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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%.
Sudden Change: China-affiliated brokerage stocks surged across the board, with Swhy rising nearly 24%, significantly boosting market sentiment and driving brokerage business.
UBS Group believes that brokerage stocks will benefit from both macroeconomic and capital market support measures. The brokerage stocks listed in Hong Kong covered by the bank's research currently have a price-to-book ratio of only 0.4 times, which is at a historically low level. China International Capital Corporation also believes that the performance, valuation, and positions of the brokerage sector have all hit bottom, recent reserve requirement ratio cuts and interest rate reductions have provided market liquidity, new policy tools support the development of the stock market, internal industry mergers and acquisitions are accelerating, and it advises investors to pay attention to M&A transaction sentiment, market improvements, and rebound opportunities under the catalysis of internal and external policies.
Before the proposed merger of gtja (02611) and haitong sec, prior approval or consent must be obtained from the competent regulatory institutions.
gtja (02611) announced that the company intends to merge with haitong sec, which requires submission to the respective boards of directors and shareholders of both parties...
Guotai Junan Securities Unveils New Board Structure
gtja (02611): Wang Tao was appointed as a non-executive director.
gtja (02611) announced that they propose to appoint Wang Tao as a non-executive director of the sixth board of directors in the following announcement.
GTJA: Maintains a 'shareholding' rating on CNBM, with the target price lowered to 3.23 Hong Kong dollars.
gtja released a research report stating that it maintained a "shareholding" rating for cnbm (03323), considering the long and large extent of cement losses, and some profit pressures still exist in the materials sector, lowering the net income forecast for 2024-2026 to 1.175, 2.276, 2.987 billion yuan (-2.803, -2.376, -2.055 billion yuan), and lowering the target price to 3.23 Hong Kong dollars. The company achieved revenue of 83.471 billion yuan in the 2024 interim report, a year-on-year decrease of 18.5%, and a net loss of 2.018 billion yuan attributable to the parent company, turning into a loss year-on-year, lower than expected. During the period, in the basic building materials sector, the cement sector
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