22/10/2018
港股每日報告
高官撐市，中港股市反彈。
上星期五港股跟隨外圍開市急跌，恆生指數跌282點，國企指數跌75點。滙豐跌1.86%，令指數跌48點；騰訊跌2%，令指數跌48點；友邦跌1.13%，令指數跌25點；中國移動跌1.34%，令指數跌19點；中海油跌2.33%，令指數跌18點。吉利汽車跌3%，為跌幅最大藍籌股。A股開市跌1.06%，上證綜合指數跌26點。開市後港股跌幅擴大，恆生指數跌超過300點。恆生指數跌至25090點，跌364點。港股低位有支持，港股反彈。A股由跌轉升，權重股反彈，內地金融股上升。建設銀行升0.99%，令指數升19點，恆指跌幅收窄。馬鋼季度業績好過預期，股價升2.2%。莎莎國際上季銷售增長放慢，股價跌10%。港股由跌轉升，恆生指數最高升至25499點，升45點。。A股上午收市跌0.02%，上證綜合指數跌0.43點。港股高位守不住，恆指回落。上午收市恆生指數跌87點，國企指數跌12點，成交560億元。
下午港股大幅反彈，由跌轉升。內地高官撐市，穩定人心，A股急升1.46%，上證綜合指數升36點。A股轉勢，刺激港股急升，恆生指數升二百多點。恆生指數最高升至25743點，升289點。中資金融股領升，建設銀行升2.8%，令指數升59點；平保升2.27%，令指數升29點；工商銀行升1.55%，令指數升18點。港交所升3.25%，令指數升24點。內房股反彈，碧桂園升3.13%，為升幅最大藍籌股。華潤置地升2.63%，中國海外升2.4%。醫藥股反彈，中生製藥升2.74%，石藥升1.72%。汽車股反彈，吉利升2.33%，長城汽車升1.33%，廣汽升2.7%。A股收市升2.58%，上證綜合指數收市升64點。尾市港股升幅收窄，內銀金融股從高位回落，恆生指數一度只落至25541點，只升87點。收市恆生指數升106點，國企指數升85點，成交996億元。全週恆生指數跌240點，國企指數跌77點。
上星期五晚歐美股市個別發展。歐洲股市沒有方向。德國跌35點，法國跌32點，英國升22點。美股個別發展，杜瓊斯升64點。標普跌1點，納斯點克跌82點。港股預託證券跌110點，夜期升10點。預計今天港股下跌。
Today’s report
Top Chinese official supported A shares. Hong Kong shares rebounded.
The Hong Kong market opened sharply lower last Friday. Hang Seng index opened down 282 points and H share index down 75 points. HSBC lost 1.86% for 48 point loss. Tencent lost 2% for 48 point loss. AIA lost 1.13% for 25 point loss. China Mobile lost 1.34% for 19 point loss. CNOOC lost 2.33% for 18 point loss. Geely lost 3% to lead the losers. A shares opened down 1.06%. Shanghai composite index lost 26 points. Hong Kong shares fell further after opening. Hang Seng index lost more than 300 points and fell to a low of 25090 points, down 364 points. The market had support at low level and the market rebounded. A shares turned from loss to gain. Sa Sa International’s quarterly sales disappointed the market. Share price fell 10%. Mainland financials rose to lead the market’s recovery. CCB rose 0.99% for 19 point gain. Maanshan Iron rose 2.2% on strong quarterly results. Hong Kong market turned from loss to gain and rose to a morning high of 25499 points, up 45 points. A shares closed the morning down 0.02%. Shanghai composite index closed the morning down 0.43 point. Hong Kong shares closed the morning down 87 points and H share index down 12 points. Turnover was $56 billion.
The market rebounded strongly in the afternoon. China’s top officials issued statement supporting the stock market. A shares soared 1.46%. Shanghai composite index rose 36 points. Hong Kong shares rose strongly as Hang Seng index soared more than 200 points and rose to an intraday high of 25743 points, up 289 points. Mainland financials led the surge. CCB rose 2.8% for 59 point gain. Ping An rose 2.27% for 29 point gain. ICBC rose 1.55% for 18 point gain. HK Exchanges rose 3.25% for 24 point gain. Mainland developers rebounded. Country Garden rose 3.13% to lead the blue chips. CR Land rose 2.63% and China Overseas rose 2.4%. Pharmaceutical stocks rose. Sino Biopharm rose 2.74%; CSPC rose 1.72%. Carmakers also rebounded. Geely rose 2.33%. Great Wall Motor rose 1.33%. GAC rose 2.7%. A shares closed up 2.58%. Shanghai composite index rose 64 points. The market’s gain narrowed in late afternoon. Hang Seng index fell to an afternoon low of 25541 points, up 87 points. At the close, Hang Seng index rose 106 points; H share index closed up 85 points. Turnover was $99.6 billion. Hang Seng index closed down 240 points for the week and H share index closed down 77 points.
Last Friday night, overseas markets were mixed. European markets had no direction. DAX fell 35 points. CAC lost 32 points but FTSE rose 22 points. US markets were mixed.. Dow Jones closed up 64 points. S & P lost 1 point. Nasdaq lost 82 points. Hong Kong ADR’s lost 110 points in New York. Night future rose 10 points. We expect the market to fall today.
