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点点点弓长
·
01-08
$恒生银行(00011)$
2025年10月,林慧虹上任恒生银行行政总裁的第一件事,就是走访恒生各区办公室和分行。 她先是走访了恒生银行中环总部各个楼层,与员工进行交流,展现亲和力。
$恒生银行(00011)$ 2025年10月,林慧虹上任恒生银行行政总裁的第一件事,就是走访恒生各区办公室和分行。 她先是走访了恒生银行中环总部各个楼层,...
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点点点弓长
·
2025-12-29
$恒生银行(00011)$
Glass Lewis称,交易逻辑直接,现金支付为股东提供确实价值,出价较资产净值及交易模式有显著溢价,汇控是最合理现实的买方。 ISS认为,方案对价对股东十分有利,为恒生股东提供退出及变现投资的理想机会,且符合汇控整体策略,有助拓展香港业务
$恒生银行(00011)$ Glass Lewis称,交易逻辑直接,现金支付为股东提供确实价值,出价较资产净值及交易模式有显著溢价,汇控是最合理现实的买方...
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点点点弓长
·
2025-12-23
$恒生银行(00011)$
智通财经APP获悉,中原按揭董事总经理王美凤表示,根据中原按揭研究部及土地注册处数据,2025年11月银行转按登记共录得541宗,较10月份的624宗月环比减少13.3%。
$恒生银行(00011)$ 智通财经APP获悉,中原按揭董事总经理王美凤表示,根据中原按揭研究部及土地注册处数据,2025年11月银行转按登记共录得541...
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点点点弓长
·
2025-12-12
$恒生银行(00011)$
(原标题:恒生银行(00011)关联方摩根士丹利国际披露衍生品交易 涉资210.96万港元)金吾财讯 | 恒生银行有限公司(00011)公布,根据香港《公司收购及合并守则》第22条,公司关联方摩根士丹利国际(Morgan Stanley & Co., International plc)于2025年12月11日披露四笔衍生品交易。
$恒生银行(00011)$ (原标题:恒生银行(00011)关联方摩根士丹利国际披露衍生品交易 涉资210.96万港元)金吾财讯 | 恒生银行有限公司(0...
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点点点弓长
·
2025-12-04
$恒生银行(00011)$
12月03日, 恒生银行股价跌0.13%,报收152.30元,成交金额1.1亿元,换手率0.04%,振幅0.33%,量比0.56。
$恒生银行(00011)$ 12月03日, 恒生银行股价跌0.13%,报收152.30元,成交金额1.1亿元,换手率0.04%,振幅0.33%,量比0.56。
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点点点弓长
·
2025-11-07
$恒生银行(00011)$
智通财经APP获悉,香港证监会终身禁止恒生银行(00011)前有关人士张艺议(男)重投业界。张早前因偷窃客户资产而被裁定刑事罪名成立。张被判盗窃罪成后,于2025年3月31日被区域法院判处监禁30个月。
$恒生银行(00011)$ 智通财经APP获悉,香港证监会终身禁止恒生银行(00011)前有关人士张艺议(男)重投业界。张早前因偷窃客户资产而被裁定刑事罪...
