Launch of Hang Seng SCHK Electronics Theme Index Featuring Top 40 Securities by Market Capitalization
Launch of New Index: Hang Seng Indexes Company has introduced the Hang Seng SCHK Electronics Theme Index, which tracks the performance of Hong Kong-listed companies in the electronics sector eligible for Southbound trading under the Stock Connect scheme.
Constituents and Review: The index comprises 40 constituents, representing the largest market cap companies in the electronics theme, and is reviewed semi-annually with quarterly adjustments to weightings.
Current Constituents: Notable companies included in the index are TCL Electronics, Xiaomi, and SMIC, among others, with varying short selling ratios reported.
Market Activity: The article provides detailed short selling data for various constituents, indicating market activity and investor sentiment towards these stocks.
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Launch of New Index: Hang Seng Indexes Company has introduced the Hang Seng SCHK Electronics Theme Index, which tracks the performance of Hong Kong-listed companies in the electronics sector eligible for Southbound trading under the Stock Connect scheme.
Constituents and Review: The index comprises 40 constituents, representing the largest market cap companies in the electronics theme, and is reviewed semi-annually with quarterly adjustments to weightings.
Current Constituents: Notable companies included in the index are TCL Electronics, Xiaomi, and SMIC, among others, with varying short selling ratios reported.
Market Activity: The article provides detailed short selling data for various constituents, indicating market activity and investor sentiment towards these stocks.

HKEX Tech 100 Index Launch: HKEX has introduced the HKEX Tech 100 Index, its first Hong Kong equity index, which tracks 100 major Hong Kong-listed companies across six innovative sectors, including AI and biotech.
Accessibility for Investors: The index allows for Stock Connect Southbound trading, making it accessible to both global and Chinese Mainland investors, and includes a fast-entry mechanism for newly-listed companies.
Short Selling Data: The article provides detailed short selling data for various companies within the index, highlighting significant short selling ratios for several constituents.
Market Performance: The report includes stock performance changes for various companies, indicating fluctuations in share prices alongside their respective short selling activities.

Company Performance: KB LAMINATES reported a 28% increase in net profit for 1H25, reaching HKD933 million, which aligns with Citi's forecast.
Core Earnings Insight: The company's core earnings grew by only 10% year-over-year to HKD860 million, falling short of expectations due to rising costs outpacing average selling prices.
Target Price Adjustment: Citi raised its target price for KB LAMINATES from HKD14 to HKD20.5, anticipating the company's entry into Nvidia's supply chain by the end of 2025.
Stock Preference Shift: Citi has shifted its stock preference within the Chinese copper-clad laminate supply chain from SYTECH to KB LAMINATES, indicating a strategic change in investment focus.

Kingboard Holdings Stock Performance: Kingboard Holdings (00148.HK) saw its stock price drop 4.1% to close at $30.6, with a further decline to $29.68 after announcing interim results.
Financial Highlights: For the first half of 2025, Kingboard reported a revenue increase of 5.8% YoY to $21.608 billion and a net profit surge of 71.3% YoY to $2.582 billion, leading to an EPS of $2.329.
Dividend Announcement: The company declared an interim dividend per share (DPS) of $0.69, which is a significant increase of 72.5% from the previous year's $0.40.
KB Laminates Performance: KB Laminates (01888.HK) also experienced a stock decline of 8.4%, reporting a revenue growth of 11% YoY to $9.588 billion and a net profit increase of 28.2% YoY to $933 million, with an interim DPS of $0.15.

Company Performance: KINGBOARD HLDG reported interim results for the six months ending June 30, 2025, with revenue of HK$21.608 billion, reflecting a 5.8% year-over-year increase.
Profit Growth: The net profit surged by 71.3% to HK$2.582 billion, resulting in an earnings per share (EPS) of HK$2.329.
Dividend Announcement: The company declared an interim dividend per share (DPS) of HK69 cents, up from HK40 cents in the same period last year.
Market Activity: As of August 22, 2025, short selling amounted to $2.08 million, with a ratio of 3.457%.
Stock Performance: KINGBOARD HLDG (00148.HK) saw a significant increase in its stock price, opening up 10.2% and peaking at HKD29.2 before closing at HKD27.75, reflecting a 6.9% rise on substantial trading volume.
Profit Forecast: The company issued a positive profit alert, anticipating a more than 70% year-over-year increase in net profit for the first half of 2025, driven by growth in its investment, laminates, and PCBs business segments.






