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china international capital corporation 'trips up' the brokerage sector, leading stocks face an embarrassing start to the bull market.
After a continuous sharp rise, differentiation begins.
Chinese brokerage firms are generally warming up, with Haitong Securities and gtja merging. Institutions believe that the sector is expected to receive further catalysis.
Chinawutai Financial News | GTJA and Haitong Securities merge, boosting Chinese brokerage firms, sectors generally rebound, Haitong Securities (06837) up 96.86%, GTJA (02611) up 73.54%, Hengtou Securities (01476) up 7.88%, Cisi Fin (06058) up 6.9%, Swhy (06806) up 4.86%, Guolian (01456) up 4.5%, China International Capital Corporation (03908) up 4.01%. Soochow Securities pointed out that with the release of the GTJA and Haitong Securities trade proposal, the two brokerages will resume trading with significant potential.
swhy: The long-term maintenance of high dividends by chinahongqiao highlights its investment value. First assigned a "shareholding" rating.
Swhy released a research report stating that it has initiated coverage on Chinahongqiao (01378), with a 'shareholding' rating, expecting a net income of 19/20.2/21.4 billion yuan for 2024/2025/2026. Considering the company is an integrated advantage aluminum electrolysis production enterprise, leading in overseas bauxite layout, high alumina and electrical self-sufficiency rates, amidst the increasing reliance on foreign bauxite resources domestically and with thermal coal prices running low, the company's cost advantage is prominent. With the improvement in the aluminum industry's prosperity, performance is expected to continue growing. Swhy's main points are as follows: a global leading aluminum products manufacturer with an integrated industrial chain.
A-share brokerage firms surged, while Hong Kong brokerage firms plummeted, the two markets moved in opposite directions, has the premium logic failed?
①17 Hong Kong brokerage stocks collectively fell, with an average decline of 20.81%; ② 48 ah stocks brokerage stocks collectively hit the limit up, with a morning trading volume of 108.951 billion yuan; ③ The premium rate of AH stocks, which had already narrowed, expanded again, with 8 stocks having a premium rate close to or exceeding 100%.
Swhy maintains a "buy" rating on New Oriental-S with a target price of 85.6 Hong Kong dollars.
Swhy released a research report stating that it maintains a "buy" rating for New Oriental-S (09901), expecting the Non-GAAP operating profit margin to expand by 2 percentage points year-on-year to 24.3% in 1QFY25. It maintains the Non-GAAP attributable net income forecast for fiscal years 25/26/27 at 493 million/672 million/891 million US dollars, with a target price of 85.6 Hong Kong dollars. Due to the industry still being in a boom cycle, despite the company's rapid expansion of teaching locations, benefiting from the tight supply and demand pattern, the company's education business profit margin continues to expand. Investment highlights: The bank expects the first fiscal year of New Oriental in 2025.
Stock market anomaly | Stocks with high AH premium are sought after. Holly Futures (03678) surged over 50%, while Zhejiang Shibao (01057) surged nearly 40%.
AH premium stocks are popular today with fund inflows. As of the time of publication, holly futures (03678) rose by 41.85% to HKD 5.22; zhejiang shibao (01057) rose by 39.01% to HKD 4.49; jingcheng mac (00187) rose by 25.38% to HKD 3.26; swhy (06806) rose by 30.3% to HKD 4.3.
Shenwan Hongyuan Group Co., Ltd.'s (SZSE:000166) Price In Tune With EarningsNo Data
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