- Hong Kong stocks in traditional real estate, infrastructure, and utilities are undergoing significant asset restructuring and capital optimization in H1 2026 due to expectations of U.S. Federal Reserve interest rate hikes.
- Companies such as CK Hutchison and Hang Lung Group are adjusting to maintain liquidity, with CK Hutchison divesting global port assets for approximately $22.76 billion, while Hang Lung has implemented a scrip dividend to ease cash flow.
- The utility sector shows resilience, with CLP Holdings reporting a 3.2% annual increase in power sales, and Huaneng Power securing financing advantages from policies favoring new energy sources.
