02800 TRACKER FUND OF HONG KONG
- 19.550
- +0.320+1.66%
Intraday Overview | The Hong Kong stock index fluctuated higher, domestic housing stocks rose strongly, and COSCO Group rose more than 46%
Property management stocks followed the strengthening of domestic housing stocks. Greentown Services rose more than 16%, Shimao Services rose more than 15%; after Tencent's performance, it rose more than 4%, and Alibaba fell nearly 3%.
After achieving results, it reached the HK$400 mark! “Stock King” Tencent's performance is impressive, and major banks are scrambling to raise target prices
Thanks to the strong advertising business and the recovery of gaming energy, the “stock king” Tencent's earnings for the first quarter fully exceeded expectations.
The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June
① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?
Alibaba's quarterly report isn't as bad as it looks
Alibaba's operating profit margin remained stable compared to the same period last year, while revenue increased.
Is life insurance finally “rejuvenating”? The life insurance business of many listed insurance companies showed a marked recovery in April. Taibao Life's new premiums increased by more than 12% year on year
Recently, several A-share listed insurance companies, including Ping An of China, China Taibao, and China Life Insurance, disclosed their premium income for the first 4 months of this year. A Financial Services Association reporter compared previous data and found that the life insurance business of many insurance companies showed clear signs of stabilization compared to the beginning of the year.
Energy consulting firm Rystad Energy: Gasoline demand will reach a new high since 2019 this summer
Energy consulting firm Rystad Energy said that despite recent signs of market weakness, global demand for gasoline will remain strong this summer, and consumption is expected to reach the highest level before the pandemic.
The IEA lowered its 2024 oil demand growth forecast to only half of what OPEC expected!
The International Energy Agency (IEA) lowered its forecast for oil demand growth in 2024 on Wednesday (May 14), further widening the agency's differences of opinion with the Organization of Petroleum Exporting Countries OPEC (OPEC) on the outlook for global oil demand this year.
The IEA “sings the opposite” with most of its peers: global oil demand growth is expected to continue to weaken!
The Paris-based International Energy Agency (IEA) released its latest monthly crude oil market report on Wednesday. The agency said that due to the economic slowdown and mild European weather, the outlook for global oil demand growth continues to weaken this year.
Express News | Alibaba Cloud was selected by the Super Ethernet Alliance (UEC) Technical Advisory Committee
Tencent Conference Call: Advertising and Gaming Benefit from AI Deployment, Total Game Traffic Resumes Growth
Specifically, among Tencent's three main businesses, revenue from the value-added services business fell 0.9% year-on-year in the first quarter of 2024. Tencent said that with the implementation of various government economic stimulus measures, Tencent expects this trend to gradually reverse and the fintech business to resume growth. Moreover, Tencent has achieved initial results in monetizing SaaS products that have been provided free of charge for a long time. Tencent will continue to steadily advance the monetization process of SaaS services in the future.
Zhitong Hong Kong Stock Connect Shareholding Analysis|May 15
According to data disclosed on May 14, 2024, Marco Digital Technology (01942.HK), Shandong Molong (00568.HK), and Kaisheng Xinneng (01108.HK) ranked in the top 3 shares of Hong Kong Stock Connect, with 68.18%, 66.56%, and 64.80% respectively. In addition, Bank of China (03988.HK), China Mobile (00941.HK), and CNPC (00857.HK) saw the biggest increases in their holdings in the last 5 trading days, with statistics of +1,826 billion yuan, +1,409 billion yuan, and +922 million respectively
Futu Morning Post | NASDAQ hits a new closing high, WSB concept stocks are booming; Powell: The Federal Reserve needs to “wait patiently”
All of the Qiaoshui and Gao Lin position reports were released; Ali fell more than 6%, and adjusted net profit fell 11% year over year; Google launched a new version of the search engine with generative AI functions.
Ali conference call: Revenue will resume double-digit growth, with emphasis on sitewide promotion. Chinese consumers are showing their will to spend
Ali expects that the improvement of e-commerce user experience will drive strong domestic GMV growth in fiscal year 2025, and that overseas e-commerce will maintain a rapid growth trend.
OPEC+ is arguing again! “Old scars” have been revealed again
On Tuesday, according to foreign media reports, OPEC+ reopened a heated debate on the ability of member states to produce oil, raising concerns about the further breakdown of unity in the alliance. The US and Burma have plummeted in the intraday market when they heard the news, and have now largely recovered all of the declines caused by the news.
US Stock Preview | Meme stocks continue to “boom” before the market! Game Station and AMC Cinemas both increased by about 100%
Damo: The US CPI cooling in April is just the beginning; inflation will slow down at an accelerated pace in the second half of the year; institutions: if inflation eases, the US dollar and US bond yields may fall; can they rise another 50%? Nvidia's new earnings report is about to be released, and the Wall Street price target is astonishing.
Alibaba's fourth fiscal quarter revenue was 221,874 billion yuan, up 7% year-on-year
Adjusted net profit of 24.418 billion yuan, a year-on-year decrease of 11%.
Tencent Non-GAAP EPS of RMB5.26, Revenue of RMB159.5B
Express News | Tencent Holdings: On March 31, 2024, the combined number of monthly active accounts on WeChat and WeChat was 1,359 billion, an increase of 3% over the previous year.
Tencent's Q1 revenue was 159.501 billion yuan, up 6% year-on-year
Adjusted net profit was $50.265 billion, up 54% year over year.
Overview of the Hong Kong market | Science index rose slightly by 0.57%; domestic housing stocks and coal stocks fell, Agile fell nearly 13%, and Yankuang Energy fell more than 7%
Many shares of TechNet rose; Bilibili rose nearly 5%, and Xiaomi rose more than 3%; auto stocks rose one after another; Great Wall Motor rose more than 7%, and Zero Sports Auto rose nearly 7%.