.
[Zhitong Select]
1. The Federal Reserve Williams said that December may be an ideal time to raise interest rates. The Wall Street Journal reporter Hilsenrath, known as the Fed News Agency, said the Fed’s next week’s mission is to hint at a rate hike in December. Chicago Fed President Charles Evans said that if economic growth is in line with its expectations, it is expected that three rate hikes will be achieved by the end of 2017. The US dollar index broke through the 99 mark in intraday trading, hitting a new high of more than 8 months. At the close, the dollar rose about 0.1% against a basket of currencies.
2. Recently, Bank of Japan Governor Haruhiko Kuroda hinted in the speech that the Bank of Japan will be cautious about easing, triggering speculation about the monetary policy of the Bank of Japan next week. Most institutions believe that the Bank of Japan will not be in October 31-November. The meeting was further relaxed on the 1st.
3. Ma Jun, chief economist of the Central Bank Research Bureau, said that a 6.7% GDP growth this year is basically a foregone conclusion.
4. The Ministry of Finance of China announced that from January to September 2016, profits of state-owned enterprises fell by 1.6% year-on-year. The non-ferrous industry continued to lose money, and the steel industry realized a turnaround.
5. The National Development and Reform Commission convened a meeting of 22 large coal companies including Shenhua, China Coal and Coking Coal Group to request that the advanced capacity mines that have been approved will release production as soon as possible.
6. Onshore Renminbi (CNY) closed at 6.7795 yuan at 23:30 Beijing time, the lowest since September 2010. The Bloomberg survey shows that the median dollar-to-renminbi forecast is at 6.8 at the end of the year. Respondents' feedback for the year-end forecast is in the range of 6.69-6.88, of which only 5 people are weaker than 6.8 at the end of the year. The overall view is not pessimistic about the trend of the renminbi.
7. Driven by the demand for light trucks in the US market and the demand for luxury cars in the Chinese market. GM's third-quarter results showed that quarterly net profit more than doubled to $2.8 billion, and adjusted earnings per share of $1.72, significantly better than expected.
8. Syngenta said that due to the EU's enhanced anti-monopoly review, China Chemical's acquisition of the company for $43 billion is expected to be postponed to the first quarter of 2017.
9. Meiyan Jixiang Announcement, Evergrande Life Insurance Co., Ltd. is the company's largest shareholder, holding 939.583 million shares, holding 4.95% shareholding, approaching the placard. Evergrande Life Insurance has increased its shareholding in national technology and has become the largest shareholder, approaching the placard.
10. On October 19, China Merchants Group increased its holdings of China Merchants Securities Hong Kong stocks by 06,039 (06099) to 7,463,800 shares at a cost of HK$895.56 million. After the change, it held 27.56% of the shares.
11. The US stock market closed lower on Tuesday, reversing some of the gains in the previous trading day. At the close, the Dow fell 53.76 points to 18,169.27 points, a decrease of 0.30%. The Nasdaq fell 26.43 points to 5,834.40 points, a decrease of 0.50%. Standard & Poor's fell 8.17 points to 2,143.16 points, a decrease of 0.38%.
ã€Capital flows】
Southbound Hong Kong stocks yesterday net inflow of 1.282 billion yuan, the use of 12.21%.
Sector aspect:
The five sectors with the largest net inflow of Hong Kong stocks yesterday were insurance, banking, catering, real estate and software services. Among them, the net inflow of insurance was 384 million Hong Kong dollars, and the bank and catering and entertainment flowed into 255 million and 252 million Hong Kong dollars respectively.
Shanghai-Hong Kong Stock Connect:
The top 10 stocks inflow: China Mobile Hong Kong stocks 00941 (00941), Industrial and Commercial Bank Hong Kong stocks 01398 (01398), Tencent Holdings Hong Kong stocks 00700 (00700), Agricultural Bank Hong Kong stocks 01288 (01288), PetroChina (00857), Postal Savings Bank Hong Kong stocks 01658 (01658), China Evergrande Hong Kong stocks 03333 (03333), Huaneng Power International (00902), China Merchants Bank Hong Kong stocks 03968 (03968) and China Building Materials Hong Kong stocks 03323 (03323).
