Midday Update: HSI Ends at 26,775, Gaining 26 Points; HSTI at 5,722, Dropping 75 Points; ZIJIN MINING Rises Over 5%; ZIJIN MINING, SHK PPT, CNOOC, CKH HOLDINGS, and HANG LUNG PPT Reach New Peaks
Market Overview: The HSI rose by 26 points (0.1%) to 26,775, while the HSTI and HSCEI fell by 75 points (1.3%) to 5,722 and 7 points (0.1%) to 9,153, respectively.
Active Heavyweights Performance: Notable movements included Xiaomi down 2.3%, Ping An up 2.2%, Alibaba down 1.2%, Tencent up 0.9%, and Meituan down 0.9%.
Top Gainers and Losers: Zijin Mining and SHK PPT saw significant gains of 5.0% and 4.8%, respectively, while Tingyi and Baidu experienced declines of 4.6% and 4.0%.
Short Selling Insights: High short selling ratios were observed in several stocks, with notable figures including Kuaishou at 22.46% and Baidu at 34.60%, indicating investor caution.
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HPH Trust Reports 15% Increase in 2025 Profit Attributable to Unitholders, Reaching $748M
CKH Holdings Stock Performance: CKH Holdings (00001.HK) experienced a decline of 1.400 points, or 2.129%, with a short selling volume of $266.01 million and a ratio of 32.551%.
Hutchison Port Holdings Trust Financial Results: Hutchison Port Holdings Trust reported a 2.6% year-over-year increase in revenue and other income to $11.863 billion for the year ending December 2025, with a profit attributable to unitholders of $748 million, reflecting a 15.1% increase.
Distribution Per Unit (DPU) Decline: The final DPU for Hutchison Port Holdings Trust was reported at 6.5 cents, which is a decrease of 9.7% compared to the previous year.
Analyst Downgrade: Daiwa downgraded CKI Holdings (01038.HK) to "Outperform," citing unchanged fundamentals but indicating that positive factors have already been priced in.
HSI Declines by 37 Points; Commodities Maintain Recovery; TENCENT Under Pressure
Market Overview: The HSI opened lower by 0.1% at 26,797, with the HSCEI and HSTECH also experiencing declines of 0.15% and 0.9%, respectively.
Resource Stocks Performance: Gold and silver stocks saw gains, with CHINAGOLDINTL up 2.8% and JIANGXI COPPER rising 3.0%, while ZIJIN MINING rallied by 2.1%.
Tech Stocks Decline: Major tech companies like TENCENT and BABA-W faced losses of 2.6% and 1.1%, respectively, with significant short selling activity noted across the sector.
Carmakers and Other Stocks: Carmakers BYD and LEAPMOTOR opened lower, while LI AUTO saw a slight increase of 2.2%. CKH HOLDINGS remained flat amid ongoing arbitration actions.
HMO: Panama Court Decision Significantly Erodes Rule of Law and Contract Integrity
Supreme Court Ruling: The Supreme Court of Justice of Panama declared the contracts and regulations of two ports operated by Panama Ports Company unconstitutional, impacting CKH HOLDINGS.
Chinese Government Response: The Hong Kong and Macau Affairs Office criticized the ruling, claiming it undermines the rights of Chinese enterprises and violates principles of rule of law and contract integrity.
CKH Firmly Opposes Panama's Decision and Actions, Plans to Actively Pursue Arbitration Proceedings
Supreme Court Decision: The Supreme Court of Justice of Panama declared Law No. 5 of 16 January 1997 unconstitutional, which has been the basis for Panama Ports Company S.A.'s operations for nearly 30 years.
Impact on Operations: The decision may take effect in early February 2026, and Panama Ports Company (PPC) believes it contradicts the legal framework supporting their concession contract.
Legal Actions: PPC has initiated arbitration proceedings against the Republic of Panama, asserting their rights under the concession contract and the International Chamber of Commerce's arbitration rules.
Company's Stance: The Board of CKH Holdings strongly disagrees with the court's ruling and is consulting legal counsel to explore further national and international legal options.
<Daily Summary> HSI Ends at 26,834, Gaining 59 Points; HSTI Finishes at 5,467, Losing 59 Points; CSPC PHARMA Surges Over 8%; NEW ORIENTAL, HSBC HOLDINGS, MTR CORPORATION, POWER ASSETS, CIMC Reach New Peaks; Market Turnover Increases
Market Performance: The HSI rose by 59 points (0.2%) to 26,834, while the HSTI and HSCEI fell by 59 points (1.1%) and 27 points (0.3%) respectively, with a total market turnover of $335.15 billion.
Active Heavyweights: Major stocks like Tencent, Meituan, and Alibaba saw declines, with Tencent closing down 2.9% at $581, while Ping An was the only heavyweight to gain, closing up 0.8% at $71.3.
Notable Movers: CSPC Pharma and New Oriental experienced significant gains, rising 8.1% and 6.4% respectively, while Kuaishou-W and Baidu-SW faced notable declines, down 4.6% and 3.6%.
High Performers: CIMC and Wanguo Gold GP were standout performers, with CIMC surging 15% and Wanguo Gold GP increasing by 13.6%, both hitting new highs.
HSI Jumps 54 Points at Midday, Weighed Down by TENCENT and KUAISHOU; Banks and Homebuilders Rise
Market Overview: The HSI rose by 54 points (0.2%) to 26,830, while the HSCEI fell by 19 points (0.2%) to 9,060, and the HSTECH dropped by 72 points (1.3%) to 5,453, with a total half-day turnover of $195.285 billion.
Tech Sector Performance: Major tech stocks like TENCENT and BIDU-SW saw significant declines of 4.1% and 3.8%, respectively, with TENCENT's turnover nearing $26 billion, while other tech companies also experienced losses.
