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<Research>Ping An Securities Forecasts HK Stocks' Earnings to Rebound in 2H25, Recommends Focus on AI Tech/ Biopharma/ New Consumption. Premium Defensive Assets
Recommend 120 Positive 174 Negative 70 |
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In 1H25, major Hong Kong stock indices saw a rebound in revenue growth, with a slowdown in net profit growth, Ping An Securities released a research report saying. Of which, the HSTECH maintained its leading performance, while the results of physical enterprises continued to demonstrate resilience. Hong Kong stocks are expected to see a rebound in earnings in 2H25, with most sectors likely to experience marginal improvements in profitability. Market forecasts indicate that, at the stock index level, both the Hang Seng Composite Index and the HSCEI are projected to see a recovery in earnings growth. The HSTECH may experience some contraction in earnings due to the impact of the food delivery wars. However, its earnings growth is still expected to maintain a significant leading position. Structurally, Ping An Securities recommended investors to focus on three directions, with one of which is technology sectors operating at high prosperity, including AI technology segment and biopharma, etc.. Other directions are new consumption and service-based consumption segments benefiting from favorable policies and premium defensive assets with stable results, such as the financial sector with higher dividend level and the materials sector with higher prosperity. AAStocks Financial News Website: www.aastocks.com |
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