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...
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...
華能國際電力股份股票討論區
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 $騰訊控股(00700.HK)$ , $小米集團-W(01810.HK)$ and $華能國際電力股份(00902.HK)$ .
For $港股通(滬)(GangGuTong.HK)$ , $中國海洋石油(00883.HK)$ was...
專欄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 $港股通(滬)(GangGuTong.HK)$ , $中國移動(00941.HK)$ was the most active stock with highest net inflow of HKD205.2 million, while $華能國際電力股份(00902.HK)$ was the m...
專欄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 $中芯國際(00981.HK)$ , $華能國際電力股份(00902.HK)$ and $中國移動(00941.HK)$ .
For $港股通(滬)(GangGuTong.HK)$ ,Tencent was the most active stoc...
專欄港股收評:恒生科技指數漲1.25%止步6連跌,新能源強勢回歸,電力股全線大漲
今日,連續下跌的港股迎來反彈行情, $恒生科技指數(800700.HK)$ 午後一度漲至2.6%,最終收漲1.25%止步6連跌, $恒生指數(800000.HK)$ 、 $國企指數(800100.HK)$ 分別上漲0.71%和0.8%。南下資金全日淨流入28.42億港元,大市成交額爲978億港元。
盤面上,大型科技股全線反彈引領大市回升, $快手-W(01024.HK)$ 漲5.5%, $騰訊控股(00700.HK)$ 漲2.9%, $京東集團-SW(09618.HK)$ 漲2.56%, $美團-W(03690.HK)$ ,$小米集團-W(01810.HK)$ 皆上漲, $網易-S(09999.HK)$ 逆勢下跌近2%%;
機構認爲電力供需緊張形勢加劇,電力股全天領銜上漲,華能國際電力漲約8%;連續下跌的鋰電池...
專欄港股收評:恆生科技指數跌0.22%,恆指失守2萬點,黃金、航空、旅遊大跌
今日,港股午後現V型走勢,$恒生科技指數(800700.HK)$ 一度大跌1.7%,尾盤拉昇近乎翻紅,最終下跌0.22%,h$恒生指數(800000.HK)$ 、$國企指數(800100.HK)$ 分別跌0.58%和0.46%,恆指跌115點失守2萬點關口。南下資金全日淨流入17.46億港元,大市成交額不足千億港元。
盤面上,大型科技股多數下跌,$騰訊控股(00700.HK)$ 、$阿里巴巴-SW(09988.HK)$ 、$小米集團-W(01810.HK)$ 均跌超1%,$快手-W(01024.HK)$ 漲3%,$網易-S(09999.HK)$ 漲1.2%;國際金價4月以來首次失守1980美元,黃金股全線回撤,房地產仍沒有明顯的復甦上升態勢,內房股與物管股攜手走低,家電股、鋼鐵股等產業鏈股齊挫,拜登欲限製美企對華投資,半導體股全天表現...
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...
專欄港股收評:恆科指跌1.21%,科技股走弱,內險股逆勢上揚
港股全天表現低迷,$恒生科技指數(800700.HK)$ 跌1.21%,$恒生指數(800000.HK)$ 、$國企指數(800100.HK)$ 分別跌0.63%和0.75%。南下資金全日淨流入37.39億港元,大市成交額爲1097億港元。
盤面上,大型科技股集體走弱拖累大市下跌,$小米集團-W(01810.HK)$ 跌近2%,$騰訊控股(00700.HK)$ 、$快手-W(01024.HK)$ 跌超1%,$百度集團-SW(09888.HK)$ 、$阿里巴巴-SW(09988.HK)$ 、$京東集團-SW(09618.HK)$ 均有跌幅;體育用品股跌幅靠前,$安踏體育(02020.HK)$ 折價配股大跌超7%表現最差,昨日強勢的半導體股、電力股下跌明顯,上海...
專欄港股收評:恆指漲0.46% 有色金屬股領漲 中芯國際尾盤漲超7%
4月14日,港股午後拉昇再度轉漲,三大指數全天呈現震盪行情,$恒生指數(800000.HK)$ 漲0.46%,$國企指數(800100.HK)$ 漲0.57%;$恒生科技指數(800700.HK)$ 漲0.1%。本週三大指數表現相對平淡,$國企指數(800100.HK)$ 周漲0.57%,$恒生指數(800000.HK)$ 周漲0.81%,唯$恒生科技指數(800700.HK)$ 周跌1.74%。
盤面上,大型科技股漲跌參半,$網易-S(09999.HK)$ 漲3%,$阿里巴巴-SW(09988.HK)$ 、$騰訊控股(00700.HK)$ 小幅上漲,$百度集團-SW(09888.HK)$ 跌3%,$京東集團-SW(09618.HK)$ 跌超1%;國際金價趨勢向上,黃金股帶動有...
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