Hong Kong stock market midday review | All three Indexes rose, Semiconductors and Tencent Related stocks strengthened, Weimob surged over 16%, Semiconductor Manufacturing International Corporation rose over 10%, and Tencent increased over 3%.

Network Technology stocks generally fell, KUAISHOU-W dropped 4.65%, Alibaba-W fell 3.32%; many Coal Industrial Concept stocks declined, SOUTHGOBI fell 8.50%, China Coal Energy dropped 5.01%; Mobile Game stocks rose, BOYAA fell 5.06%, TENCENT increased 3.08%;

Futu NewsDec 20 12:09

Mingsheng Securities: Supply constraints will still be strong in 2025, and the demand for Copper and Aluminum is quite resilient.

Looking ahead to 2025, supply-side constraints remain strong, and demand is resilient. It is recommended to invest in the sector of Industrial Metals, specifically in symbols of Copper and Aluminum.

Zhitong FinanceDec 18 14:50

Morgan Stanley's investment rating and target price for resource stocks Listed in Hong Kong (table).

Morgan Stanley published a research report, listing the investment ratings and target prices for resource sector H shares as follows: Stock | Investment Rating | Target Price (Hong Kong Dollar) Zijin Mining Group (02899.HK) | Shareholding | 22.9 MMG (01208.HK) | In line with the market -> Shareholding | 2.5 -> 3.6 Aluminum Corporation Of China (02600.HK) | Shareholding | 7.1 -> 5.5 CHINAHONGQIAO (01378.HK) | Shareholding | 14.1 -> 15.4 ZHAOJIN MINING (01818.HK) |

AASTOCKSDec 16 10:04

According to "The Big Brokerage," Morgan Stanley favors resource stocks such as CONCH CEMENT (00914.HK), Aluminum (02600.HK), and Hongqiao (01378.HK) in the first half of next year, while being Bullish on Zijin (02899.HK), MMG (01208.HK), Luoyang Molybden

Morgan Stanley published a report, expecting that fierce competition will drag down material stocks in the first half of next year. With supply-side policies in place, preference is given to Cement, Steel, and Aluminum in the second half, while Metal-related Stocks may perform better after stimulus policies are implemented. For the Target Price, please refer to another table. Morgan Stanley noted that recently mainland China has issued new supply-side control measures for excess Cement production, which could lead to over 20% reduction in output, and Cement demand is expected to decline by 5% next year, while this year's drop is 10%. The Steel Industry is also expected to see new supply-side reforms, with a small annual reduction in future production capacity. As new capacity is added next year, oxygen

AASTOCKSDec 16 09:57

Morgan Stanley downgraded Jiang Copper (00358.HK) to "Shareholding" and upgraded MMG (01208.HK) to "Shareholding".

Morgan Stanley released a report indicating that in the short term, Copper will be affected by a strong dollar and a lack of effective stimulus measures in China, but the situation may reverse in the second half of next year. On the supply side, the decrease in imported scrap Copper due to tariffs in the USA, coupled with the reduction in Copper concentrate supply, may lead to a decrease in refined Copper production in China, resulting in tight Copper supply. Furthermore, the annual contract negotiations for processing and refining fees next year could significantly lower pricing, with the bank currently expecting about $20 per ton. The bank forecasts that total Copper demand in China will grow by 2% to 3% year-on-year next year, primarily driven by the stimulus for green Infrastructure, which will boost demand in the grid, electric vehicle, and CECEP Solar Energy industries.

AASTOCKSDec 16 09:51

Quick look at the Hong Kong market | The Hong Kong stock market continues to decline in the afternoon, with all three major indices falling over 2%; The drops in the tech, Autos, and Mainland Real Estate sectors have widened, with SUNAC down over 8%, Xpen

Network Technology stocks fell, MEITUAN-W dropped 3.73%, NTES-S fell 2.90%; most Alcoholic Beverages stocks declined, GRACEWINE dropped 9.36%, TIBET WATER rose 7.69%; most semiconductor stocks declined, SHEEN TAI rose 5.82%, HG SEMI fell 5.00%;

Futu NewsDec 13 16:24