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Tianfeng: Ongoing policies are boosting confidence in the Brokerage Sector, and the Industry is likely to rise.
With the continuous release of policy dividends, Brokerages are expected to ride the wave.
Express News | HTSC: Emphasizing the new logic of Banks allocation under Fund reform.
Express News | HTSC: The profitability of fiberglass companies continues to improve, and new production capacity is gradually being released.
Express News | HTSC: Recent sector catalysts are intensive, continuing to recommend the Solid State Battery Industry Chain.
Express News | HTSC: Bullish on the strong growth trend of image applications in life scenarios going overseas.
Hong Kong Stock Concept Tracking | Fund managers increase positions to catch up with benchmark weights. The Brokerage Sector may welcome a reassessment of its value (with related stocks included).
Taking Banks as an example, if the allocation ratio of the Sector increases from 3.3% in the annual report to three scenarios of 5%, 7.5%, and 10%, it will respectively bring in additional funds of 50 billion yuan, 123.7 billion yuan, and 197.3 billion yuan.