Group 1 - The company, Henderson Land Development (00012.HK), announced that it will hold a board meeting on August 20, 2025, to approve the publication of its interim results for the six months ending June 30, 2025, and to consider the distribution of an interim dividend [1]

第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00012 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 4,841,387,003 | | 0 | | 4,841,387,003 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 4,841,387,003 | | 0 | | 4,841,387,003 | 第 2 頁 共 10 頁 v 1.1.1 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年7月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 ...

董事會召開日期 恒基兆業地產有限公司(「本公司」)之董事局(「董事局」)謹此宣佈，本公司將於 二零二五年八月二十日(星期三)舉行董事局會議，藉以批准刊發本公司及其附屬公 司截至二零二五年六月三十日止六個月之中期業績公佈及考慮派發中期股息。 承董事局命 公司秘書 廖祥源 謹啟 香港，二零二五年八月六日 於本公佈日期，董事局成員包括 : (1) 執行董事 : 李家傑 ( 主席兼董事總經理 ) 、李家誠 ( 主席兼董事總經理 ) 、 林高演 ( 副主席 ) 、葉盈枝、馮李煥琼、郭炳濠、孫國林、黃浩明及馮孝忠； (2) 非執行董事 : 李王佩玲；以及 (3) 獨立非執行董事 : 鄺志強、高秉強、胡經昌、胡家驃、潘宗光及歐肇基。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負責，對其準確性或 完 整 性 亦 不 發 表 任 何 聲 明 ， 並 明 確 表 示 ， 概 不 對 因 本 公 佈 全 部 或 任 何 部 份 內 容 而 產 生 或 因 倚 賴 該等內容而引致的任何損失承擔任何責任。 ...

Core Viewpoint - Morgan Stanley's research report indicates that the Hong Kong residential market may have reached its bottom due to a decline in supply, a decrease in HIBOR, and an increase in mainland buyers [1] Market Performance - In the first half of the year, residential transaction volume increased by 3.9% to 29,500 units [1] - Transactions for properties priced below HKD 4 million surged by 305%, attributed to stamp duty exemptions [1] Investment Recommendations - Morgan Stanley maintains a positive outlook on the Hong Kong residential market, recommending high dividend yield and well-supplied developers such as New World Development and Henderson Land Development [1] - The report suggests that developers will benefit preferentially in a declining interest rate environment, assigning a "buy" rating to these companies [1]

Group 1: New Listings in Hong Kong - Five companies, including Lens Technology, Geek+, Peak Technology, Dazhong Dental, and Xunzhong Communication, were listed on the Hong Kong Stock Exchange on July 9, reflecting a growing interest in emerging industries and technology firms [1] - Four out of the five companies saw an increase in their stock prices during the pre-market trading on July 8, indicating positive market sentiment [1] Group 2: Bond Issuance by Henderson Land - Henderson Land announced plans to issue Hong Kong dollar-denominated guaranteed convertible bonds through its subsidiary, targeting professional investors only [2] - The net proceeds from the bond issuance are intended for general corporate purposes or refinancing, showcasing the company's proactive approach to capital market tools [2] Group 3: Tianqi Materials' Hong Kong Listing - Tianqi Materials announced its intention to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its global strategy and improve its capital structure [3] - This move is expected to attract foreign investment and signal the internationalization of the new materials industry [3] Group 4: Huabao International's Financial Product Investment - Huabao International reported an investment of 565 million yuan in financial products from Zheshang Bank, indicating a strategy for diversified asset allocation [4] - This investment aims to enhance capital efficiency and may provide funding for future business development [4] Group 5: Hong Kong Market Performance - The Hang Seng Index closed at 24,148.07, with a gain of 1.09% on July 8, while the Hang Seng Tech Index rose by 1.84% [5] - The overall market performance reflects a positive trend in investor sentiment towards the Hong Kong stock market [5]

文件显示：恒基地产拟发行78.5亿港元2030年到期可转债。（彭博） ...

Core Viewpoint - The China Securities Hong Kong 300 Real Estate Index has shown significant growth, with a 5.78% increase over the past month, 19.41% over the past three months, and 15.61% year-to-date [1] Group 1: Index Performance - The China Securities Hong Kong 300 Real Estate Index is currently at 1031.30 points [1] - The index is based on a sample of securities classified according to the China Securities industry classification standards, reflecting the overall performance of different sectors in the Hong Kong market [1] - The index was established on December 31, 2004, with a base point of 1000.0 [1] Group 2: Index Holdings - The top ten weighted stocks in the index are: - Sun Hung Kai Properties (14.82%) - Beike-W (13.06%) - Link REIT (12.08%) - China Resources Land (11.16%) - Cheung Kong Holdings (8.0%) - China Overseas Land & Investment (6.46%) - Wharf Real Estate Investment (4.83%) - Henderson Land Development (4.62%) - Longfor Group (2.97%) - China Resources Mixc Lifestyle (2.85%) [1] - The index is fully composed of stocks listed on the Hong Kong Stock Exchange, with a 100.00% market share [1] Group 3: Industry Composition - The industry composition of the index holdings is as follows: - Real estate development: 57.84% - Real estate services: 21.75% - Real Estate Investment Trusts (REITs): 12.97% - Real estate management: 7.45% [2] - The index sample is adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to changes in the underlying index [2]

Group 1 - As of June 24, Henderson Land Development Company Limited (00012.HK) closed at HKD 27.500, remaining flat compared to the previous trading day, with an intraday high of HKD 27.900, marking a nearly one-year high [1] - The net capital flow on that day showed an inflow of HKD 48.022 million, with a total inflow of HKD 121.49795 million and outflow of HKD 73.47595 million [1] Group 2 - Henderson Land Development Company Limited has been listed in Hong Kong since 1981 and has developed into a leading real estate development group with operations in Hong Kong and mainland China [2] - The company focuses on high-quality residential and commercial projects, with notable developments including The Henderson, International Finance Centre, and Beijing's Global Financial Center [2] - The core business of the group includes property development and investment, and it also holds stakes in two listed subsidiaries and two listed joint ventures, enhancing synergistic benefits [2] - Founded by Dr. Lee Shau Kee in 1976, the company has become one of the largest corporate groups in Hong Kong, employing around 10,000 full-time staff and holding the most agricultural land among developers in Hong Kong [2] - The company aims to provide high-quality products and services while adhering to environmental and sustainable development needs, enhancing value for shareholders, customers, and the community [2] - Henderson Land collaborates with internationally renowned architects and professionals to create modern architectural classics that align with the natural and community environment [2] - The company operates through vertical integration, ensuring high standards across all stages of development, from design to project management [2] - The group is committed to long-term business development in both Hong Kong and mainland China, focusing on innovative design and social contributions to build more iconic commercial and residential projects [2]

Group 1 - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value [1] - The service emphasizes deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) stocks, as well as wide moat stocks that represent high-quality businesses [1] - The author provides a range of watch lists with monthly updates, specifically concentrating on investment opportunities in the Hong Kong market [1]

Group 1 - Morgan Stanley upgraded the rating of Henderson Land Development to "Overweight" with a target price of HKD 31 [1] - Morgan Stanley downgraded the rating of Sino Land Company to "Equal-weight" with a target price of HKD 8.60 [1]