Huachuang Securities: Pay attention to the advantage of free cash flow in the Hong Kong stock market.
The free cash flow advantage of the Hong Kong stock market is significant, and the next six months is a rare window for long-term investors to collect dividend value Assets.
Hong Kong market quick view | All three major Indexes closed higher, with active performance in tech and Brokerage stocks, Xiaomi Group rose nearly 4%, and Guolian increased by more than 9%.
Network Technology stocks increased, XIAOMI-W rose by 3.78%, KUAISHOU-W rose by 2.47%; Dining stocks performed well, HAILUNSI rose by 9.52%, JIUMAOJIU rose by 5.40%; Sporting Goods stocks also performed well, TOPSPORTS rose by 7.78%, XTEP INT'L rose by 3.35%.
Hong Kong stock market midday review | The Hang Seng Index rose by 1.72% in the morning session, with Dining stocks experiencing a general rise in the morning.
Consumer vouchers have a direct stimulating effect on the Dining industry. Institutions suggest that Consumer spending is expected to welcome a new round of rebound and recovery.
Hong Kong stocks are moving differently | Dining stocks rose broadly in the morning. Consumer vouchers have a direct stimulating effect on the Dining industry. Institutions claim that Consumer spending is expected to welcome a new round of rebound and rec
Dining stocks surged in early trading. As of the time of writing, HELEN'S (09869) rose by 8.16%, priced at 3.18 HKD; DPC DASH (01405) increased by 7.39%, priced at 87.9 HKD; JIUMAOJIU (09922) grew by 5.66%, priced at 4.11 HKD; HAIDILAO (06862) went up by 4.83%, priced at 17.78 HKD.
Hong Kong stocks movement | DPC DASH (01405) rose nearly 12% to a new high, Domino's in China has surpassed 1,000 stores, and same-store revenue continues to maintain positive growth.
DPC DASH (01405) rose nearly 12% in the morning session, reaching a high of 91.5 Hong Kong dollars, setting a new record since its listing. As of the time of writing, it has risen by 11.79%, reported at 91.5 Hong Kong dollars, with a trading volume of 36.764 million Hong Kong dollars.
GTJA expects that next year the Hong Kong stock market will present an N-shaped oscillation pattern trending upwards, discovering investment opportunities from improved domestic demand.
GTJA's Chief Analyst Chen Ximiao stated that looking ahead to 2025, the Hong Kong stock market will continue to experience external disturbances, focusing on the Fed's interest rate cut pace under overseas inflation, strong U.S. dollar, policy constraints from tariffs, and great power rivalry. However, the domestic policy direction is clear, relying on fiscal support to stabilize economic expectations, with improving corporate profits on the supply side and enhanced Industry Chain resilience.
The Political Bureau of the Central Committee of the Communist Party of China: Implement more proactive macro policies, expand domestic demand, promote the integration of technology innovation and industrial innovation, and stabilize the real estate and s
The Political Bureau of the CPC Central Committee held a meeting on December 9 to analyze and study the economic work in 2025; listened to the work report of the Central Commission for Discipline Inspection and State Supervision Commission, and discussed the arrangements for the party's work style and anti-corruption work in 2025. General Secretary of the CPC Central Committee **** presided over the meeting.
Sinolink: The implementation of the three-child policy is expected to boost K12 valuations. Pay attention to the follow-up of dining consumer vouchers in various regions.
Consumer vouchers directly stimulate the dining industry, helping to boost local dining industry consumer demand.
dpc dash (1405.HK) - domino's china received the 'Annual Excellence IR Team' award, continuing to engage in valuable activities.
Recently, Gelonghui held the "9th Gelonghui Global Investment Carnival 2025", where dpc dash (1405.HK) - domino's china was awarded the "Outstanding IR Team of the Year". This award focuses on the communication channel construction and connection between the IR team and investors, guiding the market to consider the comprehensive performance of enterprises from a long-term perspective. In fact, in the context of today's global economic fluctuations, effective communication has become increasingly important, as it not only allows investors to discover the value of listed companies but also embodies investor protection, reflecting the leadership and responsibility of the listed company. This also mirrors
This morning, Guangzhou initiated the distribution of the first round of 0.1 billion RMB dining consumer vouchers.
The Guangzhou government announced that starting from 10 AM today (the 4th), the first round of "Dining in Guangzhou" consumer vouchers will officially be available. The voucher distribution activity will be carried out in four cycles, with vouchers available for collection every Wednesday. This "Dining in Guangzhou" government consumer voucher project plans to invest a total amount of 0.1 billion yuan, and is expected to continue until the first half of 2025.
