Core Insights - Southbound funds increased their holdings in China Overseas Macro Holdings Group (00081.HK) by 619,000 shares on October 21, 2025, marking a 0.12% increase in total holdings [1] - Over the past five trading days, southbound funds have increased their holdings for five days, with a total net increase of 14.471 million shares [1] - In the last twenty trading days, there have been 17 days of net increases, totaling 55.3761 million shares [1] - As of now, southbound funds hold 526 million shares of China Overseas Macro Holdings Group, accounting for 14.76% of the company's total issued ordinary shares [1] Summary by Category Shareholding Changes - On October 21, 2025, total shares held reached 526 million, with an increase of 619,000 shares [2] - On October 20, 2025, total shares held were 525 million, with an increase of 1.991 million shares [2] - On October 17, 2025, total shares held were 523 million, with an increase of 1.243 million shares [2] - On October 16, 2025, total shares held were 522 million, with an increase of 8.414 million shares [2] - On October 15, 2025, total shares held were 513 million, with an increase of 2.204 million shares [2] Company Overview - China Overseas Macro Holdings Group Limited primarily engages in property development and commercial property operation [2] - The company operates through two segments: property development, which involves property development and sales, and commercial property operation, which includes property leasing, hotel, and other commercial property operations [2]

Core Insights - The company reported a revenue of approximately HKD 875 million for the 18 months ending June 30, 2025, representing an increase of about 86% compared to HKD 472 million for the year ending December 31, 2023 [1] - The gross profit was approximately HKD 60.81 million, a slight decrease of about 1% from HKD 61.74 million for the year ending December 31, 2023 [1] - The company recorded a loss of approximately HKD 306 million, which is a 20% reduction from a loss of HKD 383 million for the year ending December 31, 2023 [1] - Basic loss per share improved from approximately HKD 0.07 to HKD 0.056 during the same periods [1] - As of June 30, 2025, the company had cash and cash equivalents of approximately HKD 2.97 million, down from HKD 4.24 million in 2023 [1] Revenue Sources - The revenue of approximately HKD 875 million was primarily derived from digital video business, new energy vehicle business, cloud ecosystem big data business, property investment, property development, and general trade [1]

Core Viewpoint - Haotian International Construction Investment Group announced a financing plan to issue 1.6 billion shares at a price of HKD 0.25 per share, raising HKD 400 million, aimed at strategic investment in PCL to enhance its financial services business [1] Group 1: Financing Details - The issuance price of HKD 0.25 represents a discount of approximately 7.41% compared to the previous trading day's closing price of HKD 0.270 [1] - The issuance price also reflects an 11.97% discount relative to the average closing price of HKD 0.284 over the past five trading days [1] - The new shares will account for about 17.30% of the existing issued share capital and approximately 14.75% of the enlarged share capital post-issuance [1] Group 2: Company Overview - Haotian International Construction Investment Group operates as an investment holding company, with primary business segments including construction machinery, financial services, and property development [1] - The funds raised will be utilized for strategic investments in PCL, aimed at promoting the development of its financial services business [1] Group 3: Regulatory and Completion Aspects - The issuance is conducted under a general mandate granted by the shareholders and is expected to be completed within three business days after the fulfillment or waiver of certain conditions [1] - Conditions for completion include approval from the Stock Exchange for the listing of the shares and obtaining necessary government or regulatory approvals [1]

Core Viewpoint - Agile Group (03383.HK) reported a significant financial loss for the six months ending June 30, 2025, with a total revenue of RMB 13.574 billion and a net loss attributable to shareholders of RMB 8.03 billion [1] Financial Performance - Total revenue for the group was RMB 13.574 billion, with property development revenue at RMB 6.110 billion, property management revenue at RMB 6.408 billion, and other business revenue at RMB 1.056 billion, accounting for 45.0%, 47.2%, and 7.8% respectively [1] - The overall gross loss amounted to RMB 919 million, resulting in a gross loss margin of 6.8% [1] - The total loss for the group was RMB 7.387 billion, while the loss attributable to shareholders was RMB 8.030 billion [1] Financial Position - As of June 30, 2025, the group's net debt ratio stood at 127.7% [1] - The total cash and bank deposits amounted to RMB 5.507 billion [1]

Core Viewpoint - Zhongxing Group Holdings (00055) expects a reduced loss of approximately HKD 19 million to HKD 34 million for the first half of 2025, compared to a loss of about HKD 40.1 million in the first half of 2024 [1] Financial Performance - The anticipated loss for the first half of 2025 is primarily attributed to a fair value loss of approximately HKD 4 million from investment properties, which is an improvement from a fair value loss of about HKD 12.7 million in the first half of 2024 [1] - The company also reported losses in its property development, property investment, and manufacturing and sales segments for the first half of 2025 [1]

Group 1: Financial Performance - The company reported total revenue of HKD 27.36 billion for the six months ending June 30, 2025, representing a year-on-year decrease of 6.5% [1] - Shareholders' profit attributable to the company was HKD 7.709 billion, showing a year-on-year increase of 27.5% [1] - Earnings per share were HKD 1.24, with an interim ordinary dividend declared at HKD 0.42 per share [1] Group 2: Hong Kong Operations - The increase in passenger volume for transit and high-speed rail services contributed to stable revenue growth in Hong Kong operations [2] - The heavy rail network maintained a world-class punctuality level of 99.9% for scheduled train services [2] - Profit from property development in Hong Kong was HKD 5.5 billion, primarily from projects at Ho Man Tin Station and the South Island Line [2] - A project agreement has been signed with the government for the first section of the Northern Link [2] Group 3: Mainland China and International Operations - The company continues to advance construction on the Sydney Metro M1 Northwest and Bankstown Line Southwest, as well as other sections of Shenzhen Metro Line 13 and the mid-section of Beijing Metro Line 17 [3] - The operational rights for the UK Elizabeth Line and South Western Railway will be transferred to the next operator by May 2025 [3] - The company is developing station businesses in Chengdu, Zhengzhou, and Xi'an [3]

Forward-looking statements Certain statements contained in this presentation may be viewed as forward- looking statements. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Interim Results 2025 Business Review MTR Corpo ...