UBPETCH@EP2701A

PUXING ENERGY

STARCOIN GROUP

KNOWLEDGE ATLAS

EASY SMART GP

WORLD SUPER

XL2CSOPSMSN-U

PPS INT'L

LAP KEI ENGRG

CHINA FORTUNE

XL2CSOPSMSN

600028

601857

00386

00857

Reuters

Sinopec Corp.

PETROCHINA

SINOPEC CORP

PetroChina plugs Singapore plant's shortfall with crude from China storage, trackers say

02513

00100

06809

09866

03808

01772

00883

01171

01816

KNOWLEDGE ATLAS(02513) rose 31.94%, with a trading turnover 5.0 Billion HKD, and a year-to-date rose 687.4%. MINIMAX-W(00100) rose 14.04%, with a trading turnover 3.0 Billion HKD, and a year-to-date rose 542.4%. GANFENGLITHIUM(01772) fell 3.99%, with a trading turnover 1.3 Billion HKD, and a year-to-date rose 34.5%. CNOOC(00883) fell 3.71%, with a trading turnover 8.4 Billion HKD, and a year-to-date rose 26.6%.

- The Hang Seng Index rose by 2.04%, with a year-to-date decline of 1.3%, while the Hang Seng Tech Index increased by 2.29% but has fallen 13.8% so far this year.  
- Zhizhong (02513) surged by 31.94% with a trading volume of HKD 4.98 billion, achieving a cumulative rise of 687.4% for the year.  
- Conversely, Ganfeng Lithium (01772) fell by 3.99% with a volume of HKD 1.25 billion, albeit having a year-to-date increase of 34.5%.

Top Gainers & Losers

MINIMAX-W

MONTAGE TECH

NIO-SW

SINOTRUK

GANFENGLITHIUM

CNOOC

YANKUANG ENERGY

CGN POWER

Top 5 HK Stock Gainers/Losers (>100B) (4.1)

159309

159731

561760

516570

563150

561360

HSBC Global Research report points out that PetroChina demonstrates resilience amid energy price fluctuations, with profits this year expected to be primarily driven by its oil business, forecasting an average price of USD 80 per barrel for Brent crude oil. The company's earnings and cash flow will strengthen, enhancing dividend resilience. Maintains a "Buy" rating and raises the target price to HKD 11.7

AASTOCKS

China Universal CSI Oil & Gas Resources ETF

ChinaAMC CSI Petrochemical Industry ETF

Bosera CSI Oil & Gas Resources Index ETF

E Fund CSI Petrochemical Industry ETF

Yinhua CSI Oil & Gas Resources ETF

Guotai CSI Oil & Gas Industry ETF

According to "The Big Banks," Huayan has slightly raised the target price for PetroChina to 11.7 yuan, expecting this year's growth to be driven by the oil business

01033

CRAK

603619

600871

Brent crude oil prices fell by more than 4%, dropping below $100 per barrel for the first time, currently reported at $99.21. The market was volatile due to President Trump stating that the war in Iran may soon come to an end, with New York crude oil also down 3.96%. Trump is scheduled to give a speech on Wednesday evening to discuss the progress of the war in Iran. Among the three major oil companies in Hong Kong, CNOOC fell by 4.21%, PetroChina dropped by 1.4%, while Sinopec rose by 2.45%

SPDR O&G Ex & Prd

United States Oil Fund LP

VG Energy

Occidental Petroleum

BP p.l.c.

COSL

F SAMSUNG OIL

F GX OIL

E Fund CNI Oil&Gas ETF

VanEck Oil Services ETF

SINOPEC SSC

Us Brent Oil

VanEck Oil Refiners ETF

ZPEC

ISHRS S&P Glb Engy

SPDR Energy Select

iShares US Oil & Gas Expl & Prod

CHINA OILFIELD

Pro Ultr Bloomberg Crude Oil

CHINA BLUECHEM

HSPC

SPDR O&G Equip

GLOBAL X MLP & Energy Infra

iShares US Oil Equip & Svcs

Brent crude oil futures fell over 4%, dropping below $100 per barrel

05942

02568

China is set to extend its ban on refined fuel exports into April, with potential exemptions for small volumes to Southeast Asian countries. Discussions are ongoing for limited shipments of diesel, jet fuel, and petrol, possibly totaling 150,000 to 300,000 tonnes. Direct shipments will be managed by Chinese state oil firms. The ban, effective from March 12, excludes jet fuel for international flights. Countries like Bangladesh, Myanmar, and Sri Lanka may receive supplies as China aims to address regional energy shortages amid ongoing requests for fuel since the Iran war began.

Businesstimes News

CNOOC F13 N4305

CNOOC F03 N3305

CW Petroleum Corp

CNOOC F13 N2909

China set to extend fuel export ban with small exemptions: sources

000333

BYDDY

601398

BYDDF

01398

002594

China's Shanghai Composite rose 0.5% to 3,941 and the Shenzhen Component gained 0.4% to 13,769, buoyed by positive PMI data indicating economic resilience amid Middle East uncertainties. The composite PMI reached a three-month high of 50.5, with manufacturing at 50.4 and non-manufacturing at 50.1. Despite external risks, Chinese stocks have outperformed many global peers, with notable gains from PetroChina, ICBC, BYD, and Midea Group. However, both indices are still set for a monthly decline.

