藺常念
行政總裁
智易東方證券有限公司
證券商調低評級,友邦大跌3%。
藺常念
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20/9/2019

 

每日報告

 

證券商調低評級,友邦大跌3%。

 

美國聯儲局一如預期減息1/4厘,市場早已消化消息,對港股刺激有限。星期四港股開市微升,港股窄幅上落。恆生指數升66點,國企指數升33點。友邦升0.51%,令指數升13點。工商銀行升0.95%,令指數升11點。中國移動升0.84%,令指數升10點。平保升0.64%,令指數升10點。中信股份升1.38%,為升幅最大藍籌股。蒙牛跌0.83%,為跌幅最大藍籌股。滙豐跌0.25%,令指數跌7點。A股開市升0.11%,上證綜合指數升3點。開市後港股由升轉跌,恆生指數跌超過300點。友邦保險跌2.8%,拖累指數跌78點,為跌幅最大藍籌股。騰訊跌1.28%,拖累指數跌34點;滙豐跌0.92%,拖累指數跌25點;平保跌1.28%,拖累指數跌20點。中國移動跌1.14%,拖累指數跌14點。體育用品股個別發展,特步升5.2%,但李寧跌1.9%,安踏跌1%。中國船舶租賃獲惠譽及標普授評級,股價逆市升5.8%。手機設備股逆市上升,瑞聲升5.4%,舜宇升2%,為升幅最大藍籌股。A股上午收市升0.14%,上證綜合指數升3點。恆生指數收市跌332點,國企指數跌110點,成交388億元。

 

 

下午港股跌幅略為擴大,恆生指數跌350多點。證券商調低評級,友邦保險跌3.5%,令指數跌93點。騰訊跌1.4%,令指數跌39點;滙豐跌1.17%,令指數跌32點。平保跌1.8%,令指數跌29點。中國移動跌1.37%,令指數跌16點。汽車股下跌,吉利跌1.8%,東風跌4%,華晨跌6.2.%,長城汽車跌1.8%。油價回升,航空股下挫,國航跌2.45%,東航跌1.5%,南航跌1.84%,國泰航空跌1.2%。零售及餐飲股下跌,六福跌1.67%,周大福跌1.73%,佐丹奴跌2.46%,大家樂跌2.67%。手機設備股領升,瑞聲升6.2%,為升幅最大藍籌股。丘鈦科技升3.16%,高偉電子升3%,富智康升2%。半導體股上升,華虹半導體升3.55%。A股收市升0.46%,上證綜合指數升13點。恆生指數最低跌至26372點,跌382點。尾市港股跌幅收窄,恆生指數收市跌285點,國企指數跌93點,成交705億元。

 

 

昨晚歐美股市個別發展,歐洲股市上升,德國升68點,法國升38點,英國升44點。美股個別發展,杜瓊斯跌52點,標普跌1點,納斯達克升13點。港股預託證券跌6點,夜期升39點,預計今天港股上升。

 

 

Daily report

 

 

Apple’s i-phone enjoyed brisk sale in China. Handset suppliers soared.

 

 

The Federal Reserve cut interest rate by 1/4% as expected. The market had already digested the rate cut. It had little effect on Hong Kong market. The market opened slightly up on Thursday. Hang Seng index opened up 66 points and H share index up 33 points. AIA rose 0.51% for 13 point gain. ICBC rose 0.95% for 11 point gain,. China Mobile rose 0.84% for 10 point gain. Ping An rose 0.64% for 10 point gain. Citic rose 1.38% to become the top blue chip gainer at opening. On the other hand, Mengniu lost 0.83% to lead the losers at opening. A shares opened up 0.11%. Shanghai composite index rose 3 points. The market turned from gain to loss after opening, as sell order flooded the market and the market fell sharply by more than 300 points. Tencent lost 1.28% for 34 point loss. HSBC lost 0.92% for 25 point loss. Ping An lost 1.28% for 20 point loss. China Mobile lost 1.14% for 14 point loss. Sportswear stocks were mixed. Xtep rose 5.2% but Anta Sports and Lining both lost 1%. Handset suppliers rose against the market. AAC rose 5.4%. Sunny Optical rose 2% to lead the gainers. A shares closed the morning up 0.14%. Shanghai composite index rose 3 points. Hang Seng index closed down 332 points, and H share index closed down 110 points. Turnover was $38.8 billion.

 

 

The market fell further in the afternoon, as Hang Seng index lost more than 350 points. AIA lost 3.53% for 93 point loss. Tencent lost 1.4% for 39 point loss. HSBC lost 1.17% for 32 point loss. Ping An lost 1.8% for 29 point loss. China Mobile lost 1.37% for 16 point loss. Carmakers fell. Geely lost 1.8%. Dongfeng lost 4%. Brilliance lost 6.2%. Great Wall Motor lost 1.8%. Crude oil rebounded. Airlines fell. Air China lost 2.45%. China Eastern lost 1.5%. China Southern lost 1.84%. Cathay Pacific lost 1.2%. Retailers and restaurant operators fell. Luk Fook lost 1.67%. Chow Tai Fook lost 1.73%. Giordano lost 2.46%. Café de Coral lost 2.67%. Handset suppliers led the market. AAC rose 6.2%. Semiconductors rose. Huahong Semiconductor rose 3.55%. A shares closed up 0.46%. Shanghai composite index closed up 13 points. Hang Seng index fell to an intraday low of 26372 points, down 382 points. The market rebounded slightly before the close. Hang Seng index closed down 285 points and H share index closed down 93 points. Turnover was $70.5 billion.

 

 

Overnight, overseas markets were mixed. European markets were higher. DAX rose 68 points. CAC rose 38 points and FTSE rose 44 points. US markets were mixed. Dow Jones fell 52 point. S & P lost 1 point. Nasdaq rose 13 points. HK ADR’s lost 6 points in New York. Night future rose 39 points. We expect the market to rise today.

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