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36家港股公司出手回购(5月16日)
证券时报·数据宝统计显示,5月16日有36家香港上市公司进行了股份回购,合计回购2589.39万股,回购 金额2.78亿港元。 友邦保险回购数量200.00万股,回购金额1.32亿港元,回购最高价为66.200港元,最低价为65.450港元, 年内累计回购金额87.72亿港元;中远海控回购数量556.00万股,回购金额7776.21万港元,回购最高价 为14.120港元,最低价为13.760港元,年内累计回购金额37.52亿港元;时代电气回购数量75.01万股,回 购金额2466.97万港元,回购最高价为32.900港元,最低价为32.800港元,年内累计回购金额12.73亿港 元。 以金额进行统计,5月16日回购金额最多的是友邦保险,回购金额为1.32亿港元;其次是中远海控,回 购金额为7776.21万港元;回购金额居前的还有时代电气、中国东方航空股份等。回购数量上看,5月16 日回购股数最多的是嬴集团,当日回购量为600.00万股;其次是中远海控、中国东方航空股份等,回购 数量分别为556.00万股、250.00万股。 值得关注的是,华检医疗本次回购为年内首次进行回购。本次回购1.32亿港元的友邦保险,年 ...
百胜中国(09987) - 翌日披露报表
2025-05-18 10:05
公司名稱: 百勝中國控股有限公司("本公司") 呈交日期: 2025年5月18日 FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 09987 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 事件 | | 已發行股份(不包括庫存股份)變動 | | | 庫存股份變動 | 每股發行/出售價 (註4) ...
大空头一季度空仓?索罗斯之子爆买中国资产
Ge Long Hui A P P· 2025-05-16 11:08
Group 1: Fund Manager Dynamics - 11 new fund managers were appointed today, involving 22 funds, primarily from Bosera Fund and Huaan Fund, while 3 fund managers left their positions [1] Group 2: Market Reactions and Adjustments - Multiple public fund industry insiders stated that recent analyses attributing market adjustments to changes in public fund performance benchmarks are inaccurate and unprofessional, indicating no large-scale repositioning among public funds [2] - The Hang Seng Index has added Midea Group and ZTO Express, while the Hang Seng Tech Index has included BYD Company [3] Group 3: Hedge Fund Activities - Michael Burry's Scion Asset Management cleared almost its entire stock portfolio in Q1, establishing new short positions on Nvidia and several Chinese stocks, including Alibaba and JD.com [4] - Soros Capital Management has re-entered Chinese assets, with new positions in Alibaba, Yum China, and iShares China Large-Cap ETF, ranking 5th, 7th, and 8th in their holdings respectively [5] - Soros Fund has heavily invested in AST SpaceMobile and Nvidia while selling shares in AMD and other large tech companies [6] - Bill Ackman's Pershing Square Capital Management bought Uber and completely sold its Nike holdings in Q1 [6] Group 4: Investment Trends and Strategies - PGIM's chairman noted that President Trump's trade war has created uncertainty, leading institutional investors to pause asset allocation decisions regarding investments in the U.S. [7] - The Honghu Fund Phase II, with a scale of 20 billion yuan, is set to invest in the market, focusing on large-cap, liquid, and high-impact quality listed companies [9] - China Life Asset Management has been approved to participate in the third batch of insurance fund long-term investment reform trials [10] Group 5: Fund Market Dynamics - Several money market funds have recently imposed purchase limits to prevent arbitrage impacts and ensure stable operations [11] - Qatar Investment Authority plans to invest $500 billion in the U.S. over the next decade, with current assets totaling $524 billion [12] - Global funds continued to net buy Indian stocks, purchasing 9.3 billion rupees worth of shares [13] Group 6: ETF Market Overview - A-shares saw a collective decline, with the Shanghai Composite Index down 0.4% and total market turnover at 1.1241 trillion yuan, a decrease of 66.3 billion yuan from the previous day [13] - Notable ETF performances included a 3.65% increase in the Invesco S&P Consumer ETF and a 2.37% rise in the Huaan Fund Germany ETF [13] - The engineering machinery ETF experienced a 10% drop, while the financial sector ETFs also saw declines [16]
百胜中国(09987) - 翌日披露报表
2025-05-16 10:37
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 百勝中國控股有限公司("本公司") 呈交日期: 2025年5月16日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | | 09987 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 事件 | | 已發行股份(不包括庫存股份)變動 | | | 庫存股份變動 ...
