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最新十个研究报告
金色香江晨报 20180425 - 4月 25, 2018 (5 页)  
于上交易日,恒指收盘升1.26%,收于30,636 点,交易量975 亿; 恒生国企指数收盘升2.04%,收于12,245 点,成交额288 亿港元。 成份股见地产建筑业领涨。

金色香江晨报 20180424 - 4月 24, 2018 (5 页)  
于上交易日,恒指收盘跌0.54%,收于30,254 点,交易量882 亿; 恒生国企指数收盘跌0.45%,收于12,000 点,成交额254 亿港元。 成份股见工商业分类领涨。

China-HK Stock Connect More net sells in southbound connect - 4月 24, 2018 (9 页)  
During last week (16 Apr – 20 Apr), we saw southbound market continued to shrink with average turnover falling 14.9% w-o-w to HKD13.3bn (from HKD15.6bn). For Shanghai (SH)-HK Connect, the net sell trend widened, averaged at -HKD1.48bn from HKD1.08bn previously while Shenzhen (SZ)-HK Connect saw more net sell during the same period.

金色香江晨报 20180423 - 4月 23, 2018 (5 页)  
于上交易日,恒指收盘跌0.94%,收于30,418 点,交易量993 亿; 恒生国企指数收盘跌1.52%,收于12,054 点,成交额296 亿港元。 成份股见电讯业领涨。

Shandong Weigao (1066 HK) Eyes on Argon as the new driver - 4月 23, 2018 (9 页)  
Shandong Weigao had completed its acquisition of Argon Medical Devices in US on 24 Jan 2018. In 2018, we see Weigao sales from consumables/ orthopaedic and total revenue growth y-o-y at 11%/13%/36%, expecting Argon to turn net profit in 2020 and having Weigao’s EPS CAGR (FY17-20F) at 15.2%. Adding Argon’s valuation, our SOTP-TP rises to HKD7.00 (from HKD6.35). Upgrade to BUY.

金色香江晨报 20180420 - 4月 20, 2018 (5 页)  
于上交易日,恒指收盘升1.40%,收于30,708 点,交易量1,149 亿; 恒生国企指数收盘升2.12%,收于12,240 点,成交额370 亿港元。 成份股见原材料业领涨。

宏观经济周报 一季度投资偏弱,央行降准增加流动性 - 4月 20, 2018 (6 页)  
2018年一季度GDP增长6.8%,与去年四季度持平,较去年全年的6.9%略有下滑,符合市场预期,但名义GDP增速已开始下行。尤其是2018年一季度出口增长和基建投资增速明显下滑,这将对今年的经济增长带来较大压力。4月17日,央行决定从4月25日起,下调人民币存款准备金率1个百分点。在美元指数疲弱的背景下,人民币汇率也不再成为货币政策略有放松的掣肘,因此我们认为央行可能在二季度再进行一次降准或降息政策。

金色香江晨报 20180419 - 4月 19, 2018 (5 页)  
于上交易日,恒指收盘升0.74%,收于30,284点,交易量1,176亿;恒生国企指数收盘升0.72%,收于11,986点,成交额397亿港元。成份股见能源业领涨。

金色香江晨报 20180418 - 4月 18, 2018 (5 页)  
于上交易日,恒指收盘跌0.83%,收于30,063 点,交易量1,172 亿; 恒生国企指数收盘跌0.90%,收于11,900 点,成交额382 亿港元。 成份股见能源业领涨。

China/HK Stock Connect 9 - 13 Apr: Southbound turnovers shrank - 4月 18, 2018 (10 页)  
During last week (9 Apr – 13 Apr), we saw a smaller Southbound turnover, with average turnover at HKD15.6bn, fell 16.8% versus that of last week (HKD18.76bn). For Shenzhen (SZ)-HK Connect, we saw bigger average net buy (HKD1.08bn per day) while Shanghai (SH)-HK Connect turned to net sell (-HKD1.08bn) over the same period.