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格隆汇港股聚焦(12.20)︱百济神州与诺华制药签订合作协议;信义玻璃2021年度预盈109亿-119亿港元

Gelonghui Hong Kong Stock focus (12.20) | BeiGene, Ltd. signed a cooperation agreement with Novartis AG; Xinyi Glass made a profit of HK $10.9 billion-11.9 billion in 2021.

格隆滙 ·  Dec 20, 2021 10:52

[focus Today]

Lutheran Glass (00868.HK) 2021 forecast earnings of HK $10.9 billion-11.9 billion, an increase of 70% over the same period last year.

00868.HK announced that the amount of consolidated net profit attributable to equity holders of the company for the year ended December 31, 2021 is expected to increase by 70 to 85 per cent to a range of HK $10.9 billion and HK $11.9 billion, compared with HK $6.4 billion for the year ended December 31, 2020.The sharp increase in annual net profit is mainly due to the following main factors: (a) due to the strong demand for float glass in China's construction industry, the average selling price and sales volume of float glass business for the year ended December 31, 2021 increased significantly compared with the same period last year. And (B) for the year ended 31 December 2021, an associate of the company, Xinyi Solar Holdings Limited ("Xinyi Solar") (stock code: 00968), contributed an increase in profits, and Xinyi Solar is a company incorporated in the Cayman Islands.

Tiande Chemical Industry (00609.HK) expects its annual profit to be no less than 300 million yuan, up 216.5% from the same period last year.

Tiande Chemical (00609.HK) announced that the Group expects to record net profit attributable to its owners for the year ended December 31, 2021, which will be no less than RMB300m, an increase of 216.5 per cent from last year's RMB94.8 million. The improvement in financial results is mainly attributable to: (I) the changes in external factors mentioned in the company's 2021 interim report occurred throughout the financial year and continued improvement in a number of downstream markets, which was conducive to the market demand for the Group's products and led to a significant increase in turnover compared with last year; and (ii) the Group further improved overall productivity and efficiency through concentrated production to curb production costs.

Hot coin technology (01611.HK) announces annual results from loss to profit of HK $141 million. Virtual assets trading is booming.

01611.HK announced that for the year ended September 30, 2021, the company earned HK $611 million, up 120.8% over the same period last year; gross profit was HK $303 million, up 288.7%; gross profit margin rose to 49.6% from 28.2% in the same period last year; profit attributable to owners of the company for the year was HK $141 million, compared with a loss of HK $32.58 million in the same period last year; profit per share was HK $46.0276. The change from loss to profit is due to (I) increased earnings from manufacturing as a result of the economic recovery from the COVID-19 epidemic and increased revenue from the provision of technology solution services as a result of the booming virtual asset trading industry in ii.In 2021, the group's income from energy-related and electric electronics business was HK $376 million, an increase of about 55.3% over 2020. The increase was mainly due to the market recovery after the COVID-19 outbreak.

BeiGene, Ltd. (06160.HK) will receive a down payment of US $300 million when signing a cooperation agreement with Novartis AG.

BeiGene, Ltd. (06160.HK) announced that recently, the company's wholly-owned subsidiary BeiGene Switzerland GmbH ("Baiji Switzerland") and Novartis Pharma AG (Novartis AG Group, "Novartis AG") signed an "option, cooperation and license agreement". Under the Cooperation Agreement, the company granted Novartis AG an exclusive, time-based option to enable Novartis AG to obtain an exclusive license for the development, production and commercialization of the company's ongoing TIGIT inhibitor ociperlimab in the United States, Canada, Mexico, EU member States, the United Kingdom, Norway, Switzerland, Iceland, Liechtenstein, Russia and Japan. According to the Cooperation Agreement, Novartis AG will pay a down payment of US $300 million to the company; if Novartis AG exercises his option within a limited period of time, the company will be eligible for an additional payment of US $600 million or US $700 million in accordance with the terms of the Cooperation Agreement, and shall be eligible for a maximum payment of US $745 million after achieving the milestone of regulatory approval. After reaching the sales milestone, the company is eligible for a payment of up to $1.15 billion, and the company is also eligible for tiered royalties.

TCL Electronics (01070.HK) and TCL Holdings set up a joint venture engaged in R & D and production of AR intelligent products

TCL Electronics (01070.HK) announced that on December 20th, 2021, the Company and TCL Holdings entered into a strategic cooperation agreement relating to, among other things, the establishment of a joint venture and the subscription of interests in it. According to the strategic cooperation agreement, the registered capital of the joint venture is RMB 100 million, of which the electronic nominee company will contribute RMB 19.99 million and the holding nominee company will contribute RMB 80.01 million. Upon completion, the joint venture will be owned by the electronic nominee company 19.99% and the holding nominee company 80.01%. After the joint venture is properly established in accordance with the strategic cooperation agreement, the joint venture will mainly be engaged in the research and development, production and sale of AR smart products, as well as the provision of content, software and other services related to smart products.

