中金公司に関するコメント

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$中金公司(03908.HK)$

CICC predicts that China's nominal GDP growth rate in 2024 is likely to be around 6.3%, significantly higher than the approximately 4.7% projected for 2023. And the actual GDP growth rate is expected to be around 5.0%.
CICC believes that fiscal policy will continue to be strengthened in 2024, and compared to the support for infrastructure through the issuance of 1 trillion yuan in government bonds, there may be a shift towards prioritizing people's welfare in the fiscal budget next year.
$KraneShares CSI China Internet ETF(KWEB.US)$$Hang Seng H-Share Index ETF(02828.HK)$$Hang Seng Index(800000.HK)$$NASDAQ Golden Dragon China(.HXC.US)$$BIDU-SW(09888.HK)$$美団点評(03690.HK)$$Meituan ADR(MPNGY.US)$$京東(09618.HK)$$阿里巴巴集団(09988.HK)$

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: China Brokers - Alpha Edge Investing
$GF securities(000776.SZ)$$廣發証券(01776.HK)$$国泰君安(02611.HK)$$中金公司(03908.HK)$$CITIC(600030.SH)$$Haitong(600837.SH)$$Guotai Junan(601211.SH)$$Huatai(601688.SH)$$中信証券(06030.HK)$$海通証券(06837.HK)$$HTSC(06886.HK)$$フツ・ホールディングス(FUTU.US)$$アップ・フィンテック・ホールディング(TIGR.US)$

China is set to approve slightly more than 1 trillion yuan in additional sovereign debt issuance on Tuesday as Beijing steps up its efforts to spur infrastructure spending and encourage economic growth.
$KraneShares CSI China Internet ETF(KWEB.US)$$iシェアーズ 中国大型株 ETF(FXI.US)$$Hang Seng H-Share Index ETF(02828.HK)$$CNY/USD(CNYUSD.FX)$$CNH/USD(CNHUSD.FX)$$BIDU-SW(09888.HK)$$京東(09618.HK)$$PDDホールディングス(PDD.US)$$香港系銀行(BK1252.HK)$$HSBC(00005.HK)$$中金公司(03908.HK)$

CICC released a report, estimating that $京東(09618.HK)$ 3Q revenue will grow 1.4% YoY, vs. previous forecast of 4.5%. Among which, retail GMV was expected to hike 2.6%, vs. previous forecast of 5.5%, and retail revenue to be flat YoY, vs. previous 3.6% growth, lower than the market's expectations. The broker maintained its margin forecast for 3Q on the company.
CICC upheld Outperform rating on $JD.COM(京東商城)(JD.US)$ It also adjusted SOTP va...

CICC issued a research report saying that revenue of $阿里巴巴集団(09988.HK)$ in 2FQ24 is expected to rise 9% YoY to RMB225.4 billion, slightly lower than the market expectation, mainly due to the performance of Alibaba e-commerce affected by the moderate recovery of the industry.
CICC also estimated that adjusted EBITA will increase by 16% YoY to RMB41.9 billion, mainly due to effective expense cont...

Hong Kong equities shot up sharply this morning as the Financial Secretary is set to establish a task force this week to study a potential adjustment on the stamp duty for stock trading. At open, $Hang Seng Index(800000.HK)$ surged 562 pts or 3.1% to 18,519; $Hang Seng China Enterprises Index(800100.HK)$ gained 232 pts or 3.8% to 6,407; $Hang Seng TECH Index(800700.HK)$ rallied 198 pts or 4.9% to 4,257.
In the financial sector, $香港証券取引所(00388.HK)$ elevated 7% to $308.2, while $招商銀行(03968.HK)$ , which r...

The report stated that the first batch of eight consumer finance companies and auto finance companies including BYD Auto Finance, a subsidiary of $BYD(01211.HK)$$BYD Company Limited(002594.SZ)$ have communicated preliminary intentions with institutions such as $中金公司(03908.HK)$ , $中信証券(06030.HK)$$CITIC(600030.SH)$ and $招商證券(06099.HK)$$China Merchants(600999.SH)$ ...