① This week, southbound funds traded approximately 191.3 billion Hong Kong dollars; which stocks saw an inflow of funds? ② TENCENT had a cumulative inflow of over 3.9 billion Hong Kong dollars in the past seven days; how did its stock price perform this week?
According to the Financial Associated Press on December 27 (editor Feng Yi), affected by the Christmas holiday market closure, this week saw a decrease in both trading and net inflow of southbound funds.
According to Wind data, the cumulative trading volume of southbound funds this week was 191.361 billion Hong Kong dollars, about 120 billion less than last week; net buying reached 16.37 billion Hong Kong dollars, which is about 9.5 billion less than last week's inflow.
As of December 27, over the past seven days, southbound funds:
Significant net buying: TENCENT (00700.HK) 3.954 billion Hong Kong dollars; Semiconductor Manufacturing International Corporation (00981.HK) 3.576 billion Hong Kong dollars; CHINA MOBILE (00941.HK) 2.94 billion Hong Kong dollars; Industrial And Commercial Bank Of China (01398.HK) 2.894 billion Hong Kong dollars; XIAOMI-W (01810.HK) 1.933 billion Hong Kong dollars; WEIMOB INC (02013.HK) 1.709 billion Hong Kong dollars; China Construction Bank Corporation (00939.HK) 1.455 billion Hong Kong dollars.
Significant net selling: MEITUAN-W (03690.HK) 3.179 billion Hong Kong dollars; Alibaba (09988.HK) 0.757 billion Hong Kong dollars.
Investment highlights
TENCENT's stock price fell 2.11% this week; short-term funds have started to flow back in, increasing holdings by 2.88 million shares in the last five days.
Semiconductor Manufacturing International Corporation has increased by 8.30% this week, with short-term funds primarily showing Outflow, and a reduction of 2.66 million shares in the past five days.
CHINA MOBILE has increased by 0.86% this week, with short-term funds accelerating Inflow, and an increase of 28.49 million shares in the past five days.
Industrial And Commercial Bank Of China has increased by 6.61% this week, with short-term funds continuing to show Inflow, and an increase of 0.305 billion shares in the past five days.
XIAOMI-W has increased by 7.90% this week, with short-term funds primarily showing Inflow, and an increase of 6.7 million shares in the past five days.
WEIMOB INC has increased by 30.35% this week, with short-term funds accelerating Inflow, and an increase of 0.186 billion shares in the past five days.
China Construction Bank Corporation has increased by 4.02% this week, with short-term funds accelerating Inflow, and an increase of 0.232 billion shares in the past five days.
MEITUAN-W has decreased by 2.46% this week, with short-term funds primarily showing Outflow, and a reduction of 5.93 million shares in the past five days.
Alibaba has increased by 2.81% this week, with short-term funds still primarily showing Inflow, and an increase of 3.62 million shares in the past five days.
On December 27, the southbound capital had a transaction volume of 85.738 billion HKD, with a net inflow of about 8.493 billion HKD, among which the Shanghai-Hong Kong Stock Connect net inflow was about 3.918 billion HKD, and the Shenzhen-Hong Kong Stock Connect net inflow was 4.575 billion HKD.
Exchange data shows that on December 27, the southbound capital:
Significant net buying: Semiconductor Manufacturing International Corporation (00981.HK) 1.389 billion HKD; XIAOMI-W (01810.HK) 0.755 billion HKD; WEIMOB INC (02013.HK) 0.374 billion HKD.
Significant net selling: TENCENT (00700.HK) 0.389 billion HKD; MEITUAN-W (03690.HK) 0.457 billion HKD; Kingsoft Cloud (03896.HK) 0.106 billion HKD.
Kingsoft Cloud rose 37.80% today, but short-term funds are still mainly flowing out, with a reduction of 71.45 million shares in the last 5 days.
