Where did the southbound funds flow with a daily turnover of about HKD 35.6 billion? How is the short-term trend of Tencent's inflow of over HKD 400 million?
On June 17, according to Wind data, Southbound capital had a turnover of HKD 35.582 billion, with a net inflow of HKD 3.78 billion. Among them, Shanghai-Hong Kong Stock Connect had a net inflow of HKD 1.833 billion and Shenzhen-Hong Kong Stock Connect had a net inflow of HKD 1.947 billion.
As of the closing today, Southbound capital has maintained a net buying position for 22 consecutive trading days, with a total inflow of approximately HKD 108.218 billion.
Exchange data shows that on June 17, Southbound capital:
Significant net buying: Tencent (00700.HK) HKD 441 million; CNOOC (00883.HK) HKD 285 million; BYD Electronic (00285.HK) HKD 107 million.
Significant net selling: Brilliance China (01114.HK) HKD 240 million; Meituan-W (03690.HK) HKD 180 million; China Mobile (00941.HK) HKD 162 million; China Longyuan (00916.HK) HKD 75 million.
Investment highlights
Tencent rose 0.37% today, with short-term funds continuing to flow in and adding 1.79 million shares in the past 5 days.
CNOOC fell 0.94% today, with short-term funds continuing to flow in and adding 74.27 million shares in the past 5 days.
BYD Electronic rose 6.32% today, with short-term funds accelerating inflow and adding 7.18 million shares in the past 5 days.
Brilliance China rose 18.79% today, with short-term funds continuously flowing out and reducing holdings by 0.41 million shares in the past 5 days.
Meituan-W rose 1.83% today, with the short-term fund trend unclear and adding 4.42 million shares on June 14.
China Mobile fell 1.22% today, with short-term funds still flowing in mainly, and adding 27.48 million shares in the past 5 days.
China Longyuan fell 5.54% today, with short-term funds continuously flowing in and adding 64.80 million shares in the past 5 days.
