Meituan Coj Hong Kong Internet Rebound

Xov Xwm Tseem Ceeb

Cov khoom lag luam Asian tau sib xyaw ua ke raws li Hang Seng ua tau zoo, nce +1.31% coj los ntawm cov khoom lag luam hauv internet raws li Hang Seng TECH Index tau nce +2.62%.

Meituan (3690 HK) tau dhia +11.56% tom qab tshaj tawm cov txiaj ntsig nyiaj txiag zoo dua li kev cia siab tom qab Hong Kong kaw rau hnub Friday. Meituan's unsponsored ADR nrog tus ticker MPNGY poob -0.35% thaum lub sij hawm US trading rau hnub Friday raws li US-raws li cov tub ua lag luam ua rau ADR poob thaum cov neeg ua lag luam Esxias yuav hnub no raws li cov ntaub ntawv tib yam. Meituan, nrog rau Tencent, pom qee qhov yuav los ntawm Mainland cov tub ua lag luam ntawm Southbound Stock Connect.

Kev nthuav dav-ua raws Mainland kev tshaj tawm nyiaj txiag tshaj tawm Tuam Tshoj Securities Journal tau hais tias Tuam Tshoj Securities Regulatory Commission (CSRC), Tuam Tshoj tus SEC, tau hu xov tooj nrog cov tuam txhab hauv internet hauv Suav teb txog kev daws teeb meem tuav Cov Tuam Txhab Txawv Tebchaws Kev Txhaum Cai (HFCAA). Cov ntsiab lus ntawm kev hu xov tooj tsis tau tshaj tawm, txawm hais tias lawv tuaj yeem nthuav qhia cov tuam txhab ntawm kev nthuav tawm lawv yuav tsum tau ua.

Hnub Friday, lub tuam txhab biotech Beigene (BNE US, 6160 HK) tshaj tawm tias nws yuav hloov nws tus kws tshuaj xyuas los ntawm Ernst & Young Tuam Tshoj mus rau Ernst & Young US thiaj li ua tau raws li HFCAA. Peb tsis paub tias PCAOB thiab SEC puas yuav pom zoo tias qhov no daws qhov teeb meem, tab sis peb yuav saib xyuas.

Tus Lwm Thawj Coj Liu He tau hais lus lub lim tiam ua ntej kawg tau sawv cev rau kev hloov pauv txoj cai tseem ceeb uas cov thawj coj tswj hwm thiab tsoomfwv cov koomhaum yuav tsum tau kawm. Txawm li cas los xij, peb yuav tsum muaj kev ua siab ntev vim lub supertanker tsis tig rau lub dime. Txawm li cas los xij, tus thawj coj tau hais kom cov neeg coob ua 180.

Tencent tau rov qab mus rau hauv qhov kev yuav khoom rov qab rau hnub Friday, yuav 838,000 shares thiab tom qab ntawd ntxiv 818,000 shares hnub no. Buybacks yog lub teeb liab los ntawm cov tuam txhab uas Tuam Tshoj txoj kev tswj hwm lub voj voog dhau lawm.

Cov ntim hauv HK yog -8.99% qis dua hnub Friday, uas yog 90% ntawm 1-xyoo nruab nrab raws li 215 cov khoom lag luam nce siab thiab 268 poob. JD.com HK poob -1.75% tom qab Tencent hnub Friday sib faib tawm rau cov tswv lag luam, uas tuaj yeem ua rau muaj kev nyuaj siab rau JD shares raws li cov tub ua lag luam uas tsis tuaj yeem / tsis xav tuav Hong Kong shares. Lub zog yog qhov ua tau zoo tshaj plaws hauv Hong Kong, nce +4.93%, thaum lub sector tau nce +4.32% ntawm Mainland, coj los ntawm thee stocks thaum staples yog qhov phem tshaj hauv Hong Kong, poob -0.81% hauv Hong Kong thiab -1.87% ntawm Mainland.

