JK8 UETF SSE50China
- 2.17
- 0.000.00%
Daily Bull and Bear | Market sentiment is warming up! The Hang Seng Index futures closed above 21,000 points, with the bull certificate ratio regaining the advantage; the Hong Kong Stock Exchange rose nearly 6% yesterday, with multiple call warrants makin
As of market close, the total market turnover was 206.53 billion HKD, with trading sentiment showing some improvement; the total turnover of all warrants and callable bull/bear contracts was 12.633 billion HKD, accounting for 6.1% of the total market turnover, of which the long positions accounted for 3.8% and the short positions accounted for 2.4%.
Last night, china assets went "crazy."
Overnight, the nasdaq Golden Dragon china index rose over 8.5%, marking the best single-day performance since the end of September. Popular Chinese concept etfs surged collectively: the largest MCHI increased by 7.7%, the FXI, which tracks large Chinese companies in the Hong Kong stock market, rose over 8%, and the only major Chinese concept etf tracking the A-share market, ASHR, gained nearly 7%. The most insane increase came from the three times leveraged FTSE China, YINN, which soared 24% overnight and continued to rise over 2% after hours.
Daily Bull and Bear | Hang Seng Index night session closed at 19,642 points, with a net inflow of 21 million Hong Kong dollars into good warehouse last Friday; the new policy of traveling to Hong Kong and Macau is bullish! Sands, Galaxy multiple subscript
At the close, the total market turnover was 133.501 billion Hong Kong dollars; the total turnover of all bull and bear warrants was 13.007 billion Hong Kong dollars, accounting for 9.7% of the total market turnover, with the bull position accounting for 5.8%, and the bear position accounting for 3.9%.
Registered capital increased to 18.75 billion! Two major insurance shareholders made a move as Yingde Gases, privatized, welcomes new shareholders.
1. Hangzhou Yingde underwent industrial and commercial changes, adding shareholders such as Ping An Life, Sunshine Life, Hangzhou Hangmeng Management Consulting Partnership Enterprise (Limited Partnership), etc. 2. The major shareholder of Hangzhou Hangmeng Management Consulting Partnership Enterprise (Limited Partnership) is Hangzhou Industrial Investment, the latter is wholly owned by Hangzhou Capital.
Both liquor prices and stock prices are falling, does Maotai need "rescue"? General Manager Wang Li: The fundamental demand for Maotai liquor remains unchanged | Direct coverage of the shareholder meeting
① The general manager of kweichow moutai, Wang Li, stated that currently, there is no issue of needing "relief" for kweichow moutai, but rather a matter of supply and demand matching. ② Wang Li believes that the basic demand for kweichow moutai has not changed, and in the future, the company will strengthen the development of private domain channels. ③ Currently, the dividend yield for kweichow moutai is about 3.29%, while the special shareholding loan rate should not exceed 2.25% in principle. Yang Delong suggested that kweichow moutai Group could choose to use a special shareholding loan for increased shareholding.
Futu Morning Post | 'Trump trade' continues to rise! Cryptos rise hand in hand with Tesla; only four seats away from taking the House of Representatives, Republicans close to complete control of Congress.
The People's Bank of China reported that RMB loans increased by 16.52 trillion yuan in the first ten months; Pan Gongsheng, the head of the central bank, stated that they are guiding financial capital to invest early, invest small, invest long-term, and invest in hard technology.
A-share market embraces a cash dividend boom. Here is a list of the top-listed companies in terms of the number of dividends declared this year.
①Since this year, A-share companies have continued to increase their dividend payout ratio; ②Wind data shows that 37 interactive entertainment network technology group has the highest number of dividend payments since 2024; ③List of top-listed companies in terms of number of dividend payments within the year (see attached table).
kweichow moutai's mid-term dividend is 30 billion yuan. The earliest buyback can be initiated on the 28th of this month. | Quick announcement.
1. Kweichow Moutai plans to distribute a mid-term dividend of 23.882 yuan per share (including tax), with a total cash payment of 30 billion yuan, which meets expectations; 2. In the afternoon of the 27th of this month, Kweichow Moutai will convene a shareholder meeting to deliberate on the repurchase matters, and it is expected to smoothly obtain shareholder approval, meaning that the company can start the repurchase process as early as the next day; 3. Recently, several brokerages have lowered their expectations for Kweichow Moutai's performance growth in 2025, generally expecting around 10%-11%.
Daily Bull and Bear | Market focuses on the Standing Committee of the National People's Congress! The Hang Seng index night futures broke through the 0.021 million level, yesterday multiple bull certificates rose over 150%; China-affiliated brokerage stoc
By the close, the market turnover was 219.775 billion Hong Kong dollars, with a total turnover of 19.841 billion Hong Kong dollars for all bull and bear warrants, accounting for 9.0% of market turnover, of which bull positions account for 5.4% and bear positions account for 3.6%.
Futu Morning Post | Trump's trades sweep the market! Three major indices hit historical highs together; with the election settled, Wall Street adjusts down the expectations for Fed rate cuts.
First European Central Bank official to speak out after Trump's victory: closely watching, inflation may face huge impact; mortgage rates soaring along with US bonds, reaching the highest level since early July this year; jefferies financial: the pace of implementation of Trump's policies will dominate the future trend of the US dollar.
