BOCMAIN BOC Futures(OCT4)
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BOC Futures(OCT4) News
Dongfeng Honda has fallen by over 50% for three consecutive months. Japanese brands are looking to leverage the trend of rbob gasoline vehicles warming up to make a comeback in the fourth quarter.
①China Association of Automobile Manufacturers (CAAM) data shows that in September, the domestic sales of passenger vehicles reached 2.068 million units, an increase of 18.6% month-on-month, a decrease of 1.8% year-on-year; ② In September, Honda's cumulative sales of terminal vehicles in China were 62,586 units, up 9.88% month-on-month, and down 42.93% year-on-year.
Express News | Morgan Asset Management: Stronger-than-expected support for debt restructuring may favor banks and real estate in the short term.
Confirmation obtained for injecting capital into the 'six major banks': Special national bonds blessing received after 26 years.
At the State Council Information Office press conference on October 12, the specific mode of capital injection into the 'Big Six Banks' finally became more certain.
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.
Unified lowered to LPR-30BP! The reduction of existing house loan interest rates is imminent, and ICBC has already "spoiled" the schedule.
How much money can be saved after the adjustment?
Hang Seng Index: hang seng high dividend yield index highlights long-term investment value.
Income-generating investments focus on long-term returns rather than short-term market fluctuations or volatility, making it one of the investment strategies that seek high total returns and low volatility.
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.
Abnormal movement | China mainland banking stocks collectively rise, with the People's Bank of China implementing the first 500 billion yuan mutual exchange facility, institutions remain bullish on the sector's value allocation in the fourth quarter.
China mainland banking collectively rose, as of the time of publication, industrial and commercial bank of china rose by 3.53%, to 4.69 Hong Kong dollars; cm bank rose by 4.18%, to 39.85 Hong Kong dollars; bank of china rose by 3.85%, to 3.78 Hong Kong dollars; china construction bank corporation rose by 4.19%, to 5.97 Hong Kong dollars.
Established the Hong Kong Small and Medium Listed Companies Association to help small and medium listed companies improve their financing capabilities and market cap management level.
The Hong Kong Small and Medium Listed Companies Association will coordinate the establishment of the Small and Medium Listed Companies Alliance to jointly establish a mother fund, which will be divided into several sub-funds such as IPO subscription fund, stocks investment fund, and industry merger fund, to grow and develop together with small and medium listed companies.
The ICAC, together with the HKMA and the Hong Kong Association of Banks, promotes the "Code of Banking Integrity".
The ICAC, together with the HKMA and the Banking Association, held the launching ceremony of the "Banking Industry Code of Conduct". The purpose of the code is to combat and prevent corruption through public-private cooperation, assist in implementing effective integrity management systems, and enhance banks' anti-corruption awareness and capabilities.
boc hong kong (02388.HK): As of the end of September, the number of mainland clients going south increased by 40% year-on-year.
BOC Hong Kong (02388.HK) stated that, as of the end of September, the number of mainland customers heading south has increased by 40% year-on-year, while the number of account openings and total fund transfers through both the "Southbound Link" and "Northbound Link" continue to show growth. BOC Hong Kong also mentioned that the bank introduced account opening services for mainland visitors to Hong Kong this year, allowing mainland customers to open Hong Kong bank accounts through mobile banking. The usage has been steadily increasing since its launch, reflecting a certain demand from both mainland and Hong Kong customers for cross-border digital financial services. Looking ahead, the bank will further enhance technological integration, focus on leveraging AI to enhance service scale and efficiency, and deepen cloud technology.
Express News | Industry insiders: The requirement that credit funds must not illegally flow into the stock market has not changed. Currently, there is no understanding of the relevant window guidance.
HK based banks generally dropped, Hang Seng Bank (00011) fell by 5.36%. Deutsche Bank expects the rise in Hong Kong interbank rates to continue to put pressure on net interest income.
Golden Unicorn Financial News | HK-based banks fell across the board, with Hang Seng Bank (00011) down 5.36%, Dah Sing Banking Group (02356) down 4.12%, Bank of E Asia (00023) down 3%, BOC Hong Kong (02388) down 2.13%, HSBC Holdings (00005) down 0.71%, Stanchart (02888) down 0.18%. Morgan Stanley issued a report stating that in 2025, Net Interest Margin (NIM) in the banking industry will be a key focus, with a preference for international banks compared to local HK banks, especially favoring Stanchart (02888). Nomura believes that Hong Kong Interbank Offered Rate (HIBOR)
Daiwa lowered the target price of HSBC (00005.HK) to 76.8 yuan, preferring Standard Chartered (02888.HK).
Morgan Stanley published a research report stating that HSBC (00005.HK), Standard Chartered (02888.HK), and BOC Hong Kong (02388.HK) will announce their performance in October and November respectively. Among them, the outlook for the net interest margin (NIM) for the 2025 fiscal year, as well as Standard Chartered's future capital return plan, will be crucial. Morgan Stanley also mentioned a preference for international banks over local banks.
Boc Hong Kong (02388.HK): Over 95% of young customers conduct trades through electronic channels.
boc hong kong (02388.HK) digital director of personal finance and wealth management business, Lee Bin, stated that as of September this year, more than 95% of the bank's young customers conduct transactions through electronic channels, while the number of young customers using mobile banking has also increased by nearly 20% annually, in line with the financial management needs of young customers. At the same time, encouraging customers to practice green living in the areas of transportation, consumer, and finance, boc hong kong is committed to transforming mobile banking into an interactive digital financial life platform. The bank gradually opened the carbon footprint tracking feature to selected customers in June this year, integrating and categorizing customer account transactions through ai.
Express News | Citic sec: Hong Kong stock silver sector showed relatively positive performance during the National Day holiday.
HSBC estimates that the Federal Reserve will reduce interest rates by 0.25 basis points six times in the future, expecting that the demand for crediting in Hong Kong will not rebound immediately.
The Federal Reserve in the USA announced a 0.5% interest rate cut last month, subsequently, local banks in Hong Kong such as HSBC, Bank of China (02388.HK), and Hang Seng (00011.HK) followed suit by reducing their prime rates by 0.25%. HSBC Hong Kong's CEO Diana Cesar mentioned in a local media interview that the vacancy rate for Grade A office buildings in Hong Kong is still at a historical high, expecting the overall commercial real estate market to remain weak, and the demand for crediting in Hong Kong will not immediately rebound. She anticipates that the Federal Reserve will cut interest rates by 0.25% at each of the next six meetings, and the Federal Funds Target Rate range in June next year will drop to between 3.25% and 3.5%. Diana Cesar
Chun Yuen Mortgage: Hong Kong banks are expected to launch a fixed-rate mortgage plan, which is beneficial for stabilizing interest income and is expected not to trigger an interest rate war.
HSBC (00005), BOC (02388) successively launched fixed-rate mortgage plans, with a maximum lock-in period of 5 years, fixed interest rates ranging from 3.15% to 3.35%, lower by 0.525% to 0.725% compared to the current market interest rate level of 3.875%.
boc hong kong (02388.HK) adopts the Worldline open platform card system solution.
Payment service provider Worldline has announced a partnership with boc hong kong (02388.HK), with boc hong kong becoming the first customer in Hong Kong to implement Worldline's Paysuite Essential Edition open platform card system solution. By leveraging Worldline's cloud-native application, they will launch a Mastercard multi-currency deduction card driven by the solution to further enhance customer experience. Lee Bin, Director of Personal Finance and Wealth Management Digitalization at boc hong kong, stated that with the open platform solution becoming digital payments.