Kev lag luam hauv Mainland tau nce mus ncig ntawm chav tsev hauv kev sib tham tsis zoo thaum Shanghai rub James Bond, nce +0.07%. Shenzhen poob -0.82% thiab STAR Board poob -1.46% ntawm ntim uas yog -5.33% qis dua hnub Friday, uas yog 82% ntawm 1-xyoo nruab nrab. Muaj 1,812 tus neeg nce qib thiab 2,473 tus neeg tsis lees paub.

Tsis ntev los no tus kab mob covid nyob hauv Suav teb ua rau muaj kev sim loj hauv Shanghai. Ntawm qhov kev sib tshuam no, nws tsis tshwm sim tias Q1 2020 hom kev kaw cia tab tom los, txawm hais tias qhov kev sib kis tau pom meej meej tau ua rau mob hnyav heev.

Lithium thiab roj teeb cov khoom lag luam xws li CATL, uas poob -3%, thiab Tianqi Lithium, uas poob -5.69%, tau qis dua ntawm cov khoom lag luam kev txhawj xeeb txog cov khoom siv raw los ntawm Russia. PBOC muab cov nyiaj tau los txawm tias yuav yog vim lub quarter kawg xav tau. Cov tub ua lag luam txawv teb chaws tau yuav $ 789 lab tus nqi ntawm Mainland Tshuag hnub no los ntawm Northbound Stock Connect tom qab tsib hnub sib law liag ntawm muag lub lim tiam dhau los. Suav daim ntawv cog lus tau tiaj tus, CNY yog tiaj tus piv rau US duas, thiab tooj liab poob -0.72%.

Muaj ntau cov lus hais txog Singapore-based e-commerce / gaming tuam txhab Hiav txwv rub nws "Shoppee" e-commerce chav tawm ntawm Is Nrias teb. Is Nrias teb tau tiv thaiv cov platforms hauv tsev ntawm kev siv nyiaj txawv teb chaws.

EV maker Xpeng (XPEV US, 9868 HK) qhia txog cov nyiaj tau los ua ntej Asmeskas qhib tag kis no. Topline cov nyiaj tau los yeej txawm tias lub tuam txhab tau tshaj tawm qhov poob thiab muab cov lus qhia tsis muaj zog Q1.

Lub lim tiam dhau los, peb tau hais tias Alibaba tau hloov ib tus tswvcuab ntawm pawg thawjcoj so haujlwm nrog lwm tus thawj tswj hwm khoom vaj khoom tsev PAG tus thawj tswj hwm Wijian Shan. PAG nyuam qhuav ua ntawv rau Hong Kong cov npe nrog ua ntej 521-nplooj ntawv tshaj tawm. Lub tuam txhab muaj peb txoj kev lag luam: Credit & Markets $ 21 billion AUM, Private Equity $ 17 billion AUM, thiab Real Assets $ 9 billion hauv AUM. AUM tau nce 6X hauv kaum xyoo dhau los. Txawm hais tias tsis tas yuav yog tsev neeg lub npe hauv Asmeskas, lub tuam txhab muaj lub koob npe nrov. Ib tug saib!

Kuaishou (1024 HK) tshaj tawm tag kis!

Hmo Kawg Ntawm Kev Sib Pauv Cov Nqi, Tus Nqi, & Liaj Teb

• CNY / USD 6.37 piv rau 6.37 Hnub Friday
• CNY / EUR 6.98 tiv tiag 7.01 Hnub Friday
• Tos txais ntawm 1-Hnub Tsoom Fwv Nyiaj Txiag 1.61% piv rau 1.56% rau hnub Friday
• Tos ntawm 10-Xyoo Tsoom Fwv Nyiaj 2.79% piv rau 2.79% rau hnub Friday
• Tawm los ntawm 10-Xyoo Tuam Tshoj Kev Tsim Kho Cov Nyiaj Txiag Nyiaj 3.04% tiv thaiv 3.06% Hnub Friday
• Tus Nqi Tooj Kub -0.72% dhau ib hmo