HKEX: 700 Tencent
Dividend yield: 0,49% per annum, 1,6 HK$ per share per year.
Tencent Holdings700334,00 HKD
Holding, consisting of high-tech businesses. The company invests in social networks, games and online advertising. The company's active revenue growth has already stopped, but it looks like one of the most promising issuers on today's list thanks to its huge final margin — over 30% from proceeds. The company pays a penny dividend, but may well increase payments tenfold, because it takes less on dividends 7% its profits.
HKEX: 1810 Xiaomi
Dividend yield: the company does not pay dividends.
Xiaomi181013,00 HKD
Electronics manufacturer. The beauty and pride of the Chinese economy, devices of which are sold all over the world. In addition to the production of devices, the company is trying to develop its Internet business - a computing platform for the Internet of Things and advertising.. The company is of interest precisely from the point of view of further degeneration into an enterprise, focused on the services sector: device sales can't grow forever, and services can be sold to an existing user base of devices. This is roughly the path that Apple is now developing..
HKEX: 288 WH Group
Dividend yield: 3,3% per annum, 0,19 HK$ per share per year.
WH Group2885,86 HKD
The largest pork producer in the world. The company pays tangible dividends, but long-term trends are not very favorable: pork consumption in China is falling, and this is an important market for the company - it gives 36% proceeds. But while its revenue is growing.. There is still a possibility that, that in the medium term, the American division of the company, Smithfield, giving from above 50% proceeds, will be allocated to a separate issuer and its shares will grow.
HKEX: 9618 JD.com
Dividend yield: the company does not pay dividends.
JD.com9618247,40 HKD
It is one of the leading online commerce platforms in China with 550 million active users. But the company is also diversifying its business by investing in the logistics sector., fintech and other industries.
Investors should keep in mind, that in May 2022, online retail sales in China fell by more than 20% compared to the same period in 2021, despite severe coronavirus restrictions, That, vice versa, should have spurred online. Maybe, the era of active growth of this sector in the PRC has already passed, and JD will have to look for other promising areas for further development.
HKEX: 9988 Alibaba
Dividend yield: the company does not pay dividends.
Alibaba9988102,60 HKD
This is an e-commerce platform, cloud computing, fintech and more.
You can read more about Alibaba's business in a separate review. For the past year and a half, the company has been out of favor with Chinese regulators., who began to exert administrative pressure on her and interfere with her projects, in particular, the IPO of the fintech company Ant was banned, owned by Alibaba. But still, it has a lot of resources for transformation – for example,, it can be divided into different issuers. It can calm the regulators, and will also benefit shareholders – perhaps, individual divisions will grow more vigorously on the stock exchange, than a single company.
HKEX: 3690 Meituan
Dividend yield: the company does not pay dividends.
Meituan3690191,90 HKD
Another e-commerce platform with a focus on food delivery and the hospitality sector. The company is currently in the red: all its profits are devoured by investments in new projects, so investors can only hope for their success.
HKEX: 1113 CK Asset Holdings
Dividend yield: 3,99% per annum, 2,2 HK$ per share per year.
CK Asset Holdings111355,75 HKD
This is a financial holding, consisting of different businesses – from hotels, rental and sale of properties to pubs.
His business is heavily tied to construction and hospitality., which means, the permanent threat of severe coronacrisis restrictions in China and the downturn in the real estate market in this country do not bring anything good to the company.
On the other hand, even during the lockdown in 2020, CK Asset Holdings remained profitable and paid a generous dividend — 2,2 HK$ per share, that is almost 4% per annum. So that, may be, do not fear so much for his well-being.
HKEX: 1 CK Hutchison Holdings
Dividend yield: 5,09% per annum, 2,66 HK$ per share per year.
CK Hutchison Holdings152,85 HKD
Another multidirectional holding, this time with assets in the energy sector, telecommunications, retail, finance and infrastructure.
It is a separate company from CK Asset Holdings: they "divorced" in the process of reorganizing a large Hong Kong conglomerate back in 2015 and are no longer related..
To understand, what are the prospects for CK Hutchison?, it is necessary to analyze its reporting. At first sight, the company's business looks quite stable, if you look at revenue and net profit. But its dividends are unstable.: periodically reduce the amount of payments.
HKEX: 2007 Country Garden Holdings
Dividend yield: 10,93% per annum, 0,37 HK$ per share per year.
Country Garden Holdings20073,18 HKD
The developer is mainly in the field of residential real estate. Since 2015, it has been paying dividends without interruptions. But real estate prices in China are now falling., so, probably, this year the company will not be able to pay dividends in the same amount. Although, if she pays them at the old level, profitability will be 11% per annum.
HKEX: 1928 Sands China
Dividend yield: the company does not pay dividends.
Sands China192817,19 HKD
Resort developer and entertainment operator in Macau. This is a division of the American Las Vegas Sands.. An endless pandemic is killing the company's business, and the latest data on the revenue of the gambling sector of Macau do not inspire optimism: since the beginning of the coronacrisis, the sector's revenue has fallen more than five times.
In the case of Sands China, the main hope of investors may be the likely purchase of the company by some private investor – it may be, there will be someone, who wants to buy it.
HKEX: 1177 Sino Biopharmaceutical
Dividend yield: 1,67% per annum, 0,08 HK$ per share per year.
Sino Biopharmaceutical11774,80 HKD
The company operates in the sectors of traditional medicine and biotechnology: for example, participated in the development of the coronavirus vaccine Sinovac. She makes drugs to treat tumors, Diabetes, respiratory and other diseases.
Given that, that the coronacrisis in China is not subsiding, Sino's prospects look very promising: being a large pharmaceutical enterprise in a large country, she can't help but make a lot of money.
HKEX: 2382 Sunny Optical Technology
Dividend yield: 1,04% per annum, 1,12 HK$ per share per year.
Sunny Optical Technology2382111,75 HKD
Sunny makes complex high-tech products: mobile phone camera modules, spherical lenses and so on.
The company looks very promising. China's own high-tech production tends to develop with all its might, including through generous tax incentives: manufacturers of high-tech equipment receive up to 70-80% of the taxes paid by them in the form of deductions, which is super generous.
