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.