AUDITED ACCOUNTS AS AT 31 DECEMBER 2024

HKEXApr 30 04:22 ET · Announcements

Hong Kong Stock Morning Report｜Two major insurance companies subscribed to the 2nd phase Fund of 20 billion yuan. The Hong Kong Stock Exchange has already contacted some companies regarding the "return of Chinese concept stocks."

① Two major insurance companies subscribed to 20 billion yuan for the Honghu Phase II Fund. ② The Hong Kong Stock Exchange has contacted some companies regarding the "return of Chinese concept stocks." ③ Li Yunzhe met with the President of the Hong Kong Monetary Authority, Eddie Yue Wai-man. ④ Tencent announced a restructuring of its mixed Yuan model research and increased investment in AI.

cls.cnApr 29 19:38 ET

CICC: It is expected that this year, the Inflow of southward capital will be about 800 billion to 1 trillion Hong Kong dollars, and the Hang Seng Index is expected to reach 20,500 points.

China International Capital Corporation published a report on Hong Kong stock strategy, stating that it expects a total Inflow of approximately 800 billion to 1 trillion Hong Kong dollars this year.

Zhitong FinanceApr 29 01:58 ET

The attractiveness of Hong Kong stocks continues to grow, Goldman Sachs has raised its forecast for southbound capital flow to 110 billion USD in 2025.

Goldman Sachs significantly raised its forecast for the southbound capital flow under the mutual market access mechanism between the mainland and the Hong Kong stock markets, increasing the estimated scale from 75 billion dollars to 110 billion dollars.

Zhitong FinanceApr 28 23:46 ET

Hong Kong stock morning report | Alibaba releases and open sources the new version of the large model Qwen3, Chongqing Sokon Industry Group Stock submits application for listing on the Hong Kong stock exchange.

① The Ministry of Foreign Affairs reiterated that there have been no consultations or negotiations between China and the United States regarding the tariff issue. ② Goldman Sachs raised its forecast for this year's southbound capital inflow into Hong Kong stocks by nearly 50%. ③ Alibaba announced and opened source its next-generation general-purpose Qwen3 model. ④ Institutions say that the ROI of Hong Kong stocks as a 'value vacuum' is very attractive.

cls.cnApr 28 19:31 ET

More Investors Are Turning Constructive on China, Hong Kong Equities -- Market Talk

WSJApr 28 03:19 ET

Morgan Stanley's latest viewpoint! Will the Hong Kong stock market perform better than the A-share market?

If tariffs are reduced, the offshore market may outperform the onshore market, benefiting the Internet/Technology, Consumer (relief from deflation), and Medical (easing of China-US relations) sectors.

Zhitong FinanceApr 27 22:32 ET

Brokerage morning meeting highlights: It is recommended to focus on uncovering fundamental clues after the performance disclosures.

In today's brokerage morning meeting, Galaxy Securities believes that, in the medium to long term, the investment value of Hong Kong stocks remains high; China Securities Co.,Ltd. has stated that it is optimistic about the long-term upward shift of antimony price; HTSC recommends focusing on the extraction of fundamental clues after performance disclosures.

cls.cnApr 27 20:18 ET

China International Capital Corporation: The resilience of China's Assets is highlighted, and the main lines of dividends, domestic substitutes, and consumer demand will be relatively dominant.

Since the beginning of the year, there have been two major variables affecting the market: one is DeepSeek rewriting the Technology narrative, and the other is the frequent changes in tariff policies after Trump's inauguration. The former has become a catalyst for the spring market in A-shares, while the latter has led to fluctuations in the market in April. Recently, stabilizing funds have entered the market, and tariff expectations have fluctuated, leading to market stabilization and recovery.

Zhitong FinanceApr 27 19:50 ET

Hong Kong Stock Morning Report | JD.com announced it will recruit 100,000 riders in the next three months, and Ant Fortune is offering to acquire Hong Kong's Yao Cai Securities.

① JD.com stated that it will recruit 100,000 riders over the next three months. ② Ant Wealth initiated a tender offer for Hong Kong’s Yaocai Securities. ③ The Chief Secretary for Administration of Hong Kong expressed that Global capital reallocation brings opportunities to the region. ④ Regulators stated that CKH HOLDINGS port Trade must not evade antitrust review.

cls.cnApr 27 19:27 ET

Hong Kong Stock Morning Report｜Trump is considering a tiered tariff plan for China. Aluminum Corporation Of China reported nearly 60% year-on-year increase in Net income for the first quarter.

