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【Brokerage Focus】CICC points out that the 3rd quarter performance of the Internet industry in November may be a key focus for trading.
Jingu Financial Information | CICC stated that after the first phase of revaluation of internet-related industries, the average PE ratio of internet-related industry stocks is currently at 16 times, a slight decrease from the end of September. The second phase of valuation reassessment may need to wait for policy effectiveness to support the fundamental improvement before being driven by long-term fund inflows. Looking ahead to November, the focus may be on 3Q performance. Under the slightly warmer consumer sentiment, some internet companies (such as e-commerce platforms) may guide for incremental investment for growth, but given the high ROI threshold, the industry's competitive landscape may not deteriorate as much as feared. In summary, the current valuation
Hong Kong stocks surged | The network technology stocks extended their gains in the closing session, uncertainty over the USA election eliminated. Institutions say both sector profitability and liquidity expectations are expected to improve.
Network technology stocks extended gains in the final trading session. As of the time of publication, Meituan-W (03690) rose by 5.65% to 200 Hong Kong dollars; Kuaishou-W (01024) rose by 2.92% to 52.8 Hong Kong dollars; Tencent (00700) rose by 2.05% to 428.4 Hong Kong dollars; Alibaba-W (09988) rose by 1.69% to 96 Hong Kong dollars.
China's market buyback amount exceeded equity financing for the first time this year, with Tencent leading the Hong Kong stock buyback frenzy.
①Why did the repurchase amount in the China market exceed the size of equity financing for the first time? ②What is the reason for Tencent's significant repurchase of its own stocks?
Kuaishou-W has surged nearly 5%. The international version of Kwai officially announced the launch of the e-commerce platform Kwai Shop in Brazil.
Kuaishou-W (01024) rose 4.88% in the morning session, now trading at 50.55 Hong Kong dollars, with a turnover of 1.325 billion Hong Kong dollars.
Sealand Securities: It is recommended to pay attention to the layout opportunities for the overall improvement in the margins of the e-commerce industry in the future.
Sealand maintains a 'recommended' rating for overseas industries, bullish on the performance recovery of traditional e-commerce platforms and live e-commerce platforms, and recommends focusing on the layout opportunities following the overall improvement of the e-commerce industry in the future.
Kuaishou-W (01024.HK) canceled 3.17 million shares on October 31st.
October 31, Grunhi announced that on October 31, 2024, Kuaishou-W (01024.HK) canceled 3.17 million shares repurchased.
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