港股复盘-腾讯2019加油!中石化反弹、内房股大涨、丰盛正名

恒生指数,涨1.34%,恒生中国企业指数,涨1.33%。中美谈判积极前景提振港股。香港恒生指数2018年跌幅达13.61%,于1月29日创年内最高位33,484.07点,10月30日创年内最低位24,540.63点。今日内房股集体大涨,据悉,北京市近日有7个共有产权房地块入市。业内人士认为,集体土地的入市,一方面控制了开发成本,另一方面也为房地产企业创造了加速扩张的机会。
HSI, up 1.34%, HSCEI, up 1.33%. HK stocks closed sharply higher today, the last trading day of 2018. Hostage to everything from the US-China trade dispute, a global tech sell-off and interest rate hikes, this has been one of the toughest years for Hong Kong stocks. HSI ended the year down 14%, the worst since 2011.


700,$腾讯控股(00700)$ ,涨1.29%, 5日涨4.12%。瑞信报告称,内地当局在2019年前夕宣布恢复内地网游首批版号许可,在时点上会为市场带来惊喜,相信市场将聚焦未来的游戏审批以进一步理解未来行业趋势,重申腾讯及网易为内地网游行业首选股。
700, Tencent, up 1.29%, 5 days up 4.12%. Jefferies says, China is likely to step up its monthly game approvals after Lunar New Year, with industry forerunners Tencent and NetEase expected to benefit as they have better implementation of minors’ protection measures and stronger in-house development. Jefferies has a buy rating on Tencent with price target of HK$385.



386, $中国石油化工股份(00386)$ ,涨3.33%,5日跌7.76%。超跌反弹。之前由于期权交易损失,股价连续两日跌近10%。
386, China Petroleum & Chemical, up 3.33%, 5 days down 7.76%. Due to oil trading losses, the company’s shares slumped for 2 days, today rebounded.

520, $呷哺呷哺(00520)$ ,涨6.37%。中信建投首予呷哺呷哺“增持”评级,称该公司作为休闲火锅行业龙头,未来门店持续扩张,客单价保持稳定增长,新品牌和多元化业务发展,有望继续给公司贡献新增长点,看好公司未来发展。
520,Xiabuxiabu Catering Management, up 6.37%. China Securities initiated rating “overweight” for the company, and bullish on company’s **re development.


2007, $碧桂园(02007)$ ,涨6.36%。内房股集体上涨,公司获得两笔共72亿港元融资协议。
2007, Country Garden Holdings, up 6.36%. The company announced loan facility agreement with various banks and financial institutions on Dec 28. Lenders’ agreed to make a dual tranche transferrable term loan facility denominated in HK dollars and US dollars in amounts of HK$3.47b and $486.21m, respectively. Loan will be used for refinancing existing debts.


1638, $佳兆业集团(01638)$ ,涨14.16%. 公司公布发行于2021年到期本金额1亿美元可换股债券,年利10.5%。若债券全部兑换,债券将兑换1.57亿股新股,占经扩大后已发行股本约2.51%。该债券的初步换股价5元,较今日闭市价2.5元多出1倍。
1638, Kaisa Group Holdings, up 14.16%。The company plans to issue $100 million of bonds to refinance existing debt. The bonds can be converted at HK$5 per share. Upon full conversion, 156.6 million shares, or 2.5%, of the share capital of the enlarged company will be issued.

884, $旭辉控股集团(00884)$ ,涨7.77%。公司2018年销售收入已突破100亿元,史上首次。
884, CIFI Holding, up 7.77%. The company’s 2018 total sales revenue has reached 10 billion yuan, which is an unprecedented performance for the company.

813, $世茂房地产(00813)$ ,涨5.56%。内房股普涨。
813, Shimao Property Holdings Ltd, up 5.56%. China property developers stocks all rose today.

1796, $耀高控股(01796)$ ,跌6.67%。公司今日IPO.
1796, Yield Go Holdings Ltd, down 6.67%. Today is the company’s IPO.

1728, $正通汽车(01728)$ ,涨11.46%。汽车板块回暖走强。
1728, China ZhengTong Auto Service, up 11.46%. Auto manufacturers all up today.


607, $丰盛控股(00607)$ ,涨5.88%,5日跌16.28%。截至12月28日中午,丰盛集团偿还了全部应付款项,解除债务警报。另外,丰盛控股称,公司和公司董事长与南京丰盛没有股权关系,今日复牌。此前,南京丰盛集团及旗下公司由于流动资金紧张,富有清偿义务的已到期债务金额累计约12.8亿元未及时清偿。
607, Fullshare Holdings Ltd, up 5.88%. 5 days down 16.28%. The company announced saying neither the company Nor its Chairman has no shareholding relationship with Nanjing Fullshare Industrial Holdings. Company is also informed and confirmed by Nanjing Fullshare that all of its indebtedness that was due has been fully repaid.


658, $中国高速传动(00658)$ ,涨20.58%。公司连续两个交易日反弹近3成。实控人澄清与南京丰盛控股无股权关系。中国高速传动与丰盛控股的实控人均为季昌群。此前,南京丰盛集团及旗下公司由于流动资金紧张,富有清偿义务的已到期债务金额累计约12.8亿元未及时清偿。
658, China High Speed Transmission, up 20.58%. The company is Fullshare’s controlling company. Benefited from Fullshare’s positive news.

8259, $HON CORP(08259)$ , 涨51.85%,5日涨220.31%。该公司主要于新加坡作为公营及私营界别的建筑及基建项目,以及室内装修项目的总承建商。
8259, Hon Corp, up 51.85%, 5 days up 220.31%. The company operates as a contractor in infrastructure construction and interior decoration projects.


2186, $绿叶制药(02186)$ ,涨5.42%。公司今日宣布,治疗精神分裂症和双相情感障碍的创新药物—注射用利培酮缓释微球已进入NDA申报准备的最后阶段。这一利好消息标志着绿叶制药所拥有的、中国首个自主研发的微球制剂产品将在不久的将来进入美国市场。
2186, Luke Pharma Group Ltd, up 5.42%. Today announced that it has entered the final stage of New Drug Application (NDA) submissions for the innovative drug, Risperi done Extended Release Microspheres for Injection (‘LY03004), after previous pre-NDA meeting with the US Food and Drug Administration (FDA) and subsequent related procedures.


780, $同程艺龙(00780)$ ,涨 15.53%, 5 days up 33.55%。
780, Tongcheng-Elong Holdings, up 15.33%, 5 days up 33.55%.


2048,$易居企业控股(02048)$ ,涨5.76%,5日涨11.70%。
2048, E-House China Enterprise Holdings, up 5.76%, 5 days up 11.70%.

1233, $时代中国控股(01233)$ ,涨10.27%。
1233, Times China Holdings, up 10.27%.

69, $香格里拉(亚洲)(00069)$ ,涨5.45%.
69, Shangri-la Asia Ltd, up 5.45%.

微信公众号:老谢投资讲堂




免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。

举报

评论

  • 推荐
  • 最新
empty
暂无评论