GMT EIGHT - Stocks -

EU Defers Two Retaliatory Measures Against U.S. Tariffs by Six Months to Facilitate Trade Negotiations

July Special Bond Issuance Reaches Year-to-Date Peak, Poised to Reinforce Infrastructure Investment

Inbound Tourism Accelerates as China’s Travel Service Exports Jump Nearly 70% in H1

Financing and Applications Expand Across the Board as Low-Altitude Economy Firms Accelerate Global Market Competition

Three Hong Kong Biotech Innovation ETFs Double in Returns This Year as Retail Investors Surge—Has the Sector Peaked After Three Straight Losses?

Wall Street Rebounds as Tech Leads Gains and Earnings Season Continues

Wall Street's major indexes bounced back with gains of more than 1% as investors shrugged off last week's market volatility. Strong corporate earnings, particularly from Palantir, drove the rally. Tech stocks led the charge, while other companies like American Eagle Outfitters and Berkshire Hathaway saw significant movement based on company-specific news.

Guolian Minsheng Securities: Maintains "buy" rating for CHINAHONGQIAO (01378) with 25H1 earnings forecast showing significant year-on-year net profit increase.

The company has released a positive profit forecast, with an estimated net profit attributable to shareholders of approximately 12.359 billion yuan in the first half of 2025, an increase of around 35% year-on-year.

CHINA TOWER (00788) will distribute an interim dividend of HKD 0.1325 per share on October 31st.

China Tower Corporation (00788) announced that the company will distribute a mid-year dividend of 0... per share on October 31, 2025.

East Money Information Securities: CHINAHONGQIAO(01378) demonstrates outstanding integrated advantages and high dividend attributes, receiving an initial "Buy" rating.

Company's dividend yield for years 2022-2024 is 6.7%/10%/13.6%.

China Tower (00788) announced its interim performance with a net profit attributable to shareholders of 5.757 billion yuan, a year-on-year increase of 8.0%. The proportion of revenue from its two wings business exceeded 14%.

China Tower Corporation (00788) announced its interim financial results ending on June 30, 2025, with the group's operating income maintaining...

HARBOUR CENTRE (00051) announces mid-year financial results, with a net loss attributable to shareholders of HK$199 million, representing a 2387.5% increase year-on-year.

The Port Corporation (00051) announced its interim performance for the six months ending on June 30, 2025. The group's revenue was 6.5...

On August 4th, MNSO (09896) spent $54,600 to repurchase 11,300 shares.

Miniso (09896) announced that on August 4, 2025, the company spent $54,600 to repurchase...

TVB (00511) sees strong growth in advertising in the Greater Bay Area, partners with Tencent and Huawei to reaffirm the expectation of turning a profit for the full year.

The television broadcast (00511) issued an announcement, within the 3 months ending on June 30, 2025, the company in Hong Kong...

The market share of the PC business continues to increase. Lyon maintains the outperform rating for LENOVO GROUP (00992) beating the market.

Lyon: Maintain a rating of outperform for Lenovo Group.

HK Stock Market Move | FORTIOR (01304) rose more than 7% during trading yesterday and has been added to the Hong Kong Stock Connect list. The company focuses on BLDC motor drive control chip technology.

FORTIOR (01304) surged over 7% in intraday trading, as of the time of writing, it rose 5.22% to HK$157.1, with a turnover of HK$56.77 million.

HK Stock Market Move | Chinese securities firms saw their stocks rise across the board, with significant improvement in equity market returns. Institutions expect that the performance of securities firms in the first half of the year may exceed expectations.

Chinese brokerage stocks rose across the board. As of the time of writing, GF Securities (01776) rose 2.46% to 17.93 Hong Kong dollars; Orient Securities (03958) rose 2.42% to 17.28 Hong Kong dollars; Everbright Securities (06178) rose 1.64% to 10.55 Hong Kong dollars; CITIC Securities (06066) rose 1.52% to 12.7 Hong Kong dollars; and Shenwan Hongyuan (06806) rose 1.49% to 3.4 Hong Kong dollars.

Morgan Stanley: Expects Tencent's mobile game "Fearless Pact" to generate annual revenue of 5 to 6 billion RMB and gives it a "buy" rating.

As of July, the number of pre-registered users has exceeded 50 million. The launch time was earlier than the market's expected November, alleviating concerns about the high base number caused by the release of the "Dungeon and Warriors" mobile game in May of last year.

Walmart+ membership hits record high! Morgan Stanley: Walmart Inc. (WMT.US) "profit wheel" accelerates, maintains "hold" rating.

Morgan Stanley released a research report, maintaining Walmart's "overweight" rating and setting a target price of $115.

A-share midday review | Divergent trend of three major indices Shanghai index rose 0.53% to return to 3600 points in half a day Real estate stocks strengthened

In the early morning of A shares, there was a differentiation in trends. The Shanghai Composite Index returned to 3600 points. As of the midday closing, the Shanghai Composite Index rose by 0.53%, the Shenzhen Component Index rose by 0.14%, and the ChiNext Index fell by 0.26%.

Morgan Stanley is optimistic about Chevron Corporation's acquisition of Hess to enhance business stability, giving it a "hold" rating and a target price of $174.

Morgan Stanley upgrades Chevron's rating to "buy" with a target price of $174.

HK Stock Market Move | PLAYMATES TOYS (00869) fell more than 3%, expected to change from profit to loss in the first half of the year to around 26 million Hong Kong dollars.

Rainbow Star Toys (00869) fell more than 3%, as of press time, down 3.28% to HK$0.59, with a turnover of HK$1.20 million.

Novo Nordisk A/S Sponsored ADR Class B (NVO.US) lowered its outlook, triggering a 20% historic plunge. Shareholders have initiated a class action lawsuit.

Nordic(NVO.US) is facing a shareholder lawsuit due to lowering its full-year revenue and operating profit growth expectations. The company cites the resistance in the GLP-1 market as the reason for the downgrade.

HK Stock Market Move | ZHAOKE OPHTH-B (06622) has increased by over 10% again. The company has obtained the medical device registration certificate for TONO-i, used for measuring eye pressure, from the National Medical Products Administration.

Chao Ke Eye Care-B (06622) has risen by over 10% again. As of the time of release, it has risen by 9.32% to 3.4 Hong Kong dollars, with a turnover of 1132.54 million Hong Kong dollars.

Assisted driving brings equal rights and drives high growth in performance, BLACK SESAME (02533) has achieved significant results in the layout of full-scenario intelligent computing.

The valuation logic of Heizhima Intelligence has quietly changed.

Guotai Haitong: The World Siasun Robot & Automation Conference is about to open, with a focus on precise operations being a highlight for the future.

High-performance humanoid intelligent large model released; humanoid robot fine manipulative ability accelerates iteration as a catalyst for stock prices.

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