🤑 It doesn’t get more affordable. Grab this 60% OFF Black Friday offer before it disappears…CLAIM SALE

HK shares up, holiday spending lifts mall operators, casinos

Published 01/03/2011, 04:01 AM
Updated 01/03/2011, 04:04 AM
GC
-

* Hang Seng up 1.7 percent in light turnover

* Wharf hits record high as holiday sales lift mall owners

* CNOOC up 2.9 percent, biggest boost to Hang Seng index

* Macau shares rise as gambling revenue surges

* Broad rally sees all HSI constituents end day higher

(Updates to close)

By Vikram S.Subhedar

HONG KONG, Jan 3 (Reuters) - Hong Kong stocks kicked of 2011 with a firm start as robust holiday spending provided a lift for shares of mall and casino operators, and energy stocks extended a recent strong run on the back of steady oil prices.

Hong Kong's benchmark Hang Seng Index rose for a fourth successive session, ending up 1.7 percent with every constituent of the index closing higher on the day.

Turnover remained light, however, with several financial markets in Asia, including Shanghai, closed.

Optimism over retail sales and rising office rentals in Hong Kong lifted commercial property developer Wharf (Holdings) Ltd 3.8 percent to a record high.

"Local retailers benefited from strong Christmas sales in Hong Kong, mainly because of the relaxed immigration policy for tourists from China and the weak Hong Kong dollar," said Kingsway Group retail analyst Eva Chun in Hong Kong.

Wharf is rated a "buy" or "strong buy" by 13 of 19 analysts covering the company with the remaining six rating it a "hold", according to data from Thomson Reuters Starmine.

A stronger yuan has put more purchasing power in the hands of mainland tourists to Hong Kong.

China's yuan ended 2010 on a strong note, up 3.6 percent on the year, fanning hopes that it will see even more gains in the coming year. [ID:nTOE6BU03X]

Some market players see the rising yuan as one tool Chinese policymakers may use to curb inflation, which hit a 28-month high in November and prompted an interest rate rise on Dec. 25. [ID:nTOE6BO010]

Analysts say rising inflation, in China as well as in the rest of Asia, is a main risk in 2011 prompting some investors to take a cautious view on equities for the year.

Investor guru Jim Rogers said there is a risk of China tightening monetary policy too aggressively because such measures have a lag effect.

"There will be more tightening in China. They have a problem with inflation. They'll keep tightening and then they'll go too far like all governments," said Rogers.

ENERGY SHARES POWER ON

Energy shares extended their strong run on the back of rising commodity prices as a recovering global economy boosts demand and disruptions in supply of coal keeps prices high.

CNOOC Ltd rose 2.4 percent, the biggest boost to the Hang Seng Index.

Coal production continues to be hit as record flooding in Australia's northeast severed roads and ports. [ID:nL3E7C3074]

Coal mines with an annual production capacity of more than 90 million tonnes -- about 35 percent of Australia's estimated 259 million tonnes of coal exports in 2009 -- are under force majeure. [ID:nL3E7C3053]

Yanzhou Coal shares rose 3.4 percent. China Shenhua , China's largest coal producer, rose 1.8 percent.

PetroChina rose 2 percent. The company said it would sell its interest in an oil storage company to parent China National Petroleum Corp for a gain of about 100 million yuan ($15.18 million). [ID:nHKV002621]

Casino operators in Macau had a strong day as tourists flocked to the largest gambling market in the world.

Wynn Macau Ltd rose 5.8 percent. Rival SJM Holdings Ltd was up 3.4 percent.

The Macau government said gambling revenue surged 58 percent in 2010. [ID:nTOE70201N]

Some analysts said discretionary spending by affluent Chinese would continue to power Macau's gambling sector -- the only place in China where casino gambling is legal -- to new heights in 2011 despite global economic storm clouds, although growth could moderate somewhat.

"The absolute level of the market is massive so it's hard to sustain that level of growth," said Aaron Fischer, CLSA's head of Asian gaming research, who expects Macau gambling revenue growth of 20 percent this year and 25 percent in 2012. (Additional reporting by Kevin Lim in SINGAPORE and James Pomfret in HONG KONG)

ASIA-PACIFIC MARKETS Pan-Asia...... Japan........ S.Korea.... S.E. Asia............ Hong Kong... Taiwan..... Australia/NZ......... India....... China......

OTHER MARKETS: Wall Street........... Gold......... Currency.. Eurostocks........... Oil........... JP bonds... ADR Report.......... LME metals.. US bonds... Stocks News US... Stocks News Europe... DIARIES & DATA: IPO diary & data Asia earnings diary U.S. earnings diary European diary Taiwan diary Wall Street Week Ahead Eurostocks Week Ahead World forecasts

TOP NEWS: For top Asian company news, double click on: U.S. company news European company news Forex news Global Economy news Technology news Telecoms news Media news Banking news Politics/General news Asia Macro data A multimedia version of Reuters Top News is available at: http://topnews.session.rservices.com

LIVE PRICES & DATA: World Stocks <0#.INDEX> Currency rates Dow Jones/NASDAQ Nikkei FTSE 100 Debt <0#USBMK=> Hong Kong Dollar LME price overview ($1=6.589 yuan)

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.