Goldman Sachs has listed a buy list for Hong Kong stocks based on a reassessment of earnings leading indicators (ERLI) in the report.

Goldman Sachs released its strategy report for the Asia-Pacific region at the beginning of this month, listing the latest buy stocks (only Hong Kong stocks) according to the earnings revision leading indicator (ERLI) criteria: AIA (01299.HK), CCB (00939.HK), HKEX (00388.HK), Ping An Insurance (02318.HK), Techtronic Industries (00669.HK), China Life (02628.HK), ckh holdings (00001.HK), BOC Hong Kong (02388.HK), and ZTO Express (02057).

AASTOCKSDec 5 15:46

Cai Guanshen: The actual investment from the intent letter from North City still needs to be "calculated" and there must be confidence in Hong Kong.

The government signed a development memorandum of understanding with 85 companies in the northern metropolitan area. When interviewed by the newspaper, Tommy Cheung, the President of the Hong Kong General Chamber of Commerce, stated that the government's approach can help build confidence and atmosphere. As for specific investments in which projects, and how much to invest, it depends on planning, design, funding needs, etc., describing it as "counting". Tommy Cheung stated that the government does not dictate developers on what to do, but only creates conditions to make companies see potential business opportunities, and with government support, the effect may be better. He believes that whether things are "counted accurately" depends on short-term or long-term considerations, even if the current numbers may not be ideal, but in the long run, Hong Kong is considered as a favorable prospect.

AASTOCKSDec 2 09:20

Tariff risks raise concerns! The three major indices in the Hong Kong stock market show mixed performance, with cryptos concept stocks leading the decline.

What is the reason for the rise of jiangsu lopal tech.? Is there any improvement in short selling in the Hong Kong stock market?

cls.cnNov 26 16:50

Constant shocks! Tariffs and other geopolitical risks are repeatedly escalating, Hong Kong shipping stocks are responding weakly first.

①How much impact does the continuous impact of geopolitical risks such as tariffs have on the shipping sector? ②Hong Kong-listed shipping stocks first responded weaker, which individual stocks showed unusual movements?

cls.cnNov 26 15:35

Nomura: Raises china mer port target price to 14.5 Hong Kong dollars, strong throughput momentum since the beginning of the year.

JPMorgan released a research report stating that China Mer Port (00144) has a diversified port assets portfolio distributed globally, with throughput momentum stronger than expected this year. They believe that the company is in a more favorable position to capture related opportunities and have raised the target price from 14 Hong Kong dollars to 14.5 Hong Kong dollars, corresponding to a forecasted PE ratio of approximately 8 times for 2025. JPMorgan describes China Mer Port as a value-oriented Chinese company, a prudent medium-term investment choice. They point out that in the face of uncertainties in macroeconomics and trade policies, the short-to-medium-term prospects of container throughput are more resilient, and the company's profit will increase next year due to the increase in port taxes.

Sina Hong Kong stocksNov 5 11:57

Da Hang has raised the target price of China Mer Port (00144.HK) to 14.5 yuan, with strong momentum in throughput since the beginning of this year.

JPMorgan released a research report stating that China Mer Port (00144.HK) has a diversified portfolio of port assets distributed globally. The throughput volume this year has been stronger than expected, positioning the company favorably to capture related opportunities. The target price has been raised from 14 yuan to 14.5 yuan, corresponding to a forecast PE ratio of about 8 times in 2025. JPMorgan describes China Mer Port as a value-based Chinese enterprise, a solid mid-term investment choice. They point out that in the context of uncertainties in macroeconomics and trade policies, the short to medium-term prospects for container throughput volume are more flexible. Additionally, due to port tax adjustments, the company's profit next year is expected to increase.

AASTOCKSNov 5 10:09