① Trump is considering a tiered tariff plan for China. ② Canadian Prime Minister Carney: There is no rush to reach an agreement with Trump; we have enough leverage in the negotiations. ③ Seven departments: Launching a pilot application for 'AI Empowering the Entire Industry Chain of Medicine.' ④ The Commercial Space Innovation Consortium was established yesterday, and relevant industry standards will be accelerated for formulation.

cls.cnApr 24 19:02 ET

Hong Kong stock morning report | John Lee Ka-chiu engaged in in-depth exchanges with representatives of the "Hangzhou Six Little Dragons" companies. Trump is considering exempting Auto Manufacturers from some tariffs.

① John Lee Ka-chiu had in-depth discussions with representatives from the 'Six Little Dragons of Hangzhou.' ② The Inner Mongolia Ministry of Industry and Information Technology reported that the computing power scale of Inner Mongolia has reached around 0.12 million P, ranking first in the country. ③ USA President Trump is considering exempting Auto Manufacturers from certain tariffs. ④ NIO's Li Bin predicts that China's share of the Global auto industry will exceed 40%.

cls.cnApr 23 19:15 ET

Trump's softened stance towards China boosts Hong Kong stocks with two main lines! Leading fruit chain companies surged over 6%, and tech giants followed suit.

① How significant is the profit elasticity of Apple supply chain companies with respect to tariff exemptions? ② How do Institutions view the future performance of Technology stocks?

cls.cnApr 22 22:58 ET

Hong Kong stock morning report | E-commerce platforms have completely canceled "refund only" policy. Wei Long Mei Wei plans to invest 1 billion yuan to build a new factory.

① E-commerce platforms fully cancel "refund only" policy. ② The IMF lowers the 2025 global economic growth forecast from 3.3% at the beginning of the year to 2.8%. ③ The Ministry of Industry and Information Technology solicits public opinions on the "Guide to the Construction of Comprehensive Standardization System for Cloud Computing (2025 Version)." ④ The Ministry of Industry and Information Technology: More than 100 national and industry standards will be developed and revised to establish a standard system for Intelligent Manufacturing that adapts to the development of new industrialization by 2026.

cls.cnApr 22 19:08 ET

Hong Kong Shares Rise, Led by Pharmaceuticals -- Market Talk

WSJApr 22 04:49 ET

A wave of buybacks in Hong Kong stocks, with 172 listed companies repurchasing 53.7 billion, and the buybacks have been continually increasing in recent years.

① A wave of stock buybacks has been sparked in the Hong Kong stock market, with 172 listed companies having implemented buybacks totaling 53.708 billion HKD; ② The main players in Hong Kong stock buybacks remain leading companies in the Internet and financial sectors, but some pharmaceutical and Consumer firms have also increased their buyback efforts.

cls.cnApr 21 23:26 ET

Hong Kong Stock Market Morning Report | The Nasdaq Golden Dragon Index rose slightly at the end of the trading session. China United Network Communications' net profit in the first quarter increased by nearly 6% year-on-year.

① The Central Committee of the Communist Party of China and the State Council issued the "Opinions on Implementing the Global Strategy of Free Trade Pilot Zones." ② The State-owned Assets Supervision and Administration Commission of the State Council: Promote central enterprises to strengthen capital coordination to ensure timely payments. ③ The central bank: Enhance the functions of the Renminbi Cross-Border Payment System (CIPS) and its global network coverage. ④ Shanghai carries out the 2025 New Generation General AI Innovation Task to lead key projects, including five directions such as embodied intelligence.

cls.cnApr 21 19:18 ET

Tariff disturbances affect market sentiment in Hong Kong stocks, but still offer relative returns globally.

① What changes have occurred in the southbound funds and overseas funds of Hong Kong stocks against the backdrop of the equal tariff policy in the USA? ② Why are Institutions bullish on the relative returns of Hong Kong stocks?

cls.cnApr 21 02:54 ET

Where is the safe haven under the tariff war? Wall Street has found a "paradise": Asia Consumer stocks.

① Goldman Sachs and Morgan Stanley's strategists both recommended the Consumer Sector in Asia in their report published after the tariff war on April 2, urging investors to shift to defensive positions; ② Fidelity International specifically stated that the company has made a Buy on Chinese consumer stocks that had previously been affected, betting that these companies will benefit from stimulus policies.

cls.cnApr 20 22:11 ET

UBS Wealth Management Client Letter: Do not exit risk assets, Cash "is not safe."

Favor a defensive investment strategy centered on state-owned enterprises in China.

wallstreetcnApr 20 11:13 ET