港股复盘(双语)-苹果概念股齐跌、医药股续跌、港地产股可期

恒生指数, 跌0.35%。恒生中国企业指数, 跌0.15%。香港恒生指数收盘下跌0.35%。苹果概念股集体重挫,舜宇光学跌近7%,瑞声跌超5%。医药股延续跌势。吉利汽车跌超8%领跌蓝筹。
HSI, down 0.35%. HSCEI, down 0.15%. Most Asian market extended the previous day’s sharp losses with technology firms tumbling after Apple slashes its revenue forecasts blaming slowing china sales.

175,吉利汽车,跌8.17%。摩根斯坦利发表报告称,下调吉利汽车投资评级,由“与大市同步”降至“减持”。将目标价由15港元降至8元。新目标价相当于预测2019年市盈率5.2倍,指吉利自去年12月以来股价已累跌16%(恒指同期跌5%),但目前估值仍在同业中最高。
175, Geely Automobile Holdings Ltd, down 8.17%. Morgan Stanley slashes Geely price target by 47% and cuts to underweight from equal weight, as inventory of its Boyle and Lynn Brand’s has risen wile weak Chinese PMI suggests sales at domestic Brands. Target reduced from HK$15 to HK$8 as Geely still has the highest 2019 estimated P/E among peers even after declines since early December.

2382,舜宇光学,跌6.76%。昨夜苹果公司在20多年来第一次调低了圣诞假日季度的业绩预期值,这导致苹果股价暴跌。这一事件也导致苹果供应商股价在全球出现了集体下跌。
2382, Sunny Optical Technology Group Co Ltd, down 6.76%. Apple Reviews down revenue forecast for first time in almost two decades. Sunny Optical is one of the important suppliers to Apple.

2018,瑞声科技,跌5.41%。同上。
2018, AAC Technologies Holdings, down 5.41%. As above.

857,中国石油,涨2.81%。中国石油大庆油田2018年完成油气当量4167万吨,其中国内生产原油3204万吨、天然气43.4亿立方米。大庆油田2018年经营收入、利润总额、税费创2015年以来最好水平。
857, PetroChina, up 2.81%. Daqing oilfield Co. Ltd, a subsidiary of China’s largest oil producer PetroChina, produced around 41.67 million tonnes of crude oil and 4.34 billion cubic meters of natural gas last year. In recent years, the firm has been seeking to increase its natural gas output with rising difficulties in extracting crude oil at its main production base, Daqing Oilfield. Thanks to its effort, its natural gas output has recorded continuous growth over the past eight years.


1177,中国生物制药,跌6.84%。药股延续昨日弱势。彭博数据显示,全球市值排名前100的仿制药企业中,中国仿制药毛利率和利润率高达74%和18%,而全球平均水平则为55%和9.5%。对于一些创新药公司而言,研发投入的大部分资金来源于仿制药的收入。仿制药价格被压低的同时,创新药研发资金也可能面临缺口。
1177, Bino Biopharmaceutical Ltd, down 6.84%. High margins aren’t sustainable on drug prices to curb escalating healthcare costs amid an aging population.

1093,石药集团,跌5.81%。同上
1093, CSPC Pharmaceutical Group Ltd, down 5.81%. As above.

1530,三生制药,跌8.4%。同上
1530, 3SBIO Inc, down 8.4%. As above.

2269,药明生物,跌6.06%。同上
2269, Wuxi Biologics Cayman Inc, down 6.06%. As above.

2186, 绿叶制药,跌5.11%。同上。
2186, Luke Pharma Group, down 5.11%. As above.

867,康哲药业,跌4.78%。同上。
867, China Medical System Holdings, down 4.78%. As above.

151,中国旺旺,涨5.53%。中金重申对旺旺的“推荐”评级,目标价港元7.64,即近40%的上涨空间。星展银行将其目标价从6.2元上调至6.4元,评级由“持有”升至“买入”。星展表示,此公司预计将2019财年下半年提供更高利润率,原因是原材料成本全脂奶粉的压力减少,以及稳定的包装材料成本按年增长。旺旺一直在提高广告及宣传指出,以推动更强劲的收入增长。该行对旺旺的销售渠道投资增加,如现代化及电子商务,以及约9000部自动售货机的积极推广感到鼓舞,此外旺旺也有3万部自动售货机准备推出。
151, Want Want China Holdings, up 5.53%. CICC rated Want Want “Buy”; PT HK$7.64. DBS also rated Want Want “Buy”; PT HK$6.4. Both are bullish on Want Want’s profit margin growth in 2H2019.


16,新鸿基地产,涨2.94%。花旗转而看好香港房地产开发商,将新鸿基地产从中立上调为买进。花旗预计房价将在第一季度见底,指地产股估值接近谷底水平,而资产负债表很强劲。
16, Sun Hung Kai Properties, up 2.94%. The Hang Seng Property Index of Hong Kong Developers gains, as Citi turns bullish on the sector. Upgraded the recommendation on Sun Hung Kai Properties Ltd to buy from neutral.


83,信和置业,涨4.14%。同上。
83, Sino Land Co, up 4.14%. As above.

1109,华润置地,涨2.65%。摩根斯坦利恢复跟踪此公司,评级为超配。
1109, China Resources Land, up 2.65%. Morgan Stanley reinstated coverage of China Resources Land Ltd with a recommendation of overweight; PT HK$35.02, implies 24% increase.


688,中国海外发展,涨2.36%。摩根斯坦利给予中国海外发展超配的初始评级;目标价31.78港元,即上涨24%。
688, China Overseas Land & Invest, up 2.36%. Morgan Stanley initiated coverage of China Overseas Land & Investment Ltd with a recommendation of overweight; PT HK$31.78, implies 24% increase.

607,丰盛控股,跌14.63%。尽管丰盛澄清了债务问题,但市场似乎并不买帐,收出两根长阴线后,今日再度大跌,创近三年新低。
607, Fullshare Holdings, down 14.63%. Company representing Fullshare declined to comment on the share move. Fullshare days ago was targeted by short sellers; stock has fifth-largest short interest in Hong Kong with 14.8% of free float, according to IHS Markit.

708,恒大健康,涨14.86%。公司与贾跃亭控制的FF达成了和解重组协议。据协议,恒大持有32%的FF优先股权,并100%持有FF香港。同时,双方所有原协议将终止,恒大无需再向FF注入资金,并同意解除现存质押。此外,双方还同意撤销及放弃所有现有诉讼、仲裁程序,及所有未来诉讼的权利。贾跃亭可以在5年内回购恒大持有的32%FF股权。恒大健康称,签订重组协议可以使本公司聚焦业务发展,同时支持合资公司融资后发展,符合公司及股东的整体利益。
708, Evergrande Health Industry Group, up 14.86%. China electric vehicle developer Faraday Future(FF) said on Monday it signed a new restructuring agreement with a unit of its main investor, Evergrande Health Industry Group Ltd, ending a bitter legal fight and clearing the path for raising funds. Last time, FF got into a legal tussle with Evergrande Health after a planned $2 billion investment went sour. Under the agreement, both parties have agreed to withdraw and waive all current litigations and arbitration proceedings, and all rights to any **re claims.


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