UB#HSI RP2811F

CITIC Securities Hang Seng Index Bull and Bear Warrant Street Position Ratio and Changes

Hong Kong Interbank Offered Rates (HIBOR) Across the Board Slightly Up

Hang Seng Index Night Futures Close Up 181 Points

HSI Futures Night Session Closes Up 0.65% at 26,923

Hong Kong Stock Market Stamp Duty Boosts Government Revenue, 2026 Budget Forecast Shows Little Increase

Government Announces Budget Forecasting Surplus from 2026/27 Fiscal Year Onwards

Hong Kong Increases Stamp Duty on Residential Properties Over HKD 100 Million

Financial Secretary Paul Chan's Budget Speech Predicts HK Economic Growth

Hang Seng Index Futures Closed on February 25th

HSI Futures, HKC Futures, and H shares Index Futures Open Lower than Spot Prices

LJ Group Analyzes Hong Kong Private Housing Construction and Completion

HANG SENG Index Bull and Bear Warrant Ratio and Quantity Updates

Hang Seng Index Futures Night Session Down 0.75%

HSI Night Index Futures Quotation Up 43 Points

Futures Open Higher Than Spot Prices

Hang Seng Index Futures Open 1.52% Higher at 26,787.44

Significant Rise in Singapore Black Index and Overnight Futures

Hong Kong Monetary Authority's Assessment and Outlook of Hong Kong's Economy

Hang Seng Index Night Futures (February) Up 38 Points

HSI Futures Midday Decline Expands to 1%

CCOE

STARCOIN GROUP

ONEFORCE HLDGS

ROYAL DELUXE

STELUX HOLDINGS

TE HEALTHCARE

ASIAPAC FIN INV

WELIFE TECH

DRINDA

TIMELESS

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The Hang Seng Index closed up 0.95%, and the Hang Seng TECH Index rose 0.56%. JunDa Co., Ltd. had the largest increase, reaching 23.45%; Kingsoft Cloud and Jinli Permanent Magnet rose by 7.69% and 6.7%, respectively. CHINA COAL, Sun Hung Kai Properties, and HPI also saw significant increases. In contrast, Zhaoyi Innovation fell by 7.19%, while MINIMAX and Sanhua Intelligent Control dropped by 2.22% and 2.65%, respectively

Wallstreetcn

CHINA COAL

Hang Seng TECH Index

Hang Seng Index

HUANENG POWER

KINGSOFT CLOUD

The Hang Seng Index closed up 0.95%, with varying degrees of rebound in the energy, resources, AI, and innovative pharmaceuticals sectors

A new light show will replace Hong Kong's 22-year-old "A Symphony of Lights" in the second half of the year, according to the tourism minister. The new show will build on last year's successful "Immersive Light Show in Central" and will be held at key tourist spots like The Peak. The transition aims to enhance visitor engagement and will align with festive periods to encourage repeat visits. Special farewell events for the old show will also be organized. Further details, including costs, will be announced later.

南华早报

New show to replace ‘Symphony of Lights’ at tourist spots in second half of year

36Kr learned that the net inflow of southbound funds exceeded HKD 5 billion

36Kr

Net inflow of southbound funds exceeds HKD 5 billion

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HSBC Global Research has raised its profit forecasts for Hong Kong Exchanges and Clearing for this year and next year, increasing them by 3% and 1.8% respectively, and has raised the target price from HKD 510 to HKD 520, maintaining a "Buy" rating. Hong Kong Exchanges and Clearing's earnings per share exceeded expectations in the fourth quarter and for the full year, at HKD 3.43 and HKD 14.05 respectively, with total revenue in the fourth quarter growing by 14.6% year-on-year. The bank pointed out that Hong Kong Exchanges and Clearing has significant growth potential and competitive advantages, planning to establish a comprehensive fixed income and currency ecosystem

AASTOCKS

Hong Kong Exchanges and Clearing (HKEX)

Yinhua CSI All Share Investment Banking & Brokerage ETF

ISHRS Us Brokers & Sec Exchg

FL2 CSOP HSI

GF Fund CSI HK Connect Financials(ex Banks) Thematic ETF

A GX HSICC

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

FI CSOP HSI

HKEX

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FL2 CSOP HSCEI

HSBC Research raises Hong Kong Exchanges and Clearing (HKEX) profit forecasts for this year and next, increasing the target price to HKD 520

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BEIJING, Feb 27 (Reuters) - China will implement more active macro policies, and enhance targeted coordination of policies, state news agency Xinhua reported the Chinese Communist Party as having discussed at its politburo meeting on Friday.The politburo also discussed efforts to stabilise employment and building a strong domestic market.

