S&P lists the ten most shorted Hong Kong stocks recently.

S&P Global lists the top ten most shorted stocks in Hong Kong recently. The data is calculated based on the securities financing dataset from S&P Global Market Intelligence. The calculation of short selling indicators (short selling ratio) is based on the percentage of borrowed shares to total shares outstanding. Stock Name │ Number of Borrowed Shares (Millions) │ Change in the Past 7 Days │ Short Selling Ratio % │ Price Change in the Past 7 Days CHINA VANKE (02202.HK) │ 308.54 │ -0.65% │ 13.98% │ -7.66% WUXI APPTEC (02359.HK) │ 52.95 │ 1.83% │ 13.68% │ 1.23% Flat Glass Group

AASTOCKSJan 14 09:34

Major banks rating丨Credit Lyonnais: Strong outlook for Software spending in the next three years, with KINGDEE INT'L as the top choice.

On January 13, Gelonghui reported that Credit Lyonnais stated that China's software spending remained stable last year, with strong prospects for the next three years. It is expected that related expenditures will accelerate this year, benefiting from a series of economic stimulus policies that began last September. The firm anticipates that the profitability of China's software industry will improve this year, benefitting from the strict cost control implemented last year. The report also mentioned that IDC forecasts that AI software spending will benefit from rapid growth momentum, with a compound annual growth rate of 29.9% from 2023 to 2028. The firm's preferred stock is KINGDEE INT'L, and it also recommends Iflytek Co.,ltd., TRAVELSKY TECH, CHINASOFT INT'L, and Glodon as "outperform the market."

Gelonghui FinanceJan 13 13:29 · Ratings

In "The Big Bank", Lyon lowered the Target Price of China Aviation Oil (00696.HK) to 10.6 yuan and raised that of China Soft International (00354.HK) to 5.7 yuan.

The Lyon report indicates that China's software spending remained stable last year, with a strong outlook for the next three years, believing that related spending should accelerate this year, benefiting from a series of economic stimulus policies implemented last September that will begin to provide momentum. The report predicts that China's software industry profitability will improve this year, benefiting from the strict cost control executed last year. The report also states that IDC forecasts AI software spending will benefit from rapid growth momentum, with a compound annual growth rate of 29.9% from 2023 to 2028. The preferred stock is Kingdee (00268.HK), and also includes Iflytek Co.,ltd. (002230.SZ), China Aviation Information Technology (00696.HK), and China National Software & Service.

AASTOCKSJan 13 11:32

【Brokerage Focus】Citi rated China Soft International (00354) as "Neutral" and expects its 2024 revenue to achieve low single-digit year-on-year growth.

Goldsmith Financial News | Citibank's research report indicates that it is expected that ChinaSoft International (00354) will achieve low single-digit year-on-year growth in revenue in 2024, with net income slightly higher than last year. Citibank gives ChinaSoft International a "Neutral" rating, with a target price of 4.1 Hong Kong dollars, an expected ROI of -10.7%, a dividend yield of 2.2%, and a total return rate of -8.5%. The bank noted that ChinaSoft International participated in Citibank's China Technology and Telecom Enterprises Day event, releasing a lot of key information. In terms of emerging businesses, it has been covering digitalization, Cloud Computing Service, and other areas since its initiation in 2019. In 2023, it cooperated with Huawei on cloud.

Jinwu Financial NewsJan 13 10:37 · Ratings

[Brokerage Focus] Goldman Sachs: China’s subsidy policy for the Smart Phone Industry supports growth, paying attention to related supply chain companies.

Jinwu Finance | Goldman Sachs released a research report on China's Smart Phone industry on January 4, 2025. The report pointed out that the National Development and Reform Commission of China announced on January 3 that it will expand the scope of national subsidies in 2025 to cover Smart Phones, tablets, and smartwatches. Previously, local governments had already launched Smart Phone subsidy policies ranging from 10% to 20% in 2024. Goldman Sachs expects that national subsidies will cover more Consumers, thereby boosting recent market demand, although the long-term product cycle still relies on technological upgrades (such as 6G in 2030) or design changes (such as foldable Smart Phones).

Jingwu Financial NewsJan 7 12:21 · Ratings

CHINASOFT INT'L (0354.HK): Comprehensive layout of AIAGENT Business to build competitive advantages in ecological scenarios.

A comprehensive AI Agent Business layout, dedicated to becoming the best IT service provider. ① Global Strategy: Keep pace with Huawei Cloud's offensive steps, continue to lead the Huawei Cloud Large Cap, build a high-quality cloud foundation for ChinaSoft International, creating stability and continuity.

HAITONG SECJan 3 17:02