Capital in Mainland China continued to flow into Hong Kong's financial market this year, with expectations that market liquidity will remain abundant in the coming months, BOCI said in its research report. Based on the broker's statistics, southbound net inflow has whopped RMB714.6 billion since the beginning of the year, soaring 100.5% YoY and accounting for 22.42% of the ADT of Hong Kong stocks.

BOCI forecast the fundamentals of commercial banks to remain robust in 2H25, with banks steadily expanding their scale, maintaining solid asset quality, and experiencing a slowdown in the narrowing of NIMs. It anticipated that the banks under its coverage will record a slim hike in annual net profit, thus maintaining an Overweight rating on the Hong Kong banking sector.

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The top pick was ABC (01288.HK)  +0.010 (+0.182%)    Short selling $85.94M; Ratio 11.554%   , with recommendations also for CM BANK (03968.HK)  +0.250 (+0.492%)    Short selling $185.21M; Ratio 21.252%   , ICBC (01398.HK)  +0.070 (+1.138%)    Short selling $173.34M; Ratio 9.322%   , CCB (00939.HK)  -0.030 (-0.356%)    Short selling $365.35M; Ratio 11.892%   , PSBC (01658.HK)  +0.020 (+0.343%)    Short selling $58.42M; Ratio 25.313%   , and CEB BANK (06818.HK)  +0.010 (+0.253%)    Short selling $7.06M; Ratio 14.343%   .
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-16 16:25.)