Hong Kong stocks cautious as traders weigh earnings outlooks; Baidu jumps on earnings beat

Hong Kong stocks were lower in early trade as caution prevailed with eyes on pending corporate earnings releases.

The Hang Seng Index dropped 0.1 per cent to 17,725.71 as of 10.03am local time. The Hang Seng Tech Index gained 0.3 per cent and the Shanghai Composite Index retreated 0.1 per cent.

Baidu jumped 4.6 per cent to HK$112.30 after third-quarter revenue beat estimates. Tencent Holdings rose 0.9 per cent to HK$327.80 and Alibaba Group Holding climbed 0.9 per cent to HK$76.65.

Limiting gains, auto retailer Zhongsheng Group Holdings slid 3.2 per cent to HK$18.78 and online travel agency Trip.com sank 2.7 per cent to HK$268.20. Hong Kong jewel retailer Chow Tai Fook Jewellery Group slipped 0.5 per cent to HK$11.68.

Baidu’s third-quarter revenue increased 5.9 per cent from a year earlier to 34.5 billion yuan (US$4.8 billion), the company said on Tuesday night, beating the consensus estimate of 34.2 billion yuan.

Jefferies maintained a buy rating on Baidu, saying that growth in the company’s core online marketing revenue will outpace the economic growth and its artificial-intelligence cloud will likely post a year-on-year double-digit increase.

Thirty-one Hang Seng Index members have released their third-quarter results, averaging 6.5 per cent year-on-year earnings growth, according to Bloomberg data. That compares with a 7.7 per cent growth in first-half earnings. Chinese on-demand delivery firm Meituan and drug maker CSPC Pharmaceutical Group are expected to post its earnings next week.

“Given the fragile recovery in the economy and the mixed outlook for corporate earnings, investors should make allocations of safe bets like those stocks with beaten-down share prices,” said Shen Fanchao, an analyst at Zheshang International in Hong Kong. “Whether the economy can sustain the recovery depends on the follow-up policies.”

Shanxi Installation Group, an engineering service provider, rose 0.9 per cent to HK$2.20 on the first day of trading in Hong Kong.

Other major Asian markets were mixed. Japan’s Nikkei 225 climbed 0.4 per cent, while South Korea’s Kospi retreated 0.5 per cent and Australia’s S&P/ASX 200 added 0.1 per cent.

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