Large Blend(CP99103.HK)

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Large Blend
CP99103.HK
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JP Morgan expects that the performance of domestic property stocks will continue to be weak last year, with a preference for CHINA RES LAND and CHINA JINMAO

JP Morgan expects that the performance of Chinese real estate developers will decline by 29% last year, with profit margins under pressure. State-owned enterprises are expected to see a profit growth of 9%, while private enterprises will decline by 21%. Morgan Stanley's top picks are CHINA RES LAND and CHINA JINMAO. More companies are expected to report net losses in March, with core net profit and dividends declining. The profit margin of property management companies is expected to drop from 16.2% in the 2024 fiscal year to 15.6%

AASTOCKS·
SH
512200
+0.26%
SZ
159940
-0.47%
HK
01109
-3.17%
AASTOCKS·
SH
512200
+0.26%
SZ
159940
-0.47%
HK
01109
-3.17%

In the Hong Kong stock market, the Hang Seng Index fell 39 points in the first half of the day, Anta dropped over 5%, and SMIC HUA HONG SEMI rose

The Hong Kong stock market opened softly, with the Hang Seng Index down 39 points at 26,447 points. The National Index fell 24 points, while the Hang Seng Tech Index rose 8 points. The total turnover was HKD 127.653 billion. Anta dropped over 5%, while SMIC rose 4.7%. Baidu's stock price increased by 3.3% due to a target price adjustment. Technology stocks showed mixed performance, with Tencent slightly down 0.2% and Alibaba up 1.1%. In the automotive sector, BYD rose 1.1%

AASTOCKS·
HK
01347
+4.67%
HK
00HSI
-0.15%
HK
09888
+3.29%
AASTOCKS·
HK
01347
+4.67%
HK
00HSI
-0.15%
HK
09888
+3.29%

CITIC Securities: Anta's brand matrix is resilient, target price lowered to 95 yuan, continues to recommend "buy"

The international research report from CMSC indicates that ANTA SPORTS will experience weak sales in the fourth quarter of 2025 due to a warm winter and holiday misalignment, but this is in line with expectations, demonstrating the resilience of its brand matrix. It is expected that ANTA can achieve the revised sales guidance, and the Fila brand has already completed its annual target ahead of schedule. Despite facing short-term pressures, ANTA's price-to-earnings ratio is approximately 14.5 times, which is at a low level, and short-term adverse factors have been reflected in the valuation. CMSC maintains an "Overweight" rating on ANTA, with a target price lowered to 95 yuan

AASTOCKS·
HK
06099
+0.40%
HK
02020
-5.75%
AASTOCKS·
HK
06099
+0.40%
HK
02020
-5.75%

The Half-Day Report: The Hang Seng Index closed at 26,447 points, down 39 points; the Hang Seng TECH Index closed at 5,691 points, up 8 points. ANTA SPORTS fell over 5%, while Baidu Group - SW, MTR CORPORATION, SKYWORTH GROUP, TCL ELECTRONICS, and Sinotruk hit new highs

The Hang Seng Index closed at 26,447 points, down 39 points or 0.1%; the Hang Seng TECH Index reported 5,691 points, up 8 points or 0.1%. The China Enterprises Index fell 24 points or 0.3%, closing at 9,070 points. Among the actively traded blue-chip stocks, ANTA SPORTS fell over 5%, Baidu Group reached a new high, MTR CORPORATION, SKYWORTH GROUP, and TCL ELECTRONICS all set new highs

AASTOCKS·
HK
STECH
+0.15%
HK
00HSI
-0.15%
HK
02020
-5.75%
AASTOCKS·
HK
STECH
+0.15%
HK
00HSI
-0.15%
HK
02020
-5.75%

Sony’s TV business is being taken over by TCL

Sony is spinning off its TV hardware business into a joint venture with TCL, where TCL will hold a 51% stake and Sony 49%. This partnership will allow TCL to influence the development of future Sony Bravia TV models. The companies aim to finalize binding agreements by March and start operations in April 2027, pending regulatory approvals.

The Verge·
US
SONY
-1.37%
HK
01070
+17.08%
6758
0.00%
The Verge·
US
SONY
-1.37%
HK
01070
+17.08%
6758
0.00%
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These consumer sector stocks are really laid back: Nongfu Spring, Mengniu, and Anta are as stable as a rock, with gains relying solely on a snail's pace, and occasional news stimulation barely makes a...

$Tencent Music(TME.US) $NETEASE MUSIC(09899.HK) These two stocks can't be bought now, the industry landscape has changed directly. Douyin is too strong.

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