Futu Faces $1.85 B Penalty and 31% Plunge After JP Morgan Downgrade

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Futu Holdings plunged 31% after Chinese regulators imposed a $1.85 billion penalty for unlicensed financial operations, marking its steepest one-day drop on record and breaching year-over-year breakeven. JP Morgan downgraded the stock to neutral and cut its price target to $87 from $300 while put options volume surged sevenfold.

1. Regulatory Penalty Imposed

Chinese securities regulators levied a $1.85 billion fine on Futu Holdings for operating unlicensed brokerage services, directly targeting its core cross-border business model and raising significant compliance concerns.

2. Stock Plummets to Record Low

Shares collapsed 31% in one session, the largest single-day drop in company history, falling below year-over-year breakeven and extending a downtrend from a November peak above $200.

3. Analyst Downgrade and Target Cut

JP Morgan downgraded its rating to neutral from overweight and cut the 12-month price target to $87 from $300, while 11 of 12 brokers still maintain buy ratings amid growing uncertainty.

4. Options Market Reaction

Put trading dominated with a 10-day put/call ratio of 8.53 at major exchanges, weekly put volume surged to seven times normal levels with over 64,000 contracts, led by strikes at 72.45 and 115 due this week.

Sources

FIB