港股复盘(双语)-20181219

老谢投资讲堂
2018-12-19

恒生指数,涨0.2% 。恒生中国企业指数,跌0.34%。市场静待美联储加息决议。美

油大跌。石油股弱,地产强。互联互通南向2.5亿元净流出港股。

HSI, up 0.2%. HSCEI, down 0.34%. Asia markets lacklustre ahead of Fed verdict on US rates. Stock Connect Southbound outflow $36.4m from HK shares.

386,中石化,跌4.69%。857,中石油,跌2.89%。883,中海油,跌2.3%。隔夜美油大跌超7%,三桶油股价跟跌。

386, China Petroleum & Chemical, down 4.69%. 857, PetroChina Co. down 2.89%. 883, CNOOC, down 2.3%. China’s threee largest crude oil suppliers declines in Hong Kong after Crude’s spiral.

1928,金沙中国,涨1.75%。27,银河娱乐,涨1.71%。瑞信表示,12月前16天博彩毛收入预计为138亿澳门元,中场业务表现对于第四季度业绩来说是好兆头,12月澳门博彩毛收入将比同比强劲增长15-17%。同时,花旗维持维持对12月澳门博彩毛收入255亿澳门元的预估,并称这一预期有被大幅上修的可能。

1928, Sands China, up 1.75%. 27, Galaxy Entertainment, up 1.71%. Macau gross gaming revenue is tracking solid 15-17% y/y growth in Dec, with mass segment remaining the bright spot ,according to Credit Suisse, which reiterates its positive view on the sector. GGR for first 16 days of Dec estimated to be 13.8b patacas, as mass stays solid and VIP is sequentially stable. Mass segment should bode well for 4Q results. Meanwhile, Citi maintains its Dec. GGR estimate of 25.5b patacas but says there’s considerable upside risk to its forecast.

598,中国外运,涨8.88%。附属外运香港拟出资3.5亿人民币,携手招商局附属设立合资公司。该集团是中国具有领先地位的综合物流服务供应商,主营业务包括货运代理、专业物流、仓储与码头服务、物流设备租赁以及汽车运输、船舶承运及快递服务等其他服务。

598, SinoTrans Limited, up 8.88%. Subsidiary Sinotrans(HK) has entered into a shareholders agreement with five subsidiaries (CM(HK), Jumbo, Chiwan(HK),CMET and CMI) of China Merchants in respect of the formation of a joint venture company. The registered capital of the JV company is RMB3,500m. Sinotrans(HK) will contribute RMB350m, representing 10%of the registered capital. It is proposed that the JV will be established in Hainan Province, PRC, and will primarily engage in the businesses of land development, industrial park, and real estate development and operation.

2018,瑞声科技,跌 3.85%%,5日跌10.90%。瑞信将瑞声科技评级从中性下调至落哦后大盘,目标价42港元低于当前市价。

2018, AAC Technologies, down 3.85%, 5 days down 1090%. Credit Suisse downgraded the recommendation on AAC Technologies Holdings to under perform from neutral; PT lowered to HK$42 from HK$57, implies 13% decrease from last close.

1530,三生制药,跌 4.39%。由于带量采购导致的投资者担忧药价过低损害药企的利润率仍在持续

1530, 3SBIO Inc, down 4.39%. Sell-off in Chinese drug makers continues amid policy concerns.

2269,药明生物,跌5.1%。

2269, WuXi Biologics Cayman Inc, down 5.1%.

1833,平安好医生,跌4.33%,5日跌12.22%。彭博指,平安好医生的下跌,是因为公司一直还未盈利,以及当前医药行业的投资者卖压共同作用

1833, Ping An Healthcare and Technology, down 4.33%, 5 days down 12.22%. The healthcare internet platform is yet to make profit and under selling pressure given risk-off sentiment.

1765,希望教育集团,跌13.68%,5日跌26.79%。瑞信报告指出,由于内地教育政策存在不确定性,希望教育对推出新辅助服务态度保守,以及减少偿还债务以预留更多手头现金。下调集团2018/2019年盈利16%,反应辅助性教育项目收入增长下降及高于预期的财务成本。目标价从1.72港元下调至1.21港元。

1765, Hope Education Group, down 13.68%, 5 days down 26.79%. Credit Suisse slashes PT of Hope education to HK$1.21 to reflect the uncertainties of Government policies on education. Hope education delayed debt repayment to reserve more cash flow, to cope with **re uncertainties.

3377,远洋集团,涨3.3%。远洋集团成功将旗下3个购物中心进行资产证券化,发行商业地产REITs产品,总规模32亿。今年前1个月,远洋集团实现累积协议销售额约927.9亿元,比去年同期上升48%。

3377, Sino-Ocean Group Holdings, up 3.3%. The co. Successfully issued REITs products, with a total size of 3.203b yuan.

902,华能国际,涨3.33%。花旗研报重申看好内地燃煤电力行业,预计2019年燃料成本可能下降5%,首选华能国际。目标价5.25港元,评级“买入”。

902, Huaneng Power Intl Inc, up 3.33%. Citi reiterate bullish view on coal electricity industry in China, forecasting 5% price down for coal. Huaneng Power is top pick, rating “buy”; PT HK$5.25.

61,绿领控股,涨58.18%,5日涨163.64%

61, Green Leader Holdings Group, up 58.18%. 5 days up 163.64%.

1508, 中国再保险,涨3.23%。子公司中国大地财产保险首11个月保费收入390.44亿人民币,同比增长15.63%

1508, China Reinsurance group, up 3.23%. The aggregate premiums income of the company as derived from the operating subsidiary China Continent P&C Insurance Company Ltd for the period from 1 Jan 2018 to 30 Nov 2018 was RMB 39.04m, a YoY increase of 16%.

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