Movement Alert|Standard Chartered Rises 3.36% in Regular Trading, Rebounding After Analysts Flag Overreaction to Mainland Account Restrictions

Market Focus06-12 15:03

On June 12, Standard Chartered (02888) rose 3.36% in regular trading, trading at 199.7 HKD/share, with turnover of HKD 244 million. The stock is staging a recovery after a sharp selloff earlier this month triggered by concerns over Hong Kong banks tightening offshore account openings for mainland Chinese clients.

The rebound follows JPMorgan's assessment that the market had overreacted to the news, estimating mainland visitor-related business contributes only approximately 2% of revenue for Standard Chartered, including wealth management fees and net interest income from deposits. The investment bank suggested that if negative sentiment persisted, it could create a buying opportunity. Morgan Stanley also noted that Standard Chartered confirmed its operations fully comply with regulatory guidelines and expects limited impact on its wealth management business.

Supporting the recovery, Standard Chartered has maintained an aggressive buyback program, repurchasing approximately 82.5 million shares on June 10 alone at a cost of GBP 14.79 million. Bank of America recently raised its target price to 227 HKD, while the sector traded broadly higher, with CCB up 2.88%, HSBC up 2.38%, ICBC up 2.72%, Bank of China up 2.61%, and CM Bank up 2.32%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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