[performance forecast]

Dianmei Packaging (00468.HK): the comprehensive net profit from January 1 to December 17 is expected to be 285 million to 300 million yuan.

[operating data]

China Unicom (00762.HK): a net increase of 6.031 million users of the 5G package in November

China Telecom Corporation (00728.HK): a net increase of 10.27 million users of the 5G package in November

Renrui talents (06919.HK) at the end of November, the number of flexible employees increased by about 40.1% compared with the same period last year.

[increase or decrease holdings]

01538.HK gains controlling shareholder to increase its stake by 11.37 million shares

[M & A sale]

Wanbaogang Group (01213.HK) acquires South African Land Construction Office, Warehouse and parking spaces

The subsidiary of Shunhao Holdings (00253.HK) intends to acquire all the shares of Yujin Investment.

Ruian Jianye (00983.HK) subsidiary plans to acquire 65% stake in Weibao Technology for HK $37 million.

North Asia Strategy (08080.HK) plans to acquire SMT machines and accessories for HK $36.8 million

Tianjin Port Development (03382.HK) plans to acquire all shares of Orient overseas Container Terminal (Tianjin) for 173 million yuan to increase its stake in Alliance International to 60%.

Tianjin Port Development (03382.HK) plans to sell 49% stake in Zhonggu Logistics for 8.352 million yuan

[investment and operation]

Bank of China Lease (01606.HK), as a lessor, entered into a financial lease contract involving an investment of 800 million yuan.

Guangtai International Holdings (00844.HK): the merger and reorganization plan of Yongtai Group, the controlling shareholder, is approved by the court.

Shandong Molong (00568.HK): Shouguang Maolong, a wholly owned subsidiary, resumes production.

Shanghai Pharmaceutical (02607.HK): SPH4336 tablets are approved for phase II clinical trials of FDA drugs in the United States.

Shanghai Fosun Pharmaceutical (02196.HK) subsidiary Srelli Monoclonal Antibody injection combined with Recombinant Anti-EGFR humanized Monoclonal Antibody injection for the treatment of Advanced solid tumor Phase II Clinical trial was approved

Sino Biopharmaceutical (01177.HK) is authorized to be the only sales unit of piampril monoclonal antibody injection in China.

National Pharmaceutical Science and Technology Co., Ltd. (08156.HK): the average annual commercial cooperation of anti-counterfeiting products has exceeded 25 million.

Haichang Ocean Park (02255.HK) signs strategic cooperation agreement with Shenxi Group

Huayi Tencent Entertainment (00419.HK) enters into a series of VIE contractual arrangements

Imperial Technology Group (00776.HK): officially launched Metasens platform has completed the first pre-sale of MetaSnake-related NFT

Time Neighbourhood (09928.HK) and Hainan Kai Neighbourhood Science and Technology enter into variable interest entity Agreement

Tianjin Port Development (03382.HK): the lowest price for the four companies to seek investors for possible capital increase is 694 million yuan by open tender.

Happy Media (01003.HK) signed a film production agreement with Hainan, such as Japan, to employ Ning Hao as the director of "National Star".

[company renamed]

Chuanglian Education Finance (02371.HK) plans to change its name to "Chuanglian Holdings"

[repurchase cancellation]

XIAOMI (01810.HK) spent HK $48.796 million to buy back 2.75 million shares on December 20th.

Ping An Healthcare And Technology (01833.HK) spent HK $52.9591 million to buy back 1.83 million shares on December 18

Qiming Medical-B (02500.HK) spent HK $45.501 million to buy back 1.614 million shares on December 20th.

Fosun (00656.HK) spent HK $31.95 million to buy back 4 million shares on December 20th.

Man Wah (01999.HK) spent HK $23.7188 million to buy back 2 million shares on December 20th.

01733.HK spent HK $10.598 million to buy back 11.46 million shares on December 20th.

Dongyue Group (00189.HK) spent HK $11.201 million to buy back 1 million shares on December 20th.

Asahi Yongsheng Service (01995.HK) spent HK $4.98 million to buy back 408000 shares on December 20th.

Shimao Service (00873.HK) spent HK $5.1083 million to buy back 1 million shares on December 20th.

HSBC Holdings PLC (00005.HK) spent 2.381 million pounds to buy back 534000 shares on December 17th.

Federal Pharmaceutical (03933.HK) spent HK $5.615 million to buy back 1.224 million shares on December 20th.

China Feihe Limited (06186.HK) spent HK $5.23 million to buy back 500000 shares on December 20th.

Tianlun Gas (01600.HK) spent HK $5.673 million to buy back 700000 shares on December 20th.

00777.HK spent HK $3.9648 million to buy back 200000 shares on December 18.

[equity incentive]

Bosideng International (03998.HK): grant 16 million award shares and 103.2 million share options

Weimeng Group (02013.HK) awarded 15.651 million award shares

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