We recommend taking profits on China Power utilities post >5% outperformance YTD (IPPs: flat, HSCEI: -5%). We believe tailwinds from lower coal prices are likely priced-in with strong rebound in 1H23 earnings. Yet, margin may be at risk on potential tariff cut next year, as the IPPs may reset the power contracts with lower tariff from 1Q24 amid a sluggish economy and subdued coal prices. Also, utilization hou...
Investment Highlights: 1. Profit for Q1 2023 reached RMB 2.25 billion, up by 335.3% YoY: In Q1 2023, the company achieved a revenue of RMB 65.27 billion, an increase of 0.03% YoY, and a net profit of RMB 2.25 billion, an increase of 335.30% YoY, with a basic earnings per share of RMB 0.10. Coal power generated a slight loss of RMB 70 million in Q1, while wind power and sola...
HopelessChi :
time to call for exit of chinese stocks? they cannot uplift promises and fail to protect investor interest. clampdown is one and next, donation to common prosperity seem by raising IPO to suck more money to fund its own debt.
Hong Kong equities' performance was further hampered by headwinds emerged between the end of Chinese New Year and late March, including strengthening expectations for monetary tightening in overseas countries and concerns over the liquidity risks of European and US banking systems, CITIC Securities illustrated in a report. The broker believed 2Q23 will be the best quarter for Hong Kong sto...
华能国际电力股份股票讨论区
HKD356.5M Southbound Trading Net Outflow from TENCENT
There was HKD356.5 million, HKD55.7 million and HKD23.4 million Southbound Trading net outflow from $腾讯控股(00700.HK)$ , $小米集团-W(01810.HK)$ and $华能国际电力股份(00902.HK)$ .
For $港股通(沪)(GangGuTong.HK)$ , $中国海洋石油(00883.HK)$ was...
专栏China Power Utilities:Take profits on YTD outperformance and uncertainties on tariff cut
HKD191.9M Southbound Trading Net Inflow to KUAISHOU-W
There was HKD95.3 million Southbound Trading net outflow from $金斯瑞生物科技(01548.HK)$ .
For $港股通(沪)(GangGuTong.HK)$ , $中国移动(00941.HK)$ was the most active stock with highest net inflow of HKD205.2 million, while $华能国际电力股份(00902.HK)$ was the m...
专栏Huaneng Power International Inc.(902.HK)| Coal power profitability expected, new energy installed capacity to grow rapidly
1. Profit for Q1 2023 reached RMB 2.25 billion, up by 335.3% YoY:
In Q1 2023, the company achieved a revenue of RMB 65.27 billion, an increase of 0.03% YoY, and a net profit of RMB 2.25 billion, an increase of 335.30% YoY, with a basic earnings per share of RMB 0.10. Coal power generated a slight loss of RMB 70 million in Q1, while wind power and sola...
HKD538.6M Southbound Trading Net Inflow to TENCENT
There was HKD210.1 million, HKD127.6 million and HKD106.1 million Southbound Trading net outflow from $中芯国际(00981.HK)$ , $华能国际电力股份(00902.HK)$ and $中国移动(00941.HK)$ .
For $港股通(沪)(GangGuTong.HK)$ ,Tencent was the most active stoc...
专栏港股收评:恒生科技指数涨1.25%止步6连跌,新能源强势回归,电力股全线大涨
今日,连续下跌的港股迎来反弹行情, $恒生科技指数(800700.HK)$ 午后一度涨至2.6%,最终收涨1.25%止步6连跌, $恒生指数(800000.HK)$ 、 $国企指数(800100.HK)$ 分别上涨0.71%和0.8%。南下资金全日净流入28.42亿港元,大市成交额为978亿港元。
盘面上,大型科技股全线反弹引领大市回升, $快手-W(01024.HK)$ 涨5.5%, $腾讯控股(00700.HK)$ 涨2.9%, $京东集团-SW(09618.HK)$ 涨2.56%, $美团-W(03690.HK)$ ,$小米集团-W(01810.HK)$ 皆上涨, $网易-S(09999.HK)$ 逆势下跌近2%%;
机构认为电力供需紧张形势加剧,电力股全天领衔上涨,华能国际电力涨约8%;连续下跌的锂电池...
专栏港股收评:恒生科技指数跌0.22%,恒指失守2万点,黄金、航空、旅游大跌
今日,港股午后现V型走势,$恒生科技指数(800700.HK)$ 一度大跌1.7%,尾盘拉升近乎翻红,最终下跌0.22%,h$恒生指数(800000.HK)$ 、$国企指数(800100.HK)$ 分别跌0.58%和0.46%,恒指跌115点失守2万点关口。南下资金全日净流入17.46亿港元,大市成交额不足千亿港元。
盘面上,大型科技股多数下跌,$腾讯控股(00700.HK)$ 、$阿里巴巴-SW(09988.HK)$ 、$小米集团-W(01810.HK)$ 均跌超1%,$快手-W(01024.HK)$ 涨3%,$网易-S(09999.HK)$ 涨1.2%;国际金价4月以来首次失守1980美元,黄金股全线回撤,房地产仍没有明显的复苏上升态势,内房股与物管股携手走低,家电股、钢铁股等产业链股齐挫,拜登欲限製美企对华投资,半导体股全天表现...
CITIC Securities Expects 2Q to Be Best Quarter for H-shrs; Eyes on 4 Key Storylines in Apr Incl. SOE Reform
The broker believed 2Q23 will be the best quarter for Hong Kong sto...
专栏港股收评:恒科指跌1.21%,科技股走弱,内险股逆势上扬
港股全天表现低迷,$恒生科技指数(800700.HK)$ 跌1.21%,$恒生指数(800000.HK)$ 、$国企指数(800100.HK)$ 分别跌0.63%和0.75%。南下资金全日净流入37.39亿港元,大市成交额为1097亿港元。
盘面上,大型科技股集体走弱拖累大市下跌,$小米集团-W(01810.HK)$ 跌近2%,$腾讯控股(00700.HK)$ 、$快手-W(01024.HK)$ 跌超1%,$百度集团-SW(09888.HK)$ 、$阿里巴巴-SW(09988.HK)$ 、$京东集团-SW(09618.HK)$ 均有跌幅;体育用品股跌幅靠前,$安踏体育(02020.HK)$ 折价配股大跌超7%表现最差,昨日强势的半导体股、电力股下跌明显,上海...
专栏港股收评:恒指涨0.46% 有色金属股领涨 中芯国际尾盘涨超7%
4月14日,港股午后拉升再度转涨,三大指数全天呈现震荡行情,$恒生指数(800000.HK)$ 涨0.46%,$国企指数(800100.HK)$ 涨0.57%;$恒生科技指数(800700.HK)$ 涨0.1%。本周三大指数表现相对平淡,$国企指数(800100.HK)$ 周涨0.57%,$恒生指数(800000.HK)$ 周涨0.81%,唯$恒生科技指数(800700.HK)$ 周跌1.74%。
盘面上,大型科技股涨跌参半,$网易-S(09999.HK)$ 涨3%,$阿里巴巴-SW(09988.HK)$ 、$腾讯控股(00700.HK)$ 小幅上涨,$百度集团-SW(09888.HK)$ 跌3%,$京东集团-SW(09618.HK)$ 跌超1%;国际金价趋势向上,黄金股带动有...
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