Core Viewpoint - The article emphasizes the importance of timing and sustainability in short-term investing, highlighting that a solid trend can lead to successful investments if supported by strong fundamentals and positive earnings revisions [1][2]. Group 1: Stock Performance - Swire Pacific (SWRAY) has shown a solid price increase of 7.5% over the past 12 weeks, indicating investor confidence in its potential upside [4]. - The stock has also increased by 6.5% over the last four weeks, suggesting that the upward trend is still intact [5]. - SWRAY is currently trading at 88.5% of its 52-week high-low range, indicating a potential breakout opportunity [5]. Group 2: Fundamental Strength - SWRAY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks with sufficient fundamental strength to maintain their upward trends [3]. - The article suggests that investors should consider other stocks that pass through this screening process, as well as explore various Zacks Premium Screens tailored to different investing styles [8].

7月16日，第三届中国国际供应链促进博览会（以下简称"链博会"）开幕，太古集团携旗下多元业 务亮相健康生活链品质生活专区。展位上，太古地产、太古可口可乐、太古糖业、国泰集团及上海德达 心血管医院的产品与服务悉数亮相，港机集团、太古轮船则全方位展示其服务能力及可持续发展探索。 此次参展链博会，太古展台还呈现了一系列实践成果与进展，借此契机与业界各方交流经验、凝聚 共识，助力产业迈向新高度。太古可口可乐围绕2050年净零排放目标，将可持续基因深植研发、生产与 运营全链路，重塑饮料行业的绿色低碳发展模式；太古糖业以天然代糖系列、银耳羹等新品为创新支 点，引领健康消费新潮流；港机集团以全面服务体系带动全球飞机维修产业标准提升，守护航空安全； 太古轮船于2025年4月向太平洋群岛航线提供生物燃料服务，并于7月启动一项碳嵌入计划"零碳之旅"帮 助参与者减少碳排放，为国际航运业低碳转型提供范本；上海德达心血管医院集结资深专家团队与前沿 技术，提供接轨国际的高品质心血管健康管理方案。 太古集团相关负责人表示，未来将继续发挥业务多元化优势，在回应消费者对美好生活多样化需求 的同时，通过产业创新与可持续实践深化供应链协同，以"精 ...

在本届链博会展台，太古地产在中国内地单体投资额最高、规模最大的综合发展项目北京太古坊以沙盘 模型展示项目未来发展蓝图，诠释高品质商业综合社区的标准及体验。秉持城市更新和社区营造理念， 太古地产将文化与商业融合，打造人文质感的品质生活消费场景，以空间激活城市生命力。国泰集团借 助VR技术还原尔雅公务舱，展会观众可以沉浸式体验这一航空市场的标杆之作，感受舒适与隐私兼备 的机上空间。今年上半年，国泰集团达成全球100个客运航点的重要里程碑。凭借在航线布局、服务品 质及旅客体验方面的持续精进与不断突破，国泰集团力争以更加卓越、便捷、舒适的飞行体验，推动全 球航空业的持续繁荣与发展。 面对高质量发展的新要求，太古集团旗下业务以创新思维驱动运营升级，积极探索可持续发展路径。此 次参展链博会，太古集团展台也呈现了一系列实践成果与进展，借此契机与业界各方交流经验、凝聚共 识，助力产业迈向新高度。 太古可口可乐则围绕2050年净零排放目标，将可持续基因深植研发、生产与运营全链路，重塑饮料行业 的绿色低碳发展模式。太古糖业以天然代糖系列、银耳羹等新品为创新支点，引领健康消费新潮流。港 机集团立足75年专业积淀，以全面服务体系带动 ...

5月8日港股公司回购一览 | 代码 | 简称 | 回购股数 | 回购金额 | 回购最高价 | 回购最低价 | 年内累计回购金额 | | --- | --- | --- | --- | --- | --- | --- | | | | （万股） | （万港元） | （港元） | （港元） | （万港元） | | 01299 | 友邦保险 | 500.00 | 30599.42 | 61.600 | 60.600 | 799199.43 | | 01919 | 中远海控 | 848.95 | 10368.25 | 12.320 | 12.140 | 356152.52 | | 00019 | 太古股份公 司A | 35.50 | 2473.04 | 70.000 | 69.300 | 159765.11 | | 03898 | 时代电气 | 59.56 | 1930.15 | 32.650 | 32.150 | 113935.45 | | 01972 | 太古地产 | 60.00 | 1000.49 | 16.780 | 16.480 | 68691.88 | | 01519 | 极兔速递-W | 125.00 | ...

