17/6/2019
每日報告
政治不明朗，港股持續下跌
星期五港股低開，恆生指數開市跌114點，國企指數跌26點。友邦跌1%，拖累指數跌29點；滙豐跌0.39%，拖累指數跌11點。東亞銀行發盈警，指需為內地貸款作30億元撥備，股價跌5%。A股開市跌0.16%，上證綜合指數跌4點。手機設備股及香港地產股偏軟。信和置業跌2%，為跌幅最大藍籌股，太古跌1.83%九倉跌1.5%，新世界跌1.4%。舜宇光學跌1.92%。a股收市跌0.26%，上證綜合指數跌7點。開市後恆生指數最高升至27276點，跌20點。但高位守不住，港股回跌至27096點，跌199點。友邦跌1.2%，令指數跌33點；騰訊跌0.72%,令指#跌19點；滙豐跌0.47%，令指數跌14點。港交所跌1.06%，令指數跌10點。香港地產股跌，恆基跌1.58%，信和跌1.57%，新世界跌1.38%。中國聯通跌1.64%，為跌幅最大藍籌股。恆生指數收市跌141點，國企指數跌35點。成交364億元。
下午早段港股變化不大。恆生指數跌一百多點。權重股友邦保險，騰訊，港交所及滙豐等領跌。中東油輪受到襲擊，油價急升。中石油升1.42%，為升幅最大藍籌股，中海油升0.32%，中石化升0.6%。香港銀行下跌，東亞銀行跌幅擴大至8.2%，恆生銀行跌1.63%，滙豐跌0.4%，中銀香港跌1.97%。恆安跌2.72%，為跌幅最大藍籌股。新股中煙香港連升三天，一度升8%。恆安跌3%，為跌幅最大藍籌股。友邦保險跌1.2%，令指數跌33點；騰訊跌1%，令指數跌29點。滙豐跌0.9%，令指數跌27點。香港地產股弱勢，太古跌2.72%，恆基跌2.3%，信和跌2.2%。A股下午跌幅擴大，收市跌1. %，上證綜合指數跌29點。港股跟A股下跌，恆生指數跌超過200點。恆生指數最低跌至27051點，跌244點。恆生指數收市27118點，跌176點，國企指收市跌52點，成交849億元。全週恆生指數跌升153點，國企指數升85點。
上星期五晚歐美股市下跌，波期灣局勢緊張，美國聯儲局本週議息，投資者庇度審慎。歐洲股市跌約0.5%，德國跌72點，法國跌8點，英國跌22點。美股連跌三天，但波幅極小。杜瓊斯跌17點，標普跌4點，納斯達克跌31點。港股預託證券跌128點，夜期跌104點。香港特首收回逃犯引渡條件，但示威遊行持續。香港政治不明朗，預期今天港股下跌。
Daily Report
Hang Seng index resumed the downward spiral as the political situation remains unclear.
The Hong Kong market opened lower last Friday. Hang Seng index opened down 114 points and H share index down 26 points. AIA lost 1% for 29 point loss. HSBC lost 0.39% for 11 point loss. Bank of East Asia issued profit warning. It warned that it would have to set said RMB3 billion as provision as bad loans to real estate loans in China. Share price fell 5% at opening. A shares opened down 0.16%. Shanghai composite index lost 4 points. Handset suppliers and local developers fared poorly. Swire Pacific lost 1.83%. Wharf REIC lost 1.5%. New World lost 1.4%. Sunny Optical lost 1.92%. A shares closed the morning down 0.26%. Shanghai composite index closed down 7 points. Hang Seng index rose to an intraday high of 27276 points right after opening, down only 20 points. However the market fell from high level as selling continued. Hang Seng index fell to a morning low of 27096 poitns, down 199 points. AIA lost 1.2% for 33 point loss. Tencent lost 0.72% for 19 point loss. HSBC lost 0.47% for 14 point loss. HK Exchanges lost 1.06% for 10 point loss. Local developers fell. Henderson lost 1.58%. Sino Land lost 1.576%. New World lost 1.38%. China Unicom lost 1.64% to lead the losers. Hang Seng index closed the morning down 141 points. H share index closed d own 35 points. Turnover was $36.4 billion.
The market was little changed in early afternoon. Hang Seng index lost more than 100 points. Heavyweights AIA, Tencent, HK Exchanges and HSBC led the fall. Crude oil rose as two tankers were attacked in Gulf of Oman. Petrochina rose 1.42% to lead the gainers. CNOOC rose 0.32% and Sinopec rose 0.6%. Local banks fell. Bank of East Asia lost as much as 8.2%. Hang Seng Bank lost 1.63%. HSBC lost 0.4%. BOC HK lost 1.97%. New listing CTI HK rose as much as 8%. Hangan lost 3% to become the top loser. AIA lost 1.2% for 31 point loss. Tencent lost 1% for 29 point loss. HSBC lost 0.9% for 27 point loss. Local developers fell. Swire lost 2.72%. Henderson Land lost 2.3%. Sino Land lost 2.2o%. A shares closed down 1%. Shanghai composite index lost 29 points. Hong Kong shares fell further late afternoon. Hang Seng index lost more than 200 points and fell to a low of 27051 points, down 244 points. Hong Kong resumes the downward spiral as the political situation remains in the flux. Hang Seng index closed down 176 points. H share index closed down 52 points. Turnover was $84.9 billion. For the week, Hang Seng index closed up 153 points. H share index closed up 85 points.
Last Friday night, overseas markets fell slightly. European markets lost about 0.5%. DAX lost 72 points. CAC lost 8 points and FTSE lost 22 points. US markets edged lower for the third consecutive day. Dow Jones lost 17 points. S & P lost 4 points. Nasdaq lost 31 points. Hong Kong ADR’s fell 128 points in New York. Night future lost 104 points. The Hong Kong Government withdrew the proposed extradition legislation in face of massive protest. However, protest march continued. We expect the market to fall today in view of the uncertain political situation.
