BI-YOFC@EC2611A

YOFC Announces 'AI-2030' Strategy at Optoelectronics Expo

Goldman Sachs Raises Target Price for LONGFEI Fiber Optic Cable

Yangtze Optical Fibre & Cable Sees Significant Revenue and Profit Growth with Technological Breakthroughs and Patents

UBS Maintains Buy Rating on LONGFA Optical Fiber

YOFC released FY2026 Q1 earnings on April 29 After-Market (BJT), actual revenue HKD 4.19 B (forecast HKD 4.572 B), actual EPS HKD 0.6802 (forecast HKD 0.7199)

ZTE Fiber Optics reports net profit growth of 226.40% in Q1 2026

ZTE Fiber Optic Cable Releases 2025 Annual Report, Emphasizing High-Quality Growth

YOFC to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast Revenue HKD 4.633 B, EPS HKD 0.7293

Trump Extends US-Iran Ceasefire, Hong Kong Stocks Volatile, Individual Stocks Vary

Optical Communication Stocks Volatile, Fiber Industry Sees Prices and Volumes Surge

ZTEA's stock fell over 10% due to plan by a shareholder to sell up to 1 million shares

CF Ocean Engineering Co., Ltd. Established

E 基金 Holdings Increased Its Stake in LONGFA Optical Fiber

ZTE Fiber Optic Announces Annual Profit Growth of 20.4% and Revenue Growth of 16.8%

Yangtze Optical Fiber and Cable Reports 16.85% YoY Revenue Growth to RMB 14.252 Billion in 2025

YOFC released FY2025 Annual Earnings on March 27 After-Market (BJT), actual revenue HKD 15.58 B (forecast HKD 15.71 B), actual EPS HKD 1.1694 (forecast HKD 1.3068)

YOFC released FY2025 Q4 earnings on March 27 After-Market (BJT), actual revenue HKD 4.422 B (forecast HKD 3.896 B), actual EPS HKD 0.4972 (forecast HKD 0.5745)

ZTE Fiber Publishes Notice on Abnormal Stock Trading Fluctuations

Optical Fiber Cable Price Upward Trend Confirmed

YOFC to Release FY2025 Earnings on March 27 After-Market (BJT), Forecast Revenue HKD 16.1 B, EPS HKD 1.3068

JOLIMARK

TIMES UNI GP

APEX ACE HLDG

VPOWER GROUP

GW TIANDI

FUJING HOLDINGS

TEAMWAY INTL GP

SFSY NEW MAT

FDB HOLDINGS

KEEN OCEAN

00992

06082

01801

06869

01880

06809

00501

09903

00981

03986

LENOVO GROUP(00992) rose 21.95%, with a trading turnover 17.4 Billion HKD, and a year-to-date rose 159.2%. BIREN TECH(06082) rose 14.67%, with a trading turnover 1.7 Billion HKD, and a year-to-date rose 215.1%. MONTAGE TECH(06809) fell 12.82%, with a trading turnover 3.6 Billion HKD, and a year-to-date rose 274.2%. OMNIVISION(00501) fell 8.45%, with a trading turnover 147.3 Million HKD, and a year-to-date fell 19.8%.

- The Hang Seng Index rose by 0.7%, with an annual decline of 1.7%, while the Hang Seng Tech Index fell by 0.09% and is down 11.5% year-to-date.  
- Lenovo Group increased by 21.95%, achieving a trading volume of HKD 17.44 billion and an annual gain of 159.2%.  
- Meanwhile, Wallen Technology rose by 14.67% with a trading volume of HKD 1.69 billion, whereas Lanqi Technology fell by 12.82%, despite a year-to-date increase of 274.2%.

Top Gainers&Losers

LENOVO GROUP

BIREN TECH

INNOVENT BIO

YOFC

CTG DUTY-FREE

MONTAGE TECH

OMNIVISION

ILUVATAR COREX

SMIC

GIGADEVICE

Top 5 HK Stock Gainers/Losers (>100B) (5.29)

YOFC surged 10.1% to HK$231.20, driven by AI demand and commercial projects boosting performance.

HK Stock Market Update

EBSCN

EB SECURITIES

YOFC Surges 10.1% on AI Demand and Commercial Projects

YOFC rose 10.68%; Cambridge Technology fell 3.36%, with a transaction volume of HKD 1.056 billion; ZTE Corporation fell 4.31%, with a transaction volume of HKD 599 million; BYD Electronics fell 3.09%, with a transaction volume of HKD 461 million; Feisuke Innovation fell 2.81%, with a market value of HKD 15.7 billion

HK Stock Alerts

BYD ELECTRONIC

FS.COM

Hong Kong stock movement: YOFC rises 10.68%, driven by AI demand and commercial projects boosting performance!