The top 10 stocks sold: Master Kong Holdings Hong Kong stocks 00322 (00322), China Ping An Hong Kong stocks 02218 (02318), Jiangxi Copper (00358), CITIC shares Hong Kong stocks 00267 (00267), Sunny Optical shares (02382), Sunac China Hong Kong stocks 01918 (01918), Geely Automobile Hong Kong stocks 00175 (00175), CITIC Bank Hong Kong stocks 00998 (00998) and Shanghai Industrial shares (00363).
[Announcement]
1. Youyuan Holdings Hong Kong stocks 02268 (02268) board of directors approved the repurchase of shares
The board of directors announced that it has approved the share repurchase program today, and the company will repurchase the company's shares in the open market. The relevant plan will take effect immediately until the end of the 2017 annual general meeting.
It is reported that the company's annual general meeting has granted the board of directors the repurchase of the current share repurchase authorization for shares not exceeding 10% of the total number of shares in issue at the 2016 annual general meeting. The shares that have been repurchased, if any, will be subsequently cancelled. The company intends to repay the repurchased shares with its existing disposable cash reserves.
Zhitong Interpretation: The company's main business is engaged in the production of paper products including thin-sheet wrapping paper, copy paper, wallpaper base paper, etc. The company's profit attributable to shareholders in the first half of the year increased by 18.8%, exceeding the income growth of 6.185%. At present, the dynamic PE corresponding to the stock price is only 7 times. According to the 16-year profit expected by wind consistency, PE is only 5.5 times and the price-to-book ratio is 0.67 times. The repurchase of listed companies also indicates that the management believes that the company's value is undervalued.
2. Huacai Holdings Hong Kong stocks 01371 (01371) affiliated map again won the bid for Henan Sports Lottery Terminal Purchase Project
The company's subsidiary chart recently won the bid in the 2016 lottery terminal procurement project of Henan Sports Lottery Management Center. This is the map that once again won the Henan?
3. BBI Life Sciences (01035) completed the acquisition of BIONICS for $2.4 million
On October 25, 2016, BBI Asia, a subsidiary of the company, completed the acquisition of BIONICS. The consideration for these transactions was US$2.4 million. BIONICS has become an indirect subsidiary of the company.
BIONICS is a Korean-based company whose main products and services have similarities with the group, mainly for DNA synthesis, gene sequencing and molecular biology related services. These products and services have achieved stable customers in Korea. Group and corresponding market share.
4. The amount of newly signed contracts in the first nine months of China Communications Construction Hong Kong stocks 01800 (01800) increased by 10.1% year-on-year to 475.38 billion yuan.
[Financial Express]
1. Great Wall Motor Hong Kong stocks 02333 (02333) in the first three quarters of the listed company's shareholders' net profit increased by 20.42% to 7.209 billion yuan
In the first three quarters of 2016, the Group achieved a total revenue of approximately 63.454 billion yuan (RMB, the same below), an increase of 20.51%; net profit attributable to shareholders of listed companies was approximately 7.209 billion yuan, an increase of 20.42%; basic per share The income was 0.7898 yuan.
2. Xintian Green Energy Hong Kong stocks 00956 (00956): Jiantou New Energy consolidated net profit for the first three quarters increased by 131.70% to 232 million yuan
In the first three quarters of 2016, Hebei Jiantou New Energy Co., Ltd. (Jiantou New Energy), a wholly-owned subsidiary of the company, achieved a combined total revenue of approximately 1.168 billion yuan (RMB, the same below), a year-on-year increase of 21.10%; net profit was 232 million yuan, an increase of 131.70%; the net profit attributable to owners of the parent company was 201 million yuan.
3. Zijin Mining Hong Kong stocks 02899 (02899) third quarter net profit increased by 152.42% year-on-year
The Group achieved operating income of approximately RMB 18.401 billion (the same unit), down 17.72% year-on-year; net profit attributable to owners of the parent company was 886 million yuan, a substantial increase of 152.42% year-on-year; basic earnings per share was 0.041 yuan.
