The end of the May Day long holiday saw a light trading volume with the Hang Seng Index down by 197 points. With tensions in the Middle East rising again, investors looking to deploy high-dividend stocks may consider the Huaxia Asia High Dividend ETF.

The situation in the Middle East has added new uncertainties as U.S. President Trump launched the 'Freedom Plan' to assist vessels passing through the Strait of Hormuz. Iran promptly attacked merchant ships and neighboring energy facilities, making the prospects for U.S.-Iran peace talks remain fraught with difficulties. Coinciding with the end of the May Day holidays in mainland China, Stock Connect trading was suspended, and multiple Asia-Pacific markets were closed for holidays. Hong Kong stocks had their quietest trading day this year, with the Hang Seng Index opening 150 points lower this morning. The decline continued to widen during the session, plunging 405 points at one point to reach a low of 25,690 points. The market gradually stabilized in the afternoon, closing at 25,898 points, down 197 points or 0.8%. Daily turnover was only HKD 122.2 billion, the lowest since October 6 last year. The Hang Seng Tech Index closed at 4,929 points, down 47 points or 0.9%, while the Hang Seng China Enterprises Index closed at 8,730 points, down 43 points or 0.5%. Among blue chips, 30 stocks rose, 57 fell, and 3 remained unchanged. A-shares will resume trading tomorrow.

HSBC Holdings $HSBC HOLDINGS (00005.HK)$ (0005) became the biggest drag on the market today after its shares plummeted following the release of earnings. The group announced its first-quarter results as of the end of March this year, reporting pre-tax profits under listed benchmarks of $9.376 billion, down 1.14% year-on-year, missing market expectations. Revenue increased by $1 billion compared to the same period last year, reaching $18.6 billion, an increase of 6%. The board approved the distribution of the first dividend for 2026 at $0.1 per share, unchanged from last year. It closed down 7.4 dollars or 5.16%, at 136 dollars, becoming the worst-performing blue chip of the day.

CK Hutchison Holdings $CKH HOLDINGS (00001.HK)$ (0001) performed brilliantly today, moving against the broader market trend. It surged 2.7 dollars or 4.13%, closing at 68 dollars. At noon, it announced that its wholly-owned subsidiary CK Hutchison Group Telecom Holdings Limited had agreed to sell its entire 49% stake in VodafoneThree UK’s telecommunications business. The group will receive approximately HKD 45.5 billion through share cancellation, making it the best-performing blue chip of the day. Other Cheung Kong Group stocks also gained broadly, with Hutchison... $HUTCHTEL HK (00215.HK)$ (0215) rose by 0.04 yuan or 3.42%, closing at 1.21 yuan; Cheung Kong $CK ASSET (01113.HK)$ (1113) rose by 0.46 yuan or 0.93%, closing at 49.8 yuan.

CATL$CATL (03750.HK)$ (3750) also performed well against the market trend. Morgan Stanley issued a research report predicting that CATL's next-generation technologies, such as sodium-ion batteries and condensed-state batteries, will rapidly scale up. The target price was raised by 17% to 815 Hong Kong dollars per share, and the compound annual growth rate of net profit for 2026 to 2028 is expected to be adjusted from 25% to 30%. The stock price rose by 23.5 yuan or 3.72% throughout the day, closing at 655 yuan. The lithium battery sector was driven by CATL, with Tianneng Power $TIANNENG POWER (00819.HK)$ (0819) rose against the market trend by 0.25 yuan or 3.88%, closing at 6.69 yuan, Longpan Technology $LOPAL TECH (02465.HK)$ (2465) rose by 0.78 yuan or 3.52%, closing at 22.96 yuan.

The end of the May Day long weekend in mainland China has generally pressured consumer and tourism-related sectors. In terms of sporting goods stocks, Li Ning $LI NING (02331.HK)$ (02331) dropped by 0.84 yuan or 4.13%, closing at 19.5 yuan; Anta Sports $ANTA SPORTS (02020.HK)$ (02020) fell by 3.2 yuan or 3.93%, closing at 78.2 yuan. The tourism sector weakened, with Trip.com $TRIP.COM-S (09961.HK)$ (09961) falling by 6.4 yuan or 1.53%, closing at 410.6 yuan; Morgan Stanley and Goldman Sachs downgraded their target prices for China Duty Free Group $CTG DUTY-FREE (01880.HK)$ (1880), whose share price fell by 2.8 yuan or 4.43% today, closing at 61.95 yuan. Laopu Gold, a gold jewelry retailer, $LAOPU GOLD (06181.HK)$ (6181) dropped by 15.5 yuan or 2.72%, closing at 553.5 yuan. Budweiser APAC $BUD APAC (01876.HK)$ (1876) saw its Q1 net profit decline by 3% year-on-year, but the share price rose against the market trend by 0.2 yuan or 2.52%, closing at 8.13 yuan; Pop Mart $POP MART (09992.HK)$ (9992) also rose against the market trend by 3.5 yuan or 2.25%, closing at 159.2 yuan. Tensions in the Middle East have disrupted market expectations regarding US monetary policy, with export stocks like Techtronic Industries $TECHTRONIC IND (00669.HK)$ (0669) seeing its share price drop by 4.1 yuan or 3.57%, closing at 110.7 yuan.

