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#股市金融

Today6items
Oct 9Fri
  1. 明報·每日經濟46

    Cheung Chung-kiu files claim against Xu Jiayin's asset receivers for 10.1 billion

    Cheung Chung-kiu has filed a claim seeking 101 hundred million dollars in full from Xu Jiayin, his asset receivers, namely Evergrande liquidators Eddie Yue and Tiffany Wong, together with interest calculated at a rate the court deems appropriate and costs. The move came after China Evergrande (former stock code 3333) was sued for debt recovery by Evergrande's liquidators last week.

  2. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟48

    UNIQLO母企迅銷全年多賺25% 股息增七成

    迅銷公布截至今年8月底止全年業績,純利5425億日圓(約269億港元),按年增長25.3%,收益增16.6%至3.96萬億日圓,均續創新高。集團稱北美、歐洲地區優衣庫合計收益首次跑贏大中華等海外市場。迅銷預期本財年純利按年多賺約175億日圓或3.2%、至5600億日圓。

  3. 明報·每日經濟48

    CITIC International expects US to hold off on rate hikes this year, with 3 hikes next year

    CITIC International expects the US to hold off on rate hikes this year, with 3 hikes possibly next year, and Hong Kong dollar interbank rates will rise in line with US dollar rate hikes. The bank estimates that Hong Kong's prime lending rate (P) will rise by 0.125厘 in the first quarter of next year, with a full-year increase of 0.25厘. The bank said US rate hikes have recently slowed property market transactions, and net rental yields are unlikely to outperform US dollar deposit rates, forecasting that local residential prices in 2027 will fall by about 5% from this year's base.

  4. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟54

    外圍沽壓抽水夾擊 恒指失二萬四 達里奧警告AI泡沫近爆破 軟硬件股應聲挫

    橋水創辦人達里奧警告人工智能正處於典型泡沫、隨利率上升正接近爆破,言論引發新一輪AI概念股減倉,恒指失守二萬四關口兼見3個月新低,科指見逾兩年低位。內地A股國慶長假後復市及北水回歸,港股仍難抵外圍沽壓及抽水消息,軟硬件股應聲重挫。

  5. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟66

    港交所、證監會及會財局關注核數師僅因持續經營問題發出無法表示意見個案上升

    港交所、證監會和會財局發表聯合聲明,關注核數師僅因「持續經營問題」發出「無法表示意見」的個案持續上升,由2017年的12宗增至2025年的95宗,其中65家持續超過一年,極端個案長達14年。聲明促請上市公司管理層、審核委員會和核數師改善,強調若情況未見顯著改善,聯交所將考慮修訂《上市規則》,規定相關發行人須停牌。

  6. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟44

    彭博:騰訊擬發最多390億離岸債

    騰訊控股(0700)正考慮發行規模最多達50億美元(約390億港元)的離岸債券,最快可能於本月發行。這是集團繼6月透過發行長期美元及人民幣債券籌集近47億美元後,再度計劃向市場集資。消息由彭博社引述知情人士透露。

  7. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟53

    壁仞科技禁售期剛過即再配股籌逾40億元

    壁仞科技(6082)90日禁售期剛屆滿即再配股,以31.08元配售1.3億股H股,較7日收市折讓約9.8%,集資逾40億元。是次折讓與7月初配股集資逾70億元時相若,但禁售期縮短至60日,與智譜(2513)等AI半新股看齊;有分析預期AI概念半新股新一輪集資潮會繼續。

  8. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟45

    互聯網券商負責人:每日逾百內地客來港開戶

    互聯網券商負責人指每日有逾百名內地客戶來港開戶。今年5月,中證監等8個部門公布《綜合整治非法跨境證券期貨基金經營活動實施方案》,設兩年集中整治期,清理非法存量業務,現有客戶只准單向沽貨及禁止買貨,以解決留存問題。

  9. 明報·每日經濟52

    Brokerages visit tourist areas during Golden Week to recruit mainland clients for account opening, with varying strictness in implementing new SFC rules

    The Hong Kong Securities and Futures Commission requires local brokerages to obtain a written declaration when opening accounts for mainland residents, confirming that funds are legitimate offshore funds, and that settlement and fund deposits and withdrawals can only be processed through a qualified bank account in the client's own name. During the "National Day Golden Week", reporters inquired about opening accounts as mainland visitors and found that brokerages varied in how strictly they implemented the new rules, with some not requiring separate signatures and offering no explanation. Promotional staff at several brokerages said only a mainland identity card is needed to open an account, and Hong Kong and US stocks can be traded on the mainland without using a VPN.

