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[Brokerage Focus] Guoyuan International: Current internet plus-related sector consolidation continues, caution remains the main focus in the short term.
Jinwu Financial News | Guoyuan International stated that the current consolidation in the internet plus-related sector continues, with a cautious outlook in the short term. The bank believes that the continuous strength of the usd, combined with the release of risks due to the macroeconomic situation being below expectations, leads to a tightening of liquidity in overseas markets, causing funds to flow from the Asia-Pacific and europe to the usa market. In the short term, on one hand, Hong Kong stocks are significantly influenced by external risk sentiment and capital flow, and market performance is under pressure from fundamentals data not meeting expectations and reduced risk appetite for funds. On the other hand, the market is also waiting for policies to be implemented to accelerate the repair of the economic fundamentals, so the current Hong Kong stocks will be in a volatile pattern. Therefore, attention can currently be focused on.
Following a 23% Decline Over Last Year, Recent Gains May Please Kingdee International Software Group Company Limited (HKG:268) Institutional Owners
[Brokerage Focus] Guoyuan International expects that the demand for internet-related IT services will be able to be sustained in the fourth quarter.
Jinwu Finance | Guoyuan International believes that the recent performance of Hong Kong stocks is under pressure both internally and externally. On one hand, market performance is facing pressure from disappointing fundamental data and a reduction in risk appetite for funds. On the other hand, a combination of policy measures and the accelerated issuance of special bonds is expected to gently pull the economy towards recovery. Therefore, the current Hong Kong stock market is in a volatile pattern, and short-term fluctuations are difficult to escape. Attention can be paid to high-dividend, policy-supported, and internet plus-related leading sectors with comparative advantages. In the U.S. stock market, the PE and market cap levels have reached historical highs, and there are concerns that future performance growth will not support the existing valuations. If the growth rate slows down, there will be significant pressure on the secondary market.
Hong Kong stocks movement | Kingdee Int'l (00268) rose more than 5%. Recently launched AI-native mobile application Cangqiong APP and opened a datacenter in Singapore.
Kingdee Int'l (00268) rose over 5%, as of the time of writing, up 5.02%, at 9 Hong Kong dollars, with a trading volume of 83.7844 million Hong Kong dollars.
Trending Industry Today: MOBVISTA Leads Losses In Saas Stocks
[Brokerage Focus] Guoyuan International: No need to worry about short-term fluctuations, internet technology is still advancing.
Jingu Finance News | Guoyuan International stated that, against the backdrop of global economic recovery and declining financing costs, the global economic growth rate is expected to remain stable in the fourth quarter, including interest rate cuts in the United States and Europe, uncertainties such as the soft landing of the US economy and the presidential election. The Chinese economy is driven by growth targets and policy reinforcement. Therefore, the short-term market will enter a state of volatile upward movement, but the internet and entertainment sectors with high performance and market resilience still have potential opportunities. As investors continue to anticipate bullish policies from the domestic Ministry of Finance, market confidence is expected to be maintained in the medium to long term. The bank believes that the current investment focus in the internet sector should still revolve around gaming expansion and AI application scenarios.
[Brokerage Focus] Guoyuan International believes that the investment targets in the internet-related sector should still focus on game globalization, AI scenario implementation, and the recovery of cloud computing service demand.
Jingu Financial News | Guoyuan International stated that overall, as the valuation of the Hong Kong stock market has been partially restored, the large cap market has started to consolidate after the previous sharp rise. Currently, there is a growing wait-and-see sentiment among investors, and the trading volume of Hong Kong stocks continues to shrink. However, the bank believes that the valuation is currently rebuilding its foundation. On a macro level, as the current economic data indicates weak economic recovery momentum, market funds are awaiting further policy implementation. In the future, if positive factors emerge, such as improvement in macroeconomic data, bullish policies being implemented, and improvement in corporate performance, it may trigger a new round of market rebound. The bank believes that the current internet sector investment...
Kingdee International Software Group (HKG:268) Adds HK$1.3b to Market Cap in the Past 7 Days, Though Investors From Three Years Ago Are Still Down 67%
Volume surges again! Don't miss out on this round of technology bull run.
Renewed
IDC: In 2023, the total market size of China's supply chain planning and APS solutions reached 1.76 billion yuan.
The report data shows that in 2023, the market size of China's supply chain planning and APS solutions (excluding hardware revenue) reached 1.76 billion RMB, with an annual growth rate of 29.2%, still the fastest growing market among core industrial software.
Hong Kong stocks morning report on October 21: International gold prices continue to hit new highs, with multiple brokerages participating in convenient business swaps.
1. International gold prices continue to hit new highs. 2. The China Securities Regulatory Commission held a special symposium to further comprehensively deepen the reform of the capital markets. 3. The detailed regulations for a 500 billion swap convenience operation have been released: the pledge rate does not exceed 90%, and the replenishment line is set no lower than 75%. 4. The budget deficit for the USA fiscal year 2024 exceeded 1.8 trillion US dollars.
Kingdee International Software Logs 23% Boost in Q1-Q3 Cloud Subscription Revenue
Kingdee Int'l (00268): As of September 30, Kingdee Cloud subscription service's annual recurring revenue is approximately 3.28 billion yuan, a year-on-year increase of about 23%.
kingdee int'l (00268) announced that it will continue to deepen its cloud subscription model transformation global strategy, targeting different types of enterprises...
Express News | Kingdee International Software - as of 30 Sept Kingdee Cloud Subscription Annual Recurring Revenue Reached RMB3.28 Bln
Big change in the wind! The technology boom is sweeping the market, and the Hong Kong stock semiconductor sector is booming across the board.
①With the sudden surge of technology trend in the market, how do institutions view it? ②Hong Kong stocks related to chips are all surging, which bullish factors are currently brewing?
Hong Kong stock abnormality | Kingdee Int'l (00268) rose more than 4%, its subsidiary Kingdee Software China has reached a cooperation agreement with New Oriental to initiate a financial system upgrade project.
Kingdee Int'l (00268) rose more than 4%, as of press time, up 4.55%, at 8.74 Hong Kong dollars, with a turnover of 28.3572 million Hong Kong dollars.
gtja: The implementation stage of the financial and tax system reform requires accelerated release of IT construction demand.
gtja Securities mentioned that in the new round of financial and tax system reform, the IT construction on the fiscal end will be the first to benefit as the plan moves from planning to implementation and formulation stages.
Trending Industry Today: MING YUAN CLOUD Leads Losses In Saas Stocks
Short selling in Hong Kong stocks continues to increase! citic sec's short selling ratio has surged by nearly 20 percentage points.
①How is the short sell data in the Hong Kong stock market currently? ②How do institutions view the performance of the China market in the future?
Trending Industry Today: KINGDEE INT'L Leads Losses In Remote Work Stocks