Most large technology and internet companies closed lower today, with Tencent $TENCENT (00700.HK)$ (0700) dropping by 0.8 yuan or 0.17%, closing at 472.2 yuan; Alibaba $BABA-W (09988.HK)$ (9988) falling by 0.5 yuan or 0.38%, closing at 131.2 yuan; Meituan $MEITUAN-W (03690.HK)$ (3690) declining by 0.9 yuan or 1.07%, closing at 83.55 yuan; Xiaomi $XIAOMI-W (01810.HK)$ (1810), which surged yesterday, retreated today by 0.52 yuan or 1.68%, closing at 30.46 yuan; Baidu $BIDU-SW (09888.HK)$ (9888) bucked the trend by rising 2.6 yuan or 2.12%, closing at 125.4 yuan. In terms of AI stocks, Zhipu $KNOWLEDGE ATLAS (02513.HK)$ 2513) dropped by 37.5 yuan or 3.92%, closing at 919.5 yuan; MiniMax $MINIMAX-W (00100.HK)$ (0100) fell by 20.5 yuan or 2.55%, closing at 782.5 yuan, new stock Qunhe Technology $MANYCORE TECH (00068.HK)$ 0068) declined by 2.32 yuan or 8.59%, closing at 24.68 yuan.

Chip stocks continued their recent active trend, with Success Semiconductor $SINO ICT (00365.HK)$ (0365) surging another 66.23% today after a 196% jump yesterday, now trading at 1.28 yuan, with cumulative gains of nearly 400% over two trading days, mainly benefiting from the rising expectations of global AI capital expenditure and increased investment plans by large technology companies; Solomon Semicomductor $SOLOMON SYSTECH (02878.HK)$ (2878) rose by 0.44 yuan or 6.02%, closing at 0.44 yuan, whereas Huahong (1347) dropped by 2 yuan or 1.65%, closing at 119 yuan; SMIC fell by 1.35 yuan or 1.87%, closing at 70.8 yuan, showing relatively weaker performance.

Medical device company Tianxing Medical $STAR SPORTS MED (01609.HK)$ (1609) debuted today, closing its first day at 215 yuan, which is 118.27% higher than the IPO price of 98.5 yuan, with public offering oversubscribed by a staggering 7,823 times; New Baili Financing $SOMERLEY CAP (08439.HK)$ (8439) soared 156.98% to 2.21 yuan after resuming trading, as the offeror Sky Links Group Limited acquired a 51.9% stake for approximately HKD 62.13 million, triggering a mandatory cash offer at 0.818 yuan per share.

With renewed tensions in the Middle East, investors concerned about the impact of potential conflicts on the stock market trends may want to shift from high-risk strategies to defensive ones, taking the opportunity to deploy high-dividend stocks or consider high-dividend ETFs like the China Asset Asia High Dividend Stock ETF. $ChinaAMC Asia High Dividend ETF (03145.HK)$ (3145), rose by 0.01 yuan or 0.92% today, closing at 14.83 yuan. The index tracked by this ETF is the 'Bloomberg Asia Pacific High Dividend 40 Index', with volatility comparable to the S&P 500 Index and relatively more controllable compared to similar funds. Its constituent stocks are spread across over 10 regions in the Asia-Pacific area, covering different industries such as finance, energy, industrials, and technology, including leading Asian companies like COSCO Shipping Energy. $COSCO SHIP ENGY (01138.HK)$ (1138), AIA $AIA (01299.HK)$ (1299), China-based insurer China Construction Bank $CCB (00939.HK)$ (0939), etc. Since the ETF’s components cover a variety of industries, it helps investors diversify their investments and reduce risk. Additionally, all selected stocks within the ETF have been evaluated by analysts, allowing investors to achieve stable dividend returns while benefiting from potential price appreciation. This satisfies investors who seek steady cash flow alongside long-term asset growth. Over the past three years, the ETF has delivered an annualized return exceeding +17%, with its targeted annual dividend payout increasing to 8%. It aims for stable monthly dividends, with the recent ex-dividend date set for May 13, 2026, distributing 0.1 Hong Kong dollars per share. Investors seeking consistent monthly income and looking to diversify into high-dividend stocks amid global uncertainties may consider this ETF, but should also be mindful of fluctuations in dividend yield and sector concentration.

@孫子的末代傳人 @中戶變大戶小牛變大牛 @股海GSO

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