China Shenhua Energy Unit Gets Nod to Build Two Coal Mines in Inner Mongolia

MT NewswiresMar 10 12:29

Can the valuations of the ten giants in the Hong Kong stock market catch up with the seven sisters in the U.S. stock market? CICC states that if earnings are realized, there may be potential for a doubling.

① At what level will the valuation of Hong Kong stocks recover? ② What are the core driving factors behind the current rebound of Hong Kong stocks? ③ How much room is there for future valuation expansion of Hong Kong stocks?

cls.cnMar 10 12:07

In the report by CICC, the analysis of Hong Kong stock valuations expects that the dividend Sector has a relative gap of 5% compared to A-shares, while the Technology Sector and ROE have basically matched.

China International Capital Corporation released a report on the Hong Kong stock strategy stating that since the Spring Festival holiday, the AI boom has significantly changed investor sentiment and macro narratives, driving the Hong Kong stock market to continue rising. The Hang Seng Index and Hang Seng Technology have respectively increased by 19.8% and 27.8%, with valuation expansion contributing 18% and 24.1%, while earnings only contributed slightly at 1.6% and 3%. The market's rise is mainly driven by valuation, with optimism about the future narrative accounting for a substantial part (reflected in risk premium ERP).

AASTOCKSMar 10 11:28

Coal Industrial Concept(coal Industry) is supported against the market trends, MONGOLIA ENERGY (00276) rises by 3.51%, Institutions are Bullish on the continuation of high fluctuations in coal prices.

Jinwu Financial News | Coal Industrial Concept(coal Industry) has support against the trend, MONGOLIA ENERGY (00276) rose by 3.51%, ARES ASIA (00645) increased by 3.42%, SOUTHGOBI (01878) went up by 3.25%, China Shenhua Energy (01088) followed with an increase of 0.81%, and China Coal Energy (01898) rose by 0.62%. Kaiyuan Securities indicated that the current domestic economy is running weak, facing overseas pressures from tariff policies after Trump took office, the USA is in a rate-cutting cycle and domestic interest rates are also entering a downward trend, with stable coal dividends still available for allocation. In addition, Insurance funds completed their assessment by the end of November 2024 and have already begun.

Jinwu Financial NewsMar 10 10:21

Hong Kong stocks are moving differently | Coal Industrial Concept(coal Industry) stocks are generally rising, with China Shenhua Energy up about 2%. Institutions indicate that after the release of risks in the coal Industry, it is regaining allocation val

Hong Kong stocks of the Coal Industrial Concept showed an upward trend against the odds, with MONGOLIA ENERGY and SOUTHGOBI rising more than 3%, YANKUANG ENERGY, YANCOAL AUS, and CHINA QINFA increasing by 2.4%, and China Coal Energy and China Shenhua Energy rising nearly 2%.

Gelonghui FinanceMar 10 10:00

CICC: Can Hong Kong stocks still be bought?

The essence of this round of rebound is based on optimism about Technology trends. The extent to which this sentiment is accounted for and how much "imagination" space is left in the future is key to answering the future market space.

Zhitong FinanceMar 10 08:54