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Hong Kong disclosures: match issuer, period and currency

Prepare annual and interim reports from HKEXnews with traceable identity, currency and rights checks before a thesis review.

CoTrading editorial team · AI-assisted drafting and translation ·

Start from HKEXnews, choose the legal issuer and the exact annual or interim report, and retain the document identity. This page describes manual source preparation; it does not claim a tested feed or real-time data integration. Checked 2026-10-30.

Source record

FieldWhat to keepWhy it matters
IssuerLegal name and stock codeNames and codes are not interchangeable
DocumentFull title and languageResults announcements can differ from reports
Reporting windowStart/end datesInterim is not automatically a calendar half-year
Currency and scaleStatement headerTrading currency is not reporting currency
PublicationRelease date/time and local retrieval datePeriod end is not the availability date
VersionCorrection/revision and source URLPreserve what was actually reviewed

Read both the table header and relevant notes. Do not assume all listed issuers report in HKD or all six-month periods end in June. Compare consolidated results with consolidated results.

Worked preparation

For fictional DEMO-HK, record January–June revenue of 880 HKD million and operating profit of 79.2, versus 800 and 96. Derived operating margin is 9% versus 12%; revenue growth is 10%. A separate field marks customer retention as not supplied. Do not infer retention from a revenue increase, and do not compare the six-month revenue with last year’s full-year amount.

Give S02 the old dated thesis, this evidence record and a review cutoff. Ask for support, challenge and unknown for each condition. Keep original-language locations even when the AI summarizes in another language; translating a unit is not converting it.

Rights and cost boundary

Public disclosure access and market-data licensing are separate. Consult the HKEX licensing overview for the latter and the relevant site/document terms for each intended use. A readable PDF is not blanket permission for scraping, redistribution, training or a commercial data service. We link to originals and use our own synthetic examples.

No CoTrading key or new paid-data subscription is needed for this manual preparation. Optional providers and model services can charge separately. Credentials remain in provider/host settings.

Failures and limitations

A failed or blocked download remains failed. Save the error, retry through an allowed method, or request a permitted local copy. Missing currency, unclear scope or unreadable text stops calculation. A title-search hit is not proof that all required source material is present. The next review is a saved task, not continuous background monitoring.

Continue with the interim thesis case and report-basis checklist.

Keep the evidence, then continue

Source rights, input scope and calculation records matter alongside the conclusion. Report corrections with a redacted record through Skills feedback.

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