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孫子的末代傳人
·
2025-10-27
重新回到炒股也炒市的情况 - 10月24-27日覆盘
第一次可以在日本当地理发,感觉还是相当之特别的;日本发型师非常重视客人的要求,所以发型师在言语不通的情况下也坚持与在下交流。不过在下相信自己可能是第一个回答发型师:「我妈卡些」。幸好发型师不负所托,成果最后出来在下也是满意的。之后晚上在下的夫人与父亲一同参加了市区的卡丁车活动,这也是在下第一次后悔没有车牌。 恒生指数再次重上26,100点以上的重要关系,暂时看起来下跌的危机已经初步解除;好淡角力位置有25,800上升到26,200、不同的强势个股以及板块值得重新关注。市场经历了差不多一个月的资金轮动周期之后,市场开始重新出现焦点。这个在侧面证明了港股中长线的上升周期仍然有效。 大部份科技股今天表现不错,除了一直以来都非常淡的 $小米集团-W (01810.HK)$ 外;不过今日都终于先低后高,暂时没有回到下方的重大支持40。不过走势方面已经确认由第三阶段正式转入第四阶段,除非之后明确从上$50大关以上,否则股价表现大势已去。不过短线方面预计第一步的下跌差不多已经到达重大的支持位置,之后有机会短线出现8-10%的反弹。 $阿里巴巴 (BABA.US)$ $阿里巴巴-W (09988.HK)$ 走势上可算是最强的科技巨头股,在168至155的横行周期,比起预期中的时间还要短,若果今个星期任何一天重回170之后再上171以上,会考虑重点好仓部署。 $中芯国际 (00981.HK)$ 在重大关键点70出现支持,暂时留意会否在高位重新进入一个波幅及成交收窄形态、如果出现的话股价仍然有机会可以突破历史性高位。 $美团-W (03690.HK)$ 继续在$100以上徘徊,短线上的下跌危机已经解除,预计可能会出现小幅反弹,短线反弹目标放在110。 $腾讯控股 (00700.HK)$ 走势上也非常强劲, 620被证实是重大的支撑区之后成功反弹,暂时预计会在660关口出现合理的横行整固消化沽压
重新回到炒股也炒市的情况 - 10月24-27日覆盘
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港股解码
·
2025-10-28
年内累涨47%,汇丰是否仍具吸引力?
$汇丰控股(00005)$
公布了2025年第3季业绩,不考虑特殊项目,其季度业绩表现尚可,股价在绩后大涨,收涨4.41%,报106.50港元,市值1.83万亿港元。 今年以来,汇控的股价累计涨幅达到47.34%,远高于大盘指数
$恒生指数(HSI)$
的累计涨幅31.34%。 核心利润表现尚可 2025年第3季,汇丰控股的净利息收入按年增长14.93%,至87.77亿美元。 财华社留意到,其第3季收息资产收益率为4.36%,较上季下降13个基点,较上年同期下降83个基点。 在美联储降息预期下,市场利率下行,流动性提升,或多少缓解息口压力,在收息资产收益率下行的同时,其成本率也有所下降,按季下降17个基点,按年下降106个基点,成本下降幅度高于收益率,也因此汇控的第3季净息差按季提升4个基点,按年上升23个基点,至1.35%。 第3季的附息资产平均值按季增长1.06%,按年增长6.24%,一定程度上抵消了净息差扩大的影响,净利息收益率仅按季上升1个基点,按年上升11个基点,至1.57%,也因此其净利息收益有强劲的双位数增长。 此外,在客户活动增加的带动下,其国际财富管理及卓越理财和香港业务分部旗下的财富管理业务的费用及其他收益实现增长,抵消了企业及机构理财分部旗下外汇业务和债务及股票市场业务的费用及其他收益下跌的影响,汇控第3季的整体收入为177.88亿美元,按年增长4.65%。 期内,预期信贷损失为10.08亿美元,略低于上季的10.65亿美元,较上年同期的9.86亿美元高2.23%。汇控透露,期内的提拨主要与批发业务风险承担的第三季提拨有关,包括香港商业房地产行业相关的递增提拨、一项针对中东风险承担的拨备,以及针
年内累涨47%,汇丰是否仍具吸引力?
