GANFENGLITHIUM Sets Up Firm Engaged in Industrial Internet Data Biz: Report
Company Establishment: Shenzhen Jianyuan Energy Technology, a wholly owned subsidiary of GANFENGLITHIUM, has recently been established with a registered capital of RMB130 million, focusing on industrial internet data services, commercial complex management, software development, and battery manufacturing.
Market Impact: The establishment comes amid short selling activity in the market, with significant short selling reported for both GANFENGLITHIUM and its subsidiary, reflecting investor concerns.
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S&P Global Market Intelligence Reveals Recent Top 10 Most Shorted H Shares
Top Shorted Stocks: S&P Global Market Intelligence identified the top ten most shorted stocks in Hong Kong, with metrics including the number of shares lent and short selling ratios.
HTSC Highlights: HTSC (06886.HK) leads with a short selling ratio of 43.867% and a significant short selling amount of $129.04 million, despite a recent price drop.
Other Notable Stocks: Other stocks with high short selling ratios include PING AN (30.985%) and COSCO SHIP HOLD (29.243%), indicating investor skepticism.
Market Trends: The data reflects ongoing trends in the Hong Kong stock market, with various companies experiencing fluctuations in share prices alongside their short selling activities.
UOB Kay Hian Maintains Positive Outlook on Markets in the Medium Term; BABA, GANFENGLITHIUM, and MINTH GROUP Added to Buy Recommendations; MEITUAN Added to Sell Recommendations
Market Performance: The Chinese stock market saw a rebound in January, with the HSI/ MSCI China Index increasing by 6.9% and 5% MoM, despite a significant sell-off by the 'National Team' amounting to US$68 billion.
Top Performers: WUXI BIO and PLOVER BAY TECH were highlighted as top performers with returns of 17.7% and 16.6%, respectively, while several stocks, including Alibaba and Ganfeng Lithium, were added to the Buy list.
Volatility Outlook: UOB Kay Hian anticipates continued market volatility in February due to recent corrections in gold and silver prices, but maintains a positive medium-term outlook supported by macro policies.
Stock Recommendations: The broker updated its recommendations, adding stocks like Alibaba and Ganfeng Lithium to the Buy list, while placing Meituan on the Sell list, and noted the need to cut losses on several other stocks.
DBS Raises Target Price for GANFENGLITHIUM (01772.HK) to $83 and Increases Earnings Projections
DBS Group Research Forecast: DBS Group Research predicts GANFENGLITHIUM's net profit for 2025 will be between RMB1.1 billion and RMB1.65 billion, with expectations of high lithium prices until the Jiangxi lithium mine secures a mining permit.
Earnings and Target Price Adjustments: The firm raised its 2026 EPS forecast for GANFENGLITHIUM to RMB1.85 ($2.07) due to anticipated higher lithium prices and profit margins, while also increasing target prices for its H-/A-shares significantly.
Investment Rating: DBS Group maintains a "Buy" rating on GANFENGLITHIUM, reflecting confidence in the company's growth potential and profitability in the lithium sector.
Market Context: The report notes that the profitability of the lithium industry is expected to reach its lowest point in 2026, amidst current short selling activity and market fluctuations.
UOB Kay Hian Increases GANFENGLITHIUM's Target Price to HKD90 and Upgrades Earnings Projections
UOB Kay Hian's Profit Forecast: UOB Kay Hian maintained its 2025 net profit forecast for GANFENGLITHIUM at RMB4.07 billion, anticipating a sales volume of 180,000 tons LCE, which is a 39% year-over-year increase.
Revised Projections for 2026 and 2027: The broker raised its net profit forecasts for GANFENGLITHIUM by 67% and 58% for 2026 and 2027, projecting RMB3.21 billion and RMB5.24 billion respectively, based on higher sales volumes and average selling prices.
Stock Ratings and Price Targets: UOB Kay Hian maintained a Buy rating for GANFENGLITHIUM, increasing the target price for H-shares from HKD78 to HKD90, and for A-shares from RMB72 to RMB80.
Market Sentiment on Lithium Prices: JPMorgan expressed a more positive outlook on short-term lithium prices but remains cautious about the mid-term trend.
HSI Rises 88 Points at Midday as BABA-W and XIAOMI-W Increase; POP MART Surges Over 6%
Market Performance: The HSI rose 0.33% to 26,718, with total half-day turnover reaching $127.938 billion, while the HSCEI and HSTECH also saw slight increases.
BABA-W Support: Alibaba's share price increased by 2.6% after rumors of supporting its chip subsidiary's separate listing, coinciding with the acceptance of Enflame's IPO application.
Sector Movements: Chip stocks experienced declines, with notable drops in SMIC and HUA HONG SEMI, while financials showed mixed results, with HSBC sliding slightly and HKEX gaining.
Stock Highlights: BYD and robotics stocks like JOHNSON ELEC faced losses, while XIAOMI surged 2.5% following a share buyback announcement, and POP MART's new product launch boosted its shares by 6.5%.
<Midday Update> HSI Ends Midday at 26,718, Gaining 88 Points; HSTI Reaches 5,769, Up 7 Points; POP MART Surges Over 6%; MTR CORPORATION, SHK PPT, MMG, MORIMATSU INTL, and GANFENGLITHIUM Achieve New Highs
Market Performance: The Hang Seng Index (HSI) rose by 88 points (0.3%) to 26,718, while the Hang Seng Tech Index (HSTI) and the Hang Seng China Enterprises Index (HSCEI) also saw gains, closing at 5,769 and 9,145 respectively.
Top Gainers: Notable gainers included Pop Mart, which surged 6.5%, and MMG, which increased by nearly 10%, both hitting new highs.