Oct 8Thu
  1. Translation is not available yet. Showing the Traditional Chinese version.

    香港電台·即時本地58

    張松橋入稟高等法院向許家印追討101億元欠款

    中渝置地主席張松橋入稟高等法院,向恒大創始人許家印追討101億元欠款。入稟狀指張松橋按2010年5月至10月的口頭協議墊付290億元,許家印在2014年至2020年償還186.5億元,並在2022年11月15日確認欠101億元。另據報許家印資產接管人亦入稟追討186.5億元。

  2. 南華早報·商業48

    HSBC chooses Singapore for AI centre, Hong Kong Monetary Authority asks why: report

    The Hong Kong Monetary Authority has raised questions with HSBC Holdings over its decision to establish an AI centre in Singapore. Industry figures said Hong Kong and Singapore are competing for leadership in areas such as foreign exchange trading and wealth management, with both sides striving to attract HSBC and other major corporations to invest in AI projects.

  3. Translation is not available yet. Showing the Traditional Chinese version.

    香港經濟日報·中國54

    蜜雪冰城年內執6分店 為何內地餐飲品牌攻港頻現「水土不服」?

    蜜雪冰城位於旺角銀行中心的香港首間分店已結業,年內6間分店結業後僅餘3間,股價至10月8日累計下挫72%至170.5元。文章分析內地品牌水土不服源於香港舖租及人工成本遠高於內地,黃金地段茶飲店月租可達30萬元,並指來港開店往往配合上市宣傳。

  4. Translation is not available yet. Showing the Traditional Chinese version.

    金管局·新聞稿49

    於2027年到期的銀色債券系列第四個付息日息率定為4.00厘

    金管局以特區政府代表身分公布,基礎建設債券計劃下於2027年到期的銀色債券系列(發行編號03GB2710R)第四次付息按年息4.00厘計算。第四個付息日為2026年10月23日,息率於2026年10月8日按浮息及定息的較高者釐定。浮息參照以2019/20年為基期的綜合消費物價指數,近6個月算術平均值為1.80%。

  5. 香港電台·即時本地67

    Hong Kong shares close down 344 points at 3-month low as financial and AI-related stocks plunge

    Hong Kong shares fell for a second consecutive day, with the Hang Seng Index closing at 23,785, down 344 points or more than 1.4%, marking a 3-month closing low. Mainland stock markets resumed trading after the National Day long holiday and southbound flows resumed, with turnover surging to about $207.3 billion; HSBC, Bank of China, Standard Chartered and BEA fell nearly 5% to nearly 6%, Hua Hong and MINIMAX fell more than 9% and nearly 14% respectively, while mainland property stocks bucked the trend to rise.

    Why read this: Lists the Hang Seng Index and tech index levels and sector movements, allowing readers to check where the decline was concentrated.

  6. Translation is not available yet. Showing the Traditional Chinese version.

    政府新聞處·新聞公報39

    金管局公布二○二七年到期銀色債券第四個付息日息率

    金管局以政府代表身分公布,在基礎建設債券計劃下發行、發行編號03GB2710R的二○二七年到期銀色債券,第四次付息按年息4.00厘計算。第四個付息日為二○二六年十月二十三日,息率於十月八日按當前浮息及定息較高者釐定,當日浮息為+1.80%、定息為+4.00%。

  7. 南華早報·商業52

    Cornerstone investors hold back as some Hong Kong IPOs delayed this month

    Enthusiasm among cornerstone investors in Hong Kong's IPO market has cooled, forcing some issuers originally set to list this month to postpone their offerings. More than 60 per cent of newly listed shares in the third quarter are currently trading below their offer prices, prompting cornerstone investors, who usually receive guaranteed allocations and must hold their shares for six months, to reconsider subscribing to upcoming deals.

  8. 南華早報·商業67

    Anta completes acquisition of 29.06% stake in Puma to become largest shareholder

    China's largest sportswear company Anta Sports has completed the acquisition of a 29.06% stake in German brand Puma, becoming its largest shareholder. The transaction was conducted entirely in cash, priced at €1.51 billion (US$1.7 billion), with the seller being the investment vehicle of France's Pinault family, Artemis. Anta is using the deal to strengthen its competitiveness against global rivals such as Nike and Adidas.