百胜中国(09987) - 翌日披露报表
2025-05-15 10:25
公司名稱: 百勝中國控股有限公司("本公司") 呈交日期: 2025年5月15日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 09987 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 事件 | | 已發行股份(不包括庫存股份)變動 | | | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份總數 | | | | | 已發行股份(不包括庫存股份)數 目 | | 佔有關事件前的現有已發 行股份(不包括庫存股 份)數目百分 ...
百胜中国(09987) - 翌日披露报表
2025-05-14 09:44
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 百勝中國控股有限公司("本公司") 呈交日期: 2025年5月14日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 第 2 頁 共 10 頁 v 1.3.0 | 9). | 於2025年3月24日在香港購回之股份 | 11,650 | 0 % | HKD | 400.88 | | --- | --- | --- | --- | --- | --- | | | 變動日期 2025年3月24日 | | | | | | 10). | 於2025年3月25日在香港購回之股份 | 11,900 | 0 % | HKD | 391.99 | | | 變動日期 2025年3月25日 | | | | | | 11). | 於2025年3月26日在香港購 ...
百胜中国(09987) - 翌日披露报表
2025-05-13 10:21
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 09987 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 事件 | | 已發行股份(不包括庫存股份)變動 | | | 庫存股份變動 | 每股發行/出售價 (註4) | | 已發行股份總數 | | | | 已發行股份(不包括庫存股份)數 目 | | 佔有關事件前的現有已發 行股份(不包括庫存股 份)數目百分比 (註3) | 庫存股份數目 | | | | | 於下列日期開始時的結存(註1) | 2025年5月9日 | | 373,512,966 | | 0 | | | 373,512,966 | | 1). 購回股份 ...
百胜中国(09987) - 翌日披露报表
2025-05-11 10:29
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 百勝中國控股有限公司("本公司") | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | | 09987 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 事件 | | | | 已發行股份(不包括庫存股份)變動 | | 庫存股份變動 | 每股發行/出售價 (註4) | | 已發行股份總數 | | | | | 已發行股份(不包括庫存股份)數 目 | | 佔有關事件前的現有已發 行股份(不包括庫存股 份)數目百分比 (註3) | 庫存股份數目 | | | | | 於下列日期開始時的結存(註1) | | 2025年5月8日 | | 373, ...
YUM CHINA(YUMC) - 2025 Q1 - Quarterly Report
2025-05-09 10:03
Financial Performance - Net income for the quarter ended March 31, 2025, was $313 million, a slight increase from $307 million in the same quarter of 2024, representing a growth of 1.9%[10] - Comprehensive income for Yum China Holdings, Inc. increased to $315 million in Q1 2025 from $216 million in Q1 2024, reflecting a growth of 46.0%[10] - For the first quarter of 2025, Yum China reported a net income of $292 million, compared to $287 million in the same period of 2024, reflecting a growth of 1.7%[13] - The comprehensive income for the first quarter of 2025 was $340 million, up from $226 million in the first quarter of 2024, indicating a year-over-year increase of 50.4%[13] - Basic Earnings Per Common Share (EPS) increased to $0.78 for the quarter ended March 31, 2025, compared to $0.72 for the same quarter in 2024, reflecting a growth of approximately 8.3%[53] - Operating profit for the quarter ended March 31, 2025, was $399 million, compared to $374 million for the same quarter in 2024, reflecting an increase of about 6.7%[88] - The company reported a net income before income taxes of $428 million for the quarter ended March 31, 2025, compared to $420 million in the same quarter of 2024, reflecting a slight increase of approximately 1.9%[88] Cash Flow and Dividends - Cash provided by operating activities was $452 million for the quarter, compared to $442 million in the prior year, indicating a year-over-year increase of 2.3%[11] - Cash dividends paid on common stock increased to $90 million from $64 million, representing a rise of 40.6%[11] - Cash dividends declared for the first quarter of 2025 were $90 million, equating to $0.24 per common share[13] - The company declared a cash dividend of $0.24 per share, with a total estimated payout of approximately $90 million, payable on June 18, 2025[96] Assets and Liabilities - Total assets decreased to $11,002 million as of March 31, 2025, down from $11,121 million at the end of 2024, a decline of 1.1%[12] - Total liabilities decreased to $4,563 million from $4,694 million, a decline of 2.8%[12] - Cash and cash equivalents increased to $825 million from $723 million, marking a rise of 14.1%[12] - Inventories decreased to $329 million from $405 million, a reduction of 18.8%[12] - Contract liabilities decreased from $232 million as of December 31, 2024, to $209 million as of March 31, 2025, indicating a reduction of approximately 9.9%[51] - Accounts