An anti-graft campaign, tight credit, rising bad debts, and a drop in property prices - it is all happening in the mainland.
This will surely hit the property market and Hang Seng Index, which fell for the fourth day in a row.
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HK - Market Direction 01 (Jan 12 - Jul 15)
Re: HK - Market Direction 01 (Jan 12 - Dec 14)
by winston » Fri Jun 20, 2014 4:50 am
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: HK - Market Direction 01 (Jan 12 - Dec 14)
by winston » Tue Jun 24, 2014 1:58 pm
<Research Report>G Sachs picks of offshore listed beneficiaries of SOE reforms
Goldman Sachs chooses the following as the offshore listed beneficiaries of SOE reforms:
Stocks / Investment Rating / Target Price (HK$)
SHANGHAI IND H (00363.HK) / Buy / 35.1
KUNLUN ENERGY (00135.HK) / Buy / 16.9
SINOPEC CORP (00386.HK) / CL Buy / 9.2
SH PHARMA (02607.HK) / Buy / 19.1
CIMC (02039.HK) / Neutral / 17.6
PETROCHINA (00857.HK) / Buy / 11.4
CHINA COAL (01898.HK) / Neutral / 3.9
Source: AAStocks Financial News
Goldman Sachs chooses the following as the offshore listed beneficiaries of SOE reforms:
Stocks / Investment Rating / Target Price (HK$)
SHANGHAI IND H (00363.HK) / Buy / 35.1
KUNLUN ENERGY (00135.HK) / Buy / 16.9
SINOPEC CORP (00386.HK) / CL Buy / 9.2
SH PHARMA (02607.HK) / Buy / 19.1
CIMC (02039.HK) / Neutral / 17.6
PETROCHINA (00857.HK) / Buy / 11.4
CHINA COAL (01898.HK) / Neutral / 3.9
Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: HK - Market Direction 01 (Jan 12 - Dec 14)
by winston » Wed Jun 25, 2014 11:47 am
Focus list of HK & China Stocks - Morgan Stanley
2014-06-25
The following is the focus list of Hong Kong and China stocks of Morgan Stanley:
Stock Name / Rating / Target price
AIA (01299.HK) 0.000 (0.000%) Short selling $61.66M; Ratio 9.708% : Overweight; $45
CNOOC (00883.HK) -0.080 (0.590%) Short selling $72.62M; Ratio 10.741% : Overweight; $13.1
CSPC PHARMA (01093.HK) -0.010 (0.166%) Short selling $5.92M; Ratio 6.395% : Overweight; $8.5
ENN ENERGY (02688.HK) +0.500 (0.890%) Short selling $23.05M; Ratio 15.332% : Overweight; $59.5
HKEX (00388.HK) -0.800 (0.556%) Short selling $106.38M; Ratio 20.780% : Overweight; $175
ICBC (01398.HK) -0.020 (0.413%) Short selling $106.82M; Ratio 9.487% : Overweight; $6.2
SMIC (00981.HK) +0.010 (1.587%) Short selling $10.75M; Ratio 10.784% : Overweight; $0.95
TENCENT (00700.HK) +0.700 (0.609%) Short selling $343.13M; Ratio 22.314% : Overweight; $135.8
Source: AAStocks Financial News
2014-06-25
The following is the focus list of Hong Kong and China stocks of Morgan Stanley:
Stock Name / Rating / Target price
AIA (01299.HK) 0.000 (0.000%) Short selling $61.66M; Ratio 9.708% : Overweight; $45
CNOOC (00883.HK) -0.080 (0.590%) Short selling $72.62M; Ratio 10.741% : Overweight; $13.1
CSPC PHARMA (01093.HK) -0.010 (0.166%) Short selling $5.92M; Ratio 6.395% : Overweight; $8.5
ENN ENERGY (02688.HK) +0.500 (0.890%) Short selling $23.05M; Ratio 15.332% : Overweight; $59.5
HKEX (00388.HK) -0.800 (0.556%) Short selling $106.38M; Ratio 20.780% : Overweight; $175
ICBC (01398.HK) -0.020 (0.413%) Short selling $106.82M; Ratio 9.487% : Overweight; $6.2
SMIC (00981.HK) +0.010 (1.587%) Short selling $10.75M; Ratio 10.784% : Overweight; $0.95
TENCENT (00700.HK) +0.700 (0.609%) Short selling $343.13M; Ratio 22.314% : Overweight; $135.8
Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: HK - Market Direction 01 (Jan 12 - Dec 14)
