CNOOC Sees HKD1B Net Inflow from Southbound Trading
Southbound Trading Inflows: CNOOC, Xiaomi, and China Mobile saw significant net inflows of HKD1 billion, HKD1 billion, and HKD752.5 million respectively, while Alibaba, SMIC, and Tencent experienced outflows totaling HKD868 million, HKD234 million, and HKD172.1 million.
Short Selling Activity: Xiaomi had the highest short selling at $1.40 billion with a ratio of 23.381%, followed by Tencent at $1.90 billion and Alibaba at $1.76 billion, indicating high investor caution.
Market Performance: At market close, Southbound Trading recorded a net outflow of HKD0, accounting for 41.71% of the total transaction amount of HKD100.1 billion, reflecting a balanced trading environment.
Analyst Outlook: Nomura projects a 12% year-on-year growth for Tencent's 3Q Non-IFRS NP and has raised its target price, while Daiwa maintains a positive outlook on Chinese internet stocks, highlighting Tencent, Alibaba, and Trip.com as top picks.
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Short Selling Activity Reaches $20.5B, Representing 18.2% of Eligible Securities Turnover by Midday
Short Selling Turnover: The short selling turnover in the Hong Kong market reached $20.5 billion at midday, accounting for 18.2% of the turnover of eligible securities, slightly up from 18.1% on the previous trading day.
Top Short Selling Stocks: The top five stocks with the highest short selling amounts include TENCENT, BABA-W, XIAOMI-W, BYD COMPANY, and JD-SW, with JD-SW having the highest short selling ratio at 43.5%.
Individual Stock Performance: TENCENT saw a short selling turnover of $1.22 billion with a ratio of 16.3%, while BABA-W had a turnover of $1.10 billion, also with a ratio of 16.3%.
Market Trends: XIAOMI-W, BYD COMPANY, and JD-SW had notable short selling ratios of 19.4%, 37.3%, and 43.5% respectively, indicating varying levels of investor sentiment towards these stocks.
HSI Rises 468 Points at Midday; JD Jumps Over 8% After Earnings; Tencent, Alibaba, and Meituan Gain 4%
Market Performance: The Hong Kong bourse experienced a strong morning session, with the Hang Seng Index (HSI) rising 468 points (1.85%) to close at 25,789, driven by gains in technology stocks.
JD Companies Surge: JD's various subsidiaries saw significant stock price increases following their earnings release, with JD Logistics soaring 21.3% and JD Health rising 3.5%.
Tech Stocks Gains: Major tech companies like Tencent, Alibaba, and Meituan also posted notable gains, with increases ranging from 3.9% to 4.3%, contributing to the overall market upswing.
AI and Cloud Stocks: AI-related stocks and cloud service providers experienced growth, with companies like Kingsoft Cloud and various AI firms seeing increases of 3.7% to 5.7%, while Bilibili's stock fell despite reporting a significant profit increase.
<Midday Update> HSI Rises by 468 Points; HSTI Gains 177 Points; XIAOMI Surges Over 5%; BABA Increases Over 4%; TENCENT Climbs Over 3%
Market Performance: The Hang Seng Index (HSI) rose by 468 points (1.9%) to 25,789, while the Hang Seng Tech Index (HSTI) increased by 177 points (3.7%) to 4,973, and the Hang Seng China Enterprises Index (HSCEI) gained 187 points (2.2%) to 8,638.
Top Gainers: Notable stock performances included JD Logistics, which surged 21.3%, JD up 8.5%, and Trip.com rising 7.0%. Major companies like Xiaomi, Alibaba, and Tencent also saw significant increases in their stock prices.
Short Selling Activity: High short selling volumes were reported for several stocks, with Alibaba and JD having short selling ratios of 16.072% and 50.972%, respectively, indicating investor caution despite their price increases.
Other Notable Movements: Stocks like TransThera and Bayzed Health experienced substantial gains of 34.9% and 21.5%, respectively, while Chinahongqiao saw a decline of 3.3%, reflecting varied performance across different sectors.
HSI Starts 37 Points Up; JD.com Shows Strong Performance After Results; BYD COMPANY Sees Slight Increase
Market Overview: The HSI opened slightly higher at 25,358, with the HSCEI and HSTECH also showing modest gains, reflecting a positive start in the Hong Kong stock market.
