In today’s briefing:
- HK Connect SOUTHBOUND Flows (To 7 Mar 2025); Big Volumes, Big Net; Tech, Banks, and Telecoms
- Tech News This Week. Apple AI, TSMC, Korea’s Giga-Fund, Stargate
- Hong Kong Single Stock Options Weekly (March 03 – 07): From Caution to Euphoria as Sentiment Flips
HK Connect SOUTHBOUND Flows (To 7 Mar 2025); Big Volumes, Big Net; Tech, Banks, and Telecoms
- Gross SOUTHBOUND volumes dropped somewhat but still high. NET buying by SOUTHBOUND was HK$35bn which is still quite strong. Round-tripping volume down 20% week-on-week.
- The flows here are still striking. >20% of the top 100 most liquid Southbound eligible stocks saw SOUTHBOUND buy more than 10% of weekly volume.
- It feels like there is some common understanding among SOUTHBOUND investors which I do not understand. The numbers are big/growing.
Tech News This Week. Apple AI, TSMC, Korea’s Giga-Fund, Stargate
- Apple’s AI struggle. Google’s Gemini has won? TSMC ex-Chairman is joining Micron’s board
- SK Hynix out of image sensors. Korean Gvt launch US$100bn fund for strategic industries
- Stargate first data center is under way. Close to 100k Nvidia GPU in 2026. Hon Hai makes the servers.
Hong Kong Single Stock Options Weekly (March 03 – 07): From Caution to Euphoria as Sentiment Flips
- A dramatic shift saw stocks surge as market sentiment reversed week over week.
- Single stock option volumes were significantly lower vs prior two weeks.
- We highlight stocks that have had unusual moves in price, volume and implied volatility.
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