by winston » Wed Jun 25, 2014 7:03 pm
Top picks of Chinese stocks summarized by Macquarie:
Stock / Investment Rating / Target Price
GREATWALL MOTOR (02333.HK) -0.400 (1.384%) / Outperform / $50
HAITONG SEC (06837.HK) +0.020 (0.170%) / Outperform / $16
CHINA LIFE (02628.HK) -0.100 (0.490%) / Outperform / $27.5
CHINA GAS HOLD (00384.HK) +0.400 (2.967%) / Outperform / $12.2
HN RENEWABLES (00958.HK) +0.005 (0.196%) Short selling $3.24M; Ratio 14.339% / Outperform / $4.8
CHINA RAIL CONS (01186.HK) +0.010 (0.146%) Short selling $9.72M; Ratio 25.497% / Outperform / $8.19
CSR (01766.HK) +0.090 (1.554%) Short selling $7.18M; Ratio 17.257% / Outperform / $8
ANHUI CONCH (00914.HK) -0.500 (1.802%) Short selling $17.53M; Ratio 10.935% / Outperform / $34
Source: AAStocks Financial News
Stock / Investment Rating / Target Price
GREATWALL MOTOR (02333.HK) -0.400 (1.384%) / Outperform / $50
HAITONG SEC (06837.HK) +0.020 (0.170%) / Outperform / $16
CHINA LIFE (02628.HK) -0.100 (0.490%) / Outperform / $27.5
CHINA GAS HOLD (00384.HK) +0.400 (2.967%) / Outperform / $12.2
HN RENEWABLES (00958.HK) +0.005 (0.196%) Short selling $3.24M; Ratio 14.339% / Outperform / $4.8
CHINA RAIL CONS (01186.HK) +0.010 (0.146%) Short selling $9.72M; Ratio 25.497% / Outperform / $8.19
CSR (01766.HK) +0.090 (1.554%) Short selling $7.18M; Ratio 17.257% / Outperform / $8
ANHUI CONCH (00914.HK) -0.500 (1.802%) Short selling $17.53M; Ratio 10.935% / Outperform / $34
Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: HK - Market Direction 01 (Jan 12 - Dec 14)
by winston » Thu Jun 26, 2014 9:03 am
BOCOM Intl selects 2H top stock picks
2014-06-25
BOCOM International said in the 2H, especially for the third quarter, investors should adopt a more conservative investment strategy.
In particular, the Mainland real estate developers and essential consumer goods sector are downgraded.
During the 2H, the first picks include
UNITED LAB (03933.HK) 0.000 (0.000%) Short selling $19.88K; Ratio 0.136%
GCL-POLY ENERGY (03800.HK) 0.000 (0.000%)
SUNNY OPTICAL (02382.HK) 0.000 (0.000%) Short selling $31.27M; Ratio 16.474%
BIOSTIME (01112.HK) 0.000 (0.000%) Short selling $9.64M; Ratio 17.994%
BRILLIANCE CHI (01114.HK) 0.000 (0.000%)
CM BANK (03968.HK) 0.000 (0.000%) Short selling $103.86M; Ratio 35.617%
SINO LAND (00083.HK) 0.000 (0.000%) Short selling $5.97M; Ratio 10.751%
CHINA OILFIELD (02883.HK) 0.000 (0.000%) and
KERRY LOG NET (00636.HK) 0.000 (0.000%) Short selling $1.82M; Ratio 9.393% .
Source: AAStocks Financial News
2014-06-25
BOCOM International said in the 2H, especially for the third quarter, investors should adopt a more conservative investment strategy.
In particular, the Mainland real estate developers and essential consumer goods sector are downgraded.
During the 2H, the first picks include
UNITED LAB (03933.HK) 0.000 (0.000%) Short selling $19.88K; Ratio 0.136%
GCL-POLY ENERGY (03800.HK) 0.000 (0.000%)
SUNNY OPTICAL (02382.HK) 0.000 (0.000%) Short selling $31.27M; Ratio 16.474%
BIOSTIME (01112.HK) 0.000 (0.000%) Short selling $9.64M; Ratio 17.994%
BRILLIANCE CHI (01114.HK) 0.000 (0.000%)
CM BANK (03968.HK) 0.000 (0.000%) Short selling $103.86M; Ratio 35.617%
SINO LAND (00083.HK) 0.000 (0.000%) Short selling $5.97M; Ratio 10.751%
CHINA OILFIELD (02883.HK) 0.000 (0.000%) and
KERRY LOG NET (00636.HK) 0.000 (0.000%) Short selling $1.82M; Ratio 9.393% .
Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: HK - Market Direction 01 (Jan 12 - Dec 14)
by winston » Fri Jun 27, 2014 7:10 am
We still need to be cautious about July 1.
The day is usually marked by a large protest march.
This year the "Occupy Central" movement could raise the tempo.
Source: Dr Check, The Standard HK
The day is usually marked by a large protest march.
This year the "Occupy Central" movement could raise the tempo.
Source: Dr Check, The Standard HK
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: HK - Market Direction 01 (Jan 12 - Dec 14)
by winston » Mon Jun 30, 2014 2:25 pm
<Research Report>Summary of Targets of Barclay's preferred stocks
List of investment ratings and target prices of Barclay's preferred stocks, which are rated Overweight:
Stock / Target Price (HK$)
ABC (01288.HK) / 4.2
ANGANG STEEL (00347.HK) / 6
ANTON OILFIELD (03337.HK) / 6.3
BANK OF CHINA (03988.HK) / 4.6
CHINA SOUTH AIR (01055.HK) / 4.11
CHOW TAI FOOK (01929.HK) / 14
CHINA OVERSEAS (00688.HK) / 28.6
COSCO PACIFIC (01199.HK) / 15.15
CSR (01766.HK) / 8.2
DONGFENG GROUP (00489.HK) / 15.8
HENGAN INT'L (01044.HK) / 92
JIANGXI COPPER (00358.HK) / 18
KWG PROPERTY (01813.HK) / 6.7
LENOVO GROUP (00992.HK) / 12
PETROCHINA (00857.HK) / 11.5
PING AN (02318.HK) / 88.5
SANDS CHINA LTD (01928.HK) / 72.08
SHIMAO PROPERTY (00813.HK) / 24.55
SUNNY OPTICAL (02382.HK) / 12
TENCENT (00700.HK) / 130
WANT WANT CHINA (00151.HK) / 13.3
CSR TIMES ELEC (03898.HK) / 35.2
ZTE (00763.HK) / 20.6
Source: AAStocks Financial News
List of investment ratings and target prices of Barclay's preferred stocks, which are rated Overweight:
Stock / Target Price (HK$)
ABC (01288.HK) / 4.2
ANGANG STEEL (00347.HK) / 6
ANTON OILFIELD (03337.HK) / 6.3
BANK OF CHINA (03988.HK) / 4.6
CHINA SOUTH AIR (01055.HK) / 4.11
CHOW TAI FOOK (01929.HK) / 14
CHINA OVERSEAS (00688.HK) / 28.6
COSCO PACIFIC (01199.HK) / 15.15
CSR (01766.HK) / 8.2
DONGFENG GROUP (00489.HK) / 15.8
HENGAN INT'L (01044.HK) / 92
JIANGXI COPPER (00358.HK) / 18
KWG PROPERTY (01813.HK) / 6.7
LENOVO GROUP (00992.HK) / 12
PETROCHINA (00857.HK) / 11.5
PING AN (02318.HK) / 88.5
SANDS CHINA LTD (01928.HK) / 72.08
SHIMAO PROPERTY (00813.HK) / 24.55
SUNNY OPTICAL (02382.HK) / 12
TENCENT (00700.HK) / 130
WANT WANT CHINA (00151.HK) / 13.3
CSR TIMES ELEC (03898.HK) / 35.2
ZTE (00763.HK) / 20.6
Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: HK - Market Direction 01 (Jan 12 - Dec 14)
by winston » Tue Jul 01, 2014 7:04 am
No trading in HK today.
