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Friday, January 30th, 2026

Category: Hong Kong stocks

Bank Jitters Ripple Across Wall Street: Tech, Drugmakers, and Rails Move in a Choppy Tape

Bank Jitters Ripple Across Wall Street: Tech, Drugmakers, and Rails Move in a Choppy Tape US:DGT:Dow Jones Industrial Average Dow futures ticked lower after Wednesday’s session where the Dow fell 301.07 points (-0.7%) as...

Keppel corp Announced a $14.4b monetisation plan; JPMorgan highlighted possible disposals including One Paramount (~$400m) and noted Keppel South Central’s estimated $1.4b valuation with leasing stabilisation underway.

KL:5216.KL:NexG Bhd Secured an 18-month extension to supply foreign worker cards (Nov 1, 2025–Apr 30, 2027); original RM140m deal began in 2022; unit to maintain a RM2.33m performance bond valid to Apr 30, 2028;...

China Tech & Hong Kong Movers: AI Bets, Macau Boost, and Index Rebound—What Brokers Say Today

China Tech & Hong Kong Movers: AI Bets, Macau Boost, and Index Rebound—What Brokers Say Today HK:9988.HK:Alibaba Group • UBS says China’s push to localize computing power should fuel AI/LLM development, citing national policy...

Global Markets React to US-China Trade Tensions, AI Bubble Concerns, and Key Earnings – October 2025 Market Pulse Summary

Broker Name: OCBC Investment Research Date of Report: 15 October 2025 Excerpt from OCBC Investment Research report. Report Summary Global markets declined amid renewed US-China trade tensions, with Wall Street, European, and Asian indices...

JD.com 3Q25 Earnings: Food Delivery Loss Narrows, Revenue Grows 13.6%, Target Price Raised to HK$157

Broker Name: China Galaxy International (CGSI) Date of Report: October 14, 2025 Excerpt from China Galaxy International (CGSI) report. Report Summary JD.com’s 3Q25 food delivery business loss likely narrowed quarter-over-quarter due to improving unit...

Markets Whipsaw as U.S.–China Trade Salvos Rattle Sentiment; Banks Shine, Boeing Sees Delivery Momentum

Markets Whipsaw as U.S.–China Trade Salvos Rattle Sentiment; Banks Shine, Boeing Sees Delivery Momentum SGX:S27.SI:S&P 500 The S&P 500 swung from −1.5% to +0.4% intraday before closing −0.2% at 6,644.31 after fresh U.S.–China trade...

Hong Kong Strategy Flash Note: US Market Correction Risks Rise Amid Tech Leverage and Narrow Risk Premiums

Broker: CGS International Date of Report: October 13, 2025 Excerpt from CGS International report. Leverage is the main risk driver: The recent US market correction was triggered by an unwind of extreme leverage and...

AI-Fueled Market Movers: China Tech Headlines, Wall Street Calls, and Policy Ripples

AI-Fueled Market Movers: China Tech Headlines, Wall Street Calls, and Policy Ripples HK:02015.HK:Li Auto Li Auto said holiday travelers in China drove a combined 893 million kilometers, with assisted driving totaling about 1.817 million...

Alibaba Group 2025-2026 Outlook: Robust Cloud & E-Commerce Growth, EPS Forecasts Cut, Target Price HK$205

Broker Name: China Galaxy International Securities Date of Report: October 13, 2025 Excerpt from China Galaxy International Securities report. Report Summary Alibaba posted robust growth in China ecommerce and cloud revenue in 2QFY3/26, with...

Markets Bounce as Trade Jitters Ease; Tech and Select Names Lead Rebound

Markets Bounce as Trade Jitters Ease; Tech and Select Names Lead Rebound US:DGT:Dow Jones Industrial Average The Dow jumped 1.29% (+587.98) to 46,067.58, clawing back roughly two-thirds of Friday’s drop after President Donald Trump’s...