receivable, net, increased to $81 million as of March 31, 2025, from $79 million as of December 31, 2024, showing a growth of approximately 2.5%[57] Investments and Acquisitions - The company has a controlling interest of 65% in the Lavazza joint venture, which focuses on developing the Lavazza coffee concept in China[18] - The Company completed its investment in a 28% equity interest in Hangzhou Catering, resulting in an approximately 60% equity interest in Hangzhou KFC, consolidating its results from the acquisition date[26] - The Company's investment in Sunner was valued at $220 million as of March 31, 2025, exceeding its interest in Sunner's underlying net assets by $148 million[31] - The Company completed a strategic investment in SnowValley Agricultural Group for a total consideration of $14 million in the first quarter of 2025[36] Revenue Recognition - Revenues from Company-owned restaurants are recognized when a customer takes possession of the food and tenders payment[38] - Franchise fees and income are recognized over the term of the franchise agreement, generally 10 years for KFC and Pizza Hut[41] - The estimated value of loyalty program points earned is recorded as a reduction of revenue at the time the points are earned[47] - Revenue from external customers for the quarter ended March 31, 2025, was $2,981 million, an increase from $2,958 million in the same quarter of 2024, representing a growth of approximately 0.8%[88] Share Repurchases - The company repurchased $173 million worth of common stock during the quarter, compared to $679 million in the same quarter of the previous year, a decrease of 74.6%[11] - The company repurchased 3.6 million shares of common stock for $172 million during the quarter ended March 31, 2025, with approximately $1.1 billion remaining available for future share repurchases[54] Taxation - The income tax provision for the quarter ended March 31, 2025, was $119 million, reflecting an effective tax rate of 27.8%, up from 26.9% in the prior year[80] - The company will monitor the impact of the Corporate Alternative Minimum Tax (CAMT) of 15% on its financial statements[82] - The company has elected to account for Global Intangible Low Taxed Income (GILTI) tax as a period cost as incurred, affecting its annual effective tax rate[81] Lease Obligations - The company leased over 14,000 properties in China, with total lease liabilities amounting to $2,246 million as of March 31, 2025[66] - Operating lease costs for the quarter ended March 31, 2025, were $124 million, compared to $130 million for the same quarter in 2024[66] - The present value of lease liabilities as of March 31, 2025, was $2,246 million, with total undiscounted lease payments of $2,613 million[69] - The weighted-average remaining lease term for operating leases was 6.9 years as of March 31, 2025, down from 7.0 years in the previous year[68] Impairment and Depreciation - The company recorded no restaurant-level impairment for both quarters ended March 31, 2025, and 2024[79] - Impairment charges for the quarter ended March 31, 2025, totaled $6 million, up from $4 million in the same quarter of 2024, marking a 50% increase[89] - The company’s depreciation and amortization expenses for the quarter ended March 31, 2025, were $109 million, down from $117 million in the same quarter of 2024, indicating a decrease of about 6.8%[89] Segment Information - The company has two reportable segments: KFC and Pizza Hut, with other segments combined as All Other Segments due to their insignificance[86] - As of March 31, 2025, Yum China operates 11,943 KFC stores and 3,769 Pizza Hut restaurants in China[17]
百胜中国(09987) - 翌日披露报表
2025-05-09 09:58
FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別: 股票 狀態: 新提交 公司名稱: 百勝中國控股有限公司("本公司") 呈交日期: 2025年5月9日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 第 2 頁 共 10 頁 v 1.3.0 | 9). | 於2025年3月24日在香港購回之股份 | 11,650 | 0 % | HKD | 400.88 | | --- | --- | --- | --- | --- | --- | | | 變動日期 2025年3月24日 | | | | | | 10). | 於2025年3月25日在香港購回之股份 | 11,900 | 0 % | HKD | 391.99 | | | 變動日期 2025年3月25日 | | | | | | 11). | 於2025年3月26日在香港購回 ...