  9. 香港電台·即時本地65

    Hang Seng Index falls below 24000 points, down 167 points at midday with turnover of over $1063 hundred million

    Hong Kong shares fell for a second consecutive day. The Hang Seng Index closed at midday at 23963 points, down 167 points, a drop of about 0.7%, falling below the 24000-point mark. Mainland stock markets reopened after the holiday and mainland funds returned, with first-half-day main board turnover rising to over $1063 hundred million; the Tech Index fell nearly 2% to 4113 points, HSBC and Standard Chartered fell 4% or more, while mainland property stocks bucked the trend.

    Why read this: Main board turnover in the first half of the day rose to over $1063 hundred million. With mainland markets reopening after the holiday and funds returning, the changes in momentum amid the decline can be checked.

  10. 香港經濟日報·中國46

    Cross-border stock trading | Several Chinese brokerages in Hong Kong restrict mainland IP clients to selling and fund withdrawals only

    Since September, several Chinese brokerages in Hong Kong have required existing domestic investors logging in with mainland IPs to only sell, close positions and transfer out funds, and not to buy, open positions or transfer in funds. This involves Guotai Junan International, CSC International, Shenwan Hongyuan Securities (Hong Kong), Soochow Securities International and others. The relevant adjustment stems from the Implementation Plan for the Comprehensive Rectification of Illegal Cross-border Securities, Futures and Fund Business Activities, jointly issued by the Securities and Futures Commission and seven other departments on 22 May, which sets a two-year concentrated rectification period. Several brokerages have stopped accepting new account openings from investors with mainland identities.

  11. 香港經濟日報·中國45

    「中國股神」段永平做Short Put行權,變相以420蚊掃騰訊?

    段永平賣出2000張行權價420港元、10月29日到期的騰訊認沽期權,期權費約208.4萬港元。10月7日騰訊股價跌穿420元,他按合約須以420港元承接20萬股騰訊。一張期權對應100股,2000張即20萬股。他形容賣出Short Put是為「開保險公司」:股價不跌賺期權金,跌到目標價則以折扣價建倉。

  12. Translation is not available yet. Showing the Traditional Chinese version.

    香港經濟日報·中國44

    周星馳比高集團1元出售中國影院業務 何解帶來540萬元收益?

    周星馳旗下比高集團(08220)以象徵式1元出售中國影院業務「比高電影院投資有限公司」,估計帶來約540萬元處置收益。該公司8月31日錄得負債淨額約860萬元,去年收入225.1萬元、經營虧損120萬元。540萬元屬非現金會計收益,實際現金代價只有1元。

  13. 南華早報·商業48

    BofA: Global investors refocus on Chinese equities, ending 4-year underweight status

    After analysing 2,767 global funds, BofA indicated that the average allocation of global active long-only funds to Chinese equities has risen from underweight back to benchmark neutral since June, ending a persistent 4-year underweight. The bank said relatively cheap valuations and artificial intelligence opportunities have attracted investors to reassess Chinese equities, but the end of sustained selling does not mean a full bullish outlook.

  14. 香港經濟日報·財經地產24

    ET Stock Pick | Luk Fook (00590) Same-store Sales Improve, Challenging Downtrend

    ET today picks Luk Fook (00590) as its stock pick, pointing out that its investment logic is no longer merely about benefiting from rising gold prices, but rather the simultaneous improvement in retail recovery, product upgrading, gold inventory management and earnings leverage. With same-store sales improving, Luk Fook's share price is challenging the downtrend.

  15. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日港聞54

    開空殼公司偽造糧單 4人涉呃7000萬按揭

    4人涉嫌利用空殼公司製作虛假出糧紀錄及入息證明,向3間金融機構申請樓宇按揭貸款,涉及金額超過7000萬元。3男1女涉串謀詐騙被捕,昨被扣查,據調查被捕人分別報稱任職護士、地產經紀及公司董事。

  16. 明報·每日經濟24

    Cheung Siu-chung: JD.com's positioning outperforms peers and offers good value

    Cheung Siu-chung believes JD.com (9618) has a positioning that outperforms peers and offers good value, and that Hong Kong stocks have a chance of a short-term technical rebound, making JD.com a decent entry target. The Hang Seng Index fell 150 points yesterday to close at 24,130 points, with turnover of 94.7 billion dollars. He said that after breaking record highs, the US stock rally is not particularly strong and there is a need for a short-term correction.

