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Toyo Securities (8614) · PolicyThe Chinese and Hong Kong equity markets declined after the tariff announcement before rising to a roughly 4.5-year high

Focus on the China and Hong Kong stock markets

First written in FY2016. 21 of 28 entries say "Restated". Latest entry: FY2026.

28entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20262016: 320162017: 320172018: 420182019: 420192020: 220202021: 220212022: 320222023: 220232024: 220242025: 220252026: 12026
Same theme, other companies
Focus on the China and Hong Kong stock marketsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026The Chinese and Hong Kong equity markets declined after the tariff announcement before rising to a roughly 4.5-year highAnnual report

    「The announcement of reciprocal tariffs triggered a global equity sell-off, and the Hang Seng Index fell below 20,000 points on 7 April. However, it rebounded quickly on Chinese government economic stimulus measures, market support measures, a reassessment of Chinese technology companies and their attractive valuations, recovering to pre-sharp-decline levels in early May. The upward trend continued thereafter, and the index reached an intraday high of 28,056.10 points on 29 January, its highest level in roughly 4.5 years.」

    The Chinese and Hong Kong equity markets, a focus area, recovered and rose after declining on the tariff announcement, against a backdrop of Chinese government stimulus measures and other factors.
  2. FY2026-H1The Chinese and Hong Kong equity markets declined after the tariff announcement before rising to a roughly 4-year highAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 23,217.11 points. After the US government announced reciprocal tariffs on Chinese goods on 2 April and China announced additional tariffs at the same rates on US goods in response, the index fell to a low of 19,260.21 points on 9 April. From May onward, the Hang Seng Index remained firm, supported by progress in US-China trade negotiations and an agreement to cut tariffs. Expectations of US interest rate cuts and inflows of funds into the equity market also provided support, and the Hang Seng Index reached a roughly 4-year high of 27,058.03 points on 18 September before closing trading at 26,855.56 points at the end of September.」

    The company continued to position the Chinese and Hong Kong equity markets as a focus area, and they rebounded after declining on the announcement of reciprocal tariffs, against a backdrop of progress in trade negotiations, expectations of interest rate cuts and other factors.
  3. FY2025The Chinese and Hong Kong equity markets remained at high levels after rebounding sharplyAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 16,811.74 points, … reached a year-to-date high of 24,874.39 points on 19 March and closed trading at 23,119.58 points at the end of March.」

    The company continued to position the Chinese and Hong Kong equity markets as a focus area, and they rebounded against a backdrop of government stimulus measures and other factors, despite concerns over an economic slowdown and US-China relations.
  4. FY2025-H1The Chinese and Hong Kong equity markets rebounded sharplyAnnual report

    「After China's financial authorities announced large-scale monetary easing on 24 September, including a 0.5% cut in existing mortgage rates, the index rebounded sharply on each successive trading day, rising 15.8% over the 5 days from 24 to 30 September, and closed trading at 21,133.68 points at the end of September, its highest level since February 2023.」

    The Chinese and Hong Kong equity markets, a focus area, rebounded sharply after a period of decline driven by concerns over an economic slowdown, following large-scale monetary easing by China's financial authorities.
  5. FY2024-Q3The Chinese and Hong Kong equity markets rebounded after decliningAnnual report

