Hong Kong stocks have been soaring for days on heavy volume, haven't jumped on board yet? These directions are still worth paying attention to.
In recent days, the heavy-duty policy bullish continues to catalyze, with large funds actively buying assets in China, and the market's bullish sentiment towards China has been fully ignited. Beneficiary sectors have already risen in advance. Lowering mortgage rates is bullish for consumer spending, with sectors like alcohol, gold, and jewelry taking the lead, while opportunities for biomedical and real estate stocks are worth looking forward to.
Pre-holiday big gift attack! Hong Kong stocks are expected to continue rising, grab this investment "gift list" on the eve of the National Day holiday.
It is worth noting that, with the approach of the National Day holiday in 2014-2023, the chance of the Hang Seng Index rising after the National Day holiday reaches 70%. On the other hand, looking at the performance of the Hang Seng Tech Index, the chance of increase from 2015 to 2023 is close to 80%.
"Price cuts" swept through, dining industry struggles to increase revenue but not profit, "scientific price reduction" becomes the focus of attention.
1. In the first half of the year, the profits of several leading companies in the dining industry have declined. 2. In the industry's view, price wars are one of the reasons why the dining industry is increasing revenue but not increasing profits, but reducing prices is also an effective means of attracting customers. 3. The current wave of price reductions in the industry is still ongoing, and "scientific price reductions" are gradually becoming the industry's focus. Some brands have also lowered their annual store opening targets.
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.
HK stocks outlook: 15 imported online games have been approved for publication; Xiabuxiabu is expected to experience a mid-term net profit loss compared to the same period last year.
Heytea International expects a net loss of approximately 420-490 million yuan after adjustments in the first half of the year; Techsea International expects a midterm net loss of $4-5 million, a year-on-year shift from profit to loss.
July's list of gold stocks in Hong Kong has been released! Institutions are focused on the technology growth and high dividend sectors, and companies such as Tencent and China Res Power are bullish.
Everbright Securities recommends focusing on high-quality core assets with stable fundamentals-internet technology companies in July. In addition, continue to pay attention to high-yield strategies, including industries such as communications, petroleum and petrochemicals, coal, etc. High-yield strategies can still serve as a stable source of income.