Weekly Recap| Tencent soared, HSI fought back!

HKEX_Comments
2023-03-27

Hong Kong stocks fought back last week, with the Hang Seng Index$HSI(HSI)$ falling below the 19000-point mark on Monday under the influence of the UBS$UBS Group AG(UBS)$ storm.

Later, it recovered after the Federal Reserve duly raised interest rates by 25 basis points and the positive financial results for China Concept stocks. The Hang Seng Index rose 2.11% a week.

In sector terms, the big gainers last week was industrial sector, with utilities the biggest losers:Southbound funds continue to buy HK $16.76 billion substantially:

Key Events in Hong Kong Stocks Last Week

1. Credit Suisse$Credit Suisse Group AG(CS)$ to be acquired by UBS$UBS Group AG(UBS)$ .

2. The real-name system of Hong Kong stocks has officially implemented, and unregistered investors are allowed to sell and not allowed to buy.

3. Kingdee International Software Group$KINGDEE INT'L(00268)$ falls sharply when Huawei is marching into ERP.

4. BYD$BYD COMPANY(01211)$ is about to launch a smartwatch to replace the original car keys.

5. The National Press and Publication Administration released the approval information of imported online games in March 2023. A total of 27 games were approved, including Tencent$TENCENT(00700)$ , NetEase$NetEase(NTES)$ and Bilibili$BILIBILI-W(09626)$ .

6. Wuxi Apptec$WUXI APPTEC(02359)$ released its annual report for 2022, with revenue growing by a record 71.84% and expected to grow by 5% and 7% in 2023.

7. Anta Sports$ANTA SPORTS(02020)$ released its annual report for 2022, with revenue of 53.651 billion yuan, an increase of 8.8% year on year.

8. Tencent$TENCENT(00700)$ 's revenue in the fourth quarter was 145 billion yuan, up 1% year on year, and beating market expectations.

9. The Federal Reserve raised interest rates by 25 basis points as scheduled.

10. The profit attributable to shareholders of China Mobile$CHINA MOBILE(00941)$ in 2022 was 125.5 billion yuan, an increase of 8.0% year on year.

11. The Hong Kong Stock Exchange has issued new rules for the listing of special technology companies, which will come into effect on March 31.

Two Stocks Worth Attention Among Top Trading HK Stocks Last Week

TOP1: Tencent Holdings$TENCENT(00700)$ . the Hong Kong stock market king, surged 8% on Thursday after reporting quarterly earnings and 2022 results on Wednesday, with fourth-quarter revenue beating market expectations.

TOP5: Baidu Group$Baidu(BIDU)$ , since Baidu released the big language model ERNIE Bot, the market has continued to be popular, and the related ChatGPT concept stocks have continued to soar, with Baidu's weekly increase of 10%.

Next week's Hong Kong stock market events

1.The United States will release the number of initial jobless claims in the week ending March 25 on March 30. The market expects the data to continue to fall, and the hot labor market may keep the Fed firm in raising interest rates.

2. BYD$BYD COMPANY(01211)$ will release its 2022 annual report on Tuesday, with forecast of net profit of between 160 and 17 billion in 2022.

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