    「The Hang Seng Index fell to 15,972.31 points on 11 December, its lowest level in roughly 1 year and 1 month. It then rebounded from mid-December after the US Federal Reserve signaled that it would begin cutting interest rates in 2024, and the Hang Seng Index closed trading at 17,047.39 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area, but they moved downward against a backdrop of an economic slowdown and other factors before rebounding on expectations of US interest rate cuts.
  6. FY2024-Q2The Chinese and Hong Kong equity markets were on a downward trendAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 20,379.50 points and generally remained on a downward trend.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area, but the Hang Seng Index moved downward during the quarter against a backdrop of an economic slowdown, credit concerns surrounding property companies, economic friction and other factors.
  7. FY2024-Q1RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 20,379.50 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area. As part of the market environment, the Hang Seng Index declined in May before recovering at the end of June.
  8. FY2023-Q2RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 21,693.10 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area. As part of the market environment, the Hang Seng Index closed trading at 17,222.83 points at the end of the period.
  9. FY2022RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 28,594.55 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area.
  10. FY2022-Q3RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 28,594.55 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area.
  11. FY2022-Q2RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 28,594.55 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area and also describes concerns over tighter regulation by Chinese authorities, the China Evergrande Group issue and a slowdown in the Chinese economy.
  12. FY2021-Q3RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 23,365.90 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area and describes market developments.
  13. FY2021-Q2RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 23,365.90 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area and describes market developments including the implementation of the Hong Kong national security law and concerns over US-China tensions.
  14. FY2020-Q3RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 29,383.72 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area.
  15. FY2020-Q2RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 29,383.72 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area.
  16. FY2020-Q1RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 29,383.72 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area and describes market volatility caused by US-China trade tensions and other factors.
  17. FY2019RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 29,927.88 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area.
  18. FY2019-Q3RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 29,927.88 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area and describes market volatility caused by US-China trade tensions and other factors.
  19. FY2019-Q2RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 29,927.88 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area.
  20. FY2019-Q1RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 29,927.88 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area.
  21. FY2018RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 24,236.56 points.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area.
  22. FY2018-Q3RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 24,236.56 points. Against a backdrop of expectations surrounding the Belt and Road Initiative and other factors, it traded in a narrow range at high levels, although it temporarily declined, but was supported by inflows of funds from mainland China through the Stock Connect program, reached a high of 30,199.69 points on 22 November and closed trading at 29,919.15 points at the end of December.」

    The company continues to position the Chinese and Hong Kong equity markets as a focus area.
  23. FY2018-Q2RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 24,236.56 points. Against a backdrop of expectations surrounding the Belt and Road Initiative and other factors, it traded in a narrow range at high levels, although it temporarily declined, but was supported by inflows of funds from mainland China through the Stock Connect program, and closed trading at 28,094.61 points at the end of September.」

    The company continues to identify the Chinese and Hong Kong equity markets as a focus area.
  24. FY2018-Q1RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 24,236.56 points. Against a backdrop of expectations surrounding the Belt and Road Initiative and other factors, it recovered to the 26,000-point range on 8 June for the first time in roughly 2 years, after which it traded in a narrow range at high levels and closed trading at 25,794.32 points at the end of June.」

    The company continues to identify the Chinese and Hong Kong equity markets as a focus area.
  25. FY2017-Q3RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 20,786.18 points and remained weak amid uncertainty over the outlook for the global economy, but recovered on expectations surrounding the launch of the Shenzhen-Hong Kong Stock Connect, which enables reciprocal trading between Shenzhen and Hong Kong, reaching a high of 24,364.00 points on 9 September.」

    The company continues to identify the Chinese and Hong Kong equity markets as a focus area.
  26. FY2017-Q2RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 20,786.18 points and remained weak amid uncertainty over the outlook for the global economy, but recovered on expectations surrounding the launch of the Shenzhen-Hong Kong Stock Connect, which enables reciprocal trading between Shenzhen and Hong Kong, and other factors, reaching a high of 24,364.00 points on 9 September.」

    The company continues to identify the Chinese and Hong Kong equity markets as a focus area.
  27. FY2017-Q1RestatedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 20,786.18 points and reached a high of 21,654.07 points on 28 April, amid easing excessive concerns about a slowdown in the Chinese economy.」

    The company continues to identify the Chinese and Hong Kong equity markets as a focus area. It also cites expectations surrounding the launch of the Shenzhen-Hong Kong Stock Connect as a market factor.
  28. FY2016First statedAnnual report

    「In the Chinese and Hong Kong equity markets on which the company is focused, the Hang Seng Index, a major stock index, opened the period at 24,955.20 points, after which」

    In addition to domestic equities, the company treats trading in Chinese and Hong Kong equities as a focus area.
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Toyo Securities's next results are scheduled for 2026-10-29. Read the earnings preview
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Focus on the China and Hong Kong stock markets | TOYO SECURITIES CO.,LTD. (8614) | Komori