24/7/2018
港股每日報告
假疫苗事件令到醫藥股大跌。
星期一港股開市上升，恆生指數升74點，國企指數升34點。友邦保險升0.96%，貢獻指數25點；滙豐升0.34%，貢獻指數10點；工商銀行升0.72%，貢獻指數9點。建設銀行升0.44%，貢獻指數9點。恆安升3.4%，為升幅最大藍籌股。內地爆發藥苖造假醜聞，醫藥下挫，石藥跌1.35%，為跌幅最大藍籌股。A股開市跌0.5%，上證綜合指數跌14點。開市後港股升幅擴大，恆生指數一度升超過100點。金融股及石油股領升。中海油升2.6%，為升幅最大藍籌股，貢獻指數20點。藥明生物發盈喜，股價升5.3%。恆生指數最高升至28392點，升168點。但高位守不住，沽盤湧現，港股從高位回落。主要是騰訊跌2%，跌破$370，拖累指數跌56點。太古發盈警，股價跌3.41%，為跌幅最大藍籌股。手機設備股下挫，舜宇光學跌3.16%，瑞聲跌1.55%。美國政府對解除制裁持開放態度，俄鋁急升17%。恆生指數最低跌至28091點，跌133點。低位有支持持，港股反彈。A股上午收市升0.37%，上證綜合指數升10點。上午收市恆生指數升41點，國企指數升56點，成交422億元。
港股下午變化不大，恆生指數維持幾十點升幅。金融股及石油股領升，建設銀行升2.2%，令指數升45點；工商銀行升2.33%，令指數升30點；友邦升0.6%，令指數升15點；中海油升1.3%，令指數升9點。相反騰訊跌1.6%，令指數跌43點；石藥跌5.6%，為跌幅最大藍籌股，拖累指數跌18點。全國最大藥苖公司做假，拖累醫藥股下挫。東陽光藥跌4.5%，三生製藥跌3.8%，復星醫藥跌3.6%，中生製藥跌4.5%。手機設備股仍然疲弱，舜宇跌3.56%，瑞聲跌2.25%。鐵路基建股上升，中車升2.85%，中鐵升5.9%，中鐵建升7.1%。連帶水泥股急升，華潤水泥升7.1%，中國建材升2.93%，安徽海螺升4.5%。A股收市升1%，上證綜合指數升30點。恆生指數收市升31 點，國企指數升48 點，成交839 億元。
昨晚歐美股市窄幅上落。歐洲股市微跌，德國跌12點，法國跌20點，英國跌23點。美國股市個別發展，杜瓊斯跌13點；標普升5點，納斯達克升7點。港股預託證券在美國升78點，夜期升33點，預計今天港股下跌。
Daily report
Fake vaccine scandal caused pharmaceutical stocks to crash.
The Hong Kong market opened higher on Monday. Hang Seng index opened up 74 points and H share index up 23 points. AIA rose 0.96% for 25 point gain. HSBC rose 0.34% for 10 point gain. ICBC rose 0.72% for 9 point gain. CCB rose 0.44% for 10 point gain. Hengan rose 3.4% to become the top gainer at opening. The largest Mainland vaccine manufacturer made defective vaccines. CSPC fell 1.35% to become the top loser at opening. A shares opened down 0.5%. Shanghai composite index opened down 14 points. Hong Kong stocks rose further after opening. Hang Seng index gained more than 100 poitns. Financials and oils led the rally. CNOOC rose 2.6% to lead the gainers and contributed 20 point gain. HEC issued positive profit alert. Share price rose 5.3% despite weakness in pharmaceutical stocks. Hang Seng index rose to an intraday high of 28392 points, up 168 points. The market soon fell back mainly due to Tencent’s 2% fall. Tencent fell below $370 and dragged down the index by 56 points. Swire Pacific issued profit warning. Share price fell 3.41% to lead the losers. Handset suppliers fell. Sunny Optical lost 3.16%. AAC lost 1.55%. The US Government did not rule out lifting sanctions on Rusal. Its share price soared 17%. Hang Seng index fell to a morning low of 28091 points, down 133 points. A shares closed the morning up 0.37%. Shanghai composite index rose 10 points. Hang Seng index closed the morning up 41 points. H share index rose 56 points. Turnover was $42.2 billion.
In the afternoon, the market was little changed. Financials and oils led the rally. CCB rose 2.2% for 45 point gain. ICBC rose 2.33% for 30 point gain. AIA rose 0.6% for 15 point gain. CNOOC rose 1.3% for 9 point gain. On the contrary, Tencent fell 1.6% for 43 point loss. CSPC lost 5.6% to lead the losers. Pharmaceutical shares fell sharply. HEC lost 4.5%. 3 Biopharm lost 3.8%. Fosun Pharmaceutical lost 3.6%. Sino Pharma lost 4.5%. However, Wuxi rose 5% on positive profit alert. Railway and infrastructure shares rose. CRRC rose 2.85%. China Rail rose 5.9%. China RC rose 7.1%. Cement shares also rose. CR Cement rose 7.1%. CNBM rose 2.93%. Anhui Conch rose 4.5%. A shares closed up 1%. Shanghai composite index rose 30 points. Hang Seng index closed up 31 points and H share index up 48 points. Turnover was $83.9 billion.
Overnight, overseas markets were range bound. European markets fell. DAX lost 124points; CAC lost 20 points and FTSE lost 23 points. US markets were mixed. Dow Jones lost 13 points. S & P rose 5 points and Nasdaq rose 7 points. Hong Kong ADR’s rose 78 points in New York. Night futures rose 33 points. We expect the market to fall today.