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輪證贏家
·
2025-10-10
【轮证赢家】恒指熊追杀牛证街货
㖊日拣咗只
$UB#HSI RC2803Y.C(64196)$
出嚟,㖊日比较迟出文皆因都想睇吓只
$HSBC HOLDINGS(00005)$
同
$HANG SENG BANK(00011)$
咩环境。 以㖊日大约10点半左右出文计,五分钟图上见Slow STC(14.3)一早上到超买位,(64196)即使杠杆够可以做到Day Trade嘅,亦都唔系一个适合出场嘅位置。 做少一日Trade唔会饿死嘅,反正喺呢度都唔系日日成功开到仓。依家9点10分,隔晚ADR见跌300几,依家期货一样都系跌紧300几,若然指数一阵开出嚟口价系大裂口向下跌300绒点嘅话,先系近牛有可能一下子被收回(头两层各有过千张期指街货架),与此同时,日线图画住嘅上升轨大约263xx点位置,亦都可能一步到位。咁作战室用嚟玩中线(几日至一星期)货仔嘅淡仓,又可以收工,然后大家直接Happy Friday!
$HSI(HSI)$
完咗U盘开出嚟都只系跌228点,及至开市后指数有再向下,暂时去到依家9点38分止,低位都系见26417点,严格嚟讲26400至26499点嘅牛证系未全层被收回,但相信都摆唔到几耐;唔好忘记仲有26300至26399点呢层都系有过千张期指街货喺度。 「咁指数向下回返落去日线图嘅『上升轨』系咪又完成一个浪啦?」系呀,前题要「上升轨」接得住条指数先至有得再博多一个新浪出现,以保持一浪高于一浪嘅走势。 作战室都系望住呢个位,同步keep住用五分钟图
【轮证赢家】恒指熊追杀牛证街货
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真灼财经
·
2025-10-10
【真灼机构观点】汇丰控股(0005.HK):私有化恒生银行,短期协同效益存疑
汇丰控股宣布计划以协议安排方式,作价每股155港元现金私有化其持股约63%的恒生银行,较恒生银行前一交易日收市价溢价约30%,交易总金额约1,660亿港元。预计该收购将对集团资本状况造成短期冲击,其普通股一级资本充足率(CET1)将即时下降约125个基点,由14.6%降至约13.4%。尽管交易后集团资本充足率仍高于监管底线,但重建资本缓冲或需时。 从估值角度看,汇控提出的收购价相当于恒生银行约1.8倍市账率(P/B),而汇控自身约为1.42倍。溢价水平显著,显示管理层意图整合零售及财富管理业务,以提升资本使用效率。但若以资本回报率衡量,恒生2024年上半年股本回报率(ROE)仅11.3%,而汇控香港区业务股东回报率(ROTE)更高,显示集团高估恒生当前盈利能力的风险。 此外,市场关注交易所需资金来源及后续股东回购安排。若以675亿港元的溢价作为协同架构成本,短期内回报或低于预期。整合期间成本上升与协同效益兑现时间均需观察。 整体而言,私有化交易的战略意义大于财务贡献。汇控有望借此提升集团资产灵活度与资金调配效率,但短期资本压力及市场不确定性仍在。建议投资者保持观望,关注后续审批及资金进展。 来源:凯基证券
【真灼机构观点】汇丰控股(0005.HK):私有化恒生银行,短期协同效益存疑
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公司概况
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恒生银行
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公司概况
恒生银行有限公司是一家主要从事银行以及相关金融业务的公司。该公司通过五个分部经营其业务。财富管理及个人银行业务分部提供个人银行、消费贷款、定期存款、按揭及私人贷款、信用卡、保险、投资及财富管理服务。商业银行业务分部从事企业贷款、贸易及应收账融资、支付及现金管理、财资及外汇、非人寿保险及要员保险分销、投资服务及企业财富管理业务。环球银行业务分部提供㇐般银行服务、交易银行业务、企业信贷、存款及现金管理。环球资本市场业务分部提供外汇、黄金、股票、固定收益及证券融资服务。其他业务分部主要从事物业投资、股票投资及后偿债务融资等。
01-26
收购
联合公告 - (1) 香港上海汇丰银行有限公司根据《公司条例》第673条以协议安排方式将恒生银行有限公司私有化之建议 (2) 计划生效日期 (3) 撤销恒生银行股份上市地位的日期及 (4) 支付计划对价
