Express News | Zhongyuan Securities: The brokerage sector is expected to continue to repair overall valuations in 2024
China Merchants Securities: Positive policies to improve the development of the securities industry and set sail again
The Zhitong Finance app learned that China Merchants Securities published a research report saying that in 2023, the securities industry's overall net revenue and profit was steady, and the brokerage index rebounded upward in the second half of the year, continuing the cyclical fluctuation trend.
Brokers' performance in October was dragged down by multiple factors, and Chinese brokerage stocks weakened, and GF Securities fell more than 5%
According to the monthly industry report released by Zhang Yang, an analyst at Zhongyuan Securities on November 27, the operating performance of brokerage firms listed in October was still hampered by various factors.
China Merchants Securities's 24-year securities industry strategy: active capital market policies continue to gain strength, and performance growth is steady under a low base
The Zhitong Finance App learned that according to a research report published by China Merchants Securities, the securities industry is expected to achieve total revenue of 472 billion dollars in 2024, an increase of 11% over the previous year, and net profit of 18.3 billion yuan, an increase of 15% over the previous year; ROE 5.84%, an increase of 0.43 pct over the previous year.
Hong Kong Securities Regulatory Commission: Hong Kong plans to launch Chinese treasury bond futures
On November 24, the Hong Kong Securities Regulatory Commission announced that Hong Kong plans to launch a Chinese treasury bond futures contract.
Haitong Securities: Broker valuations are low, and future alpha and beta markets are expected to coexist
The Zhitong Finance app learned that Haitong Securities released a research report saying that brokerage valuations are low, and it is expected that alpha and beta markets will coexist in the future.
Express News | The average premium rate of AH shares of 14 brokerage stocks is as high as 170%
Guotai Junan's 24-year strategy: reconstructing leading high-quality brokerage firms with increased holdings around the industry pattern and brokers with expectations of restructuring and mergers and acquisitions
More policies to nurture first-class investment banks and investment institutions are expected to be introduced, benefiting leading brokerage firms and spawning more mergers, acquisitions, and restructuring.
Broker stocks boosted, and Fangzheng Securities rose nearly 5%
Gelonghui November 16 | Fangzheng Securities rose nearly 5%, and Guolian Securities, First Venture, Fidelity Securities, and Caida Securities followed suit.
Express News | China Development Securities: Policies are being strengthened again, and securities sector valuations are picking up
A quick look at the Hong Kong market | Most auto stocks and domestic housing stocks rose, while Xiaopeng and China Resources Land rose more than 3%
Internet stocks have collectively weakened, with NetEase and Xiaomi falling by more than 2%; major financial stocks have risen one after another. CICC has risen 3%, China Taibao has risen by more than 2%; Huahong Semiconductor has risen nearly 6%; Huahong's production capacity in Wuxi has climbed smoothly, adding 12-inch specialty technology.
What's the situation? Chinese brokerage stocks have collectively soared! Is this expected fermentation?
The Central Huijin Department suddenly exploded!
Changes in Hong Kong stocks | China Financial Corporation (03908) rose more than 7%, leading the four rumors of mergers, acquisitions and restructuring of Chinese brokerage firms, and many brokerage firms responded urgently
Chinese brokerage stocks rose in the market. As of press release, China Financial Corporation (03908) rose 6% to HK$14.14; China Galaxy (06881) rose 4.2% to HK$4.47; Guolian Securities (01456) rose 4.03% to HK$3.87; and CITIC Securities (06030) rose 3.19% to HK$16.84.
Express News | Wanhe Securities: The fundamentals of the securities industry have bottomed out to seize the upward space under policy dividends
Broker stocks generally fell, and Fangzheng Securities fell more than 6%
Gelonghui November 13 | Fangzheng Securities fell more than 6%, while Guolian Securities, Cinda Securities, Pacific, and CITIC Construction Investment followed suit.
This week's Hong Kong bull stocks | Positive industry catalysts! Sunac China surged more than 33% during the week; Xiaomi's new models sold big, and Ruisheng Technology rose nearly 20% for six days
Market analysis points out that since the fourth quarter, China's series of policies supporting the economy and financial markets have been continuously consolidated, boosting market sentiment; in recent months, the frequent exchange of visits between senior Chinese and US officials has sent positive signals, which are expected to help improve market risk appetite.
Fangzheng Securities Brokerage Firm's 3Q23 Performance Summary: Supply-side Reforms Are Gradually Concentrating Over the Year or Entering an Inflection Point of Gradual Increase
The 3Q results have initially verified the logic of supply-side reforms
Changes in Hong Kong stocks | Guolian Securities (01456) AH shares rose by more than 4% to support leading brokerage firms to become better and stronger through business innovation, mergers, acquisitions and restructuring
AH shares of Guolian Securities (01456) rose by more than 4%. At press time, Hong Kong stocks rose 4.85% to HK$3.89, with a turnover of HK$18.48 million.
Changes in Hong Kong stocks | China Financial Corporation (03908) fell by nearly 4%, leading the decline, and the Chinese brokerage stock investment business dragged down results, and the profit of the third quarter sector fell short of expectations
Chinese brokerage stocks declined in the afternoon. As of press release, China Financial Corporation (03908) fell 3.21% to HK$13.28; Guolian Securities (01456) fell 2.64% to HK$3.69; Orient Securities (03958) fell 1.87% to HK$3.68; and CITIC Construction Investment Securities (06066) fell 1.68% to HK$7.6.
The A-share brokerage sector declined
Gelonghui November 8 | Fangzheng Securities fell more than 4%, Huachuang Yunxin, Guolian Securities, and Capital Securities fell more than 3%, and Pacific and Huaxin shares fell more than 2%.