News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
 Content Sharing
<Research>BOCI Expects 2025 Southbound Net Inflow to Be RMB1.2T, Recommends BABA/ MEITUAN/ CHINA MOBILE/ TENCENT/ SMIC/ LI AUTO
Despite the recent rise in geopolitical risks, the HIBOR remained low, with overnight rates still near zero, reflecting ample liquidity in Hong Kong's financial market, BOCI re...
Reset
Send
The window will close in 5 seconds
<Research>BOCI Expects 2025 Southbound Net Inflow to Be RMB1.2T, Recommends BABA/ MEITUAN/ CHINA MOBILE/ TENCENT/ SMIC/ LI AUTO
Close
Recommend
62
Positive
86
Negative
31
 
SHORT SELL
 
STOCK INFO

Despite the recent rise in geopolitical risks, the HIBOR remained low, with overnight rates still near zero, reflecting ample liquidity in Hong Kong's financial market, BOCI released a research report saying.

As of 18 June, southbound trading recorded strong net inflows, with southbound fund scale reaching RMB650.7 billion, up 104% YoY. The broker believed that this is mainly driven by the dual factors of economic recovery expectations and rising geopolitical risks.

Related NewsG Sachs Ratings, TPs on Airlines, Hoteliers, Travelers, Related Consumers (Table)
BOCI forecasted that the demand for Chinese investors to allocate Hong Kong stocks will remain strong, with the total southbound net inflow expected to grow to RMB1.2 trillion in 2025, compared to RMB289.4 billion/ RMB744 billion in 2023/ 2024, respectively.

BOCI suggested investors focus on actively traded stocks for the southbound trading, and believed that southbound inflows will play a significant role in improving investment sentiment and stock selection logic in the Hong Kong stock market.

It is also expected that funds will favor high-quality technology and high-end manufacturing stocks and stocks with attractive valuations and higher dividend returns, including BABA-W (09988.HK)  +1.900 (+1.686%)    Short selling $514.94M; Ratio 12.153%   (BABA.US)      , MEITUAN-W (03690.HK)  +1.200 (+0.923%)    Short selling $395.92M; Ratio 13.223%   , CHINA MOBILE (00941.HK)  +0.450 (+0.517%)    Short selling $15.29M; Ratio 3.015%   , TENCENT (00700.HK)  -0.500 (-0.098%)    Short selling $278.07M; Ratio 7.558%   , SMIC (00981.HK)  +1.600 (+3.837%)    Short selling $77.93M; Ratio 2.479%   and LI AUTO-W (02015.HK)  -0.400 (-0.358%)    Short selling $109.00M; Ratio 24.136%   , all of which are rated at Buy.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-06-25 12:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

Related NewsHSBC Global Research Envisions Continued Div. Growth for CN Telecoms; Top Pick CHINA MOBILE

AASTOCKS Financial News
Website: www.aastocks.com
Copyright(C) AASTOCKS.com Limited 2000. All rights reserved.
Disclaimer: AASTOCKS.com Ltd, HKEx Information Services Limited, its holding companies and/or any subsidiaries of such holding companies endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.