HK - Market Direction 01 (Jan 12 - Jul 15)

[behappyalways]

全民皆股
曾俊華：未見泡沫爆破
http://hk.apple.nextmedia.com/news/firs ... 0/19107461

[winston]

<Research Report>Citi suggests paying attention to 3 groups of investment themes in China equities (Table)

Citigroup published its China Equity Strategy report and suggested paying attention to three investment themes, which include quality small-medium caps with a focus on emerging sectors, dual-listed stocks trading at an H-share discount as well as stocks with scarcity value or cross-market service providers.

Group 1: Quality small-medium caps with a focus on emerging sectors (Market value less than US$3 billion)
STELLA HOLDINGS (01836.HK)
ZHONGSHENG HLDG (00881.HK)
SITC (01308.HK)
LIJUN INT'L (02005.HK)
TCL COMM (02618.HK)
SOUND GLOBAL (00967.HK)
BJ CAPITAL LAND (02868.HK)
FU SHOU YUAN (01448.HK)
MICROPORT (00853.HK)
JU TENG INTL (03336.HK)
C CITYRAILTEC (01522.HK)
BJ DIGITAL (06188.HK)
SouFun(SFUN.N)
Jumei(JMEI.N)
iKang(KANG.O)

Group 2: Dual-listed stocks trading at an H-share discount (more than 21% premium for A-share):
HUADIAN POWER (01071.HK)
ANGANG STEEL (00347.HK)
BAIYUNSHAN PH (00874.HK)
CHINA RAIL CONS (01186.HK)
LIVZON PHARMA (01513.HK)
CHINA SHIP DEV (01138.HK)

Group 3: Stocks with scarcity value
TENCENT (00700.HK)
AIA (01299.HK)
HKEX (00388.HK)
WYNN MACAU (01128.HK)

Source: AAStocks Financial News

[behappyalways]

牛市賺夠就走？
夏佳理私家攻略：繼續入市
http://hk.apple.nextmedia.com/news/art/ ... 1/19108728


股民豪食萬元龍蝦鮑魚
http://hk.apple.nextmedia.com/news/art/ ... 1/19108490


秋官丁蟹效應：梗係升
http://hk.apple.nextmedia.com/entertain ... 1/19108118

[behappyalways]

李嘉誠籲股民量力而為
http://hk.apple.nextmedia.com/news/art/ ... 2/19109422

[behappyalways]

北水南調　外資恢復入市信心
港股本周上望28000
http://hk.apple.nextmedia.com/financees ... 3/19110335


珠寶行撐一周一行：助減租金
化妝品零售影響大
http://hk.apple.nextmedia.com/news/art/ ... 3/19110619

[behappyalways]

恒指破28000　散戶嘩嘩聲
港交所驚見$300
http://hk.apple.nextmedia.com/news/firs ... 4/19112059

[behappyalways]

炒股潮
婦「胸運」走私191萬現鈔來港
http://hk.apple.nextmedia.com/news/firs ... 6/19114409

[winston]

China Resources Enterprise may be taken out as a constituent of the Hang Seng Index in a quarterly review of the blue-chip index constituents in May, due mainly to its relatively low market capitalisation, while Hanergy Thin Film Power may be included in the index, HSBC wrote in a research note.

Source: HONG KONG ECONOMIC JOURNAL

[behappyalways]

中證監嚴打傘形信託
A股憂爆斬倉潮　恒指夜期即跌600點
http://hk.apple.nextmedia.com/financees ... 8/19116601

[behappyalways]

股民小心！
港股四凶兆殺到
http://hk.apple.nextmedia.com/financees ... 9/19117231