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Bank stocks have surged for several consecutive days, and the Hang Seng Index has recovered to 20,000 points. Bullish Signals from the fiscal side are favorable for the continuation of the rebound | Hong Kong stock barometer.
① The Hang Seng Index stands above the 20,000-point mark; why is it so strong in the short term? ② The fiscal side releases Bullish Signals; can it help sustain the rebound?
Outperforming 92% of stocks within the year! The four major banks have reached a new high again, and this month they have all faced Shareholding reductions by financing clients.
① Today, the stock prices of the four major banks collectively set new historical highs, with an average increase of nearly 47% this year, outperforming 92% of stocks during the same period. ② Excluding new stocks, a total of 10 stocks reached historical highs today, most of which are CNI Mid-Small Cap.Index stocks, with a relatively high number of Transportation stocks. ③ The four major banks have all experienced shareholding reductions by financing clients this month, including the Industrial And Commercial Bank Of China, which has seen a net sell-off of nearly 0.2 billion yuan in financing this month.
Morgan Stanley: Bullish on Agricultural Bank Of China and China Construction Bank Corporation for next year, expecting to provide a dividend yield of about 7%.
Morgan Stanley released a research report stating that, before the real estate and industrial cycles bottoming out is confirmed in the second half of 2025, state-owned domestic banks such as Agricultural Bank Of China (01288) and China Construction Bank Corporation (00939), which offer a high dividend yield of about 7%, will be a safe choice due to the risks associated with growth stocks. Meanwhile, the interest returns on savings deposits and debts in mainland China are at low levels. The report also mentions that Postal Savings Bank Of China (01658) offers a similar dividend yield, while having more potential for cost savings and reduced capital costs, thus remaining Morgan Stanley's top choice, with a Target Price of HKD 5.3 for Agricultural Bank Of China, China Construction Bank Corporation, and Industrial and Commercial Bank of China.
【Brokerage Focus】Morgan Stanley pointed out that before the bottom is confirmed in the Real Estate and industrial cycles in the second half of the year, Agricultural Bank Of China (01288) and other high dividend China Mainland Banking stocks will be a saf
Gold Wuguo Financial News | Morgan Stanley's research report indicates that before the real estate and industrial cycles hit the bottom in the second half of 2025, state-owned domestic banks listed in Hong Kong, like Agricultural Bank Of China (01288) and China Construction Bank Corporation (00939), which offer about 7% high dividend yields, will be a safe choice due to the risks associated with growth stocks, while the interest returns on mainland fixed deposits and debt are at low levels. The bank continues to state that Postal Savings Bank Of China (01658) offers a comparable dividend yield while having greater potential for cost savings and reduced funding costs, thus remaining Morgan Stanley's preferred choice, with a target price of 5.3 Hong Kong dollars, along with the Agricultural Bank Of China and China Construction Bank Corporation.
The four major banks have not risen enough yet!
Witness history.
At the end of the year, the capital inflow dividend Assets for Hong Kong stocks in China Mainland Banking showed a collective short-term strength.
① What changes are occurring in the trend of end-of-year capital return to Assets? ② China Mainland Banking stocks in the Hong Kong market are collectively strengthening in the short term; which individual stocks are attracting capital attention?
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