Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>HK$101bn+/Day of gross SOUTHBOUND activity last week, and net buying of HK$23+bn. The gross volumes are down a bit but net continues strongly.</li>
<li>China Mobile was shellacked with net selling every day last week (actually net sold every day since 11 Dec). The numbers are very impressive.</li>
<li>ETFs were net purchased in some size last week which usually means a swing to stocks and sale of ETFs this week.</li>
</ul>


HK$101bn+/Day of gross SOUTHBOUND activity last week, and net buying of HK$23+bn. The gross volumes are down a bit but net continues strongly.
China Mobile was shellacked with net selling every day last week (actually net sold every day since 11 Dec). The numbers are very impressive.
ETFs were net purchased in some size last week which usually means a swing to stocks and sale of ETFs this week.


HK Connect SOUTHBOUND Flows (Week To 23 Jan 2026) - China Mobile Shellacked Again. Tech Bought Again

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of January 23rd.</li>
<li>The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.</li>
<li>We highlight flows for China Mobile, Alibaba, Xiaomi, Hua Hong Semiconductor, SMIC, Tencent, Innovent Biologics, Zijin Mining, China Hongqiao, Ubtech Robotics.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of January 23rd.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for China Mobile, Alibaba, Xiaomi, Hua Hong Semiconductor, SMIC, Tencent, Innovent Biologics, Zijin Mining, China Hongqiao, Ubtech Robotics.


HK Connect Flows Weekly (Jan 23rd): China Mobile, Alibaba, Xiaomi, Hua Hong Semiconductor, SMIC

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Jan 9th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period.</li>
<li>We highlight short changes in Xiaomi (1810 HK), AIA (1299 HK), Xtalpi (2228 HK), Xi2Csophstech (7552 HK).</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Jan 9th.
Top short increases and decreases were tabulated for one week and four week period.
We highlight short changes in Xiaomi (1810 HK), AIA (1299 HK), Xtalpi (2228 HK), Xi2Csophstech (7552 HK).


HK Short Interest Weekly: Xiaomi, AIA, Xtalpi

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of January 16th.</li>
<li>The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.</li>
<li>We highlight flows for Tencent, Kuaishou, China Mobile, Xiaomi, CCB, China Life, Meituan, Hua Hong Semiconductor, Hang Seng Bank, Laopu Gold.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of January 16th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Tencent, Kuaishou, China Mobile, Xiaomi, CCB, China Life, Meituan, Hua Hong Semiconductor, Hang Seng Bank, Laopu Gold.


HK Connect Flows Weekly (Jan 16th): Tencent, Kuaishou, China Mobile, Xiaomi, CCB, China Life

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Jan 2nd.</li>
<li>Top short increases and decreases were tabulated for one week and four week period.</li>
<li>We highlight short changes in Alibaba, Meituan, AIA, ABC, Sensetime.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Jan 2nd.
Top short increases and decreases were tabulated for one week and four week period.
We highlight short changes in Alibaba, Meituan, AIA, ABC, Sensetime.


HK Short Interest Weekly: Alibaba, Meituan, AIA, ABC, Sensetime

Hong Kong

Tracker Fund of Hong Kong (TraHK) is an ETF registered in Hong Kong. The Fund seeks to provide investment results that closely correspond to the performance of the Hang Seng Index through investing all, or substantially all, of the Fund's assets in Index Shares in substantially the same weightings as they appear in the Hang Seng Index.

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Tracker Fund of Hong Kong (2800 HK)

HK Connect SOUTHBOUND Flows (Week To 23 Jan 2026) - China Mobile Shellacked Again. Tech Bought Again

SOUTHBOUND investors continued net buying HK stocks last week at a similar pace to the previous two weeks. They sold China Mobile at an even faster...

Travis Lundy

HK Connect Flows Weekly (Jan 23rd): China Mobile, Alibaba, Xiaomi, Hua Hong Semiconductor, SMIC

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for China Mobile (941 HK), Alibaba (9988 HK), Xiaomi (1810...

Ke Yan, CFA, FRM

HK Short Interest Weekly: Xiaomi, AIA, Xtalpi

We analyzed the latest HK SFC report for aggregate short position as of Jan 9th and highlight short interest changes in Xiaomi, AIA, Xtalpi.

Ke Yan, CFA, FRM

HK Connect Flows Weekly (Jan 16th): Tencent, Kuaishou, China Mobile, Xiaomi, CCB, China Life

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), Kuaishou (1024 HK), China Mobile (941...

Ke Yan, CFA, FRM

HK Short Interest Weekly: Alibaba, Meituan, AIA, ABC, Sensetime

We analyzed the latest HK SFC report for aggregate short position as of Jan 2nd and highlight short interest changes in Alibaba, Meituan, AIA, ABC,...

Ke Yan, CFA, FRM

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