megamillionsdrawingnumbers| Southbound funds prefer the Hong Kong Stock Dividend Sector, and have recently purchased a large amount of net shares held by Hang Seng Dividend ETF (159726)
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Hong Kong stocks high dividend track ETFs experienced in the early stagesmegamillionsdrawingnumbersAfter continuing to rise, there was a slight correction today. Among them, the Hang Seng Dividend ETF (159726) once fell more than 1.1 per cent in intraday trading.megamillionsdrawingnumbers.5%, among the holding stocks, China Biopharmaceuticals fell nearly 4megamillionsdrawingnumbers.5%, ENN Energy fell more than 4%, CITIC Securities fell more than 3%, and Yuexiu Property and China Pacific Insurance fell more than 2.5%.
Since the beginning of this year, funds from the south have continued to rush to raise funds and their enthusiasm has not diminished. The total net purchase amount this year has reached 245.966 billion Hong Kong dollars, and the net purchase amount in recent three months has reached 220.404 billion Hong Kong dollars. In addition, the recent net purchase of funds to the south has increased from the previous period.megamillionsdrawingnumbersSwitch from technology style to dividend style. Data shows that the top 10 net purchases of southbound funds in the past 7 days include Bank of China, China Construction Bank, Industrial and Commercial Bank of China, Tencent Holdings, Agricultural Bank of China, China Resources Land, China Mobile, China Shenhua, PetroChina, and Sunac China. Except for Tencent Holdings and Sunac China, the rest of the companies are holding shares in Hang Seng Dividend ETF (159726). Specifically, in terms of the net purchase amount, Southbound Funds have net purchases of HK$5.791 billion from Bank of China, HK$2.156 billion from China Construction Bank, and HK$1.156 billion from Industrial and Commercial Bank of China in the past seven days.
Ping An Securities believes that benefiting from the short-term recovery in this round of interest rate cuts, there are short-term trading opportunities for U.S. stocks and U.S. bonds, while Hong Kong stocks benefit from the expected recovery in interest rate cuts + the intensive introduction of domestic policies + the improvement of funds, and there is still room for allocation. One of the main lines is the Hong Kong stock dividend sector with southbound capital preference. Among them, within the dividend sector, the sector that comprehensively considers the industry AH premium and the "expected difference" of Hong Kong stocks is being repaired, such as the real estate industry chain. Currently, the issue of real estate destocking has begun to be discussed in the domestic policy context. As we enter the advancement stage, the real estate, non-ferrous metals, and building materials sectors are likely to exceed expectations.
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