Active Heavyweights: Alibaba and Xiaomi were among the top performers, with Alibaba closing up 2.6% and Xiaomi up 2.5%, while Tencent experienced a slight decline of 0.1%.
Short Selling Activity: Significant short selling was observed across various stocks, with Meituan and Ping An showing high short selling ratios, indicating investor caution.
S&P Global Market Intelligence Reveals Recent Top 10 Most Shorted H Shares
Top Shorted Stocks: S&P Global Market Intelligence identified the top ten most shorted stocks in Hong Kong, with metrics including the number of shares lent and short selling ratios.
HTSC Highlights: HTSC (06886.HK) leads with a short selling ratio of 43.867% and a significant short selling amount of $129.04 million, despite a recent price drop.
Other Notable Stocks: Other stocks with high short selling ratios include PING AN (30.985%) and COSCO SHIP HOLD (29.243%), indicating investor skepticism.
Market Trends: The data reflects ongoing trends in the Hong Kong stock market, with various companies experiencing fluctuations in share prices alongside their short selling activities.
UOB Kay Hian Maintains Positive Outlook on Markets in the Medium Term; BABA, GANFENGLITHIUM, and MINTH GROUP Added to Buy Recommendations; MEITUAN Added to Sell Recommendations
Market Performance: The Chinese stock market saw a rebound in January, with the HSI/ MSCI China Index increasing by 6.9% and 5% MoM, despite a significant sell-off by the 'National Team' amounting to US$68 billion.
Top Performers: WUXI BIO and PLOVER BAY TECH were highlighted as top performers with returns of 17.7% and 16.6%, respectively, while several stocks, including Alibaba and Ganfeng Lithium, were added to the Buy list.
Volatility Outlook: UOB Kay Hian anticipates continued market volatility in February due to recent corrections in gold and silver prices, but maintains a positive medium-term outlook supported by macro policies.
Stock Recommendations: The broker updated its recommendations, adding stocks like Alibaba and Ganfeng Lithium to the Buy list, while placing Meituan on the Sell list, and noted the need to cut losses on several other stocks.
DBS Raises Target Price for GANFENGLITHIUM (01772.HK) to $83 and Increases Earnings Projections
DBS Group Research Forecast: DBS Group Research predicts GANFENGLITHIUM's net profit for 2025 will be between RMB1.1 billion and RMB1.65 billion, with expectations of high lithium prices until the Jiangxi lithium mine secures a mining permit.
Earnings and Target Price Adjustments: The firm raised its 2026 EPS forecast for GANFENGLITHIUM to RMB1.85 ($2.07) due to anticipated higher lithium prices and profit margins, while also increasing target prices for its H-/A-shares significantly.
Investment Rating: DBS Group maintains a "Buy" rating on GANFENGLITHIUM, reflecting confidence in the company's growth potential and profitability in the lithium sector.
Market Context: The report notes that the profitability of the lithium industry is expected to reach its lowest point in 2026, amidst current short selling activity and market fluctuations.
UOB Kay Hian Increases GANFENGLITHIUM's Target Price to HKD90 and Upgrades Earnings Projections
UOB Kay Hian's Profit Forecast: UOB Kay Hian maintained its 2025 net profit forecast for GANFENGLITHIUM at RMB4.07 billion, anticipating a sales volume of 180,000 tons LCE, which is a 39% year-over-year increase.
Revised Projections for 2026 and 2027: The broker raised its net profit forecasts for GANFENGLITHIUM by 67% and 58% for 2026 and 2027, projecting RMB3.21 billion and RMB5.24 billion respectively, based on higher sales volumes and average selling prices.
Stock Ratings and Price Targets: UOB Kay Hian maintained a Buy rating for GANFENGLITHIUM, increasing the target price for H-shares from HKD78 to HKD90, and for A-shares from RMB72 to RMB80.
Market Sentiment on Lithium Prices: JPMorgan expressed a more positive outlook on short-term lithium prices but remains cautious about the mid-term trend.
HSI Rises 88 Points at Midday as BABA-W and XIAOMI-W Increase; POP MART Surges Over 6%
Market Performance: The HSI rose 0.33% to 26,718, with total half-day turnover reaching $127.938 billion, while the HSCEI and HSTECH also saw slight increases.
BABA-W Support: Alibaba's share price increased by 2.6% after rumors of supporting its chip subsidiary's separate listing, coinciding with the acceptance of Enflame's IPO application.
Sector Movements: Chip stocks experienced declines, with notable drops in SMIC and HUA HONG SEMI, while financials showed mixed results, with HSBC sliding slightly and HKEX gaining.
Stock Highlights: BYD and robotics stocks like JOHNSON ELEC faced losses, while XIAOMI surged 2.5% following a share buyback announcement, and POP MART's new product launch boosted its shares by 6.5%.
<Midday Update> HSI Ends Midday at 26,718, Gaining 88 Points; HSTI Reaches 5,769, Up 7 Points; POP MART Surges Over 6%; MTR CORPORATION, SHK PPT, MMG, MORIMATSU INTL, and GANFENGLITHIUM Achieve New Highs
Market Performance: The Hang Seng Index (HSI) rose by 88 points (0.3%) to 26,718, while the Hang Seng Tech Index (HSTI) and the Hang Seng China Enterprises Index (HSCEI) also saw gains, closing at 5,769 and 9,145 respectively.
Top Gainers: Notable gainers included Pop Mart, which surged 6.5%, and MMG, which increased by nearly 10%, both hitting new highs.
Active Heavyweights: Alibaba and Xiaomi were among the top performers, with Alibaba closing up 2.6% and Xiaomi up 2.5%, while Tencent experienced a slight decline of 0.1%.
Short Selling Activity: Significant short selling was observed across various stocks, with Meituan and Ping An showing high short selling ratios, indicating investor caution.
