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$327
PAX Global Technology Ltd

Adam Taylor: the Group was awarded “The Best TMT Company” in the Golden Hong Kong Stocks Awards 2020, confirming the Group’s investment potential is highly recognized by the capital market. #buy https://www.paxglobal.com.hk/en/pax-news/pax-global-wins-the-best-tmt-company-in-the-golden-hong-kong-stocks-awards-2020/

$5
HSBC Holdings

Barry Gardiner: #buy

$941
China Mobile Ltd

Barry Gardiner: Brokers generally stayed upbeat on CHINA MOBILE, for its positive YoY net profit growth in 3Q. The stock surged 3% to $51 #buy

$700
Tencent Holdings Ltd

Stephen Dixon: HSBC Global Research in its report restated #Buy on TENCENT at the target price $687, added from $655 While the tech giant will report its 3Q20 results on 12 November, the broker expected the top-line growth of 28%, non-GAAP OP growth of 39% and non-GAAP EPS of RMB3.548. The broker opined that the rising focus on Tenpay’s valuation may drive TENCENT's fintech value to nearly US$200 billion, roughly 23% of its SOTP.

$1
CK Hutchison Holdings Ltd

Barry Gardiner: $8340 Profit warning due to COVID-19 and low number of corp. fin. engagements #sell the Group is expected to record a loss of approximately HK$1 million (corresponding period in 2019: loss of approximately HK$2 million) for the nine months ended 30 September 2020 as compared to the net profit of approximately HK$60,000 for six months ended 30 June 2020.

$992
Lenovo Group Ltd

Barry Gardiner: PC market shipments grow a stellar 13% in Q3 2020 to break 10-year record - this is the highest growth the market has seen in the past 10 years. Positive for $992 - still a market leader, 11.4% YoY growth #buy

$763
ZTE Corp

John O'Donoghue: ZTE posted a net loss of more than $1 billion in 2018. The loss of 6.98 billion yuan, or $1 billion, was due to a fine paid to U.S. authorities last year as penalty for breaking a settlement resolving sanctions-busting sales to Iran and North Korea. #bearish

$13
Hutchison Whampoa Ltd

daddy777: $700 $992 $13 The first million is always the hardest! http://amzn.to/2prPxCk

$215
Hutchison Telecommunications Hong Kong Holdings Ltd

James Disick: Hutchison Global Communications Limited (HGC), the fixed-line division of Hutchison Telecommunications Hong Kong Holdings Limited (stock code: 215), and BT announced an agreement to establish IPX network interconnection between the HGC Hutch-IPX Network and the BT IPX Network. It will deliver some cost cutting - a small addition to my overall #bullish view on the stock

$2888
Standard Chartered Plc

Dalip Malhan: Standard Chartered Plc, scaling back after two years of lower profit amid slower growth in Asia, is looking to sell part of its remaining private-equity investments, said three people with knowledge of the matter. (bloomberg) this will help focus the business #buy

$511
Television Broadcasts Ltd

Adam Taylor: Hong Kong's largest broadcaster TVB says that it has won government approval to accept investment from Li Ruigang, chairman of Chinese media conglomerate the Shanghai Media Group, according to a company announcement. Li Ruigang will become a member of Young Lion Holdings Limited, an investor group indirectly holding 26% of TVB. http://www.chinamoneynetwork.com/2015/04/23/li-ruigang-acquires-stakes-in-hong-kongs-tvb Li Ruigang will help TVB to get contracts from Mainland China #buy

$486
United Co RUSAL PLC

Cursty Jenner: Highest U.K. Court Denies Rusal Right to Appeal Against LME Decision Ends Lengthy Dispute With London Metal Exchange (WSJ)

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Investor sentiment

$963	Bloomage BioTechnology Corp Ltd	100%
$2888	Standard Chartered Plc	100%
$700	Tencent Holdings Ltd	67%
$327	PAX Global Technology Ltd	63%

$215	Hutchison Telecommunications Hong Kong Holdings Ltd	67%
$2	CLP Holdings Ltd	67%
$1	CK Hutchison Holdings Ltd	25%

CK Hutchison Holdings Ltd

75%

#bullish	70
#neutral	11
#bearish	19

Latest Hong Kong news

15/10/2020 TAI Ping Carpet International Ltd revenue jumped on 34.8% while EBITDA Margin decreased on 2.8 pp from 9.9% to 7.1%

09/10/2020 Vision Fame International Holding Ltd revenue growth accelerated from 2.3% in FY2019 to 405% in FY2020

30/09/2020 Kantone Holdings Ltd reports 13.0% EBITDA growth in 2020 and 0.61 pp EBITDA Margin growth from 5.7% to 6.3%

30/09/2020 Heng Tai Consumables Group Ltd revenue dropped on 35.5% and EBITDA Margin dropped on 19.0 pp from -27.6% to -46.6%

30/09/2020 Yat Sing Holdings Ltd revenue decreased on 8.4% and EBITDA Margin decreased on 2.2 pp from -1.7% to -3.9%

30/09/2020 Art Textile Technology International Co Ltd Net Debt / EBITDA surged on 82.8x from 3.9x to 86.8x in 2020 while Revenue dropped on 24.7%

