Daily Bull and Bear | The Hang Seng Index made a strong advance yesterday! Multiple bull certificates doubled significantly; CKH HOLDINGS sold part of its equity in the Panama port, and a subscription certificate earned over 15 times profit.
As of market close, the total market turnover was 258.689 billion HKD, with a total of 20.622 billion HKD in all warrants and structured products, accounting for 8.0% of the total market turnover, of which good positions accounted for 4.6% and short positions accounted for 3.4%. All warrants experienced a net inflow of 0.315 billion HKD.
Recent important questions in the Hong Kong stock market: who is buying, which Sectors is the main capital Inflow into, and which stocks are heavily weighted......
At the Industry level, since the Spring Festival, the hot market for Hong Kong stocks has seen major Inflow directed towards growth Sectors such as AI and pharmaceuticals, while the dividend-related Sectors have experienced significant reduction in holdings. Notably, apart from the “AI+” Sector, southernbound funds have continued to flow into the dividend Sector and have shown a resonance with some Chinese-funded intermediaries and local Hong Kong intermediaries.
Opinion | Hong Kong stocks have been strong leaders this year! Who are the Block Orders increasing positions in Hong Kong stocks? How much additional capital is there to come?
Xingzheng strategy believes that, based on the separation of custodians for Hong Kong stocks, the southern capital may be one of the Block Orders to go long on Hong Kong stocks this time. According to estimates, foreign capital may still have an improvement space of 1.41/0.24 trillion HKD in Hold Positions, while domestic public Funds may still have an incremental scale of over 70 billion.
Significant adjustments to the Hang Seng series Index, what is the impact? Institutions: Alibaba and others may face passive Shareholding due to large increase.
This adjustment has a significant impact on leading stocks, with Alibaba, Tencent, HSBC, Xiaomi, and SMIC being passively reduced due to their large gains exceeding 8%, resulting in passive Outflow of funds. The adjustment officially took effect on March 10.
Fosun collaborates with ADIO to promote the expansion of its subsidiaries' Business into Abu Dhabi and the Middle East.
① FOSUN INTL has signed a memorandum of strategic cooperation with the Abu Dhabi Investment Office, aiming to promote the expansion of its subsidiaries into Abu Dhabi and the broader Middle East region; ② FOSUN INTL's FOSUN Wealth Holdings and Starway Technology are actively engaging with related Institutions in the Middle East to explore cooperation opportunities in wealth management and CNI Xiangmi Lake Fintech Index.
A new high in three years! The Hong Kong property market transaction has "exploded"! The "high ROI" attracts homebuyers.
Source: Securities Times Author: Wu Jiaming The Hong Kong property market achieved its highest transaction volume in nearly three years in 2024. Looking back at the Hong Kong property market in 2024, after the "withdrawal of spicy policies," the market clearly rebounded, with the overall transaction volume increasing year-on-year. At the same time, a considerable number of mainland clients recognized that the current property prices in Hong Kong are at a low level and that the rental ROI is relatively high, making it suitable for asset allocation. The Hong Kong Special Administrative Region government's Land Registry recently reported that the total number of building sale and purchase agreements registered in Hong Kong for the whole of 2024 (including residential, parking spaces, and commercial properties) reached 67,979, an increase of 17.1% compared to the same period in 2023, setting a near record.