In today’s briefing:
- Hong Kong Connect Flows Monthly: First Monthly Outflows in 12 Months
- Northbound Flows Monthly (Feb): CATL, Hundsun, Ping An Insurance, Inovance, Xinghuacun Fen Wine
Hong Kong Connect Flows Monthly: First Monthly Outflows in 12 Months
- We analyze the monthly Hong Kong Connect flows with our data engine.
- We tabulate the top stocks by inflows, outlfows, and holding by mainland investors.
- We highlight inflows into China Mobile, GWM, Sensetime, and outflows from Tencent, HKEx, CCB, Meituan, BYD.
Northbound Flows Monthly (Feb): CATL, Hundsun, Ping An Insurance, Inovance, Xinghuacun Fen Wine
- We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
- We estimate that the total inflows were USD 1.5bn last Month. Industrials, Information Technology, Consumer Staples led the inflows.
- We highlight flows for CATL, Hundsun, Ping An Insurance, Inovance, Xinghuacun Fen Wine, Shaanxi Coal, Midea, Tongwei, BYD, Eve Energy, Industrial Bank.
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