HKEX filing: Tencent Holdings (00700.HK) repurchased 228,000 shares on Sept 7 for HK$100.2 mln.

Zhangyuan Tungsten published long-term procurement quotes for the first half of September 2026: 55% black tungsten concentrate 413,000 yuan/mt; 55% white tungsten concentrate 412,000 yuan/mt; ammonium paratungstate (national standard Grade 0) 600,000 yuan/mt. Prices include 13% VAT.

Huatai Securities says persistent global liquidity uncertainty is likely to cap further valuation recovery for Hong Kong equities; recommends low-volatility, high-dividend names as core holdings (banks, utilities) and advises limiting exposure to sectors with high U.S. Treasury-yield beta such as metals. Earnings: aggregate Hong Kong-listed profit growth in 1H2026 rebounded sharply YoY but is highly divergent — high-dividend earnings turned positive mainly on resource-sector strength (sustainability uncertain), innovative drugs sustained strong growth, while internet profit declines widened. Based on earnings signals and sensitivity to rate expectations, Huatai favors innovative drug and CXO leaders with both earnings realization and market recognition. Staples such as food & beverage have moved into the latter stage of their fundamental trough but lack near-term catalysts; recommend patience.