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<Research>M Stanley: CN Brokers Receive Multiple Positive News; Financial System's Return to Prudent Development Benefits Capital Mkt; HK Expected to Benefit First
The H-shares of brokers covered by Morgan Stanley have surged by 12.6% over the past 5 days, compared to a 3.3% increase in the HSI, with CMSC (06099.HK) leading the rise at 17.8%,...
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<Research>M Stanley: CN Brokers Receive Multiple Positive News; Financial System's Return to Prudent Development Benefits Capital Mkt; HK Expected to Benefit First
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The H-shares of brokers covered by Morgan Stanley have surged by 12.6% over the past 5 days, compared to a 3.3% increase in the HSI, with CMSC (06099.HK)  -0.180 (-1.235%)    Short selling $19.80M; Ratio 5.469%   leading the rise at 17.8%, Morgan Stanley released a research report saying.

CICC (03908.HK)  -0.040 (-0.225%)    Short selling $98.95M; Ratio 10.787%   has been the best-performing broker YTD, with a total return of 45%, the broker noted. Morgan Stanley believed that a series of recent positive news indicate that the financial system is returning to a prudent development model, which is beneficial for the capital market, and expected the Hong Kong market to benefit first.

Related NewsCiti Expects Brokers to Benefit from Household Asset Reallocation to Equities; Top Picks CICC, CGS
Morgan Stanley forecasted CICC to continue achieving ROE recovery and valuation re-rating; Futu Holdings (FUTU.US)      's client asset inflow and trading velocity to benefit from strong trends in the Hong Kong market; CITIC SECURITIES(600030.SH)  +0.010 (+0.036%)   could accelerate its market share gains in mainland China if IPO pace picks up and restrictions on derivatives and short sells are relaxed.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-06-27 16:25.) (A Shares quote is delayed for at least 15 mins.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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