Trading Economics

Midea Group

BYD Company

ICBC

BYD Company Limited

BYD COMPANY

China Stocks Rise, Still Set for Monthly Loss

EMLP

PetroChina Dismisses Middle East Conflict Concerns

marketscreener

First Trust North American Energy Infra Fd

PetroChina Dismisses Middle East Conflict Concerns

PetroChina Renews Financial Deal With Related Company

PetroChina Renews Financial Deal With Related Company

At the performance meeting, PetroChina stated that despite the unfavorable situation in the Middle East, the company's oil and gas production ensures stable operations of over 90%, mainly relying on pipeline transportation from non-Middle Eastern regions. Chairman Dai Houliang emphasized that the company diversifies raw material sources to mitigate risks and has advantages in chemical structure and technological innovation, promoting the development of high-end products and enhancing the stability and resilience of the industrial chain

PetroChina: The situation in the Middle East is not optimistic, with 90% of production capacity guaranteed to operate stably

PetroChina says Strait of Hormuz oil and gas supplies account for roughly 10% of its operations

PetroChina says Strait of Hormuz oil and gas supplies account for roughly 10% of its operations

01211

00HSI

Hong Kong stocks closed for half a day, with the Hang Seng Index down 224 points or 0.9%, at 24,727 points. The National Index fell 60 points, and the Hang Seng Tech Index dropped 79 points. PetroChina's annual net profit fell by 4.5%, with its stock price rising 1.7% along with oil prices. BYD's annual net profit decreased by 19%, with its stock price slightly rising by 0.1% after opening lower. Other automotive and technology stocks generally declined, with a total turnover of HKD 154.828 billion

Hang Seng Index

In the Hong Kong stock market, the Hang Seng Index's midday decline narrowed to 224 points, with BYD rebounding and AI stocks performing well

The boat for long term investing of S-REITs have came back to port again. Buying at this level has little downside and would offer a larger margin of safety when mean reversion occurs.

LazyCat

Dividend Collector

Current rate of return reached top 30% of users
Calculated based on  your Longbridge (Singapore) A/C

Rate Of Return

Meta has increased its investment in Texas data centers to $10 billion (a 6x increase) — making a big bet on AI infrastructure, which is an important reason for the decline in Meta's stock. Subsequent attention should be paid to changes in AI spending by tech stocks for effective investment risk assessment.

Apple

Tiffany lover

Total asset size ranks among the top 2% of account holders
Calculated based on  your Longbridge (Singapore) A/C

Total Assets

S-Reit can drop further if the Iran war does not settle. Long War, higher oil prices, higher inflation, RATE HIKE!!! Real Estate will suffer!

JoanneChe

Current rate of return reached top 90% of users
Calculated based on  your Longbridge (Singapore) A/C

Total asset size ranks among the top 5% of account holders
Calculated based on  your Longbridge (Singapore) A/C

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MEITUAN-WR

SMIC

YOFC

BYD ELECTRONIC

Meta Platforms

Tesla

Direxion Daily TSLA Bull 2X Shares

Alphabet - C

Alphabet

Shangri-La HKD

Keppel

GuocoLand

Aoxin Q & M

Lendlease Reit

Apple Group

Meituan HK SDR 5to1

☕️ Daily Market Talk | Mar 27, 2026

SMIC HK SDR 5to1

PetroCN HK SDR 1to2

SHANGRI-LA ASIA

DBS Group

S reits are being punished for nothing. It is face equity like volatility and drawdown even though real estate is stable. Interest rate did not even move. I would say buy the dip!

The longer Trump or Iran delays any resolution, the longer the impact of the war will creep through the economy. Even with a ceasefire, it may be too late. 10 days is too long...

Another delay tactic or real peace talks? I believe the key is with the bond market. A big chunk of US debt is due this year and that needs to be refinanced. And that debt which was attained at record low rates will have to be priced at current rates. And those rates are going up and forcing the president’s hands. Similar to how he had to TACO last year April for similar reasons (obviously not stated on mainstream media), seems like the same this time. A middle ground needs to be reached ASAP and that is being reflected in the decisions made. If a peace accord is agreed, that will be the narrative the media will say lead to a market rally. However, when you look at technicals, there are complete 5 waves patterns all round and a bounce is already imminent! Stay safe!

dip or falling knife? hope taco more so market uturn back to green soon

Bond yields have increased due to rising inflation expectations, among other factors. Oil prices may remain elevated. Interest rates may stay higher for longer with fewer rate cuts. IMO can wait a while before buying S-REITs .

Energy, especially oil and gas, is still the strongest sector for the moment as long as the Iran war isn’t resolved.

Fearing Western sanctions, China's oil giants suspend seaborne Russian oil purchases

S&P 500

Oil control

UBPETCH@EP2701A(27199.HK)

UBPETCH@EP2701A Stock Performance Chart

PetroChina plugs Singapore plant's shortfall with crude from China storage, trackers say

Top 5 HK Stock Gainers/Losers (>100B) (4.1)

According to "The Big Banks," Huayan has slightly raised the target price for PetroChina to 11.7 yuan, expecting this year's growth to be driven by the oil business

Brent crude oil futures fell over 4%, dropping below $100 per barrel

China set to extend fuel export ban with small exemptions: sources