[Review last week]
Hong Kong stocks performed strongly in early trading last Friday, but the bulls failed to hold their advantage in the afternoon. The Hang Seng Index closed down 0.59, and the Hang Seng Science and Technology Index rose nearly 2% in early trading, and the closing increase narrowed to 0.29%.
On the disk, JD.COM Q1′ s performance was bright, and its share price rose over 7%, leading the strength of weighted technology stocks; Film and television entertainment stocks, power stocks and mobile game stocks rose.
On the other hand, the price of gold fell at a high level, and the non-ferrous metal plate fell; Collective adjustment of the concept stocks of China Special Appraisal Company.
[capital flow]
Last Friday, southbound funds sold a net of HK$ 235 million. SMIC ranked first in net purchases and first in net sales.
Short-selling data are as follows:
[breaking news]
90% of employees over the age of 35 are laid off? Xiaomi responded: rumors
Recently, some netizens posted on social media: "The second headquarters of a certain meter in Wuhan officially announced that 90% of employees over the age of 35 will be laid off." This statement quickly fermented on the Internet, and some netizens speculated that it was Xiaomi Group.
In response to the above rumors, Wang Hua, general manager of the public relations department of Xiaomi Group, responded in Weibo on May 14th. "Last night, there were reports on social media platforms that employees over 35 years old in our Wuhan headquarters only kept 10% of the information, which were all rumors after investigation. Now the legal department of the company has obtained evidence for relevant information and reported it to relevant departments. "
Xu Jiayin became the executor.
On the evening of May 12th, China Evergrande announced that it had received an enforcement notice from the Guangzhou Intermediate People’s Court on the arbitration award of Shenzhen International Arbitration Court. The Company, its subsidiary "Guangzhou Kailong Real Estate" and the executive director Xu Jiayin are the executors of the enforcement notice. According to the execution notice, the items to be executed are:
(1) Guangzhou Kailong and Mr. Xu paid the balance of dividends of Evergrande Real Estate in 2020 to make up about RMB 204 million, and assumed the liquidated damages of about RMB 51.53 million;
(2) Mr. Xu and the company bought back the equity of Evergrande Real Estate held by the arbitration applicant for RMB 5 billion;
(3) The compensation paid by the company to the arbitration applicant from February 1, 2021 to the completion of the repurchase is about RMB 770 million;
(4) The Company, Guangzhou Kailong and Mr. Xu paid about RMB 35.53 million in legal fees, arbitration fees and execution fees.
The total valuation of 47 projects of Evergrande Auto 2 yuan "Sale" exceeds 60 billion.
On May 12th, Evergrande announced that the shareholders’ meeting had agreed to sell its 47 real estate projects to China Evergrande and its subsidiaries. This means that Evergrande has completed the divestiture of real estate business and focused on the new energy vehicle business. Evergrande Automobile will concentrate resources to fully guarantee the R&D and production of Hengchi.
According to the announcement, the two parties signed an agreement to transfer all the issued shares of Huibao and Flaming Ace under Evergrande Automobile, covering 47 existing health space projects of Evergrande Automobile Group, including 21 Evergrande Health Valley projects, 5 Evergrande Health City projects and 21 various property development projects.
After the completion of the sale, Evergrande no longer holds any rights and interests of the above two companies, and it is estimated that it will record a sale income of about 24.789 billion yuan.
According to the unaudited data provided by Evergrande Automobile, as of December 31, 2022, the net liabilities of projects such as Health Valley to be sold were 24.789 billion yuan, and the project valuation was about 60.1 billion yuan. In 2022, its income was only about 1.5 billion yuan, and its net loss after tax reached 8.824 billion yuan.
Large shareholder clearance and evacuation? Vida International Emergency Response
Recently, there is market news that the Swedish company Essity, the controlling shareholder of Vida International, announced that it is considering selling the shares of Vida International; Fuan International, controlled by Li Chaowang, the second largest shareholder and chairman of the board of directors of Vida International, intends to acquire Essity.
On May 14th, Vader International published a voluntary announcement, saying that the Board of Directors had not received any latest information about the review of Essity strategy.
[Company News]
1. (): In the first four months, the accumulated original premium income was 108.343 billion yuan and 71.543 billion yuan respectively through Taiping Life Insurance and Pacific Property Insurance, which decreased by 2.9% and increased by 16.0% respectively.
2. Ping An in China: In the first four months, the premium income of the original insurance contract was about 100.459 billion yuan, 208.185 billion yuan, 8.214 billion yuan and 5.849 billion yuan respectively through Ping An Property Insurance, Ping An Life Insurance Company of China, Ping An Endowment Insurance and Ping An Health Insurance, totaling about 322.707 billion yuan, up 5.93% year-on-year.
3. Baekje Shenzhou: The revenue in the first quarter was 3.066 billion yuan, a year-on-year increase of 57.4%; During the period, the total product revenue was about 2.808 billion yuan, a year-on-year increase of 69%; The net loss attributable to shareholders was about 2,446.6 million yuan, a year-on-year decrease of 14.64%. Mainly due to the sales growth of self-developed products and authorized products.
4. (): The subsidiary plans to invest 2.5 billion yuan to build a new energy lithium battery production research and development project in Xiangyang.
5. (): It is planned to invest in a new battery-grade lithium hydroxide production base project with an annual output of 30,000 tons in Zhangjiagang Free Trade Zone, with an estimated annual income of not less than 2 billion yuan.
6. R&F Property: In the first four months, the accumulated contracted sales were 9.02 billion yuan, down 49.18% year-on-year, of which the contracted sales in April were 1.66 billion yuan, down 61.12% year-on-year.
7. Hejing Taifu Group: The contracted sales in April was 3.231 billion yuan, a year-on-year decrease of 25.8%; The sales area was 144,000 square meters, a year-on-year decrease of 29.8%.
8. Good Boy International: Revenue in the first quarter decreased by 17.5% year-on-year to about HK$ 1.842 billion, and decreased by 14% year-on-year in terms of constant currency.
9. CGNPC New Energy: The subsidiary intends to sell all the shares of Nantong Meiya, and the initial public bidding price is about 420 million yuan.
[repurchase dynamics]
1. AIA: It spent about HK$ 132 million to buy back 1.652 million shares at a repurchase price of HK$ 79.55-81.3.
2. HSBC Holdings: It spent about HK$ 147 million to repurchase 2.5 million shares at a repurchase price of HK$ 58.40-58.95.
3. (): Chongqing Water Investment Group increased its holdings of 35.0092 million A shares, with a total shareholding ratio of 7.013%.
4. (): It is planned to buy back 1.5 billion to 3 billion yuan of A shares for the implementation of the company’s employee stock ownership plan.
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