01347

02600

02476

03993

09980

00288

03750

09926

LENOVO GROUP(00992) rose 15.49%, with a trading turnover 9.9 Billion HKD, and a year-to-date rose 96.4%. HUA HONG SEMI(01347) rose 10.45%, with a trading turnover 11.6 Billion HKD, and a year-to-date rose 93.4%. EASTROC(09980) fell 8.92%, with a trading turnover 88.0 Million HKD, and a year-to-date fell 44.2%. YOFC(06869) fell 6.15%, with a trading turnover 3.6 Billion HKD, and a year-to-date rose 313.2%.

HUA HONG SEMI

CHALCO

CMOC

EASTROC

WH GROUP

CATL

AKESO

Top 5 HK Stock Gainers/Losers (>100B) (5.26)

300750

300308

Hongtu Innovation Emerging Industry Mixed A (001753) has achieved a return of 340.48% in the past year, ranking 5 out of 2285 in its category, with an excess return of 157.57% and a Sharpe ratio of 7.21, receiving a five-star rating. This fund was established in 2015 and has a scale of 1.531 billion yuan, with the top ten holdings including Zhongji Innolight, CATL, and others

同壁财经

Zhongji Innolight

CSI 300

Eoptolink

DSBJ

YUANJIE SEMICONDUCTOR

ETERN

Deye

SolaX Power

HXGF

VeriSilicon

Morningstar

CATL HK SDR 30to1

Hongtu Innovation Emerging Industries Mixed A (001753): Up 340.48% in the past year, with an excess return of 157.57% over the past year, high Sharpe ratio, and awarded a five-star rating

09927

09868

09888

01024

06613

SERES(09927) rose 5.09%, with a trading turnover 218.1 Million HKD, and a year-to-date fell 33.9%. OMNIVISION(00501) rose 5%, with a trading turnover 239.8 Million HKD, and a year-to-date fell 9.7%. BIREN TECH(06082) fell 7.69%, with a trading turnover 339.2 Million HKD, and a year-to-date rose 138.8%. YOFC(06869) fell 6.84%, with a trading turnover 3.4 Billion HKD, and a year-to-date rose 316.2%.

- The Hang Seng Index fell by 1.03%, with a year-to-date decline of 1%.  
- The Hang Seng Tech Index decreased by 2.15%, accumulating a 13.5% loss for the year.  
- Notable movements include Sai Liu Si rising by 5.09% despite a 33.9% year-to-date drop, while Wall Group and Biran Technology saw gains and losses, respectively, throughout the year.

SERES

XPENG-W

BIDU-SW

KUAISHOU-W

Lens

Top 5 HK Stock Gainers/Losers (>100B) (5.21)

06166

515880

The optical communication sector in Hong Kong's stock market is experiencing a decline, with Cambridge Technology (06166.HK) dropping over 7% and Yangtze Optical Fibre and Cable (06869.HK) falling by more than 6%. Other companies like Hua Hong Semiconductor (01347.HK) and Huiju Technology (01729.HK) also reported declines.

CoinLive

Guotai CSI All Share Communications Equipment ETF

Hua Hong

TIME INTERCON

STOCKS | Hong Kong Optical Communication Sector Declines

601869

China Merchants Balanced Growth Mixed A (011369) has achieved a return of 332.6% in the past year, with an excess return of 169.81%. The fund's scale exceeds 2.6 billion yuan, and it has a Sharpe ratio of 7.63, earning a five-star rating. This fund was established in 2021, and its top ten holdings include YOFC, among others, showing excellent performance

Everbright

HTGD

OPTOWIDE

Huashang Balanced Growth Mixed A (011369): Increased by 332.6% in the past year, with an excess return of 169.81% over the past year, a scale exceeding 2.6 billion yuan, high Sharpe ratio, and awarded a five-star rating

02513

02015

01209

00175

01109

KNOWLEDGE ATLAS(02513) rose 9.33%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 878.5%. VGT(02476) rose 8.47%, with a trading turnover 2.7 Billion HKD, and a year-to-date rose 75.7%. LI AUTO-W(02015) fell 14.15%, with a trading turnover 3.6 Billion HKD, and a year-to-date rose 0.1%. CHINA RES MIXC(01209) fell 6.19%, with a trading turnover 346.3 Million HKD, and a year-to-date rose 6.7%.