JD Group Performance: JD-SW saw a significant rise of 7.375% despite reporting a 90% YoY decline in net profit, while JD Health and JD Logistics also experienced notable increases in their stock prices due to strong profit growth.
Tech Stocks Movement: Major tech stocks like Tencent and Alibaba showed slight gains, while others like Bilibili and XD Inc faced declines, indicating mixed performance within the sector.
Automotive Sector Updates: BYD Company opened with a slight increase after announcing new battery technology, while other automotive stocks like Xiaomi and Li Auto had varied performances, reflecting ongoing developments in the industry.
TRACKER FUND Sees HKD13.7B Net Outflow in Southbound Trading
Southbound Trading Inflows: TENCENT (00700.HK) saw significant Southbound Trading net inflows of HKD1.5 billion, while CNOOC (00883.HK) and SHANDONG MOLONG (00568.HK) also experienced inflows, despite a decline in their stock prices.
Southbound Trading Outflows: The TRACKER FUND (02800.HK) faced the highest net outflow of HKD13.7 billion, with HSCEI ETF (02828.HK) and CSOP HS TECH (03033.HK) also reporting substantial outflows.
Short Selling Activity: TENCENT had a short selling value of $1.95 billion with a ratio of 16.015%, while TRACKER FUND recorded a short selling of $5.22 billion at a ratio of 13.671%, indicating significant market activity.
Overall Market Movement: At the close, Southbound Trading net outflow totaled HKD0, accounting for 46.78% of the total transaction amount of HKD150.56 billion, reflecting a balanced trading environment.
Short Selling Activity Reaches $51.4B, Representing 18.4% of Total Eligible Securities Turnover at Market Close
Short Selling Turnover: The short selling turnover in the Hong Kong market reached $51.4 billion, accounting for 18.4% of the eligible securities turnover, a decrease from 20.8% on the previous trading day.
Top Short Selling Shares: The top five shares with the highest short selling amounts include TRACKER FUND (02800.HK) at $5.22B, BABA-W (09988.HK) at $2.77B, CSOP HS TECH (03033.HK) at $2.09B, TENCENT (00700.HK) at $1.95B, and HSCEI ETF (02828.HK) at $1.79B.
Short Selling Ratios: The short selling ratios for these top shares are TRACKER FUND at 13.7%, BABA-W at 16.1%, CSOP HS TECH at 18.5%, TENCENT at 16%, and HSCEI ETF at 10.7%.
Market Data Delay: It is noted that the stock quotes for Hong Kong stocks are delayed by at least 15 minutes, with the short selling data recorded as of March 5, 2026.
Short Selling Activity Reaches $20.5B, Representing 18.2% of Eligible Securities Turnover by Midday
Short Selling Turnover: The short selling turnover in the Hong Kong market reached $20.5 billion at midday, accounting for 18.2% of the turnover of eligible securities, slightly up from 18.1% on the previous trading day.
Top Short Selling Stocks: The top five stocks with the highest short selling amounts include TENCENT, BABA-W, XIAOMI-W, BYD COMPANY, and JD-SW, with JD-SW having the highest short selling ratio at 43.5%.
Individual Stock Performance: TENCENT saw a short selling turnover of $1.22 billion with a ratio of 16.3%, while BABA-W had a turnover of $1.10 billion, also with a ratio of 16.3%.
Market Trends: XIAOMI-W, BYD COMPANY, and JD-SW had notable short selling ratios of 19.4%, 37.3%, and 43.5% respectively, indicating varying levels of investor sentiment towards these stocks.
HSI Rises 468 Points at Midday; JD Jumps Over 8% After Earnings; Tencent, Alibaba, and Meituan Gain 4%
Market Performance: The Hong Kong bourse experienced a strong morning session, with the Hang Seng Index (HSI) rising 468 points (1.85%) to close at 25,789, driven by gains in technology stocks.
JD Companies Surge: JD's various subsidiaries saw significant stock price increases following their earnings release, with JD Logistics soaring 21.3% and JD Health rising 3.5%.
Tech Stocks Gains: Major tech companies like Tencent, Alibaba, and Meituan also posted notable gains, with increases ranging from 3.9% to 4.3%, contributing to the overall market upswing.
