HU-GTHT@EC2701A

UNI HEALTH

QUANTGROUP

AE LOGISTICS

XUNCE

KINTOR PHARMA-B

XunZhong

ILUVATAR COREX

HP LIVING TECH

NANFANG COMM

ZHAOWEI

01788

02611

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As the Iran war disrupts Middle Eastern airspace, Cathay Pacific fares have surged, with travelers from over 50 cities facing double the usual airfare to Hong Kong. The average ticket price has increased by 93%, with business-class seats from London costing around HK$53,486, a 600% rise. Demand for alternative routes has intensified due to flight cancellations by Middle Eastern carriers, leading to limited availability and higher prices. Cathay Pacific is adjusting routes but not adding long-haul flights due to logistical constraints, while Emirates and Etihad plan to resume operations soon.

SCMP

GUOTAI JUNAN I

GTHT

CATHAY PAC AIR

As Iran war closes Middle East skies, how high can Cathay Pacific fares fly?

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Guotai Haitong: Plans to increase capital by RMB 3.5 billion to Guotai Junan Futures Co., Ltd. for the purpose of supplementing net capital

Wallstreetcn

Yinhua CSI All Share Investment Banking & Brokerage ETF

Guotai Haitong

Guotai CSI All Share Investment Banking & Brokerage ETF

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

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

marketscreener

HSBC HOLDINGS

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

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00501

00100

01038

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06160

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DONGFANG ELEC(01072) rose 15.52%, with a trading turnover 1.4 Billion HKD, and a year-to-date rose 62%. OMNIVISION(00501) rose 6.91%, with a trading turnover 175.0 Million HKD, and a year-to-date rose 4.8%. BEONE MEDICINES(06160) fell 9.16%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 8.4%. WUXI BIO(02269) fell 7.45%, with a trading turnover 1.9 Billion HKD, and a year-to-date rose 21.8%.

Top Gainers & Losers

DONGFANG ELEC

OMNIVISION

MINIMAX-WP

CKI HOLDINGS

CKH HOLDINGS

BEONE MEDICINES

WUXI BIO

CONCH CEMENT

CATL

Top 5 HK Stock Gainers/Losers (>100B) (2.26)

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03908

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KNOWLEDGE ATLAS has seen a consecutive two-day surge in the Hong Kong stock market, with intraday gains exceeding 22% at one point. According to an announcement from the China Securities Regulatory Commission, KNOWLEDGE ATLAS has appointed Guotai Haitong Securities and CICC as its advisory institutions for its listing on the Shanghai Stock Exchange's STAR Market, and has withdrawn its previous advisory filing to process a new filing registration. This change in advisory institutions marks a forward advancement in KNOWLEDGE ATLAS's IPO plan

CICC

KNOWLEDGE ATLAS

KNOWLEDGE ATLAS once rose over 22% during the session, the company has hired a counseling agency for its listing on the Sci-Tech Innovation Board

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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

HTSC

DFZQ

CMSC

CITIC SEC

GF SEC

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

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

E Fund CSI Hongkong Bond Investment Theme ETF

GF SECURITIES

"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

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

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

HU-GTHT@EC2701A(26893.HK)

As Iran war closes Middle East skies, how high can Cathay Pacific fares fly?

Guotai Haitong: Plans to increase capital by RMB 3.5 billion to Guotai Junan Futures Co., Ltd. for the purpose of supplementing net capital

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

Top 5 HK Stock Gainers/Losers (>100B) (2.26)

KNOWLEDGE ATLAS once rose over 22% during the session, the company has hired a counseling agency for its listing on the Sci-Tech Innovation Board