Lu Yuren – Stocks are volatile and positive stocks take the opportunity to grab the spotlight|Financial High Tea

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US stocks rose sharply overnight, creating profit-taking opportunities for big Hong Kong stocks. The Hang Seng Index continued to be weak after opening lower, but fine stocks have been doing well this week, and individual stocks have risen sharply in a single day, reflecting that large stocks are difficult to speculate. , Hot money and hot short fry.
There is an undercurrent behind the British labor movement

The external rebound, but analysts generally doubt its sustainability, some financial circles who study the international environment have noticed that major European countries have begun to experience problems, including French President Macron’s ruling coalition losing its parliamentary majority, and the UK’s railroad workers’ collapse. strike. Since the Iron Maiden beat the disabled union in the 1980s in the UK, the issue of strikes has ceased to be a problem, but with the sharp rise in inflation, the purchasing power of wage earners has plummeted, and industrial action has become famous again and again. It is still summer, and the demand for energy is low, and it is even more difficult to enter the winter to warm up. Russia now intends to prolong the war, and in the winter, I am afraid that it will play the oil price card, and it will cause bleeding in Europe and the United States.

The political and economic environment in Europe is hidden, and the situation in the United States is slightly better, but the rise in gasoline prices has caused public grievances. Hong Kong stock speculators took advantage of the clear weather on Wall Street. The Hang Seng Index fell from the beginning to the end, down 551 points throughout the day and closed at 21,008 points; the H-Share Index closed at 7,335 points, down 214 points; the KSE Index fell 207 points to close at 4,552 points, with a turnover of 4,552 points. 126.9 billion yuan. Internet medical care and webcasting are heavily regulated, Ali Health (241) and JD Health (6618) plunged 14% and 15%; Kuaishou (1024) fell 4%. Technology and Internet stocks were weak, Jingdong (9618) fell 6.2% to close at 240.8 yuan; Meituan (3690) plunged 4.8% to close at 191.6 yuan; Alibaba (9988) plunged 4.1% to close at 101.5 yuan; Tencent (700) fell 2.9 %, closed at 370 yuan.

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In recent days, penny stocks have exploded from time to time, and haozi coal stock Honghai High-tech Resources (065) rose 140% to close at 0.41 yuan, and has seen a high of 0.68 yuan. It is estimated that the company issued convertible bonds. Honghai Hi-Tech announced that it will issue 40 million yuan of one-year convertible bonds to an independent third party, Blossom Investment, accounting for 12.76% of the enlarged share capital, with an exercise price of 0.1818 yuan and a premium of 6.9%. The funds are intended to be used to enhance mining and mineral-related businesses. Another penny coal stock, Nannan Resources (1229), rose 4% yesterday to close at 0.78 yuan after surging 9 times recently; electronics manufacturer Aigo Group (328) rose 176% to close at 0.27 yuan.

Changhe’s younger brother, Changjiang Life Technology (0775), also surged 88% to close at 1.22 yuan. At the shareholders’ meeting last month, it was reiterated that its melanoma vaccine development and the US Food and Drug Administration (FDA) reached a special program evaluation Agreement, the problem of delayed production of drugs required for clinical trials has been improved.

There is a lot of hype about Haozi coal stocks, mainly because Europe advocates switching from natural gas to more coal use. The stock prices of these stocks are low and their valuations are extremely low as soon as they have a turnaround. The speculative smell is not completely without reasons. The current environment is poor, but some second- and third-tier companies have broken out, which is easy to attract attention. It seems that Jiahong Logistics (2130) announced that although Shanghai has been closed for more than two months, and Hong Kong has continued to implement travel restrictions, it is expected that the group will be released in 2022. The business and financial performance in the first half of the year will continue to grow, mainly due to the Group’s ability to transfer goods to other cities in China. In particular, by transferring import and export goods to other cities, customer orders from Shanghai can be fulfilled, thereby minimizing the adverse impact of the lockdown period.
Jiahong oriental table food is on the mainland consumption trend

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Another Oriental Watch (398), which announced its results today, also issued a profit report earlier. It is estimated that the net profit for the year ending March 31, 2022 will increase from about 233 million yuan last year to no less than 350 million yuan, year-on-year. The increase in net profit was not less than 50%. The increase in net profit was mainly due to the significant increase in the profit of the Group’s retail business in Mainland China, and the increase in local consumption due to the travel restrictions caused by the epidemic. When the stock announced its earnings, its share price was about 3.4 yuan, and it closed at 4.69 yuan yesterday.

Both Jiahong Logistics and Oriental Watch Co., Ltd. are related to high-end consumption in the Mainland, and both benefit from the closure of the Mainland to promote retail sales. Jiahong mainly does logistics in Hainan Island. In recent years, it has entered the sales of high-end consumer goods. Oriental Watch has not set up a branch in Hainan Island, but it has dozens of stores in first-tier cities in the mainland, and will enter second-tier cities in the future. This year, the company announced the end of March, which should not reflect the impact of Shanghai and Beijing’s foot ban. Jiahong’s medium-term growth is fast, its valuation is high, and its relative stimulation is relatively high. Oriental Watch has a stable track record for many years. This week, Oriental Watch also announced that it will promote the Greater Bay Area through TV stations, showing that it has certain confidence in the prospects.
Hitoshi Rikuha

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