The Hang Seng index is still relatively hard. The decline of US stocks only affected the opening and closed steadily upward, which is in line with expectations.
U.S. inflation has been unable to hold down. It soared from 3% in April last year to 7% in December, gradually breaking the 30-year peak from a new three-year high. PPI in the United States increased by 9.7% year-on-year in December, the highest level since 2010. On Thursday, Christopher Waller, director of the Federal Reserve, said in an interview with Taiwan that the current basic assumption is still that interest rates will be raised three times this year, but if inflation continues to be high, the Federal Reserve may raise interest rates four or even five times. Clearly expressed their views, the market will still be frightened. The NASDAQ fell more than 2.5%, while other indexes were fine.
The epidemic has intensified. U.S. President Biden said he would instruct the U.S. government to purchase an additional 500 million covid-19 test kits and provide the most protective N95 mask free of charge. The epidemic prevention line was fermented again, and the total leader Andon Health Co.Ltd(002432) (002432. SZ) of A-Shares increased by more than 10 times, which made the Hong Kong stock market jealous.
Therefore, the funds are also taking positive action, and they will get involved in the theme of epidemic prevention. Shanghai Junshi Biosciences Co.Ltd(688180) (01877) rose by more than 11 points. On December 31, the company announced that the Ministry of health of Uzbekistan had approved the emergency use authorization of its oral nucleoside anti covid-19 virus drug vv116. Vv116 has also become the fourth oral drug approved for the treatment of covid-19 pneumonia in the world after developing pharmaceutical industry pukrumide, mosadon molnupiravir and Pfizer paxlovid.
The other is the old variety Cansino Biologics Inc(688185) bio-b (06185), which was also mentioned by the author earlier. According to media reports, recently, SSRN, the preprint platform of the lancet magazine, published online a randomized, non blind and parallel controlled clinical study conducted by Cansino Biologics Inc(688185) Jinyu Bio-Technology Co.Ltd(600201) company among adults aged 18 and over who have completed the basic immunization of two doses of inactivated vaccine, aiming to evaluate the use of one dose of inhaled kvisar? Heterologous enhanced safety and immunogenicity. In recent days, it has been a bit tepid because of bad news such as placement and reduction of holdings. These are basically digested. Today, there is finally an action, up more than 5 points. In addition, on January 11, American capital group increased its holdings of Cansino Biologics Inc(688185) bio-b (06185) 475800 shares at a price of HK $161.8130 per share, with a total amount of about HK $76.9906 million. After the increase, the latest shareholding number was about 30544700 shares, and the latest shareholding ratio was 23.02%. The strength is large and the holding is relatively large, which shows that foreign-funded institutions are full of confidence in their future market. The bottom variety Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) (02196) with similar themes also deserves attention.
Yesterday, it was mentioned that Citic Securities Company Limited(600030) (06030) reached the conditions for share allotment. Unexpectedly, it came so soon. On January 13, Citic Securities Company Limited(600030) issued a share allotment announcement. The price of this allotment is 14.43 yuan, and the allotment is distributed to all A-share shareholders in the proportion of 1.5 shares per 10 shares. Based on the company’s total share capital of 12.927 billion shares as of December 31, 2020, the total number of shares allotted this time is 1.939 billion, including 1.597 billion A-Shares and 341 million H shares. Citic Securities Company Limited(600030) the 28 billion yuan allotment is the largest allotment financing in the history of the securities industry. The second is the share allotment financing of RMB 12.7 billion in China Merchants Securities Co.Ltd(600999) 2020. According to wind data, since 2020, nine securities companies including Hongta Securities Co.Ltd(601236) , Huaan Securities Co.Ltd(600909) , Guoyuan Securities Company Limited(000728) have completed the allotment and fund-raising of nearly 57 billion yuan. In addition to the securities companies that have completed the allotment and fund-raising, there are also China Industrial Securities Co.Ltd(601377) , Caitong Securities Co.Ltd(601108) , Orient Securities Company Limited(600958) , Citic Securities Company Limited(600030) 4 companies that have issued plans for the allotment. Wind data show that the four securities companies plan to raise no more than 67 billion yuan in total. Securities companies can only get in and out, which is really a big problem.
It is understood that the Macao government will publicly disclose the contents of the bill to amend Macao’s gambling law at 4:30 p.m. today (January 14). The bill will be submitted to the French parliament for a vote. According to the conclusion of the public consultation on the revision of the gambling law announced by the Bureau of tourism and tourism supervision earlier, it is generally believed that the number of gambling cards should be 6, and the original “transfer” practice should be abolished. The general view is that the maximum period for granting gambling cards is 20 years, and some think that it should be considered on the basis of 10 years. If passed as expected, it will bring positive stimulation to gambling stocks. Such as sands China (01928), Wynn Macau (01128), Galaxy Entertainment (00027), SJM Holdings (00880), etc. Considering the epidemic situation, gambling stocks are expected to repeat. According to the latest news, the Macao maritime and Water Affairs Bureau announced that in response to the needs of epidemic prevention and control, the maritime passenger transport service between Macao inner port passenger terminal and Zhuhai Wanchai port will be suspended from 3 pm today (14th) until further notice.
The constituent stocks of Hang Seng Composite Index will usher in a new round of review on February 18 this year. The adjustment will take effect on March 7 this year, and the Hong Kong stock connect stock pool will be adjusted accordingly. Some institutions predict that Xiaopeng automobile-w (09868), ideal automobile-w (02015) and Orient Overseas International (00316) will be included in Hong Kong stock connect in February and March this year. If it can be included in the subject matter of Hong Kong stock connect, it is easy to get the favor of domestic capital. Of course, only those with good fundamentals are needed. Foreign capital will generally lurk first and wait for domestic capital to come and take over the offer. These varieties have been pushed up by funds.
The national development and Reform Commission agreed to build two new high-speed rail projects from Tianjin to Weifang and Xi’an to Chongqing, involving nearly 238.3 billion people’s dollars. This indicates that the national investment has been speeding up, and the Chinese prefix stocks are worth paying attention to, such as China Railway Construction Corporation Limited(601186) (01186), China Railway Group Limited(601390) (00390), China Communications Construction Company Limited(601800) (01800), etc. related cement, building materials, excavators, etc.
In terms of stocks, Kwai -W customer service (01024) announced that in January 13, 2022, 10 million 500 thousand shares of B class common stock were issued under the ownership of restricted stock unit plan after initial public offering. The company’s fundamentals also tend to improve, especially under the epidemic, which benefits greatly.
No matter how the external situation changes, the Hang Seng index is still walking at its own pace, which is itself a strong force.