- China's macroeconomic policy will become more proactive and coordinated, according to reports from Xinhua.  
- The Politburo also discussed efforts to stabilize employment and build a strong domestic market.  
- These measures aim to enhance economic resilience amidst current challenges.

Reuters

China Universal CSI 300 Index Initiating Fund(LOF)-C

SSE Index

Yinhua CSI 300 Index Fund(LOF)-A

Zheshang CSI 300 Enhanced Index Fund(LOF)-A

China says will implement more active macro policies, enhance targeted coordination

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Hong Kong stocks are set for their worst monthly decline since October, with the Hang Seng Index down 3.2% amid concerns over AI's impact on traditional industries. The index rose 0.6% to 26,545.09 on Friday, while the Hang Seng Tech Index gained 0.9%. Sun Hung Kai Properties saw a 5.4% increase in shares after reporting a 36% profit rise. Global markets remain cautious, with Japan's Nikkei 225 down 0.7% and South Korea's Kospi down 2.1%.

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Pro Ultrshrt Yen

Hong Kong stocks head for worst month since October on AI disruption angst

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The Central Political Bureau meeting emphasized the continued implementation of proactive fiscal policies and moderately loose monetary policies, strengthening the synergy between reforms and macro policies. The Hang Seng Index's afternoon gains expanded to 284 points, reaching 26,665 points. The meeting proposed to continuously expand domestic demand, optimize supply, promote effective qualitative improvement and reasonable quantitative growth of the economy, maintain social harmony and stability, and ensure a good start for the "14th Five-Year Plan."

- The Central Political Bureau held a meeting on February 27, emphasizing the continuation of proactive fiscal policies and moderately relaxed monetary policies.  
- It highlighted the need for coordinated reform efforts and macroeconomic policies to stimulate domestic demand and optimize supply.  
- The meeting aimed to enhance economic stability, prevent risks, and promote a quality and reasonable growth of the economy, contributing to a good start for the 14th Five-Year Plan.

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CSOP HSI ETF

ISHARESHSI

TRACKER FUND

The Central Political Bureau meeting was held: continue to moderately loosen monetary policy and expand domestic demand. The Hang Seng Index's increase once expanded to 284 points

The Hang Seng Index's afternoon gains expanded to 1%

Hong Kong is set for a gloomy weekend with occasional rain and stronger easterly winds, as forecasted by the city's weather observatory. Showers are expected to continue into next week, with a warm southerly airstream replacing the easterly winds. A cold front will bring stronger winds and more showers by Tuesday, but conditions are predicted to improve by next weekend with sunny intervals. Temperatures will gradually decrease from 23°C on Monday to 17°C by Friday.

Gloomy weekend forecast for Hong Kong, with showers from Saturday

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Hong Kong corporate earnings week ahead

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China Southern Hang Seng ETF

ChinaAMC Hang Seng ETF

Hong Kong corporate earnings week ahead

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Hong Kong stocks rebounded after the futures settlement day, with the Hang Seng Index rising 197 points to 26,578 points in the first half of the day. In the real estate sector, Sun Hung Kai Properties rose nearly 7%, with a 17% increase in half-year underlying profit. In the technology sector, both Tencent and Meituan saw increases, rising 2.8% and 2.1% respectively. The overall market turnover was HKD 121.827 billion

Tencent Holdings Limited

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Krne Csi China Internet

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"Hong Kong Stocks" The Hang Seng Index rose 197 points in the half-day, New World Development increased nearly 7%, Tencent and Meituan performed well

$Hang Seng Index(00HSI.HK)has evolved into a hybrid market that reflects China’s economic cycle more than Hong Kong’s domestic fundamentals. Its performance is increasingly driven by mainland policy follow-through, earnings durability in platform and financial stocks, and cross-border capital flows via Stock Connect. Valuation alone is no longer a catalyst; sustained upside depends on whether policy support translates into real profit recovery and renewed confidence from long-term global investors.

$XTALPI(02228.HK) The first to rise in the Hong Kong stock watch list! Push it up!