Banking Sector Gains: Banks such as HSBC and BOC HONG KONG reported gains of 2.3% and 2.5%, respectively, contributing to a positive trend in the banking sector, alongside notable increases in Chinese insurers.
Commodity and Real Estate Stocks: Commodity prices rose, with companies like ZIJIN GOLD INTL and CMOC increasing by over 4%, while Hong Kong homebuilders also saw gains, with HENDERSON LAND and SHK PPT rising by 2.1% and 1.7%.
HPH Trust Reports 15% Increase in 2025 Profit Attributable to Unitholders, Reaching $748M
CKH Holdings Stock Performance: CKH Holdings (00001.HK) experienced a decline of 1.400 points, or 2.129%, with a short selling volume of $266.01 million and a ratio of 32.551%.
Hutchison Port Holdings Trust Financial Results: Hutchison Port Holdings Trust reported a 2.6% year-over-year increase in revenue and other income to $11.863 billion for the year ending December 2025, with a profit attributable to unitholders of $748 million, reflecting a 15.1% increase.
Distribution Per Unit (DPU) Decline: The final DPU for Hutchison Port Holdings Trust was reported at 6.5 cents, which is a decrease of 9.7% compared to the previous year.
Analyst Downgrade: Daiwa downgraded CKI Holdings (01038.HK) to "Outperform," citing unchanged fundamentals but indicating that positive factors have already been priced in.
HSI Declines by 37 Points; Commodities Maintain Recovery; TENCENT Under Pressure
Market Overview: The HSI opened lower by 0.1% at 26,797, with the HSCEI and HSTECH also experiencing declines of 0.15% and 0.9%, respectively.
Resource Stocks Performance: Gold and silver stocks saw gains, with CHINAGOLDINTL up 2.8% and JIANGXI COPPER rising 3.0%, while ZIJIN MINING rallied by 2.1%.
Tech Stocks Decline: Major tech companies like TENCENT and BABA-W faced losses of 2.6% and 1.1%, respectively, with significant short selling activity noted across the sector.
Carmakers and Other Stocks: Carmakers BYD and LEAPMOTOR opened lower, while LI AUTO saw a slight increase of 2.2%. CKH HOLDINGS remained flat amid ongoing arbitration actions.
HMO: Panama Court Decision Significantly Erodes Rule of Law and Contract Integrity
Supreme Court Ruling: The Supreme Court of Justice of Panama declared the contracts and regulations of two ports operated by Panama Ports Company unconstitutional, impacting CKH HOLDINGS.
Chinese Government Response: The Hong Kong and Macau Affairs Office criticized the ruling, claiming it undermines the rights of Chinese enterprises and violates principles of rule of law and contract integrity.
CKH Firmly Opposes Panama's Decision and Actions, Plans to Actively Pursue Arbitration Proceedings
Supreme Court Decision: The Supreme Court of Justice of Panama declared Law No. 5 of 16 January 1997 unconstitutional, which has been the basis for Panama Ports Company S.A.'s operations for nearly 30 years.
Impact on Operations: The decision may take effect in early February 2026, and Panama Ports Company (PPC) believes it contradicts the legal framework supporting their concession contract.
Legal Actions: PPC has initiated arbitration proceedings against the Republic of Panama, asserting their rights under the concession contract and the International Chamber of Commerce's arbitration rules.
Company's Stance: The Board of CKH Holdings strongly disagrees with the court's ruling and is consulting legal counsel to explore further national and international legal options.
<Daily Summary> HSI Ends at 26,834, Gaining 59 Points; HSTI Finishes at 5,467, Losing 59 Points; CSPC PHARMA Surges Over 8%; NEW ORIENTAL, HSBC HOLDINGS, MTR CORPORATION, POWER ASSETS, CIMC Reach New Peaks; Market Turnover Increases
Market Performance: The HSI rose by 59 points (0.2%) to 26,834, while the HSTI and HSCEI fell by 59 points (1.1%) and 27 points (0.3%) respectively, with a total market turnover of $335.15 billion.
Active Heavyweights: Major stocks like Tencent, Meituan, and Alibaba saw declines, with Tencent closing down 2.9% at $581, while Ping An was the only heavyweight to gain, closing up 0.8% at $71.3.
Notable Movers: CSPC Pharma and New Oriental experienced significant gains, rising 8.1% and 6.4% respectively, while Kuaishou-W and Baidu-SW faced notable declines, down 4.6% and 3.6%.
High Performers: CIMC and Wanguo Gold GP were standout performers, with CIMC surging 15% and Wanguo Gold GP increasing by 13.6%, both hitting new highs.
HSI Jumps 54 Points at Midday, Weighed Down by TENCENT and KUAISHOU; Banks and Homebuilders Rise
Market Overview: The HSI rose by 54 points (0.2%) to 26,830, while the HSCEI fell by 19 points (0.2%) to 9,060, and the HSTECH dropped by 72 points (1.3%) to 5,453, with a total half-day turnover of $195.285 billion.
Tech Sector Performance: Major tech stocks like TENCENT and BIDU-SW saw significant declines of 4.1% and 3.8%, respectively, with TENCENT's turnover nearing $26 billion, while other tech companies also experienced losses.
Banking Sector Gains: Banks such as HSBC and BOC HONG KONG reported gains of 2.3% and 2.5%, respectively, contributing to a positive trend in the banking sector, alongside notable increases in Chinese insurers.
Commodity and Real Estate Stocks: Commodity prices rose, with companies like ZIJIN GOLD INTL and CMOC increasing by over 4%, while Hong Kong homebuilders also saw gains, with HENDERSON LAND and SHK PPT rising by 2.1% and 1.7%.
