$恒生指數(800000.HK)$ lifted 82 points or 0.4% to close at 19,636. $國企指數(800100.HK)$ inclined 30 points or 0.4% to close at 6,964. $恒生科技指數(800700.HK)$ rose 22 points or 0.6% to close at 4,135. The total turnover for the whole day was $156.477 billion.
The Government Cabinet of Iran confirmed the death of President Ebrahim Raisi in a helicopter accident. Markets were concerned about the effect of geopolitical tens...

Gold has been on an unstoppable upward trend this year, with $黃金主連(2408)(GCmain.US)$ breaking through historical barriers of $2200 and $2300. On April 12th, the gold price surged again, with $黃金主連(2408)(GCmain.US)$reaching the milestone of $2400 per ounce, peaking at $2416.5.
Despite the remarkable upswing in gold prices, it appears that some gold mining companies have yet to keep up with the pace completely. Specif...

US stocks closed higher, led by technology stocks, but Hong Kong stocks opened lower this morning. $恒生指數(800000.HK)$ 116 points or 0.7% lower at 16,978. $國企指數(800100.HK)$ opened down 31 points or 0.5% at 5,972. $恒生科技指數(800700.HK)$ opened declining 14 points or 0.4% at 3,523.
Financial stocks, $匯豐控股(00005.HK)$ opened 1.6% lower at $63.8, while $香港交易所(00388.HK)$ and $友邦保險(01299.HK)$ opened 1.2% and 1.9% lower. Gold pri...

Since the fourth quarter of 2023, the global copper mining industry has experienced multiple supply disruptions, with recent news of planned production cuts by Chinese smelters intensifying market unease. Supported by expectations of a tight supply, $銅主連(2407)(HGmain.US)$ prices have been fluctuating with an upward trend since the end of October last year, and have recently seen an accelerated increase. Since March, g...

Since the fourth quarter of 2023, the global copper mining industry has experienced multiple supply disruptions, with recent news of planned production cuts by Chinese smelters intensifying market unease. Supported by expectations of a tight supply, $銅主連(2407)(HGmain.US)$ prices have been fluctuating with an upward trend since the end of October last year, and have recently seen an accelerated increase. Since March, g...

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
DBS: Regional Metal - Alpha Edge Investing
$洛陽鉬業(603993.SH)$ $紫金礦業(601899.SH)$ $中國鋁業(601600.SH)$ $洛陽鉬業(03993.HK)$ $紫金礦業(02899.HK)$ $中國鋁業(02600.HK)$ $招金礦業(01818.HK)$ $贛鋒鋰業(01772.HK)$ $中國宏橋(01378.HK)$ $五礦資源(01208.HK)$ $江西銅業股份(00358.HK)$ $贛鋒鋰業(002460.SZ)$

The research is done by the respective broker and I do not endorse any of them. Just sharing here for information and reading pleasure.
DBS: Metal/Steel/EV battery Updates (17 Jan): Iron ore price retreated from its recent peak - Alpha Edge Investing
$洛陽鉬業(603993.SH)$ $紫金礦業(601899.SH)$ $中國鋁業(601600.SH)$ $洛陽鉬業(03993.HK)$ $紫金礦業(02899.HK)$ $中國鋁業(02600.HK)$ $招金礦業(01818.HK)$ $贛鋒鋰業(01772.HK)$ $中國宏橋(01378.HK)$ $五礦資源(01208.HK)$ $江西銅業股份(00358.HK)$ $贛鋒鋰業(002460.SZ)$

Morgan Stanley released a China market strategy report in late November, listing the broker's Hong Kong, A-share and Chinese stock market focus stocks:
$安踏體育(02020.HK)$
$中海油田服務(02883.HK)$
$香港電訊-SS(06823.HK)$
$紫金礦業(02899.HK)$
$中通快遞(ZTO.US)$
$長江電力(600900.SH)$
$分眾傳媒(002027.SZ)$
$中炬高新(600872.SH)$
$貴州茅臺(600519.SH)$
$國電南瑞(600406.SH)$
$北方華創(002371.SZ)$