Summary of Key Points Core Viewpoint - On May 6, 48 Hong Kong-listed companies conducted share buybacks, totaling 56.32 million shares and an amount of HKD 231 million [1]. Group 1: Buyback Details - China Hongqiao repurchased 3.44 million shares for HKD 47.97 million, with a highest price of HKD 14.10 and a lowest price of HKD 13.78, accumulating HKD 21.22 billion in buybacks this year [1][2]. - COSCO Shipping Holdings repurchased 3.57 million shares for HKD 42.92 million, with a highest price of HKD 12.16 and a lowest price of HKD 11.78, accumulating HKD 33.42 billion in buybacks this year [1][2]. - Times Electric repurchased 0.98 million shares for HKD 31.26 million, with a highest price of HKD 32.00 and a lowest price of HKD 31.40, accumulating HKD 10.79 billion in buybacks this year [1][2]. Group 2: Top Buyback Companies - The highest buyback amount on May 6 was by China Hongqiao at HKD 47.97 million, followed by COSCO Shipping Holdings at HKD 42.92 million [1][2]. - The largest number of shares repurchased on May 6 was by Sihuan Pharmaceutical, with a buyback of 20 million shares, followed by Ying Group and COSCO Shipping Development with 8 million shares and 3.61 million shares, respectively [1][2]. Group 3: Additional Buyback Information - IMAX China conducted its first buyback of the year, while COSCO Shipping Holdings has performed multiple buybacks totaling HKD 33.42 billion this year [2]. - A detailed table of buybacks includes various companies, their respective buyback shares, amounts, highest and lowest prices, and cumulative buyback amounts for the year [2][3].

格隆汇勾股大数据显示，中国宏桥(01378)、中远海控(01919)、时代电气(03898)、太古股份公司 A(00019)、长飞光纤光缆(06869)、四环医药(00460)、极兔速递-W(01519)、太古地产(01972)、固生堂 (02273)、中国外运(00598)、中裕能源(03633)、和铂医药-B(02142)、中远海发(02866)、上海石油化工股 份(00338)、周黑鸭(01458)、太古股份公司B(00087)、和誉-B(02256)、IGG(00799)、名创优品(09896)、 百融云-W(06608)、信利国际(00732)、永达汽车(03669)、卡罗特(02549)、维亚生物(01873)、思派健康 (00314)、IMAX CHINA(01970)、归创通桥-B(02190)、希玛医疗(03309)、嬴集团(00397)、国泰君安国际 (01788)、捷利交易宝(08017)、蒙牛乳业(02319)、威高股份(01066)、中国东方航空股份(00670)、力鸿检 验(01586)、天鸽互动(01980)、昊海生物科技(06826)、澳优(01717)、旭日企业(00393) ...

Summary of Key Points Core Viewpoint - On May 2, 37 Hong Kong-listed companies conducted share buybacks, totaling 23.26 million shares and an aggregate amount of HKD 179 million [1]. Group 1: Buyback Details - The company with the highest buyback amount on May 2 was Green Bamboo Bio-B, which repurchased 1.76 million shares for HKD 39.71 million, with a maximum price of HKD 23.00 and a minimum price of HKD 21.95 [1][2]. - China Hongqiao repurchased 2.79 million shares for HKD 39.39 million, with a maximum price of HKD 14.20 and a minimum price of HKD 14.02, bringing its total buyback amount for the year to HKD 20.74 billion [1][2]. - Swire Pacific A repurchased 0.33 million shares for HKD 22.59 million, with a maximum price of HKD 68.95 and a minimum price of HKD 66.95, totaling HKD 15.26 billion for the year [1][2]. Group 2: Notable Buybacks - AIA Group conducted multiple buybacks throughout the year, with a total buyback amount of HKD 7.69 billion, including a buyback of HKD 16.07 million on May 2 [2]. - The company with the highest number of shares repurchased on May 2 was Ying Group, which bought back 7 million shares [1][2]. - Other notable companies in terms of buyback volume included China Hongqiao and Four Seasons Pharmaceutical, with repurchases of 2.79 million shares and 2.68 million shares, respectively [1][2].

