No Data
No Data
Hong Kong Stock Concept Tracking | Shanghai supports the creation of innovative high-end chip institutions, optimistic about boosting the performance of domestic alternatives (with concept stocks)
Vendors with a higher share of advanced fabs in the customer structure are expected to exceed market expectations on the EPS side in the next few years
Hong Kong Stock Concept Tracking | Congestion at the Port of Singapore has reached a critical level. Many ports are out of boxes, and shipping costs continue to rise (with concept stocks)
Shipping delays in Singapore have more than doubled in recent weeks, and a supply chain crisis is imminent due to a shortage of container ships and port congestion.
SDIC Securities: Prolonged deviation+US confirms short-term inventory replenishment, improved profit expectations for consolidated shipping
The Zhitong Finance App learned that SDIC Securities released a research report saying that considering that European route capacity deployment accounts for 24% of global capacity, it is estimated that the static impact of deviations on global capacity is about 5%. The current acceleration of ships and the low level of idle capacity further confirm that capacity is tight. Marginal pricing in the shipping industry, “long-term detour plus confirmation by the US” is the most favorable combination for the continuation of the boom. The short-term shipping industry has been driven by the events of the end of 2023 to being driven by both supply and demand, and industry profit expectations have improved; due to the slowdown in empty container return, demand for additional capacity distribution, and demand to renew inventory containers, and the need to renew inventory containers, and the need to renew inventory containers, and box-building and leasing have ushered in volume and price repairs, with a focus on standards
Changes in Hong Kong stocks | Dongfang Overseas International (00316) fell by nearly 4%, leading the decline in shipping stocks, and the strength and pace of freight rate increases for various airlines diverged
Shipping stocks declined in early trading. As of press release, Orient Overseas International (00316) fell 3.34% to HK$138.7; COSCO Marine Holdings (01919) fell 2.92% to HK$13.28; and Haifeng International (01308) fell 2.16% to HK$20.35.
Chinese E-Commerce Giants Poised for Growth Following New Government Policy Support
Shares in China's leading e-commerce businesses are set for a lift following the announcement of new government policy measures aimed at boosting the industry's exporting capabilities and overseas warehousing infrastructure.
Oriental Overseas International (00316.HK): Tao Weidong was appointed as Executive Director
Gelonghui, May 29丨Dongfang Overseas International (00316.HK) announced, from May 29, 2024: (1) Yang Zhijian resigned as the company's executive director due to job changes and no longer serves as a member of the company's executive committee, finance committee, insider information committee, risk committee and strategic development committee; (2) Tao Weidong was appointed as the company's executive director and a member of the company's executive committee, finance committee, insider information committee, risk committee and strategic development committee; and (3) Following Yang's resignation, Tao was appointed as the “Hong Kong Stock Exchange”
No Data