AI and Cloud Stocks: AI-related stocks and cloud service providers experienced growth, with companies like Kingsoft Cloud and various AI firms seeing increases of 3.7% to 5.7%, while Bilibili's stock fell despite reporting a significant profit increase.
<Midday Update> HSI Rises by 468 Points; HSTI Gains 177 Points; XIAOMI Surges Over 5%; BABA Increases Over 4%; TENCENT Climbs Over 3%
Market Performance: The Hang Seng Index (HSI) rose by 468 points (1.9%) to 25,789, while the Hang Seng Tech Index (HSTI) increased by 177 points (3.7%) to 4,973, and the Hang Seng China Enterprises Index (HSCEI) gained 187 points (2.2%) to 8,638.
Top Gainers: Notable stock performances included JD Logistics, which surged 21.3%, JD up 8.5%, and Trip.com rising 7.0%. Major companies like Xiaomi, Alibaba, and Tencent also saw significant increases in their stock prices.
Short Selling Activity: High short selling volumes were reported for several stocks, with Alibaba and JD having short selling ratios of 16.072% and 50.972%, respectively, indicating investor caution despite their price increases.
Other Notable Movements: Stocks like TransThera and Bayzed Health experienced substantial gains of 34.9% and 21.5%, respectively, while Chinahongqiao saw a decline of 3.3%, reflecting varied performance across different sectors.
HSI Starts 37 Points Up; JD.com Shows Strong Performance After Results; BYD COMPANY Sees Slight Increase
Market Overview: The HSI opened slightly higher at 25,358, with the HSCEI and HSTECH also showing modest gains, reflecting a positive start in the Hong Kong stock market.
JD Group Performance: JD-SW saw a significant rise of 7.375% despite reporting a 90% YoY decline in net profit, while JD Health and JD Logistics also experienced notable increases in their stock prices due to strong profit growth.
Tech Stocks Movement: Major tech stocks like Tencent and Alibaba showed slight gains, while others like Bilibili and XD Inc faced declines, indicating mixed performance within the sector.
Automotive Sector Updates: BYD Company opened with a slight increase after announcing new battery technology, while other automotive stocks like Xiaomi and Li Auto had varied performances, reflecting ongoing developments in the industry.
TRACKER FUND Sees HKD13.7B Net Outflow in Southbound Trading
Southbound Trading Inflows: TENCENT (00700.HK) saw significant Southbound Trading net inflows of HKD1.5 billion, while CNOOC (00883.HK) and SHANDONG MOLONG (00568.HK) also experienced inflows, despite a decline in their stock prices.
Southbound Trading Outflows: The TRACKER FUND (02800.HK) faced the highest net outflow of HKD13.7 billion, with HSCEI ETF (02828.HK) and CSOP HS TECH (03033.HK) also reporting substantial outflows.
Short Selling Activity: TENCENT had a short selling value of $1.95 billion with a ratio of 16.015%, while TRACKER FUND recorded a short selling of $5.22 billion at a ratio of 13.671%, indicating significant market activity.
Overall Market Movement: At the close, Southbound Trading net outflow totaled HKD0, accounting for 46.78% of the total transaction amount of HKD150.56 billion, reflecting a balanced trading environment.
Short Selling Activity Reaches $51.4B, Representing 18.4% of Total Eligible Securities Turnover at Market Close
Short Selling Turnover: The short selling turnover in the Hong Kong market reached $51.4 billion, accounting for 18.4% of the eligible securities turnover, a decrease from 20.8% on the previous trading day.
Top Short Selling Shares: The top five shares with the highest short selling amounts include TRACKER FUND (02800.HK) at $5.22B, BABA-W (09988.HK) at $2.77B, CSOP HS TECH (03033.HK) at $2.09B, TENCENT (00700.HK) at $1.95B, and HSCEI ETF (02828.HK) at $1.79B.
Short Selling Ratios: The short selling ratios for these top shares are TRACKER FUND at 13.7%, BABA-W at 16.1%, CSOP HS TECH at 18.5%, TENCENT at 16%, and HSCEI ETF at 10.7%.
Market Data Delay: It is noted that the stock quotes for Hong Kong stocks are delayed by at least 15 minutes, with the short selling data recorded as of March 5, 2026.
