Hong Kong technology stocks have rebounded! Funding is once again pampered, and the rebound may continue
In the process of this round of phased increases in Hong Kong stocks, technology stocks that had previously been abandoned by capital have taken sides again.
Intraday Overview | Tech Index rose more than 1%, and TechNet stocks were trending strongly. Bilibili rose more than 6%; Tencent Music rose more than 9% after its performance
Technology Network stocks rose collectively, with Bilibili up more than 6%, Kuaishou and Xiaomi Group up more than 3%; auto stocks improved, Great Wall Motor rose more than 7%, NIO rose nearly 6%, and Zero Sports Auto rose nearly 5%.
Hong Kong Stock Afternoon Review | The three major indices rose sharply, shipping stocks and gaming stocks rose, COSCO Marine Holdings rose more than 6%, and Aobo Holdings rose nearly 7%
Technology Network stocks had mixed ups and downs. Bilibili rose more than 5%, Kuaishou fell more than 1%; domestic housing stock trends were mixed; Shimao Group rose more than 7%, and Sunac China fell more than 3%.
Intraday quick overview | The Science Index rose more than 1% to reach the 4,000 mark; port transport stocks were strong, and COSCO Marine Control rose more than 6%
Water stocks soared across the board. China Water Services rose more than 9%, Beijing Water Group rose more than 8%; high-speed rail infrastructure stocks collectively rallied, CRRC rose more than 9%, and Times Electric rose nearly 7%.
The home appliance sector fluctuated and rebounded. TCL Smart Home and Jimi Technology rose more than 8%, while Changhong Meiling, Haier Smart Home, Feike Electric, and Xinbao shares followed suit.
The home appliance sector fluctuated and rebounded. TCL Smart Home and Jimi Technology rose more than 8%, while Changhong Meiling, Haier Smart Home, Feike Electric, and Xinbao shares followed suit.
Institutions | The five most important issues in Hong Kong stocks
Looking ahead to the future market, we believe that the current round of gains in Hong Kong stocks is expected to continue, with the Hang Seng Technology Index gradually switching to a high-dividend sector. In the future, the pricing power for southbound capital is expected to increase dramatically, replacing the style where foreign capital dominates Hong Kong stocks. The main allocation of Hong Kong stocks this year is still the dividend sector, and the Science Network sector can focus on leading stocks that are improving.
“De-real estate” is remarkable, and the home appliance sector, which has surged 50% since the beginning of the year, ushered in a “new spring”?
Looking at the long-term timeline, since January 4, 2024, the home appliance sector's cumulative increase has reached more than 50%, outperforming the vast majority of the Hong Kong stock market.
Guotai Junan: Home appliance companies' performance continues to grow, and valuations are expected to be boosted
The Zhitong Finance App learned that Guotai Junan released a research report saying that in 2023, Capex investment by various household appliance sector companies was steady, most had no significant increase in capital expenditure, and overall cash flow performance was healthy (the large fluctuation in cash flow of some white power companies is related to the proportion of cash received from products sold). Q1 Most companies saw a significant increase in institutional holdings. The sector dividend ratio was further raised to 52% (+2%) in 2023, and 11 companies issued dividend guidelines for 2024 to 2026; in addition, 7 companies issued 2024 equity incentive plans, showing a return
After the sharp rise, how do you understand the value of Hong Kong stocks in asset allocation, and how will the market develop in the future?
In the short term, the rise in Hong Kong stocks will rely more on improved risk appetite, and there is still some room for improvement in the Hang Seng Index's forward PE.
Intraday Overview | The three major indices of Hong Kong stocks rose sharply, most of the TechNet stocks rose, and the Xiaomi Group surged nearly 7%
Apple concept stocks rallied; Ruisheng Technology rose more than 5%; coal stocks strengthened, and China Coal Energy rose more than 6%.
Express News | Yesterday, 14 individual stocks received a net purchase of over 100 million yuan from Northbound Capital, and a net purchase of 1,079 million yuan from Kweichow Moutai
Express News | Inventory of northbound capital trends: 17 shares reduced holdings by more than 100 million yuan
Express News | Beijing Capital had a net sale of 2.14 billion yuan today and a net sale of IFF 305 million yuan
Hong Kong Stock Afternoon Review | The three major indices of Hong Kong stocks pulled back, and the Tech Index fell nearly 2%; PV stocks reversed the market, and GCL Technology rose more than 6%
Technology Network stocks declined; Bilibili fell more than 6%, NetEase fell more than 4%, Kuaishou and Meituan fell nearly 4%; as concept stocks declined, Huazhu Group fell more than 3%, and Jiumaojiu fell nearly 3%.
Intraday Overview | The three major indices of Hong Kong stocks surged and fell, and GCL Technology rose more than 6%
Apple concept stocks rose; BYD Electronics rose nearly 4%; Shunyu Optical Technology rose nearly 3%; gold stocks strengthened, Shandong gold rose nearly 3%, and China Gold International rose more than 2%.
Opinions | There is still room for Hong Kong stocks
In terms of industry choices, growth styles are spreading, and the Internet, semiconductors, automobiles, and pharmaceuticals may dominate, but high dividends are still valuable.
Futu Morning Post | The Federal Reserve's “Big Three” Release Pigeons: Interest Rates Will Eventually Be Cut; Tesla Reported to Begin a New Round of Layoffs
Federal Reserve Barkin: The current interest rate level has been able to reduce inflation to 2%; news: Apple is developing artificial intelligence chips for servers; Lucid's loss per share in the first fiscal quarter was higher than expected.
Express News | CICC: The valuation of the home appliance sector has been repaired since 2024, and high-quality sector leaders are worth investing in
Haier Smart Home (600690): Q1 net profit growth exceeded expectations and released a new employee stock ownership plan
Conclusions and suggestions: Company performance: The company released its 2024 quarterly report, achieved operating income of 68.98 billion yuan and YOY +6.0% in 24Q1; recorded net profit of 4.77 billion yuan, YOY +20.2%, net profit after deduction
Haier Smart Home (6690.HK): Performance exceeds expectations, overseas profits have rebounded significantly
Guide to this report: The company's 2024Q1 performance exceeded expectations, domestic sales growth performance was steady, overseas profit recovery was realized quickly, and cost-side optimization was obvious. Profitability is expected to exceed expectations for the whole year. Summary: Investment suggestions raise profit forecasts,
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