statement
The underperformance of the 2026 Hong Kong stock market relative to global, emerging and mainland markets has greatly exceeded the firm's existing forecast.
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2026년 홍콩 증시의 글로벌/신흥/본토 시장 대비 부진은 당사의 기존 전망을 크게 상회
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The Hong Kong stock market went from the global strongest in 2025 to the weakest in 2026.하나증권 · statementFor Chinese equities, the probability of gains in Hong Kong and mainland large-cap indices has risen, but a sustained uptrend requires resolving internal tasks such as private credit and domestic demand stimulus and breaking through AI technology bottlenecks.하나증권 · statementHong Kong listing proceeds have hit a six-year high and are close to a record.theedgesg · statementHL만도's 3Q26 operating profit was 51.5 billion KRW (-45.3% yoy, OPM 2.2%), 46.9% below consensus.현대차증권 · statement3Q26 revenue is expected at 691억원 (YoY -45.8%) with an operating loss of -263억원, in line with estimates, as the absence of new titles accelerates declines in both PC and mobile.현대차증권 인터넷/게임 최승호 · predictionThe Jensen Huang incident affected the stock market.post author · statement
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Mainland hard tech in 2026 holds the initiative.statementThe Hong Kong stock market went from the global strongest in 2025 to the weakest in 2026.statementThe report reviewed trends and major economic indicators in the U.S. and Chinese stock markets and analyzed valuations and trends by global sector.statementThe U.S. should watch AI-related regulation and volatility in the semiconductor sector, while for China domestic demand stimulus and policy effects will be key to a sustained rebound.statementThis report is a weekly report covering global sector trends and indicators rather than a single earnings estimate for an individual company, and it does not provide annual aggregate earnings figures.statement
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