China's internet plus-related giants are growing the fastest! Morgan Stanley: Meituan aims for 300 Hong Kong dollars.
Morgan Stanley believes that by 2030, the scale of China's instant retail market will grow to 2 trillion yuan. Alibaba and jd.com are losing market share in this sector, while Meituan is the company most likely to seize this opportunity. Currently, Meituan's Hong Kong stock price needs to rise by 75.64% to reach Morgan Stanley's predicted 300 HKD per share.
Haitong sec: Improvement in the macro environment, focus on mergers and acquisitions in the retail industry, low PB companies may be expected to welcome valuation repair.
Recently, the market has shown increased attention to mergers and acquisitions and low P/B ratios. The bank has sorted out the targets related to developments in the retail sector, divided into two categories: one is changes in major shareholders, which may subsequently enhance expectations for mergers and acquisitions; the other is the company's own actions related to mergers and acquisitions.
Meituan has been named! Investment banks: These three "undervalued" stocks in asia are worth paying attention to in 2025.
①HSBC recently stated that the asian market in 2025 will be "completely different" due to new policy measures in china, the economic slowdown in india, and investments in new infrastructure by southeast asian countries. ②The bank is bullish on three stocks: Meituan, Krishna Medical Science Research Institute, and Kia.
Daily Bull and Bear | Yesterday, there was a net outflow of 18 million HKD in the short position of Hong Kong stocks; Geely saw a top reversal of 10%, recording inflows into the long position for two consecutive days.
Hang Seng Index futures closed at 19,601 points, up 12 points; Hong Kong stocks recorded a net inflow of 13 million Hong Kong dollars in the good warehouse, and a net outflow of 18 million Hong Kong dollars in the light warehouse; the top five stocks with net inflow in the good warehouse are Hang Seng Index, Alibaba, Kuaishou, Meituan, Geely.
Daily Bull and Bear | The Hong Kong stock market rebounded slightly, with the proportion of bull certificates declining for four consecutive days! Morgan Stanley: The net inflow for good Hang Seng Index positions in the past five days is approximately 0.1
As of the close, the market turnover was 114.6 billion Hong Kong dollars; the total turnover of all bull and bear warrants was 12.9 billion Hong Kong dollars, accounting for 11.3% of the market turnover, with a good position ratio of 6.8% and a light position ratio of 4.5%.
The net inflow of Meituan in the Hong Kong Stock Connect is 0.484 billion Hong Kong dollars.
There was a net inflow of funds from Beishui Nanshang into Meituan (03690.HK), Tencent (00700.HK), and Alibaba (09988.HK), reaching 0.484 billion Hong Kong dollars, 0.274 billion Hong Kong dollars, and 85.3 million Hong Kong dollars respectively. There was a net outflow of funds from Beishui Nanshang to CNOOC (00883.HK) and Mobvista (01860.HK), reaching 0.18 billion Hong Kong dollars and 24.85 million Hong Kong dollars respectively. The highest net capital inflow of the Hong Kong Stock Connect (Shanghai) was in Tencent (00700.HK) with 0.303 billion Hong Kong dollars, while the highest net capital outflow was in Xiaomi Group (01810.HK) with 87.3 million.