In today’s briefing:
- Hong Kong Connect Flows (October): Four Months of Inflows
- Northbound Flows Monthly (October): Three Months of Outflows
Hong Kong Connect Flows (October): Four Months of Inflows
- We analyze the monthly Hong Kong Connect flows with our data engine.
- We tabulate the top stocks by inflows, outflows, and holding by mainland investors.
- We highlight inflows into Meituan, Wuxi Biologics, SMIC, GWM, HKEX.
Northbound Flows Monthly (October): Three Months of Outflows
- We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
- Industrials ($2,588 million worth of outflows), Financials ($1,109 million worth of outflows) led the outflows.
- We highlight outflows from Moutai, CATL, Longi, Focus Media, Ping An Insurance.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
