UB#GJINTRP2706B

Israel launches preemptive strike on Iran, declares state of emergency.

Hang Seng Index Quarterly Review Changes Take Effect

Maturity of Guotai Junan International US$400M 2.00% Notes

SFC to issue first batch of virtual asset licenses; concept stocks remain in focus.

Parent Company Guotai Junan Securities Releases 2025 Annual Report, Revealing Key International Business Data

Guotai Junan International shares retreat in Friday afternoon trading, dropping over 4%

Guotai Junan International shares extend gains intraday, driven by digital asset and risk management approvals.

Guotai Junan Analyst Predicts Consumption Boost Policies During China's 'Two Sessions'

New batch of derivative products issued by Guotai Junan International lists today.

Guotai Junan International Acts as Joint Sponsor for HashKey Holdings' Hong Kong IPO

Parent company Guotai Haitong Securities releases 2025 earnings, showing significant net profit growth.

HKMA Expected to Issue First Batch of Stablecoin Licenses in Early 2026, Guotai Junan International in Focus as Crypto Concept Stock.

Parent Company Guotai Haitong Securities Begins Main Market Making for Electricity ETF Today.

Stronger US Dollar Pressures Bitcoin, Weighing on Crypto-Linked Stocks like Guotai Junan International

HKEX record earnings boost sentiment for financial sector, benefiting brokerages.

Market to watch stock reaction following UBS stake increase and ISDA SIMM approval.

Smartkarma Analysis Highlights Caution on Valuation and Dividend Scores

Smartkarma releases latest analysis: Strong growth but mixed valuation metrics.

Merger integration of parent company Guotai Junan and Haitong Securities progresses, with expectations rising for 'Guotai Haitong' rebranding.

Virtual asset business boosted as Bitcoin nears $70,000.

CCOE

STARCOIN GROUP

ONEFORCE HLDGS

ROYAL DELUXE

STELUX HOLDINGS

TE HEALTHCARE

ASIAPAC FIN INV

WELIFE TECH

DRINDA

TIMELESS

00293

01788

00005

02611

HSBC Upgrades Cathay Pacific Airways to Buy from Restricted, Price Target is HK$16

marketscreener

CATHAY PAC AIR

GUOTAI JUNAN I

HSBC HOLDINGS

GTHT

HSBC Upgrades Cathay Pacific Airways to Buy from Restricted, Price Target is HK$16

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Bank of America Securities released a research report listing the investment ratings and target prices for Chinese brokerage stocks. CITIC Securities is rated as Buy, with a target price of HKD 35.7; Guotai Haitong is rated as Buy, with a target price of HKD 21.4; HTSC is rated as Buy, with a target price of HKD 22.1; GF SEC is rated as Buy, with a target price of HKD 22.9; CMS is rated as Underperform, with a target price of HKD 15.3; CGS is rated as Neutral, with a target price of HKD 12.1; CICC is rated as Buy, with a target price of HKD 26.9; CSC is rated as Buy, with a target price of HKD 15.7; DFZQ is rated as Underperform, with a target price of HKD 6.1

AASTOCKS

CAITONG SECURITIES

CICC

HTSC

DFZQ

CMSC

CITIC SEC

GF SEC

Guotai Haitong

CITIC Securities Co., Ltd.

"Major Banks" Bank of America Securities' Investment Ratings and Target Prices for Chinese Brokerage Stocks (Table)

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Bank of America Securities released a report stating that the fundamentals of Chinese brokerage stocks have decoupled from their stock price performance. Despite upward revisions in profit forecasts, A-shares and H-shares have performed poorly, affected by the national team's reduction in holdings and equity financing. The bank believes that the fundamentals of brokerages are robust and anticipates the government to introduce supportive policies, expecting a strong revaluation of valuations. Bank of America Securities prefers H-shares, giving "Buy" ratings to Guotai Haitong, CICC, and GF SECURITIES, and upgrading the rating of HTSC to "Buy," with a target price of 22.1 yuan

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

GF Fund CSI HK Connect Financials(ex Banks) Thematic ETF

E Fund CSI Hongkong Bond Investment Theme ETF

GF SECURITIES

Yinhua CSI All Share Investment Banking & Brokerage ETF

Guotai CSI All Share Investment Banking & Brokerage ETF

"Big Banks" Bank of America Securities: The fundamentals of Chinese brokerage stocks are decoupled from stock price performance, looking forward to the introduction of supportive policies