Why did yum china, which emerged from the headwinds of the dining industry, take the lead in reversing from the bottom?
In March of this year, economic data once again confirmed signs of deflation, and yum china fell continuously from March until it bottomed out in August, with the reason for the reversal being the second quarter report.
dpc dash (01405.HK) received a shareholding of 0.0159 million ordinary shares from jpmorgan, valued at approximately 1.1422 million Hong Kong dollars.
On November 27, it was reported that according to documents disclosed by the Hong Kong Stock Exchange on November 27, jpmorgan (JPMorgan Chase & Co.) increased its shareholding of dpc dash (01405.HK) by a total of 159,000 ordinary shares at an average price of HK$71.8367 per share on the exchange and HK$71.7889 per share off-exchange, amounting to approximately HK$1.1422 million. After the increase, jpmorgan's latest shareholding is 7.835 million shares, with the good warehouse ratio rising from 5.99% to 6.00%. Image source: Stock disclosure from the exchange What is power?
Hong Kong stocks closed (11.26) | Hang Seng Index rose by 0.04%. Shipping, autos, export stocks are under pressure. Some consumer stocks are showing active performance.
Hong Kong stocks opened lower this morning and then moved higher. The Hang Seng Index rose more than 140 points in early trading, but later lost momentum. In the afternoon, the three major indices successively turned downwards, with only the Hang Seng Index closing slightly higher in the end.
How do foreign investors adjust their positions in Chinese stocks? Alibaba and jd.com frequently appear in the news, while Buffett builds his position to 'lift' a Hong Kong stock.
① The 13F quarterly reports for US stocks have been released. How are Wall Street institutions adjusting their positions on Chinese stocks? ② Buffett's investment in domino's is boosting a Hong Kong stock. What are the highlights?
Dpc dash - Domino's china (01405) has officially reached the milestone of one thousand stores! Store expansion is steady and has achieved overall profitability.
On November 15th, with the grand opening of dpc dash - domino's china's 1,000th store in Chengdu, it marks the company's official entry into the milestone of a thousand stores!
DPC Dash - Domino's Pizza China Celebrates the Grand Opening of Its 1,000th Store in China
[Hong Kong Stock Connect] dpc dash (01405) increased by 7.05% contrary to market trends, while Buffett increased his shareholding in domino's pizza in Q3.
Jinwu Financial News | DPC Dash (01405) is rising against the market trend, up 7.05% as of the time of publication, trading at 78.15 HKD with a transaction volume of 25.65 million HKD. On the news front, the 13F report from Berkshire Hathaway, owned by Buffett, shows that it newly acquired 3.7% of the circulating shares of Domino's Pizza in the third quarter. Notably, according to the latest official disclosure, the total number of Domino's stores in China has surpassed 1,000. Domino's China CEO Wang Yi previously stated that at least 5,000 stores can be opened in the Chinese market in the future.
dpc dash rose more than 8% in early trading, domino's china stores surpassed 1000.
DPC Dash (01405) rose 7.81% in the morning, currently reported at 78.70 Hong Kong dollars, with a transaction volume of 22.6581 million Hong Kong dollars. The 13F report from Berkshire Hathaway, owned by Buffett, shows that it newly bought 3.7% of the circulating shares of Domino's Pizza in the third quarter.
Hong Kong stocks unusual movement: dpc dash (01405) rose more than 5% intraday, domino's china plans to open at least 5,000 stores in the future, institutions said the company's same-store opening performance is leading.
dpc dash (01405) rose more than 5% during the trading day, as of the time of drafting, it rose by 5.11%, to 66.9 Hong Kong dollars, with a turnover of 7.9075 million Hong Kong dollars.
Hong Kong stock market anomaly | Dining stocks lead the gains. The Ministry of Commerce stated that new policies will be introduced in the consumer sector. The recovery of consumer confidence may drive the industry's valuation reassessment.
The dining sector led the gains, as of the time of publication, yum china (09987) rose by 7.15%, to 386.4 Hong Kong dollars; Naixue Tea (02150) rose by 3.36%, to 1.54 Hong Kong dollars; DPC Dash (01405) rose by 2.51%, to 65.25 Hong Kong dollars; Jiumaojiu (09922) rose by 2.31%, to 3.55 Hong Kong dollars.