30/09/2020 China Zenith Chemical Group Ltd revenue dropped on 39.8% while EBITDA Margin surged on 93.4 pp from -149% to -55.4%

30/09/2020 Odella Leather Holdings Ltd revenue returned to growth in FY2020: increased 60.4% vs. 48.6% decline a year earliner

30/09/2020 New World Development Co Ltd Net Income dropped on 85.3% and Revenue dropped on 23.1%

30/09/2020 NWS Holdings Ltd reports 80.3% Net Income decline in 2020 and 3.4% Revenue decline

Twit about Hong Kong stocks

Post/twit your investment idea or question: Use $ before stock tickers (like $ABB), # before hashtags (like #sell)

Latest twits

Adam Taylor 00:07 07/01/2021

$327 the Group was awarded “The Best TMT Company” in the Golden Hong Kong Stocks Awards 2020, confirming the Group’s investment potential is highly recognized by the capital market. #buy

www.paxglobal.com.hk/en/p...ds-2020/

Adam Taylor 04:51 22/12/2020

$327 the stock is -14.15% today to the level of HKD 6.31 which is still 5% higher than HKD 5.97 right before the announcement of the special dividend and three times higher than the size of the special dividend itself of HKD 0.1 #neutral

Adam Taylor 04:47 19/12/2020

$327 decided to pay a special divided of HK$0.10 - good but with a bid pile of cash the special divided was expected to be much bigger! #bearish

Adam Taylor 18:46 09/12/2020

$327 plans to decide on a special dividend on the BoD meeting on December 18 #bullish

Barry Gardiner 16:06 27/10/2020

$5 #buy

Barry Gardiner 16:06 27/10/2020

$5 Strong results of HSBC, the stock is up 5%:
- Reported profit after tax down 46% to $2 and reported profit before tax down 36% to $3, mainly from lower revenue.
- The latest set of result suggests a bottoming of the credit cycle and the bank is “putting in place all of the building blocks we need to resume dividends,” HSBC’s CFO Ewen Stevenson told CNBC.
- The reason for lower revenue is that UK economy had big drops during lockdowns while HK avoided them
#buy

Max Carey 14:23 22/10/2020

$1060 Profit warning due to #COVID-19: #bearish

unaudited revenue of the Group for the six months ended September 30, 2020 (the “First Half of the 2020/2021 Financial Year”) will decrease by approximately 35% to 40% from approximately RMB1.5 billion as recorded for the corresponding period last year, while the net loss attributable to owners of the Company will reduce by approximately 55% to 60% from approximately RMB390 million as recorded for the corresponding period last year.

Max Carey 14:21 22/10/2020

$2318 2020 Q3 Report of Ping An Bank
- Operating income +8.8%
- Net profit + 6.3%
- ROA 11.67%
#bullish

Barry Gardiner 16:43 21/10/2020

$941 Brokers generally stayed upbeat on CHINA MOBILE, for its positive YoY net profit growth in 3Q. The stock surged 3% to $51 #buy

Barry Gardiner 16:40 21/10/2020

$293 Most Affected Staff Receive Notice Today; Group's Cash Position Solid #neutral

Barry Gardiner 16:32 21/10/2020

$1125 results were out yesterday. Quite negative:
- Revenue -18%
- Net income turned negative to -102% of Revenue
#bearish

Barry Gardiner 15:50 20/10/2020

$327 The company moved from 24th to 25th floor in the same building. Growing up! #buy

The board of directors (the “Board”) of Pax Global Technology Limited (the “Company”)
hereby announces that the principal place of business of the Company in Hong Kong has
been changed to Room 2504, 25th Floor, Sun Hung Kai Centre, 30 Harbour Road, Wanchai,
Hong Kong with effect from 19 October 2020. The telephone and facsimile numbers of the
Company shall remain unchanged.

Stephen Dixon 15:41 20/10/2020

$700 HSBC Global Research in its report restated #Buy on TENCENT at the target price $687, added from $655

While the tech giant will report its 3Q20 results on 12 November, the broker expected the top-line growth of 28%, non-GAAP OP growth of 39% and non-GAAP EPS of RMB3.548.

The broker opined that the rising focus on Tenpay’s valuation may drive TENCENT's fintech value to nearly US$200 billion, roughly 23% of its SOTP.

Stephen Dixon 15:36 20/10/2020

$939 Morgan Stanley believed there will be a 60%-70% chance of CCB's price rally in the coming 60 days. The lender was rated Overweight at a $7 target.

Chinese banks have enticing valuation after correction. Loan yield could stabilize in 2H20 amid the fading pandemic. The broker also expected Chinese watchdogs to ease 2H regulatory guidance. #buy

Stephen Dixon 15:33 20/10/2020

$5 Goldman Sachs estimated HSBC HOLDINGS's 3Q20 net income at US$869 million, up 3.5 times QoQ but down 71% YoY. Pre-provision profit was modeled at US$3 billion, down 18% QoQ and 31% YoY. The bank's 3Q PBT will likely hit US$2 billion, up 1.2 times QoQ but down 50% YoY. #buy