Summary of Key Points Core Viewpoint - Swire Properties A has been actively repurchasing its shares, indicating a strategy to support its stock price amidst recent declines [2][3]. Share Buyback Activity - The company repurchased 210,000 shares on April 29 at prices ranging from HKD 65.700 to HKD 66.750, totaling HKD 13.9023 million [2]. - Since March 13, the company has conducted buybacks for 31 consecutive days, acquiring a total of 10.9975 million shares for a cumulative amount of HKD 733 million [2]. - The stock has experienced a cumulative decline of 6.73% during this buyback period [2]. Year-to-Date Buyback Summary - Year-to-date, Swire Properties A has completed 76 buyback transactions, acquiring a total of 22.298 million shares for a total expenditure of HKD 1.482 billion [3]. - The buyback details include various dates, share quantities, and price ranges, reflecting a consistent effort to stabilize the stock price [3][4][5].

Financial Performance - The company's return on equity decreased to 1.6% in 2024 from 11.0% in 2023, a decline of 9.4 percentage points[14]. - The total profit attributable to shareholders fell to HKD 4,321 million in 2024, down 85% from HKD 28,853 million in 2023[14]. - Revenue decreased by 14% to HKD 81,969 million in 2024, compared to HKD 94,823 million in 2023[14]. - The basic earnings per share for 'A' shares dropped to HKD 3.06 in 2024, an 85% decrease from HKD 19.96 in 2023[14]. - The net debt increased by 28% to HKD 70,563 million in 2024, up from HKD 55,136 million in 2023[14]. - The consolidated profit attributable to shareholders for 2024 was HKD 43.21 billion, down from HKD 288.53 billion in 2023[16]. - The basic profit attributable to shareholders, excluding losses from fair value changes of investment properties, was HKD 10.47 billion in 2024, compared to HKD 36.17 billion in 2023[16]. - The recurring basic profit, excluding fair value changes and significant non-recurring items, was HKD 9.28 billion in 2024, down from HKD 10.44 billion in 2023[16]. - The operating cash flow from operations was HKD 12,580 million in 2024, a decrease of 13% from HKD 14,479 million in 2023[14]. - The company reported a total operating profit of HKD 1,716 million for 2024, significantly down from HKD 5,141 million in 2023, a decline of 66.66%[76]. - The basic profit attributable to shareholders for 2024 is HKD 6,713 million, compared to HKD 11,531 million in 2023, a decrease of 41.56%[77]. - The investment property fair value loss for 2024 is HKD 5,974 million, compared to HKD 2,860 million in 2023, indicating a significant increase in losses[76]. - The recurring basic profit for 2024, excluding asset sale profits, was HKD 5.727 billion, down from HKD 5.942 billion in 2023[99]. - The rental income from the Hong Kong office property portfolio for 2024 was HKD 5.109 billion, a decrease of 7% compared to 2023, with a rental occupancy rate of 89% as of December 31, 2024[106]. Dividends and Share Buybacks - The company reported a 70% reduction in the 'A' share dividend to HKD 3.35 in 2024, down from HKD 11.32 in 2023[14]. - The board announced a second interim dividend of HKD 2.10 per 'A' share and HKD 0.42 per 'B' share, resulting in a total annual dividend of HKD 3.35 per 'A' share and HKD 0.67 per 'B' share, a 5% increase from 2023[29]. - The group plans to continue its share buyback program with a maximum amount of HKD 6 billion, having repurchased 50,091,000 'A' shares and 54,547,500 'B' shares in 2024[29]. Sustainability and Environmental Impact - The greenhouse gas emissions from direct business operations decreased by 11% to 645 thousand tons of CO2 equivalent in 2024[15]. - Swire Coca-Cola utilized 42% renewable energy in its major operations by the end of 2024, with all eight bottling plants in mainland China using 100% renewable energy[32]. - The group continues to focus on sustainable development through its SwireTHRIVE strategy, achieving recognition in various sustainability indices[31]. - The company aims to achieve its sustainability goals by 2030, integrating these objectives into its business planning and decision-making processes[189]. Business Expansion and Investments - The company aims to expand its business in healthcare, particularly in major urban areas in mainland China and Southeast Asia[13]. - Swire Properties has committed approximately 67% of its HKD 100 billion investment plan, with HKD 50 billion allocated for major retail-led projects in mainland China[19]. - The company is focusing on a HKD 100 billion investment plan, particularly in the Greater Bay Area, to enhance shareholder value by 2025[33]. - The company plans to expand its hotel management business into Tokyo, Japan, and several cities in mainland China, including Beijing, Shenzhen, Shanghai, and Xi'an[62]. - The company is also expanding