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<Outlook>Citi, Macquarie Top Picks for H Shrs (Table)
Citi released a report in mid-May on its Top Buys list of Chinese H-shares and Chinese ADRs:TENCENT (00700.HK)HUANENG POWER (00902.HK)Trip.com (TCOM.US)BYD COMPANY (01211.HK)AIA (0...
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<Outlook>Citi, Macquarie Top Picks for H Shrs (Table)
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Citi released a report in mid-May on its Top Buys list of Chinese H-shares and Chinese ADRs:

TENCENT (00700.HK)  -1.500 (-0.298%)    Short selling $328.31M; Ratio 3.588%  
HUANENG POWER (00902.HK)  +0.132 (+2.768%)    Short selling $56.71M; Ratio 22.135%  
Trip.com (TCOM.US)     
BYD COMPANY (01211.HK)  -0.200 (-0.163%)    Short selling $820.83M; Ratio 24.461%  
AIA (01299.HK)  +0.650 (+0.923%)    Short selling $300.79M; Ratio 15.957%  
Atour Lifestyle (ATAT.US)     
ANTA SPORTS (02020.HK)  -1.500 (-1.587%)    Short selling $102.63M; Ratio 10.557%  
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Related NewsJPM Expects MSCI China Index to Have Upside Potential in 2H, Stays Overweight on Communication Services/ Discretionary/ Healthcare/ Materials Sectors
Macquarie released a China market strategy report in late June outlining four major investment themes for Chinese stocks: winners in selective consumption and consumption downgrade; technology localization; advanced manufacturing; and energy self-sufficiency. The broker also listed the stocks included in its portfolio:

Macquarie's China Strategy Portfolio:
BYD COMPANY (01211.HK)  -0.200 (-0.163%)    Short selling $820.83M; Ratio 24.461%  
POP MART (09992.HK)  -8.400 (-3.151%)    Short selling $418.79M; Ratio 14.913%  
Yum China (YUMC.US)     
XPENG-W (09868.HK)  +1.550 (+2.195%)    Short selling $212.38M; Ratio 15.865%  
BYD ELECTRONIC (00285.HK)  +0.100 (+0.314%)    Short selling $60.25M; Ratio 19.634%  
ASMPT (00522.HK)  -0.300 (-0.521%)    Short selling $7.61M; Ratio 14.152%  
XIAOMI-W (01810.HK)  +0.200 (+0.334%)    Short selling $1.21B; Ratio 14.346%  
SUNNY OPTICAL (02382.HK)  -1.800 (-2.596%)    Short selling $229.58M; Ratio 32.014%  
DONGFANG ELEC (01072.HK)  +0.320 (+2.388%)    Short selling $3.29M; Ratio 10.387%  
SINOPEC CORP (00386.HK)  +0.070 (+1.703%)    Short selling $133.13M; Ratio 21.233%  
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-02 16:25.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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