Which stocks did the southbound funds flow into with a total turnover of approximately 16.39 billion Hong Kong dollars this week? How did the stock price trend of Tencent, with a cumulative capital inflow of more than 4.5 billion Hong Kong dollars in recent 7 days, perform this week?
On July 26th, according to Wind data, the southbound funds accumulated a turnover of approximately 16.39 billion Hong Kong dollars this week, which is equivalent to the previous week's trading volume. The capital has maintained a net inflow for 24 consecutive weeks, with a net inflow of 7.823 billion Hong Kong dollars this week, a significant decrease from the inflow scale of 19.2 billion Hong Kong dollars last week.
As of July 26th, the southbound funds in the past 7 days:
Significant net purchases: Tencent (00700.HK) 4.513 billion Hong Kong dollars; Xiaomi Group-W (01810.HK) 0.569 billion Hong Kong dollars; Industrial and Commercial Bank of China (01398.HK) 0.559 billion Hong Kong dollars.
Significant net sales: Meituan-W (03690.HK) 1.957 billion Hong Kong dollars; China Mobile (00941.HK) 0.59 billion Hong Kong dollars.
In addition, the funds also significantly bought the Tracker Fund of Hong Kong (02800.HK) with an inflow of 4.063 Hong Kong billion dollars in recent 7 days.
Investment highlights
Tencent fell by 2.64% this week, and short-term funds continued to flow in. The top 5 holdings increased by 9.96 million shares in the first 5 days.
Xiaomi Group-W fell by 0.97% this week, and short-term funds accelerated inflow. The top 5 holdings increased by 33.62 million shares in the first 5 days.
Industrial and Commercial Bank of China rose by 1.41% this week, and short-term funds accelerated inflow. The top 5 holdings increased by 0.106 billion shares in the first 5 days.
Meituan-W fell by 8.43% this week, and short-term funds continued to flow out. The top 5 holdings reduced by 5.71 million shares in the first 5 days.
China Mobile fell by 3% this week, and short-term funds flowed in mainly. The top 5 holdings increased by 6.31 million shares in the first 5 days.
On July 26th, the southbound funds had a trading volume of 37.351 billion Hong Kong dollars, with a net inflow of 8.773 billion Hong Kong dollars, of which Shanghai-Hong Kong Stock Connect had a net inflow of 4.881 billion Hong Kong dollars and Shenzhen-Hong Kong Stock Connect had a net inflow of 3.892 billion Hong Kong dollars.
According to the exchange data, the southbound funds on July 26th:
Significant net purchases: Tencent (00700.HK) 0.529 billion Hong Kong dollars; Eastbuy (01797.HK) 0.18 billion Hong Kong dollars.
Significant net sales: China Mobile (00941.HK) 0.905 billion Hong Kong dollars; China Construction Bank Corporation (00939.HK) 0.716 billion Hong Kong dollars; China United Network Communications (00762.HK) 0.096 billion Hong Kong dollars.
Eastbuy fell by 23.39% today, and short-term funds mainly flowed out. The top 5 holdings reduced by 3.97 million shares in the first 5 days.
China Construction Bank Corporation fell by 0.55% today, and short-term funds still flowed in mainly. The top 5 holdings increased by 91.99 million shares in the first 5 days.
China United Network Communications fell by 4.21% today, and short-term funds still flowed in mainly. The top 5 holdings increased by 43.01 million shares in the first 5 days.
