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<Research>BOCI Expects Southbound Net Inflow into HK Stocks of RMB1.2T This Yr, Calls for Attention to Actively Traded Stocks Like BABA-W
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The stock selection of southbound funds in the Stock Connect between mainland China and Hong Kong changed after the US announced 'reciprocal tariffs', BOCI released a research report saying. In 1Q25, the top three net inflow of southbound trading stocks were BABA-W (09988.HK), TENCENT (00700.HK) and CHINA MOBILE (00941.HK), with net inflows of $77 billion/ $47 billion/ $19 billion, respectively. From 1 April to 9 May 2025, BABA-W, TENCENT, KUAISHOU-W (01024.HK) and CHINA MOBILE maintained in the top 10 positions in net inflows for southbound trading as geopolitical risks rose. BOCI expected southbound trading to post a net inflow of RMB1.2 trillion in 2025, up from RMB744 billion in 2024 and RMB289.4 billion in 2023. The broker believed that the Stock Connect between mainland China and Hong Kong will be a key driver for the potential re-rating of the Hong Kong market in the long term. YTD investment behavior data shows that southbound investors have focused on internet, telecoms, semiconductors and automakers. Investors are advised to keep a close eye on some of the actively traded stocks for the southbound link, including BABA-W, TENCENT, CHINA MOBILE, MEITUAN-W (03690.HK), SMIC (00981.HK), XIAOMI-W (01810.HK), LI AUTO-W (02015.HK), POP MART (09992.HK) and HUA HONG SEMI (01347.HK), etc.. AAStocks Financial News Website: www.aastocks.com |
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