its residential property transactions in Hong Kong, mainland China, Miami, and Southeast Asia[103]. Market Conditions and Outlook - The Hong Kong office market is expected to remain weak, but the company's properties like Taikoo Place and Taikoo Square are well-positioned for recovery[33]. - Retail sales growth in mainland China is anticipated to accelerate due to improved domestic demand and recent economic stimulus measures[33]. - The hotel business outlook in Hong Kong is cautiously optimistic, depending on the recovery of international and business travelers[169]. - The overall market sentiment for residential properties in Hong Kong has slightly improved due to interest rate cuts, indicating signs of slow recovery[86]. - The residential market in Hong Kong is seeing increased sales due to interest rate cuts, with expectations for improved demand in the medium to long term[168]. Operational Performance - The overall performance of Swire Coca-Cola remained robust in 2024 despite industry and economic challenges faced by Swire Properties[23]. - Swire Coca-Cola recorded a recurring profit of HKD 1.388 billion in 2024, down from HKD 2.394 billion in 2023, with a 20% increase in recurring profit when excluding the impact of the sale of US Swire Coca-Cola[25]. - The recurring profit from mainland China operations increased by 11% due to revenue growth and lower raw material costs[26]. - The company produced and distributed 41 beverage brands in its operating regions, while the U.S. Swire Coca-Cola managed 36 beverage brands with a population coverage of 31.5 million[176]. Acquisitions and Joint Ventures - Swire Coca-Cola agreed to acquire over 55.6% of ThaiNamthip Corporation for approximately THB 42.61 billion (about HKD 9.47 billion) in two phases, completing the first phase in February 2024[21]. - The group completed the acquisition of a controlling stake in Dada Healthcare in April 2024, marking its first major investment in the healthcare sector[28]. - Swire Properties increased its stake in Beijing Taikoo Li from 35% to 49.895% through a transaction valued at approximately RMB 8.91 billion and RMB 29.84 billion[105]. - The company completed the acquisition of the remaining 30% of LCCB's issued share capital by December 27, 2024, further consolidating its market position[175]. Property Development and Projects - Swire Properties is set to complete the redevelopment of Taikoo Place in November 2024, marking a significant milestone in its flagship commercial development[19]. - The total area of completed properties in Hong Kong is 13.4 million square feet, slightly up from 13.2 million square feet in 2023[74]. - The total area of the upcoming Xi'an Taikoo Li project is projected to be 2,896,119 square feet, pending approval[136]. - The total area of the Chengdu Taikoo Li shopping center is 1,314,237 square feet, with additional developments in the Lujiazui area totaling 1,539,252 square feet[135]. - The total area of the Beijing East Corner office project under development is 2,809,103 square feet[127]. Retail Performance - Retail sales in mainland China decreased by 7% in 2024, but increased by 55% compared to 2019 pre-pandemic levels[111]. - Total rental income from retail properties in mainland China increased by 7% to HKD 4.4889 billion in 2024, with a 4% increase excluding currency fluctuations[112]. - Beijing Sanlitun Taikoo Li recorded a record rental income increase of 12% in 2024, with a rental rate of 98% as of December 31, 2024[113]. - The retail property rental income in Hong Kong for 2024 was HKD 2.369 billion, down 3% from 2023, with overall retail sales in the Hong Kong market declining by 7%[108].

Group 1 - On March 19, 14 Hong Kong-listed companies conducted share buybacks, totaling 5.0381 million shares and an amount of 88.7304 million HKD [1] - The company Swire Properties A repurchased 550,000 shares for 38.3268 million HKD, with a highest price of 69.900 HKD and a lowest price of 69.000 HKD, accumulating a total buyback amount of 941 million HKD for the year [1][2] - Samsonite repurchased 1.9161 million shares for 36.3028 million HKD, with a highest price of 19.100 HKD and a lowest price of 18.820 HKD, accumulating a total buyback amount of 234 million HKD for the year [1] - J&T Express-W repurchased 640,000 shares for 3.8959 million HKD, with a highest price of 6.140 HKD and a lowest price of 6.020 HKD, accumulating a total buyback amount of 52.3266 million HKD for the year [1] Group 2 - The highest buyback amount on March 19 was from Swire Properties A at 38.3268 million HKD, followed by Samsonite at 36.3028 million HKD [1] - In terms of share quantity, Samsonite had the highest buyback volume on March 19 with 1.9161 million shares, followed by J&T Express-W with 640,000 shares and Swire Properties A with 550,000 shares [1]