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: HK - Market Direction 01 (Jan 12 - Dec 14)
by winston » Wed Jul 02, 2014 6:56 pm
Latest name list of Top Dividend Growth stocks - Standard Chartered
2014-07-02
According to the latest research report by Standard Chartered, the followings are the Top Dividend Growth stocks in HK and China:
HK top-picks:
SJM HOLDINGS (00880.HK) +0.680 (3.502%)
SANDS CHINA LTD (01928.HK) +1.750 (2.989%)
PCCW (00008.HK) +0.170 (3.680%) Short selling $9.62M; Ratio 13.433%
MGM CHINA (02282.HK) +0.950 (3.532%)
WYNN MACAU (01128.HK) +0.600 (1.974%)
China top-picks:
CHINASOUTHCITY (01668.HK) -0.070 (1.720%) Short selling $6.87M; Ratio 3.144%
CHINA RAIL CONS (01186.HK) +0.020 (0.293%)
CHINARES CEMENT (01313.HK) +0.060 (1.235%)
SHENZHOU INTL (02313.HK) +0.300 (1.134%) Short selling $753.10K; Ratio 2.287%
CHINA RES POWER (00836.HK) +0.300 (1.364%)
CHINA RAILWAY (00390.HK) 0.000 (0.000%)
HENGAN INT'L (01044.HK) +1.150 (1.409%) Short selling $31.68M; Ratio 22.128%
SHIMAO PROPERTY (00813.HK) +0.520 (3.652%) Short selling $57.60M; Ratio 12.515%
Source: AAStocks Financial News
2014-07-02
According to the latest research report by Standard Chartered, the followings are the Top Dividend Growth stocks in HK and China:
HK top-picks:
SJM HOLDINGS (00880.HK) +0.680 (3.502%)
SANDS CHINA LTD (01928.HK) +1.750 (2.989%)
PCCW (00008.HK) +0.170 (3.680%) Short selling $9.62M; Ratio 13.433%
MGM CHINA (02282.HK) +0.950 (3.532%)
WYNN MACAU (01128.HK) +0.600 (1.974%)
China top-picks:
CHINASOUTHCITY (01668.HK) -0.070 (1.720%) Short selling $6.87M; Ratio 3.144%
CHINA RAIL CONS (01186.HK) +0.020 (0.293%)
CHINARES CEMENT (01313.HK) +0.060 (1.235%)
SHENZHOU INTL (02313.HK) +0.300 (1.134%) Short selling $753.10K; Ratio 2.287%
CHINA RES POWER (00836.HK) +0.300 (1.364%)
CHINA RAILWAY (00390.HK) 0.000 (0.000%)
HENGAN INT'L (01044.HK) +1.150 (1.409%) Short selling $31.68M; Ratio 22.128%
SHIMAO PROPERTY (00813.HK) +0.520 (3.652%) Short selling $57.60M; Ratio 12.515%
Source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: HK - Market Direction 01 (Jan 12 - Dec 14)
by winston » Wed Jul 09, 2014 11:17 am
<Research Report>USB latest Most Preferred List revealed
UBS updated the Most Preferred List for HK stocks as follows:
Stock / Investment Rating / Target (HK$)
AIA (01299.HK) / Buy / 44.82
CATHAY PAC AIR (00293.HK) / Buy / 17.5
CHEUNG KONG (00001.HK) / Buy / 151.2
CHOW TAI FOOK (01929.HK) / Buy / 14.8
DAH SING (00440.HK) / Buy / 47.5
GALAXY ENT (00027.HK) / Neutral / 64.6
HUTCHISON (00013.HK) / Buy / 115
OOIL (00316.HK) / Buy / 44
MTR CORPORATION (00066.HK) / Buy / 34.2
NEW WORLD DEV (00017.HK) / Buy / 10.27
SWIREPROPERTIES (01972.HK) / Buy / 25
source: AAStocks Financial News
UBS updated the Most Preferred List for HK stocks as follows:
Stock / Investment Rating / Target (HK$)
AIA (01299.HK) / Buy / 44.82
CATHAY PAC AIR (00293.HK) / Buy / 17.5
CHEUNG KONG (00001.HK) / Buy / 151.2
CHOW TAI FOOK (01929.HK) / Buy / 14.8
DAH SING (00440.HK) / Buy / 47.5
GALAXY ENT (00027.HK) / Neutral / 64.6
HUTCHISON (00013.HK) / Buy / 115
OOIL (00316.HK) / Buy / 44
MTR CORPORATION (00066.HK) / Buy / 34.2
NEW WORLD DEV (00017.HK) / Buy / 10.27
SWIREPROPERTIES (01972.HK) / Buy / 25
source: AAStocks Financial News
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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