XTALPI

LI AUTO-W

CSOP A50 ETF-R

CSOP A50 ETF

XI2CSOPHSTECH

ISHARESHSTECH

HSTECH ETF

XL2CSOPHSTECH

CAM HS TECH

Hang Seng TECH ETF I

GEELY AUTO

POP MART

BABA-W

Li Auto

TENCENT-R

Tencent HK SDR 10to1

GEELY AUTO-R

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

POP MART HK SDR 20to1

BABA-WR

Alibaba HK SDR 5to1

Alibaba

The exchange rate of HKD against USD is rising rapidly. Will there still be big opportunities in Hong Kong stocks? $Hang Seng Index(00HSI.HK) $Hang Seng TECH Index(STECH.HK)

While the US stock market hovers under the shadow of tariffs, the Hong Kong stock market is experiencing a liquidity-driven structural frenzy. But is this 'Hong Kong stocks feast' the beginning of a trend revaluation, or a short-lived bubble induced by capital?From a macro perspective, the weak dollar cycle and the abundance of Hong Kong dollar liquidity are the core drivers of the Hong Kong stock market. In May, US tariff revenue surged to a peak of $22 billion, yet the CPI remained stable, coupled with the potential impact of immigration policies on the job market, the probability of a Fed rate cut in June-July is extremely low. The US stock market remains in a tug-of-war between 'chicken ribs market and downside risk.' In contrast, the Hong Kong dollar exchange rate has quickly slid from the strong-side guarantee to the weak-side edge, HIBOR rates are nearly zero, and the abundant liquidity is flooding into new consumption, innovative drugs, and A/H premium targets, driving both blue-chip dividend stocks and growth assets higher.However, the sustainability of the structural revaluation of Hong Kong stocks is highly dependent on the liquidity environment. The current extremely low level of HIBOR has deviated from the US benchmark interest rate. If the Fed's policy shifts or there are changes in the supply and demand of funds, a liquidity retreat could trigger a valuation correction. More critically, the structural premium of the same asset in Hong Kong stocks compared to A-shares lacks fundamental support. In a market dominated by southbound funds, caution is needed against the risk of valuation overshoot under 'capital frenzy.'In the short term, as long as the cost of borrowing in Hong Kong dollars remains low, there is still room for liquidity-driven revaluation to continue. However, in the long term, whether Hong Kong stocks can escape the 'capital market' dilemma depends on whether corporate earnings can take over liquidity as the anchor of valuation. Investors need to closely monitor changes in HIBOR rates and maintain sensitivity to risks amid the liquidity feast. $Hang Seng Index(00HSI.HK)

$Hang Seng Index(00HSI.HK)When the Hong Kong dollar triggers the strong-side convertibility undertaking, the Hong Kong government will be forced to issue Hong Kong dollars to buy US dollars (unless Hong Kong abandons the linked exchange rate system due to another crisis caused by excessive base money).Short-term may benefit the Hong Kong stock market.

On a weekly basis, the southbound capital flow in Hong Kong stocks was a net outflow in the past week. This is unusual, as it's the first time this has happened in at least over a year. $HSTECH ETF(03032.HK) $Hang Seng Index(00HSI.HK) $XIAOMI-W(01810.HK)

XIAOMI-WR

XIAOMI-W

Xiaomi HK SDR 2to1

Xiaomi Corporation

$XTALPI(02228.HK)$Hang Seng Index(00HSI.HK)This is a key macro indicator for Hong Kong stocks.

$Hang Seng Index(00HSI.HK) $XTALPI(02228.HK) Who should be blamed for these poor souls in Hong Kong stocks today? Sigh... damn it

During the 2018 trade war, Gao Shanwen gave a relatively well-known internal speech:Our generation has already made enough money, so young people should just wash up and go to sleep.As for the 2025 tariff war, what I want to say is: young people might not be able to sleep.$Hang Seng Index(00HSI.HK)$Hang Seng TECH Index(STECH.HK)$Invesco QQQ Trust(QQQ.US)$SPDR S&amp;P 500(SPY.US)

Invesco QQQ Trust

SPDR S&P 500

Another day protected by southbound capital! At 13:30 in the afternoon, the southbound capital suddenly surged, and the intraday chart skyrocketed after a 10-minute delay (did you day trade during these 10 minutes? 😂).Unlike yesterday, the southbound capital first rose and then fell in the morning, showing overall weakness. By 13:30, the net purchase was only 1.5 billion. After the surge, the cumulative net purchase for the day reached 5.15 billion. Compared with yesterday, I'm more convinced that there is a will behind the southbound capital.$Hang Seng Index(00HSI.HK) $BABA-W(09988.HK) $TENCENT(00700.HK)

UB#HSI RP2811F(55714.HK)

The Hang Seng Index closed up 0.95%, with varying degrees of rebound in the energy, resources, AI, and innovative pharmaceuticals sectors

New show to replace ‘Symphony of Lights’ at tourist spots in second half of year

Net inflow of southbound funds exceeds HKD 5 billion

HSBC Research raises Hong Kong Exchanges and Clearing (HKEX) profit forecasts for this year and next, increasing the target price to HKD 520

China says will implement more active macro policies, enhance targeted coordination