Latest Search
Quote
| Back Zoom + Zoom - | ||||
|
<Research>BOCI: Southbound Net Inflows Slow YTD w/ Focus on Internet/ New Consumption/ Semiconductor Sectors
Recommend 44 Positive 75 Negative 24 |
||||
|
||||
|
Net inflows from southbound trading have slowed YTD in 2026, while the HSTECH came under pressure amid escalating geopolitical risks, BOCI recently published a research report saying. As of 21 April 2026, the average daily turnover of Hong Kong stocks reached $272.5 billion, higher than $254.2 billion in the same period last year and the 2025 average of $249.7 billion. As of 21 April, the HSI mounted a total of 3.34%, while the HSTECH sank 8.24%. Looking ahead, the broker expected strong demand from mainland Chinese investors for Hong Kong equities via southbound trading to persist in 2026, mainly supported by a broader selection of high quality techs and high-end manufacturing stocks, attractive valuations of Hong Kong stocks and high dividend yields. Southbound trading will become an important driver of the long-term potential re-rating of the Hong Kong market. Investment behavior data shows that southbound investors are focusing on the internet, new consumption and semiconductor sectors. BOCI recommended investors to pay attention to actively traded stocks for the southbound link, including TENCENT (00700.HK) as it consolidates core competitiveness amid the AI wave, with continued strategic execution and flexible shareholder return plans; XIAOMI-W (01810.HK) as it actively invests in AI, robotics and chips, with potential short-term results and long-term development of its 'Human x Car x Home' AI ecosystem; POP MART (09992.HK) as it continuously enhances efficiency, optimizes its supply chain and IP monetization, laying a foundation for long-term growth; BABA-W (09988.HK) as it firmly increases investment to achieve medium- to long-term goals for its cloud business and quick commerce; KUAISHOU-W (01024.HK) as it steps up AI investment, strengthening the advantages of Kling and enhancing commercialization and integration of its content ecosystem; HUA HONG SEMI (01347.HK) as it may enter a cycle of rising average selling prices in 2026, with pricing upside for 12-inch products. Auto-translated by AI AASTOCKS Financial News |
||||
Copied to Clipboard
 |
||||