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As of February 6, 685 listed companies have received brokerage research teams this year. Leading brokerages, leveraging the advantages of their research teams, have become the "main force" in the research market, with CITIC Securities ranking first with 213 research visits; Changjiang Securities, Guotai Haitong, and CICC also exceeded 150 visits each; 12 brokerages including Guosen Securities, Huatai Securities, Western Securities, GF SEC, and CSC have all conducted over 100 research visits

Wallstreetcn

Sealand Securities

SDHT

ZHONGTAI SECURITIES

Changjiang Securities

SINOLINK SECURITIES

GUOSEN SECURITIES

Western Securities

Huaan Securities

Since the beginning of the year, securities firms have "visited" a total of 685 A-share companies

36Kr learned that "Xinmi Er" recently announced the completion of a series A and A+ financing rounds totaling 100 million yuan. GUOTAI JUNAN I, Guojing Capital, and Tongxin Capital participated in the investment; Yiren Capital served as the exclusive financial advisor. The financing funds will mainly be used for the research and development of the next-generation integrated computing chip architecture; to accelerate the global commercialization, systematically promoting verified solutions in the domestic high-end manufacturing sector to the markets in Europe, America, Japan, South Korea, and Southeast Asia; to expand high-end production capacity and attract key talents to support the expected growth in orders over the next two years

36Kr

"Xinmi Er" has successfully completed hundreds of millions in Series A and A+ financing consecutively

After the market close on January 30, Guotai Junan International (1788.HK) experienced a stalemate in market sentiment, with major funds choosing to remain on the sidelines. Recently, the Hong Kong stock brokerage sector has continued to weaken, and the several waves of rebounds constructed at the beginning of the year have not been effectively sustained. Market liquidity continues to contract, and traditional funds prefer to avoid risk sectors. HKD 2.64 has become a critical point of focus during trading, with many short-term traders watching to see if a new defensive line will form here. Currently, there are no substantial positive factors for the brokerage sector, and international major banks have been continuously downgrading industry ratings, leading to overall low market sentiment in Hong Kong stocks. Coupled with continuous outflows of foreign capital, the "buying pressure" has significantly decreased. During trading, there are often only small-scale volume increases when prices approach key levels, and at this time, the downward momentum is usually stronger. 

From a technical perspective, the daily structure remains under the control of bears, with the MACD crossing below the zero line, and short-term moving averages suppressing the K-line as it continues to seek a bottom. The intraday capital flow is primarily outflow, with occasional technical corrections that are difficult to reverse the downward trend. Right-side traders are focused on whether the main funds will launch a counterattack at critical positions, which will be key for subsequent operations. There is considerable short-term risk, especially if HKD 2.64 is broken with increased volume, which could trigger a new round of panic in the market. Before any obvious positive news emerges, it is recommended to dynamically track the policy environment and signals of major fund repositioning, being cautious of sudden negative news that could invalidate technical signals. Investors should pay close attention to intraday fluctuations and marginal changes in regulatory and industry policies, combining technical, volume-price, and capital dynamic signals for risk control, and avoid blindly chasing rebounds

Technical Forecast

Morning Trend | GUOTAI JUNAN I's main force hedges, can the support at 2.64 yuan hold?

Guotai Junan Securities Forecasts Upto 115% Higher Profit in 2025

Guotai Junan Securities Forecasts Upto 115% Higher Profit in 2025

Guotai Haitong expects to achieve a net profit attributable to the parent company of RMB 27.5 billion to 28 billion for the fiscal year 2025, an increase of 111%-115% compared to the previous year. Against the backdrop of rising activity in the domestic capital market, the company actively seizes market opportunities, with asset scale and operating performance reaching historical highs, and significant growth in revenue from wealth management, institutional, and trading businesses, while the negative goodwill arising from the merger with Haitong Securities is included in non-operating income

"Profit Alert" Guotai Haitong forecasts a full-year profit of 27.5 billion to 28 billion RMB, an increase of over 1.1 times

Guotai Junan International Holdings Ltd. expects its net profit for the year ending December 31, 2025, to be between HK$1,280 million and HK$1,380 million, marking a significant increase of 265% to 293% from approximately HK$351 million in 2024. This growth is driven by strong performance in corporate finance, wealth management, asset management, and trading and investment, particularly in equity capital markets and brokerage businesses.

