Citi raised its target prices for Bank of China (Hong Kong) (02388.HK) and East Asia Bank (00023.HK), with HSBC Holdings (00005.HK) as its top pick.

Citi issued a research report stating that Hong Kong banking stocks will begin announcing their 2H 2025 earnings in mid-February. The bank expects the performance of local Hong Kong banks to be broadly in line with expectations, as potential revenue upside may be offset by higher impairment charges. Citi noted that the normalization of HIBOR will support net interest income in 4Q 2025, but fee income growth may slow due to a high base. The deferred repayment of bonds by Vanke (02202.HK) could pressure Bank of China (Hong Kong)’s (02388.HK) credit costs in 4Q 2025 and 2026. Despite this, local banks' capital ratios remain...

AASTOCKS13:15

Zhitong HK Stock Connect Shareholding Analysis | February 10

Analysis of Stock Connect Holdings | February 9, 2026

Zhitong Finance08:30

S&P Is Already Predicting China's Property Slump Will Be Worse Than It Expected This Year

CNBCFeb 9 19:45

Express News | Fitch has upgraded Vanke's rating to 'CC'.

BreakingsFeb 9 17:44

The mainland real estate stocks continued their recent upward trend, with market confidence in the real estate sector showing signs of recovery in January. The probability of policy easing is gradually increasing.

Mainland property stocks continued their recent upward trend. As of press time, Sunac China (01918) surged 7.38% to HKD 1.31; CIFI Holdings (00884) rose 7.06% to HKD 0.091; R&F Properties (02777) gained 5.36% to HKD 0.59; and China Vanke (02202) increased 5.18% to HKD 3.86.

Zhitong FinanceFeb 9 10:21

Express News | The real estate sector continues to rise, with Gemdale Corporation hitting the price limit.

BreakingsFeb 9 10:06