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.
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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.
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Hong Kong Stock Opportunity Tracking | May Become the Largest IPO in Hong Kong This Year! Midea Group Co., Ltd. plans to list in Hong Kong on September 17th; Continues to be Hot! Technology Stocks Leading the Hong Kong Stock Buyback Wave After the Interim
Seazen's sales revenue fell by more than 40% in the first eight months; Yancoal Aus will be included in the S&P/ASX 200 and S&P/ASX 300 indices starting from September 23rd.
Hong Kong stock opportunity tracking | Hong Kong Exchange may suspend trading all day today; "Carrier-level" broker is coming! GTJA and Haitong Sec will merge and reorganize.
Nio Inc: In the second quarter, revenue increased by 98.9% year-on-year, and the loss narrowed significantly by 16.7% year-on-year; Greentown China's sales in the first 8 months exceeded 160 billion yuan; SHK PPT's profit dropped by approximately 20% in the last fiscal year.
Hong Kong stock opportunities tracking | The expectations of a Fed rate cut are becoming stronger! Institutions say it may help attract inflows into the Hong Kong stock market; The "Xiaopeng Series" flying autos are here, with a price of no more than 2 mi
china shenhua energy's two subsidiaries have obtained approval for two projects involving over 26 billion yuan; Shenergy Group: about 0.37 billion shares were forced to be sold, and it will resume trading on September 4th.
Hong Kong stock opportunities tracking | The Ministry of Industry and Information Technology will implement large-scale equipment digitization transformation and update; baic motor plans to subscribe to the new energy fund shares with 2 billion yuan.
HKEX will launch a weekly stock options series, trading will begin on November 4th; State Council: Expand the cross-border use of the RMB in the field of service trade; State Tobacco Monopoly Administration issued a notice on the revision and issuance of the management regulations for electronic cigarette trade.
Futu Morning Report | This week will be the main event! There will be a "big test" of data before the Fed's interest rate cut; Hong Kong Stock Exchange will launch a weekly series of stock options, starting trading on November 4th.
The Federal Reserve should act quickly? Citigroup expects a 50 basis point rate cut in September; boosted by the old-for-new subsidy, Tesla's shipments in China in August increased year-on-year; Taiwan Semiconductor's cutting-edge A16 chip has received orders! Apple and OpenAI are said to have reserved the first batch of production capacity.
HK Stock Opportunity Tracking | August New Energy Vehicle Performance Released! Xiaomi has exceeded 10,000 for three consecutive months, and Ideal Auto Delivery has increased by 37.8% year-on-year. Miniso plans to repurchase no more than HKD 2 billion sha
Industrial and commercial bank of China's revenue in the first half of the year was 401.999 billion yuan, a decrease of 6.3%; China Construction Bank Corporation's operating income in the first half of the year was 374.831 billion yuan, a decrease of 3.43%; Alibaba spent 59.973 million US dollars to repurchase 5.9226 million shares.
Hong Kong stock opportunities tracking | Great Wall Motor's mid-term profit increased by over 400% year-on-year; Alibaba spent nearly $80 million to repurchase shares.
Semiconductor Manufacturing International Corporation: The revenue for the first half of the year is approximately $3.6515 billion, a year-on-year increase of 20.8%. CM Bank's revenue for the first half of the year is 172.922 billion yuan, a year-on-year decrease of 3.11%. The renminbi has continued to rise, wiping out all the decline this year.
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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?
Hong Kong stock opportunities tracking: Zijin Mining Group's net income in the first half of the year exceeded 15 billion yuan, a year-on-year increase of more than 46%; Zhaojin Mining's net income in the first half of the year increased more than twice.
HKEX relaxes the market cap threshold for listing special technology companies; Financial Secretary Paul Chan: Still need to carefully assess the impact of the decline in US interest rates, etc.
Today, the HSBC Global Target Yield Bond Fund 2024-08 (Limited Additional Type) was established as an investment trust.
Set date Fund name Investment company Investment target region Investment target assets -------------------------------------------------- 8/26 HSBC Global Target Yield Bond Fund 2024-08 (Limited Add-on Type) HSBC Asset Management Domestic and foreign bonds