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北水动向|北水成交净买入9.56亿 内资增持科网股、电信运营商 天齐锂业(09696)再获加仓

North Water trend | North Water transaction net purchase of 956 million of domestic capital to increase the holding of science and technology stocks, telecom operator Tianqi Lithium Industry (09696) received additional positions.

Zhitong Finance ·  Aug 11, 2022 18:05

Zhitong Financial APP learned that on August 11, the Hong Kong stock market saw a net purchase of 956 million in North Water, with a net purchase of HK $82 million in Hong Kong Stock Connect (Shanghai) and HK $874 million in Hong Kong Stock Connect (Shenzhen).

The stocks that Beishuijing bought the most were Meituan-W (03690), Sunny Optical (02382) and China Telecom Corporation (00728). The stocks sold most by Beishuijing are Hong Kong Stock Exchange (00388), China Overseas Land & Investment (00688) and Semiconductor Manufacturing International Corporation (00981).

Hong Kong Stock Connect (Shanghai) Top Ten active Trading stocks

Hong Kong Stock Connect (Shenzhen) Top Ten active Trading stocks

North Water Capital Jiakang Ke net shares, Meituan-W (03690), Tencent (00700) received a net purchase of HK $207 million and HK $121 million, respectively. On the face of the news, the US unseasonally adjusted CPI rose 8.5 per cent in July from a year earlier, while the US unseasonally adjusted core CPI grew 5.9 per cent in July compared with the same period last year. Market expectations for the extent of the Fed's rate hike in September fell to 58 basis points. Guoxin Securities said that the recent international situation and the impact of the market, the Internet plate fell, high-quality leading valuation has been attractive. China Merchants said that performance and valuation are the best security barriers, continue to firmly recommend leading companies in the Internet industry, and suggest paying close attention to overvalued investment opportunities for Chinese-listed stocks.

Sunny Optical (02382) received a net purchase of HK $165 million. On the news side, Tianfeng international analyst Guo Mingyi said in a post that the average selling price of iPhone 14 series models is expected to rise by 15%, mainly due to the rising price of iPhone 14 Pro and the increase in the proportion of shipments. In addition, according to an internal document circulated by Apple Inc, the iPhone 14 series originally scheduled for release on Sept. 13 will be advanced to Sept. 6.

Telecom operators are also popular, with China Telecom Corporation (00728) and China Mobile Limited (00941) getting a net purchase of HK $159 million and HK $94.42 million respectively. On the news side, China Mobile Limited said that it is expected that by 2025, the proportion of China's digital economy in GDP will rise from 39.8% in 2021 to more than 50%, and the size of China's information service market will grow from 12.5 trillion yuan in 2021 to 22.8 trillion yuan, providing valuable development opportunities for the company's digital intelligence transformation. In addition, China Mobile Limited released after-hours results for the first half of the year, with operating income of 496.9 billion yuan, up 12% from the same period last year, and net profit of 70.28 billion yuan, up 18.9% from the same period last year.

Wuxi Biologics (02269) received a net purchase of HK $83.2 million. On the news side, CITIC said that there was a certain degree of correction in the new drug track in July, mainly due to valuation digestion, a large drop in health insurance negotiations, and inefficient competition in individual categories of innovative drugs. But from an objective point of view, the comprehensive R & D capability and commercialization ability of domestic pharmaceutical enterprises are growing rapidly, the policy environment is gradually becoming mild, and the process of commercialization and internationalization of domestic pharmaceutical enterprises is showing a trend of acceleration. Innovative R & D achievements are expected to emerge in the next 3-5 years, and there is the possibility of valuation repair in the current extremely differentiated market.

Tianqi Lithium Industry (09696) received a domestic increase for the fourth day in a row, with a net purchase of HK $71.79 million for the whole day and a cumulative net purchase of about HK $665 million this week. On the news side, CITIC pointed out that Australian lithium concentrate production increased significantly in the second quarter of 2022, but disturbing factors such as declining ore grade and labor shortage still exist. The price of Australian lithium concentrate has risen to US $7000 per ton since July, driving up the cost of domestic lithium salt production. Under the cost support, the certainty of the rise in lithium prices in the second half of the year is higher.

Li Ning Co. Ltd. (02331) received a net purchase of HK $69.5 million. On the news side, Zhongtai Securities textile service industry July e-commerce data report shows that from the BABA platform, all categories of online GMV have declined compared with the same period last year. Head brands of all categories on Douyin platform have achieved eye-catching growth. Shen Wanhongyuan said that looking forward to the second half of the year and next year, the low base effect overlays the recovery of terminal consumption, and there is still room for acceleration. From the PEG point of view, the plate has a high performance-to-price ratio, and continues to be optimistic about the long-term growth space of domestic sports brands.

The HKEx (00388) received another net sale of HK $88.13 million. On the news side, Goldman Sachs Group released a research report saying that it would maintain HKEx's "buy" rating, cut its 2022-25 earnings per share forecast by 3 per cent by 5 per cent, and cut its target price by 5 per cent from HK $475 to HK $451. It is reported that the company will announce second-quarter earnings on August 17, with total trading volume shrinking. Earnings per share are expected to fall 18% to 1.79 yuan. Spot daily turnover is down 10% on a quarter, down 15% from a year earlier. The estimate for second-quarter earnings per share is lower than market expectations.

In addition, Li Auto Inc.-W (02015) received a net purchase of HK $32.7 million. China Overseas Land & Investment (00688) and Semiconductor Manufacturing International Corporation (00981) received a net sale of HK $51.69 million and HK $21.29 million respectively.

The translation is provided by third-party software.


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