4. Chenming Paper Hong Kong stocks 01812 (01812) net profit increased 1.77 times to 1.554 billion yuan in the first three quarters
In the first three quarters, total operating income increased by 11.26% year-on-year to 16.572 billion yuan (the same unit), and the net profit attributable to owners of the parent company increased by 177.5% year-on-year to 1.554 billion yuan. Earnings per share were 0.74 yuan, compared with earnings per share of 0.29 yuan in the same period last year.
In addition, total operating income in the third quarter increased by approximately 15.25% year-on-year to approximately RMB 5.966 billion. Net profit attributable to shareholders of listed companies increased by 115.84% year-on-year to approximately 615 million yuan.
5. Longyuan Power Hong Kong stocks 09916 (00916) in the first three quarters, the net profit attributable to equity holders increased by 19.22% to 2.642 billion yuan
In the first three quarters of 2016, the Group achieved consolidated revenue of approximately 15.632 billion yuan (RMB, the same below), an increase of 7.19% year-on-year; net profit attributable to equity holders of the company was approximately 2.642 billion yuan, an increase of 19.22% over the same period last year.
6. Lizhu Pharmaceutical Hong Kong stocks 01513 (01513) net profit in the first three quarters increased by 24.08% to 615 million yuan
7. Huaneng Power International (00902) net profit decreased by 29.06% in the first three quarters to 9.389 billion yuan
8. The on-grid tariff was lowered. Huadian Power International (01071)'s profit for the first three quarters decreased by 38.73% year-on-year.
9. Baiyunshan Hong Kong stocks 00874 (00874) in the first three quarters of the net profit of shareholders was about 1.056 billion yuan, an increase of 10.04%
10. L'OCCITANE (00973) medium-term sales rose 0.9% to 552 million euros
The company's direct sales of 401 million euros, an increase of 0.6%; resale sales of 151 million euros, an increase of 1.7%. Among them, e-commerce channel sales increased by 6.8% year-on-year.
[Large rating]
Macquarie: Sasha International Hong Kong stocks 00178 (00178) net profit in the first half of the year was less than expected, the rating is "underperform".
Bank of America Merrill Lynch: Belle (01880) footwear business is less than expected, rating "neutral."
Yamato: I am optimistic about the third quarter results of the gambling stocks, and the ratings of Shengyue Entertainment (00027) and Sands (01928).
Credit Suisse: It is expected that AAC (02018) will outperform its third-quarter results and maintain its “Outperform†rating.
Deutsche Bank: China Unicom Hong Kong stocks 00762 (00762) earnings recovery still takes time, giving a "hold" rating.
Citigroup: BOC Hong Kong stocks 02388 (02388) sold Chiyou Bank as a positive news, giving a "buy" rating.
[transaction alarm]
Huineng Group (08105) transferred to the main board for trading.
Sinopec oil service Hong Kong stocks 01033 (01033), COSCO Shipping (01199), China Metallurgical Engineering (01618), Jinluo shares Hong Kong stocks 02009 (02009), Bank of China Hong Kong stocks 03988 (03988), BOC Hong Kong (02388), Dalian Port Hong Kong stocks 02880 (02880), Vinda International Hong Kong stocks 03331 (03331), Northeast Electric Port shares 00042 (00042), Guangdong Investment Hong Kong stocks 00270 (00270), Angang Steel stocks 00347 (00347), ASM Pacific (00522), Guangzhou-Shenzhen Railway (00525) Shandong Molong Hong Kong stocks 00568 (00568), Xinhua Pharmaceutical (00719), Xinjiang Tianye Water Port 00840 irrigation (00840), KSL Holdings (08170), Kaishun Energy Hong Kong stocks 08203 (08203) announced results.
Pazhou Real Estate Hong Kong stocks 01,026 (01628) 250 million US dollars bills listed and traded; Haitong International Hong Kong stocks 00665 (00665) are expected to be listed in 2021 convertible bonds.
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