todays$Hang Seng Index (800000.HK)$The company will announce the latest quarterly inspection results. In response, CICC pointed out that during this adjustment,$KUAISHOU-W (01024.HK)$,$SWIREPROPERTIES (01972.HK)$,$JD LOGISTICS (02618.HK)$,$XPENG-W (09868.HK)$,$NEW ORIENTAL-S (09901.HK)$,$BEIGENE (06160.HK)$und$INNOVENT BIO (01801.HK)$Seven other companies are expected to become the new constituent stocks of the Hang Seng Index, the so-called “dyeing blue.”
However, CICC also pointed out that historical experience shows that the actual quarterly inspection results may be significantly different from this forecast. For example, Kuaishou and JD Logistics were both favored in past predictions, but in the end, they were not included in the Hang Seng Index. This may be because the Hang Seng Index Advisory Committee will consider factors that have no clear explanation or quantitative basis in the decision-making process, such as industry representation and listing location.
24 stocks are expected to be included in the Hong Kong Stock Connect
CICC predicts that 24 stocks meet the criteria for inclusion in Hong Kong Stock Connect, including$WUXI XDC (02268.HK)$,$SDHG (00412.HK)$,$BANK OF E ASIA (00023.HK)$,$BLUE MOON GROUP (06993.HK)$,$CENTRAL NEW EGY (01735.HK)$,$HANG LUNG GROUP (00010.HK)$,$ZX INC (09890.HK)$,$GUOQUAN (02517.HK)$,$UBTECH ROBOTICS (09880.HK)$,$UBOX ONLINE (02429.HK)$,$ONEWO (02602.HK)$,$SHIMAO GROUP (00813.HK)$,$CANVEST ENV (01381.HK)$,$CHINA FOODS (00506.HK)$,$SKB BIO-B (06990.HK)$,$FOURTH PARADIGM (06682.HK)$,$SHIYUE DAOTIAN (09676.HK)$,$IMMUNEONCO-B (01541.HK)$,$CHINA CHUNLAI (01969.HK)$,$REPT BATTERO (00666.HK)$,$HIGHTIDE-B (02511.HK)$,$CANGGANGRAILWAY (02169.HK)$,$SHINEWAY PHARM (02877.HK)$und$STARPLUS LEGEND (06683.HK)$. Meanwhile, the bank anticipates that 15 stocks may be removed from Hong Kong Stock Connect.
Why is the market paying more attention to the Hang Seng Index quarterly inspection results?
First, the Hang Seng Index is an important indicator of the Hong Kong stock market, and changes in its constituent stocks directly reflect market trends and industry changes.
Second, adjustments to Hang Seng Index constituent stocks will affect capital changes in index funds. As of November 17, track the Hang Seng Index,$Hang Seng China Enterprises Index (800100.HK)$und$Hang Seng TECH Index (800700.HK)$The amount of passive capital is approximately HK$208.5 billion, $48.7 billion and HK$148.2 billion, respectively.
Furthermore, the adjustment of Hang Seng Index constituent stocks is also the focus of market attention, as it may lead to capital inflows or outflows. Generally speaking, companies included in the Hang Seng Index may attract more investors to buy their shares, while excluded companies may face the risk of capital withdrawal.
Editor/Jeffrey