Top 10 Hang Seng Index Performers for July 2025 | Hong Kong Stock Market скачать в хорошем качестве

Top 10 Hang Seng Index Performers for July 2025 | Hong Kong Stock Market

July 2025 was an energetic month for Hong Kong equities. We saw leadership concentrate in healthcare and services, with renewables and select consumer names also finding support. In this countdown, we rank the top ten performers in the Hang Seng Index for July 2025. For each stock, we include the percentage change and a concise reason that helps explain the move. 10) Sands China (integrated resorts and gaming) Why it’s top: +16.52 percent in July. We think steady recovery in visitation and events, along with clearer visibility on mass-market trends, supported month-end momentum. Operators with strong property portfolios and balance sheets attracted renewed interest. 9) JD Health International (online healthcare platform) Why it’s top: +16.98 percent in July. We saw digital health platforms benefit from product expansion, traffic growth, and operating leverage. The market rewarded scale, ecosystem linkages, and improved unit economics. 8) Hansoh Pharmaceutical Group (branded pharmaceuticals) Why it’s top: +19.35 percent in July. We think renewed confidence around pipeline execution and portfolio mix supported a rerating. As earnings visibility improved, investors rotated back into high-quality names within pharma. 7) China Life Insurance (life insurer) Why it’s top: +20.75 percent in July. Insurers benefited from improved investment returns and supportive product dynamics. Distribution updates and policy signals provided a constructive backdrop for flows into the sector. 6) Kuaishou Technology (short-video and live-streaming platform) Why it’s top: +21.64 percent in July. Better monetization trends and improving ad-demand expectations helped sentiment toward leading Chinese internet platforms. 5) Xinyi Solar (solar glass and renewables) Why it’s top: +22.49 percent in July. We observed stabilisation in pricing and utilisation trends across parts of the solar value chain. Investors positioned for a better balance of supply, demand, and capital spending discipline. 4) WuXi Biologics (biologics CRDMO and services) Why it’s top: +25.54 percent in July. We believe a firmer outlook for project pipelines and client activity helped sentiment. Cost control and resilience in services revenue provided additional support to the share price. 3) CSPC Pharmaceutical Group (pharmaceuticals) Why it’s top: +28.83 percent in July. We saw progress across selected therapeutic areas and continued focus on research, development, and commercial execution. That combination improved confidence in the medium-term earnings trajectory. 2) WuXi AppTec (pharma and biotech services) Why it’s top: +34.39 percent in July. The broader healthcare services complex enjoyed a strong month as visibility improved around demand, backlog, and regulatory context. Scaled providers with diversified offerings drew renewed attention from investors. 1) Sino Biopharmaceutical (pharmaceuticals) Why it’s top: +42.97 percent in July. Sector leadership concentrated in selected large-cap names where pipeline, breadth of portfolio, and operational execution enabled a reassessment of value and growth durability. That is the July leaderboard for the Hang Seng Index using strict end-of-month closes. As always, one month is a snapshot rather than a full investment thesis. We recommend digging deeper into fundamentals, valuation, and balance sheet quality, and mapping out catalysts that could extend or reverse these trends.