① ALI HEALTH's annual profit increased by over 60% year-on-year, how big is the scale? ② S.F. Holding's express business volume rose by about 30% in April, how does the international business perform?
The important announcements for Hong Kong Stocks today are as follows:
1) Company News
$TRIP.COM-S (09961.HK)$ The net revenue for the first quarter was 13.8 billion yuan, a year-on-year increase of 16%. The net income attributable to TRIP.COM-S shareholders was 4.3 billion yuan, unchanged year-on-year. The diluted earnings per ordinary share and per ADS were 6.09 yuan.
In the first quarter of 2025, lodging booking revenue was 5.5 billion yuan, up 23% year-on-year, primarily due to the growth in lodging bookings. Transportation ticket revenue was 5.4 billion yuan, up 8% year-on-year, mainly due to the increase in transportation ticket bookings. Travel vacation business revenue was 0.947 billion yuan, rising 7% year-on-year, primarily due to the growth in travel vacation business bookings. Business travel management revenue was 0.573 billion yuan, up 12% year-on-year, mainly due to the increase in business travel Orders. However, business travel management revenue decreased 18% quarter-on-quarter, mainly due to seasonal impacts.
In the first quarter of 2025, various international business segments continued to show strong growth. The total bookings on the international OTA platform increased by over 60% year-on-year. Inbound travel bookings increased by over 100% year-on-year. Outbound hotel and flight bookings have fully exceeded 120% of the levels seen in the same period before the pandemic in 2019.
$LEAPMOTOR (09863.HK)$The revenue for the first quarter was 10.02 billion yuan, an increase of 187.1% year-on-year, mainly due to a 162.1% year-on-year increase in sales volume and a 4.9% year-on-year increase in revenue per vehicle, with the gross margin reaching a historic high of 14.9% during the period.
$ALI HEALTH (00241.HK)$ Announced annual performance for the year ending March 31, 2025, with revenue of 30.598 billion yuan, an increase of 13.2% year-on-year; net income of 1.432 billion yuan, an increase of 62.14% year-on-year.
$SF HOLDING (06936.HK)$ In April, the revenue from the express logistics business, supply chain, and international business totaled 23.915 billion yuan, a year-on-year increase of 12.42%.
The announcement stated that revenue from the express logistics business increased by 11.85% year-on-year, and business volume increased by 29.99% year-on-year; revenue from supply chain and international business increased by 14.20% year-on-year.
$BG BLUE SKY (06828.HK)$Established a joint venture with Beijing Xinao New Energy to explore the related comprehensive energy utilization market, with a registered capital of 80 million yuan, in which BG Blue Sky holds 51% of the shares.
$CLP HOLDINGS (00002.HK)$: China Light and Power's electricity sales volume in the first quarter was 7.091 billion kilowatt-hours, a year-on-year decrease of 2.6%.
$CAPITAL VC (02324.HK)$: Issued a profit warning, expecting a comprehensive net loss for the interim period.
$JBM HEALTHCARE (02161.HK)$: Issued a profit forecast, expecting the annual net profit attributable to shareholders to increase by no less than 50% year-on-year.
$HISENSE HA (00921.HK)$: Recently, the subsidiary company collectively subscribed to financial products worth 2.14 billion yuan.
2) Buyback dynamics.
$TENCENT (00700.HK)$Invested 0.5 billion HKD to repurchase 0.979 million shares, at a repurchase price of 503-516.5 HKD.
$HSBC HOLDINGS (00005.HK)$Invested 0.204 billion HKD to repurchase 2.2416 million shares, at a repurchase price of 90.5-91.2 HKD.
$AIA (01299.HK)$Invested approximately 0.154 billion HKD to repurchase 2.3384 million shares, at a repurchase price of 64.75-66.4 HKD.
$COSCO SHIP HOLD (01919.HK)$: Invested 79.36345 million Hong Kong dollars to repurchase 5.56 million shares, with a repurchase price of 14.12-14.40 Hong Kong dollars.
$TIMES ELECTRIC (03898.HK)$: Invested 39.0396 million Hong Kong dollars to repurchase 1.1918 million shares, with a repurchase price of 32.5-32.8 Hong Kong dollars.
Editor/lambor