Daily Bull and Bear | Sunny Optical rose strongly by more than 14%! Making more than 1 times profit with multiple call options; Hang Seng Index night futures fell by 33 points, light positions net inflow of 78 million Hong Kong dollars
As of yesterday's close, the market turnover was 169.91 billion Hong Kong dollars, all warrants bull and bear certificates totaled 17.148 billion Hong Kong dollars in turnover, accounting for 10.1% of the market turnover, of which 5.8% is for call warrants and 4.3% is for put warrants.
[Data Analysis] Spic industry-finance holdings dumped by institutions over 0.6 billion, strong speculative funds sell shijiazhuang changshan beiming, making tens of millions in profits.
1. The restructuring concept stock spic industry-finance holdings was sold by institutions by over 0.6 billion, and was also net sold by 0.417 billion by haitong sec shanghai dahua yilu branch. 2. Changshan Beiming Technology was net sold by 0.925 billion by htsc tianjin dongli kaiifaqu erweilu branch, the seat bought 0.793 billion of the stock the day before, making over a billion yuan profit in three trading days on the stock.
Daily Bulls and Bears | HSBC's Q3 performance exceeds expectations! Multiple call warrants double in increase; Hang Seng Index futures closed at 20,746 points, with a net inflow of 6 million Hong Kong dollars in light positions.
As of the close, the market turnover was 136.3 billion Hong Kong dollars, with a total turnover of 13 billion Hong Kong dollars for all bull and bear warrants, accounting for 8.5% of the market turnover, with a proportion of 5.6% for bull warrants and 3.9% for bear warrants.
Brokerage performance in the third quarter is impressive, with 17 companies showing year-on-year positive growth, looking forward to further boost in the fourth quarter.
The arithmetic average of the quarter-on-quarter increase in net profit attributable to the mother of 18 listed brokerages or listed entities in the third quarter was 85%; asset management and proprietary trading are the "mainstays", with average net income growth of 9.32% and 33.84% respectively year-on-year. On October 30th, according to Caixin, the veil of performance of the top three quarters of brokerage firms is being lifted. On October 29th, 9 brokerage firms disclosed their third quarter reports. There are already 18 listed brokerage firms or listed entities that have disclosed their third quarter reports. The arithmetic average of the year-on-year growth rate of net profit attributable to the mother in the first three quarters of the 18 brokerages is 46.17%, with 11 showing positive growth and 7 showing negative growth. The brokerage performance mainly reversed in the third quarter.
The 'Retail King' third quarter report was released, with cm bank's revenue and net profit slightly decreased in the first three quarters due to a narrowing interest margin, and total assets are approaching 12 trillion.
1. The decline in return on interest-earning assets is the main factor contributing to the decrease in net interest margin; 2. The non-performing loan ratio of China Merchants Bank is 0.94%, a decrease of 0.01 percentage points from the end of the previous year; 3. The weighted average mortgage ratio for individual housing loans is 36.29%, an increase of 3.36 percentage points from the end of the previous year.
Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.
With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.
New developments in insurance funds! In the third quarter, there was a significant increase in shareholding of kweichow moutai and china telecom, while the trend of reducing strong high-dividend stocks was strong.
① As of the third quarter, insurance funds increased holdings of 68 stocks and decreased holdings of 73 stocks. The stocks that were increased mainly distribute in industries such as computers and machinery, while the stocks that were reduced mainly distribute in csi sws health care index and the electronics industry. ② Overall, insurance funds reduced their holdings of high dividend stocks, which have shown strong trends this year, and increased their holdings of some high-quality symbols that have continued to underperform the market since the beginning of the year. ③ Insurance funds switch positions depending on whether individual stocks are at high or low levels.
Kweichow Moutai's performance in the first three quarters meets expectations. The timing for interim dividends and buybacks has not been determined yet. | Interpretations
①kweichow moutai announced tonight that the performance in the third quarter report basically meets expectations, and the revenue growth rate also exceeds the annual guidance; ② The proportion of direct sales in the first three quarters this year has declined, which is related to the unsatisfactory performance of the company's direct sales platform 'i Moutai'. In the first three quarters, 'i Moutai' achieved alcohol tax-free income of 14.766 billion yuan, a slight decrease year-on-year; ③ Against the backdrop of weak consumer demand, whether kweichow moutai will set a lower operating target next year is heavily anticipated.
Zhang Kun's latest position revealed! Alibaba and Yum China have entered the top ten major stocks. I believe leading technology and consumer companies will re-enter a period of growth
At the end of the third quarter, Zhang Kun's total management volume was 69.082 billion yuan, an increase of 7.401 billion yuan over the end of the second quarter; with the exception of E-Fund Asia Select, the performance of the remaining 3 products in the third quarter was higher than the performance comparison benchmark for the same period.
Foreign investment intensively raises target prices for China assets! How will the Hong Kong and A-share markets evolve next?
China's assets target price received another round of intensive upgrades! At the same time, international investment banks JPMorgan and UBS Group both raised their 2024 economic growth forecast for China to 4.8%.