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北水动向|北水成交净买入19.9亿 内资继续抢筹港股ETF 沽售港交所(00388)超11亿

Trends in Beishui | Beishui's net purchase of 1.99 billion yuan of domestic capital continued to sell Hong Kong stock ETFs on the Hong Kong Stock Exchange (00388) and more than 1.1 billion

Zhitong Finance ·  Feb 6, 2023 17:50

Zhitong Financial APP learned that on February 6, the Hong Kong stock market saw a net purchase of 1.99 billion in North Water, with a net purchase of HK $276 million in Hong Kong Stock Connect (Shanghai) and HK $1.714 billion in Hong Kong Stock Connect (Shenzhen).

The stocks that Beishuijing bought the most were TRACKER FUND OF HONG KONG (02800), Hang Seng China Enterprises (02828) and Shangtang-W (00020). The stocks sold most by Beishuijing are Hong Kong Stock Exchange (00388), Li Ning Co. Ltd. (02331) and Industrial and Commercial Bank of China (01398).

Hong Kong Stock Connect (Shanghai) actively traded stocks

Hong Kong Stock Connect (Shenzhen) active Trading stocks

Shangtang-W (00020) received a net purchase of HK $285 million. On the news, Shangtang was invited to visit Saudi Arabia with the Hong Kong Special Administrative region delegation and signed memorandums of understanding with the well-known local financial district King Abdullah Financial District and Sela, a cultural and tourism event management company, to carry out in-depth cooperation in smart cities, digital entertainment and other fields. In addition, Everbright Securities said that AIGC applications rely on super-large models and computing clusters, Shangtang self-developed AI infrastructure is expected to build industry barriers, commercial landing experience. As the leader in the field of computer vision AI, commercial realization space, huge potential, with a certain target scarcity and premium space.

China Mobile Limited (00941) received a net purchase of HK $23.99 million. On the news side, UBS issued a report that investors are worried that defensive telecommunications stocks may perform poorly after the optimization of prevention and control measures, but the A shares of the three major telecom companies have each risen by an average of 10% to 20% since the beginning of the year, consistent with the main indices. It is believed that the fundamentals and guidelines of telecom stocks have not changed since the end of last year, and that the recent rise in share prices is due to the revaluation of the market driven by corporate business.

Tencent (00700) received a net purchase of HK $10.74 million. On the news side, Fu Rui issued a research report that according to the latest Spring Festival data and the channel survey of the performance of various sub-industries in January, once again confirmed the momentum of recovery this year. The bank expects "Arena of Valor" to increase its iOS revenue by about 26% over last year during the Spring Festival holiday. Thanks to the content upgrade, it is believed that the total income of "Arena of Valor" combined with iOS and Android should grow at a similar rate. In addition, Tencent's total online game revenue (including PC and Mobile) is forecast to rise from 3 per cent year-on-year to 5 per cent this year. The bank will slightly raise its target price to HK $456 from HK $453, with a "buy" rating.

Industrial and Commercial Bank of China (01398) received a net sale of HK $235 million. On the news side, according to the latest data from the Hong Kong Stock Exchange, Ping an Asset Management reduced its stake in Industrial and Commercial Bank of China 91.406 million shares at a price of HK $4.2016 each, with a total amount of about HK $384 million. After the reduction, the latest number of shares is about 12.138 billion shares, and the latest shareholding ratio is 13.98%.

The HKEx (00388) received a net sale of HK $1.108 billion. On the news, Huatai said that HKEx's performance repair in the fourth quarter of last year and 2023 may be faster and faster than the bank had expected. The bank believes that against the backdrop of continued optimism in the Hong Kong stock market, HKEx's valuation performance may continue to benefit, but relative excess returns may need to be supported by a continued increase in market trading activity. Historical data show that when Hong Kong market turnover is enlarged, HKEx tends to show excess earnings, and when turnover falls, HKEx shares may underperform HSI.

In terms of ETF, TRACKER FUND OF HONG KONG (02800) and Hang Seng China Enterprises (02828) received net purchases of HK $3.077 billion and HK $1.644 billion respectively. In terms of individual stocks, Li Ning Co. Ltd. (02331) received a net sale of HK $350 million.

The translation is provided by third-party software.


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