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40 billion! BBMG Corporation breaks through financing, still spending billions in Beijing during the period of losses.
① The longstanding state-owned enterprise BBMG Corporation has received approval for financing of up to 40 billion, sparking heated discussions in the market; ② BBMG Corporation has performed poorly in recent years, and for 2024, it is expected that the adjusted Net income loss will be between 2.8 billion and -3.1 billion yuan, yet it continues to spend hundreds of millions to acquire land in Beijing during this loss period.
Significant adjustments to the Hang Seng series Index, what is the impact? Institutions: Alibaba and others may face passive Shareholding due to large increase.
This adjustment has a significant impact on leading stocks, with Alibaba, Tencent, HSBC, Xiaomi, and SMIC being passively reduced due to their large gains exceeding 8%, resulting in passive Outflow of funds. The adjustment officially took effect on March 10.
Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.
The State-owned Assets Supervision and Administration Commission makes an important statement! It concerns the Market Cap management and restructuring of central enterprises.
Latest deployment.
According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.
According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.
Institutional perspective: Pay attention to the market cap management and allocation opportunities of state-owned enterprises.
The State-owned Assets Supervision and Administration Commission strengthens guidance on the Market Cap management work of central enterprises, and Market Cap management is included in the performance evaluation of the heads of central state-owned enterprises.
"Monster stocks" frequently appear, this Hong Kong stock soared 1000%, what happened?
China tianrui cement, which resumed trading in the afternoon, also saw a surge in stock price, with the stock rising by 1170% at one point, reaching a high of 0.61 Hong Kong dollars. As of the time when the brokerage China reporters published the article, the stock price of China tianrui cement has increased by more than 1000%, to 0.53 Hong Kong dollars per share.
Conch Cement's Q3 revenue fell by 32.89% year-on-year, with net income also decreasing by 15.13%. | Financial Report Watch
In the third quarter, due to the dual decline in sales volume and prices of cement business products, the company's revenue and profit both saw a double-digit year-on-year decrease.
Daily Bulls and Bears | Hong Kong stocks net inflow of 28 million Hong Kong dollars in light positions, with a bull-bear street ratio of 63:37; Galaxy Ent fell more than 5% yesterday, while put warrants rose over 5 times.
As of the close of yesterday, the market turnover was 208.369 billion Hong Kong dollars, with a total turnover of 19.177 billion Hong Kong dollars for all warrants. This accounts for 9.2% of the market turnover, with 5.1% held in the 'good depot' category and 4.1% in the 'weak depot' category.
High-dividend assets have emerged as a dark horse, where will the next trend go? Trillions of level funds may be on the way.
Hua Xia Fund believes that from the perspectives of policy, fundamentals, liquidity, and the market cycle itself, Hong Kong stocks still have a relatively high allocation value.
Can it become the new main theme in the Hong Kong stock market? High dividend stocks collectively surged, with many individual stocks already rising more than 40% this year.
Guosen Securities believes that the latest policy will support the shareholder strategy of high dividend companies. For companies with high dividend yields, major shareholders can increase their shareholdings at a lower cost, potentially increasing the dividend payout ratio and attracting more investors seeking stable income.
High dividend yield assets have performed well, how should we interpret this?
With multiple bullish factors, the high dividend sector is emerging as a dark horse, poised to become the long-term main theme of the a-shares market in Hong Kong? Let's see how analysts from institutions interpret the reasons and outlook for the future.
Bullish on A-shares? Foreign capital bypasses Hong Kong stock ETFs, with institutions suggesting that incremental capital for Chinese stocks may reach 40 billion US dollars.
Institutions predict that Chinese stock potential incremental funds may reach 40 billion US dollars. Which directions will be the focus of increasing positions?
Hong Kong A shares are collectively active! A-share trading volume exceeded 1 trillion in 35 minutes. How do you view this round of "policy big gift package"?
After 35 minutes of trading, the trading volume in Shanghai, Shenzhen, and Beijing has exceeded 1 trillion yuan, up over 400 billion yuan from the previous trading day's volume, with Shanghai's trading volume at 439.2 billion yuan, Shenzhen's at 557.9 billion yuan, and Beizheng 50's at 5.9 billion yuan, breaking the fastest trillion-dollar record in history.
CNBM teams up with Saudi Aramco, planning to establish production facilities and R&D centers in Saudi Arabia.
①cnbm Group and Saudi Aramco signed a five-year cooperation framework agreement; ② Both parties plan to establish production bases in Saudi Arabia to produce advanced non-metal materials, low-carbon building materials, and develop energy storage solutions; ③ Both parties will establish a new training, inspection, and certification center, and plan to jointly establish a united technology research and development center and laboratory.
Hong Kong stock opportunities tracking | The dual-primary listing of Alibaba-W on the Hong Kong Stock Exchange will take effect today; JD.com announced a $5 billion share buyback plan.
Anta's revenue in the first half of the year increased by 13.8% year-on-year, planning to spend billions of Hong Kong dollars for buybacks; Haidilao's revenue in the first half of the year was approximately 21.491 billion yuan, a year-on-year increase of 13.79%; Five departments issued a joint notice to improve the policy of duty-free shops in the city.
The Hong Kong dollar time deposit interest rate has been lowered. Are there other options for stable income? Take stock of the top ten blue chip stocks with high dividends.
With the global interest rate cutting curtain opening, the decline in fixed deposit interest rates is not only a single event, but perhaps also a trend. If the era of fixed deposits is coming to an end, how can we find "alternative options" in the market?
After the suspension of the auction of 0.147 billion shares of equity, Chang'an Bank once again witnessed a "clearance-style" transfer of shareholders, involving the orderly withdrawal of state-owned enterprises and central enterprises according to regula
The equity of Chang'an Bank, about 3.9482 million shares, has been listed for transfer today. The project leader responded that the main reasons for the transfer are related to the requirements of the State-owned Assets Supervision and Administration Commission to focus on its main responsibilities and the regulations of the "retirement golden order". The transferee of the equity is a member company of the China National Building Materials Group, and another company under this group has also listed the plan to "clear the warehouse" for Ziyang Rural Commercial Bank.
Hong Kong stock market outlook: China Hongqiao's net income for the first half of the year increased by 273% to 9.155 billion yuan; Hang Seng Index announced the quarterly results, involving multiple companies including New Oriental.
S&P, NASDAQ have risen for 7 consecutive days, and the three major indexes have achieved the largest weekly increase this year; important adjustments to the information disclosure mechanism for Shanghai-Hong Kong Stock Connect trading will be made on August 19; the expectation of a rate cut by the Federal Reserve has pushed gold up to $2,500, setting a new record high.
Understand at a glance | Hong Kong stock market bullish and bearish stocks list for July! Yan's House soared nearly 70%, and the stock price has risen for seven consecutive weeks; the concept of self-driving taxis is hot, and the stock price of Shanghai D
Since the second half of 2024, the chaos and turbulence of peripheral assets have continued to put pressure on the Hong Kong stock market. In July, the three major indices fell slightly, with the Hang Seng Index down 2.11%, the H shares Index down 3.55%, and the Hang Seng Tech Index cumulatively down 1.06%.