Reuters

Guotai Junan International Expects 265%–293% Surge in 2025 Net Profit

The Hang Seng Index opened higher, refreshing its nearly four-year high; Tencent's performance exceeded expectations, receiving collective bullish calls from major banks; Chip stocks strengthened on the logic of domestic substitution, with SMIC leading the gains; Ping An's stake increase in China Taiping H-shares ignited the insurance sector; Cryptocurrency concept stocks surged as Bitcoin hit a new high; In the pharmaceutical sector, Jingtai Holdings reported its first profit, rising over 11%, while East Buy saw a sudden 12% increase.

Tencent

TENCENT

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

Ping An Insurance

PING AN

PING AN-R

Ping An Ins HK SDR2to1

Ping An

SMIC

SMIC HK SDR 5to1

CPIC

CHINA TAIPING

SUNSHINE INS

Life and Health Insurance

REMEGEN

RemeGen

WUXI BIO

WuXi Biologics

BEONE MEDICINES

BeOne Medicines

Beigene

FI2 CSOP HSI

HUA HONG SEMI

Hua Hong

INNOCARE

InnoCare Pharma

GRANDSHORES

AKESO

HORIZONROBOT-W

ZA ONLINE

SINOHOPE TECH

XTALPI

Life Sciences Tools and Services

XL2CSOPHSTECH

Semiconductors

FL2 CSOP HSI

LINEKONG

INNOVENT BIO

OKG TECH

Interactive Media and Services

CSOP HS TECH

XI2CSOPHSTECH

EAST BUY

Hot Trades in Hong Kong Stocks (8.14) | Hang Seng Index Hits Four-Year High at Opening, Morgan Stanley Says Foreign Capital Accelerated Inflows into Chinese Stock Market in July

Hong Kong stocks continued their upward trend on July 28, with the cryptocurrency, innovative drug, gaming, and insurance sectors performing well. Hong Kong's &#34;Stablecoin Ordinance&#34; will officially take effect on August 1, marking the countdown to stablecoin issuance; the innovative drug sector was boosted by Hengrui Pharmaceuticals securing a $12 billion order; insurance stocks extended their gains as industry anti-internal competition and interest rate cuts improved profit prospects; gaming stocks benefited from Macau's July gaming revenue exceeding expectations and Thailand's withdrawal of the casino bill.

HENGRUI PHARMA

Hengrui Pharma

3SBIO

CSPC PHARMA

OSL GROUP

SANDS CHINA LTD

Sands China

WYNN MACAU

CR HOLDINGS

CHINA LIFE

China Life

SINO BIOPHARM

MELCO INT'L DEV

AIA-R

AIA Group

SJM HOLDINGS

Hot Trades in Hong Kong Stocks (7.28)｜Cryptocurrency, Innovative Drugs, Insurance, and Gaming Sectors Shine, Hengrui Pharmaceuticals Soars 15% at Midday

Bitcoin officially broke through 120K, what other opportunities are worth paying attention to?

CAM BTC

Grayscale Bitcoin Trust BTC - ETF

HGI BTC

FA SAMSUNG BTC

FI CSOP BTC

CleanSpark

CLEANSPARK INC C/WTS 29/12/2028 (TO PUR COM)

Hut 8 Mining

LINKLOGIS-W

Coinbase

Riot Platforms

Cipher Digital

Cipher Mining - CW25

GraniteShares 2x Long COIN Daily ETF

GraniteShares 2x Short COIN Daily ETF

T-Rex 2X Long HOOD Daily Target ETF

Circle

NVIDIA

BOYAA

Bitdeer Tech

Block

Paypal

Sharplink

Robinhood

Mara

T-REX 2X Long MSTR Daily Target ETF

Daily Target 2X Long MSTR ETF

CHINA EB LTD

Strategy

MicroStrategy Pref Shares MSTR 10.0 Perp

MicroStrategy Pref Shares MSTR 8.0 Perp

Core Scientific, Inc.

Core Scientifc - CW27

Bitcoin breaks through $120,000 historically! The crypto 'Golden Week' is here, which stocks can fly with it?

UB#GJINTRP2706B(59426.HK)

HSBC Upgrades Cathay Pacific Airways to Buy from Restricted, Price Target is HK$16

"Major Banks" Bank of America Securities' Investment Ratings and Target Prices for Chinese Brokerage Stocks (Table)

"Big Banks" Bank of America Securities: The fundamentals of Chinese brokerage stocks are decoupled from stock price performance, looking forward to the introduction of supportive policies

Since the beginning of the year, securities firms have "visited" a total of 685 A-share companies

"Xinmi Er" has successfully completed hundreds of millions in Series A and A+ financing consecutively