BK1223 Luxury Goods
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Midday Overview | Hong Kong's three major indices weakened, with the technology index falling by nearly 1%; Port and shipping stocks rose against the trend, with Cosco Ship Port up nearly 5%.
Wind power stocks rose, China Longyuan Power surged more than 4%, Huadian International Power's stock rose nearly 4%; Coal industrial concept made progress, Kinetic dev rose more than 5%, China Coal Energy and E-commodities both rose more than 2%.
With the rapid change in gold prices, the sales market is under pressure. Is it also difficult for gold retail brands to make a profit during the Dragon Boat Festival?
The gold price, which has been soaring since the fourth quarter of last year, recently suffered a rare plunge. As a result, coupled with holiday discounts and promotions, the prices of 24K gold jewelry from gold brands such as Lao Feng Xiang (600612.SH), Guangdong CHJ Industry (002345.SZ), and Lukfook Jewellery have all fallen compared to last week, but they are still relatively high, and consumers are cautious. On the day of Dragon Boat Festival, a salesperson at a branded gold shop told a journalist from Cailian Press, "the store traffic is not high, and if consumers do not have an urgent need, they are less likely to make direct purchases."
Institutions: Hold high-dividend assets with peace of mind, and have a more flexible layout of Hong Kong stock core assets
The bear market mentality developed over the past few years has made the improvement in risk appetite in Hong Kong stocks not happen overnight. Hong Kong stocks are expected to spiral upward. Currently, the first phase of the market, driven by bearish correction and expected recovery in Hong Kong stocks, has basically come to an end.
Zhang Kun's quarterly report results released: oil stocks rose to the top heavy stock, reduced Maotai's positions, and increased Ali's holdings
Zhang Kun emphasized that long-term growth is the core of high-quality stocks, and encouraged investors to seek investment opportunities with the potential for continued growth.
Express News | J.P. Morgan Chase: Lowering the target price of Chow Tai ?$#@$ to HK$19 to increase its rating
Announcement Highlights: Xiaomi Q4's adjusted net profit increased 236.1% year on year; Xiaopeng Motor Q4's adjusted net loss decreased by 19.9% year on year
Li Ning's revenue in 2023 was 27.598 billion yuan, an increase of 7.0%; China Unicom's profit due to equity holders in 2023 was 18.7 billion yuan, an increase of 11.8% over the previous year.
Exploring Hong Kong's Food and Beverage Retailing Industry! Merchants face difficult challenges, and the industry suggests embracing high technology
Since 2023, Hong Kong residents have set off a “Shenzhen fever”. However, in stark contrast to this heatwave, Hong Kong, which used to be a “shopping paradise” for mainland people, is slightly inferior in the consumer market.
Announcement Highlights: ZTE's net profit last year was 9.326 billion yuan, up more than 15% year on year; Shunyu Optical Technology: Mobile phone lens shipments increased 29.4% year on year in February
Profit attributable to China Tobacco Hong Kong's annual equity holders increased 60% to HK$599 million; Dongfeng Group shares issued a profit warning, and the annual net profit loss is expected to be no more than 4 billion yuan; Dongyangguang Changjiang Pharmaceutical: Guangdong Dongyangyang Pharmaceutical is considering absorbing the merged company through a share exchange and resumed trading on the 11th.
Prada S.p.A. UNSP ADR EACH REPR 2 ORD Reports FY Results
Spot gold continues to hover above 2080, and domestic jewelry prices have reached a record high!
International gold prices have driven domestic gold jewelry brands to break through the previous high in pure gold jewelry prices! Analysts believe this wave of gains is not over yet...
Express News | State Administration of Immigration: Starting March 6, Xi'an and Qingdao can issue “personal travel vouchers” to and from Hong Kong and Macao
Hang Seng Index Set For Global Expansion With Prada, XPeng, And BeiGene On The Horizon
Amid efforts to expand the Hang Seng Index, Hong Kong's stock benchmark, Prada (OTC:PRDSY), XPeng (NYSE:XPEV), and BeiGene (NASDAQ:BGNE) are anticipated to be included. The potential addition of forei
Read it in one picture | The list of Hong Kong stock bulls and bears for January has been released! The popularity of central and state-owned enterprises has revived, and China Alcoa International has risen more than 20% per month
The agency believes that with an extremely high margin of safety+expectation of continuous improvement in ROE+policy catalytic assessment of market value, a new round of value revaluation by central enterprises is worth looking forward to.
Selected announcements | CITIC Securities received an increase of 150 million H shares by majority shareholders; Tencent's cumulative repurchases during the year exceeded HK$6.5 billion
China People's Insurance Group: The original premium revenue for 2023 reached 661,649 billion yuan, up 6.86% year on year; China Coal Energy: sold 23.44 million tons of commercial coal in December, up 19.5% year on year; Meituan-W: spent HK$400 million to buy back 5.27 million shares on January 12.
Consumption is “beautiful” at the beginning of 2024. How do you view consumption and film investment opportunities
Looking ahead to 2024, Everbright Securities said it will continue to be optimistic about the long-term recovery trend of consumption. Looking at the detailed categories, the agency believes that essential products are under pressure, and is relatively optimistic about the flexible optional categories, especially the two major sub-categories of gold jewelry and sportswear.
Annual inventory | The top ten high-yielding stocks in Hong Kong stocks have been announced! Shipping stocks and coal stocks carried the flag and charged, followed closely by “three barrels of oil”
As of December 22, COSCO Holdings had an interest rate of 26.15%, and its stock price had risen nearly 38% since this year; followed by Yankuang Energy, with a dividend rate of 20.78%, an increase of 17.64% during the year; China Shenhua's dividend rate was over 11%, up more than 32% during the year; and “three barrels of oil” also had a good excess profit during the period of market turmoil.
Selected announcements | China Tobacco Hong Kong expects net profit to increase by at least 50% throughout the year; China Mobile's 5G package customers increased by a net increase of 2002 million in November
China Telecom's 5G package users increased by a net of 3.31 million in November; Prudential and CITIC Finance plan to increase the capital of CITIC Prudential Life.
Selected announcements | Li Ning plans to use no more than HK$3 billion to repurchase shares; China Life Insurance's original premium income during the year exceeded 600 billion yuan
Xinhua Insurance: Accumulated original insurance premium revenue for the first 11 months was 159.738 billion yuan; China Software International plans to build Hongmeng IoT products; and Reading Group plans to acquire Tencent Animation-related businesses and IP assets for 600 million yuan.
Selected Announcements | Shunyu's mobile phone camera shipments in November increased 29.3% year-on-year; Li Ning plans to buy Hengdi's properties for HK$2.2 billion
The total contract sales amount of Longhu Group in the first 11 months was 162.18 billion yuan; Longyuan Electric Power completed 7.53 million megawatt-hours of power generation in November, an increase of 24.93% over the previous year; the average daily room rate of Wanda Hotel in the third quarter increased 4.9%, with an occupancy rate of 63%.
Announcement Selection: Station B's Q3 net loss narrowed by 20%; Xinhua Insurance plans to set up a private equity fund of 50 billion yuan with China Life Insurance
Zhihu-W: Revenue for the third quarter exceeded 1 billion yuan, up 12.1% year on year; Yankuang Energy: Controlling shareholders plan to spend RMB 300 million to increase their holdings of the company's A shares and H shares.