联合公告 - (1) 香港上海汇丰银行有限公司根据《公司条例》第673条以协议安排方式将恒生银行有限公司私有化之建议 (2) 计划生效日期 (3) 撤销恒生银行股份上市地位的日期及 (4) 支付计划对价
01-23
收购
联合公告 - (1) 香港上海汇丰银行有限公司根据《公司条例》第673条以协议安排方式将恒生银行有限公司私有化之建议 (2) 高等法院认许计划 (3) 预期计划生效日期及 (4) 预期撤销恒生银行股份上市地位的日期
联合公告 - (1) 香港上海汇丰银行有限公司根据《公司条例》第673条以协议安排方式将恒生银行有限公司私有化之建议 (2) 高等法院认许计划 (3) 预期计划生效日期及 (4) 预期撤销恒生银行股份上市地位的日期
01-08
收购
联合公告 - (1) 香港上海汇丰银行有限公司根据《公司条例》第673条以协议安排方式将恒生银行有限公司私有化之建议 (2) 建议撤销恒生银行股份的上市地位 (3) 恒生银行法院会议及恒生银行股东大会结果及 (4) 恒生银行股份有限公司暂停办理股份过户登记手续
联合公告 - (1) 香港上海汇丰银行有限公司根据《公司条例》第673条以协议安排方式将恒生银行有限公司私有化之建议 (2) 建议撤销恒生银行股份的上市地位 (3) 恒生银行法院会议及恒生银行股东大会结果及 (4) 恒生银行股份有限公司暂停办理股份过户登记手续
2025-12-17
收购
联合公告 - (1) 香港上海汇丰银行有限公司根据《公司条例》第673条以协议安排方式将恒生银行有限公司私有化之建议及 (2) 建议撤销恒生银行股份的上市地位 - 截至计划文件最后实际可行日期的补充资料披露
联合公告 - (1) 香港上海汇丰银行有限公司根据《公司条例》第673条以协议安排方式将恒生银行有限公司私有化之建议及 (2) 建议撤销恒生银行股份的上市地位 - 截至计划文件最后实际可行日期的补充资料披露
2025-12-15
收购
联合公告 - (1) 香港上海汇丰银行有限公司根据《公司条例》第673条以协议安排方式将恒生银行有限公司私有化之建议及 (2) 建议撤销恒生银行股份的上市地位 - 寄发计划文件
联合公告 - (1) 香港上海汇丰银行有限公司根据《公司条例》第673条以协议安排方式将恒生银行有限公司私有化之建议及 (2) 建议撤销恒生银行股份的上市地位 - 寄发计划文件
2025-12-15
收购
(1) 香港上海汇丰银行有限公司根据《公司条例》第673条以协议安排方式将恒生银行有限公司私有化之建议及 (2) 建议撤销恒生银行股份的上市地位
(1) 香港上海汇丰银行有限公司根据《公司条例》第673条以协议安排方式将恒生银行有限公司私有化之建议及 (2) 建议撤销恒生银行股份的上市地位
2025-11-27
收购
公告 - 香港上海汇丰银行有限公司根据公司条例第673条以协议安排方式将恒生银行有限公司私有化之建议 - 执行人员根据收购守则授出相关同意及确认
公告 - 香港上海汇丰银行有限公司根据公司条例第673条以协议安排方式将恒生银行有限公司私有化之建议 - 执行人员根据收购守则授出相关同意及确认
2025-11-27
收购
联合公告 – (1) 香港上海汇丰银行有限公司根据公司条例第673条以协议安排方式将恒生银行有限公司私有化之建议; 及 (2) 建议撤销恒生银行股份的上市地位之月度进展情况
联合公告 – (1) 香港上海汇丰银行有限公司根据公司条例第673条以协议安排方式将恒生银行有限公司私有化之建议; 及 (2) 建议撤销恒生银行股份的上市地位之月度进展情况
2025-10-30
收购
联合公告 – (1) 香港上海汇丰银行有限公司根据公司条例第673条以协议安排方式将恒生银行有限公司私有化之建议; 及 (2) 建议撤销恒生银行股份的上市地位 - 有关寄发计划文件的时间表的更新情况
联合公告 – (1) 香港上海汇丰银行有限公司根据公司条例第673条以协议安排方式将恒生银行有限公司私有化之建议; 及 (2) 建议撤销恒生银行股份的上市地位 - 有关寄发计划文件的时间表的更新情况
2025-10-24
收购
根据收购守则规则3.8刊发的公告
根据收购守则规则3.8刊发的公告
2025-10-22
收购
委任独立财务顾问
委任独立财务顾问
2025-10-10
股息分派
2025年度第三次中期股息
2025年度第三次中期股息
2025-10-09
收购
联合公告 - (1) 香港上海汇丰银行有限公司根据公司条例第673条以协议安排方式将恒生银行有限公司私有化之建议; (2) 建议撤销恒生银行股份的上市地位; 及 (3) 汇丰控股有限公司与建议有关的须予披露交易