  17. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟65

    美國長債息創24年新高 道指曾跌逾500點

    美國10年期國債孳息率昨高見5.365厘、30年期高見5.732厘,均刷新2002年以來高位,道指早段跌逾500點。沙特機場遇襲及油輪遇襲事件增加引發石油供應擔憂,布蘭特期油高見每桶102美元,紐約期油升穿90美元。EIA數據顯示上周原油庫存減少318.6萬桶,是5周最大跌幅,市場原預期增加170萬桶。

  18. 明報·每日經濟54

    Securities and Futures Commission to launch retail fund regulatory optimisation measures next month

    The Securities and Futures Commission announced that it will implement a number of recommendations set out in the consultation conclusions to refine Hong Kong's regulatory regime for SFC-authorised retail funds. The regulatory optimisation measures relating to the Code on Unit Trusts and Mutual Funds are scheduled to take effect in November 2026, with the authorities stating that the measures aim to protect investors and align Hong Kong's regulatory framework with international standards.

  19. 明報·每日經濟49

    FT: HSBC plans major cuts to UK wealth management headcount

    According to a report by the UK's Financial Times, HSBC plans to significantly cut headcount at its UK wealth management division, with management and professional roles expected to be halved and financial adviser roles possibly cut by about 70%. Affected employees are currently in a consultation period and could leave as early as the end of this month. HSBC hopes to serve high-net-worth clients through artificial intelligence, as part of Chief Executive Georges Elhedery's push to simplify the organisational structure. The relevant assets stood at about £62 billion as of the end of last year.

  20. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟55

    憂英徵銀行暴利稅 匯控渣打續挫 恒指跌150點

    市場憂慮英國徵收銀行暴利稅,匯控(0005)及渣打(2888)連日下跌,分別再跌近2%及3%。恒指全日跌150點,收報24,130點,北水缺席下成交進一步縮減至946億元,連續3日不足千億元,為2024年9月以來首見。

  21. 明報·每日經濟18

    Hang Seng Indexes: The only index company with independent capability

    巫婉雯, Director, Chief Executive Officer and Head of Client Management of Hang Seng Indexes Company, said the company is the only index compilation company in Hong Kong with "independent capability". Indices are updated every two seconds, with everything from research and development, data, IT to sales and promotion carried out end-to-end by the Hong Kong team. The company has invested substantial resources in maintaining the indices.

  22. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟55

    恒生科技指數改革落實 成分股30隻增至50隻 增設流通量與收入門檻

    恒指公司昨日公布落實恒生科技指數改革,成分股由30隻增至50隻,40隻按市值組別、10隻按收入增長組別選出。增長組別設3個月最低1億元日均成交及最少兩年度營收5億元門檻,權重上限維持一般8%、外國公司4%。變動在11月20日季檢公布,12月7日一次過生效。

Oct 7Wed
  1. 南華早報·香港27

    Indonesian envoy says Hong Kong and Indonesia can deepen green finance cooperation

    Indonesian Presidential Special Envoy for International Trade Mari Elka Pangestu said that Hong Kong and Indonesia can deepen green finance cooperation, and that Hong Kong's common law professional strengths can support Indonesia in attracting family offices. She also said that Hong Kong plays an important channel in channelling mainland funds to ASEAN. The remarks were made ahead of her speech at the University of Hong Kong on Wednesday.

  2. 政府新聞處·新聞公報58

    Hong Kong Monetary Authority urges public to beware of scam websites involving Bank of East Asia and two other banks

    The Hong Kong Monetary Authority urges the public to stay vigilant. Bank of East Asia, Shanghai Commercial Bank and Bank of Singapore have issued press releases regarding scam websites and fraudulent online banking login screens, with relevant hyperlinks uploaded to the Hong Kong Monetary Authority's website. The Hong Kong Monetary Authority reminds members of the public that banks will not direct customers to make transactions through hyperlinks in SMS messages or emails, nor will they ever ask for login passwords and one-time passwords. Those who have provided such information should call 2860 5012 to report the case to the Information Centre of the Criminal Investigation Department of the Hong Kong Police Force.