In today’s briefing:
- Hong Kong Connect Flows Monthly (July): Tencent, Li Auto, GCL
Hong Kong Connect Flows Monthly (July): Tencent, Li Auto, GCL
- We analyze the monthly Hong Kong Connect flows with our data engine. We estimated that inflows to HK market were USD 1.7bn in July.
- We tabulate the top stocks by inflows, outflows, and holding by mainland investors. Inflows were driven by real estate, industrials, and communication services.
- We highlight monthly flows of Tencent, Li Auto, GCL, Xiaomi, Meituan, GWM, Wuxi Biologics, HKEx.
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