联合公告 - (1) 香港上海汇丰银行有限公司根据公司条例第673条以协议安排方式将恒生银行有限公司私有化之建议; (2) 建议撤销恒生银行股份的上市地位; 及 (3) 汇丰控股有限公司与建议有关的须予披露交易
2025-08-26
半年度报告
2025年中期报告
2025年中期报告
2025-07-30
股息分派
2025年度第二次中期股息
2025年度第二次中期股息
分时
5日
日
周
月
数据加载中...
最高
154.300
今开
154.300
量比
4.05
最低
154.300
昨收
154.300
换手率
0.00%
热议股票
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2025年第3季,汇丰控股的净利息收入按年增长14.93%,至87.77亿美元。 财华社留意到,其第3季收息资产收益率为4.36%,较上季下降13个基点,较上年同期下降83个基点。 在美联储降息预期下,市场利率下行,流动性提升,或多少缓解息口压力,在收息资产收益率下行的同时,其成本率也有所下降,按季下降17个基点,按年下降106个基点,成本下降幅度高于收益率,也因此汇控的第3季净息差按季提升4个基点,按年上升23个基点,至1.35%。 第3季的附息资产平均值按季增长1.06%,按年增长6.24%,一定程度上抵消了净息差扩大的影响,净利息收益率仅按季上升1个基点,按年上升11个基点,至1.57%,也因此其净利息收益有强劲的双位数增长。 此外,在客户活动增加的带动下,其国际财富管理及卓越理财和香港业务分部旗下的财富管理业务的费用及其他收益实现增长,抵消了企业及机构理财分部旗下外汇业务和债务及股票市场业务的费用及其他收益下跌的影响,汇控第3季的整体收入为177.88亿美元,按年增长4.65%。 期内,预期信贷损失为10.08亿美元,略低于上季的10.65亿美元,较上年同期的9.86亿美元高2.23%。汇控透露,期内的提拨主要与批发业务风险承担的第三季提拨有关,包括香港商业房地产行业相关的递增提拨、一项针对中东风险承担的拨备,以及针","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1761650986102,"gmtModify":1761656725819,"symbols":["HSI","00011","00005","HSNGY","HSBC"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/7a34c66653b7666149c5dd32f2baf2f9","width":"866","height":"577"}],"repostCount":0,"viewCount":2588,"likeCount":0,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/494079665344800","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":4676,"displayRows":4,"foldSize":0,"authorId":"3478560277044805"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.487554723713816","cardData":[{"tweetId":"487554723713816","author":{"authorId":"4141439504609912","idStr":"4141439504609912","name":"輪證贏家","avatar":"https://community-static.tradeup.com/news/de6e37d6cc347094aea48102107f85ed","userType":2,"introduction":"專注技術分析玩輪證,志在搵餐下午茶。","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":492,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"【轮证赢家】恒指熊追杀牛证街货","digest":"㖊日拣咗只 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