- The Hang Seng Index decreased by 1.11%, with a year-to-date increase of 0.2%.  
- The Hang Seng Tech Index fell by 1.95%, reflecting a year-to-date decline of 12.2%.  
- Notable stock movements include Zhizhu's 9.33% increase and an 878.5% cumulative rise for the year, alongside Lixiang Auto's 14.15% drop with minimal year-to-date growth.

KNOWLEDGE ATLAS

LI AUTO-W

CHINA RES MIXC

GEELY AUTO

CHINA RES LAND

Top 5 HK Stock Gainers/Losers (>100B) (5.18)

02050

02269

01208

SANHUA(02050) rose 6.84%, with a trading turnover 1.8 Billion HKD, and a year-to-date fell 6.3%. Lens(06613) rose 5.23%, with a trading turnover 779.6 Million HKD, and a year-to-date fell 11.4%. YOFC(06869) fell 12.14%, with a trading turnover 5.0 Billion HKD, and a year-to-date rose 331.3%. HUA HONG SEMI(01347) fell 8.74%, with a trading turnover 7.1 Billion HKD, and a year-to-date rose 56%.

SANHUA

WUXI BIO

Top 5 HK Stock Gainers/Losers (>100B) (5.15)

I am still bullish about banks. The 3 local banks have strong balance sheets and are reliable payers of dividends.

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

Qualcomm

SIA Engineering

Western Digital

Micron Tech

GitLab

Oracle

C3.AI

Salesforce

MongoDB

TENCENT

BABA-W

JD-SW

Alibaba

JD.com

Genting Sing

NTT DC REIT USD

Valuetronics

United Hampshire Reit USD

PRIME US REIT USD

JMH USD

OCBC Bank

☕️ [Task Coins Giveaway] Daily Market Talk

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

TENCENT-R

Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

BABA-WR

Alibaba HK SDR 5to1

JD-SWR

JD HK SDR 10to1

SMIC HK SDR 5to1

Jardine Matheson

DBS Group

Eh which storage stocks you referring to leh, Micron or got other picks?

Fair_Lemon5303

Buy storage dip on strong HBM/SSD demand. AI capex re-accelerating, not peaking. Long SG utilities &amp; palm-oil for energy security; hedge with banks.

JMay

Ranks in the top 90% of account holders by total assets
Calculated based on your Longbridge (Singapore) A/C

Total Assets

Ranks in the top 20% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Rate Of Return

High oil prices have led to high inflationary cost pressure across all sectors, affecting businesses and industrials. Defensive strategies are also at all time high valuations, which had already being position taken earlier, so be cautiously investing during this tough times.

This market is either really bullish or are trapping the bulls. With prices so elevated and the charts looking so parabolic, I am being extra cautious. Still being defensive.

Indonesia can be the regional powerhouse of sustainable renewable energy (geothermal, hydro, solar). Singapore with a growing energy need is proactive to tap into this and grow it together with Indonesia.

market pricing in rate hike means S-REITs will be punished. For income investors who value cash flow and security when they are heading into their golden years, such times offer opportunities to accumulate our dividend machines while also hedged with existing position of local banks.

Much like the CPI, the market has been running hot too and needs to at least cool down a bit if it wants to run some more. The best question to ask is if the market still has energy to keep accelerating. I am staying defensive.

Energy uncertainty will continue to play out with the Straits closure and more confrontational actions. Don't go all in and make sure hedges are ready in the oil area. SGX have alot of good oil related companies!

Once Anthropic IPO, there will be more bullish sentiment in the market. We can be ready for a super cycle to continue and the new economic cycle begins!

US CPI came in hotter than expectations and now suddenly its not a question of when the next rate cut might happen. It is an if it would even happen. We still don't know how the new FED chair Warsh is like and his work style as market start to price in concerns of a rate hike instead. Yet the S&amp;P remained relatively strong with the assurance from Trump, signalling that the stock market continues to trade on Trump's words more than fundamentals.

BI-YOFC@EC2611A(29696.HK)

Top 5 HK Stock Gainers/Losers (>100B) (5.29)

YOFC Surges 10.1% on AI Demand and Commercial Projects

Hong Kong stock movement: YOFC rises 10.68%, driven by AI demand and commercial projects boosting performance!

Top 5 HK Stock Gainers/Losers (>100B) (5.26)

Hongtu Innovation Emerging Industries Mixed A (001753): Up 340.48% in the past year, with an excess return of 157.57% over the past year, high Sharpe ratio, and awarded a five-star rating