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北水动向|北水成交净卖出10.41亿 腾讯(00700)盘后发业绩 绩前遭抛售超1亿港元

Northbound trading activity | Net sold 1.041 billion shares by northbound investors. Tencent (00700) released its performance report after the closing, and was sold off by more than 0.1 billion Hong Kong dollars before its results.

Zhitong Finance ·  Aug 14 05:44

In the Hong Kong stock market on August 14th, Beishui's net turnover was sold for 1.041 billion Hong Kong dollars, of which the Hong Kong stock through (Shanghai) was sold for 0.895 billion Hong Kong dollars, and the Hong Kong stock through (Shenzhen) was sold. 0.146 billion Hong Kong dollars.

According to the Smart Finance APP, in the Hong Kong stock market on August 14th, Beishui's net turnover was sold for 1.041 billion Hong Kong dollars, of which the Hong Kong stock through (Shanghai) was sold for 0.895 billion Hong Kong dollars, and the Hong Kong stock through (Shenzhen) was sold. 0.146 billion Hong Kong dollars.

China Mobile (00941), WuXi Bio (02269), and Xiaomi Group-W (01810) received the most net purchases in Beishui. The most net sales of stocks are Tracker Fund of Hong Kong (02800), CSOP Hang Seng Tech Index ETF (03033), and China Construction Bank Corporation (00939).

Active trading stocks for Hong Kong stock connect (Shanghai).

Active trading stocks for Hong Kong stock connect (Shenzhen).

China Mobile (00941) received a net purchase of 0.529 billion Hong Kong dollars. On the news side, China Securities said that China Mobile's overall operations remained stable, and in the personal market, the company strengthened the operation of application, equity and terminal integration under the background of slowing down of data growth, striving to maintain the stability of the personal market; In the home market, while promoting the continuous penetration of gigabit broadband, we will strengthen the drive of 'Smart Home + Content' to enhance comprehensive home broadband ARPU; In the government-enterprise market, we will continue to deepen the industry and deposit core capabilities, and enhance the profitability of B-end projects. If calculated based on the dividend payout ratio of 72%, the company’s current dividend yield is about 7% for H shares and about 4.5% for A shares. The dividend return is still attractive.

WuXi Bio (02269) received net purchases of 60.74 million Hong Kong dollars. On the news side, Guosen Securities pointed out that CXO is expected to benefit from the innovation sentiment brought about by the full-chain encouragement of innovative policies and the promotion of domestic industry policies. The short-term risk is not significant.

Semiconductor Manufacturing International Corporation (00981) received net purchases of 47.29 million Hong Kong dollars. On the news side, Pu Yin International issued a research report stating that Semiconductor Manufacturing International Corporation is in the trend of upward fundamentals of the semiconductor. The company guides that the median revenue in the third quarter will increase by 14% compared with the previous quarter, and the gross profit margin will reach 19% in the median and increase by 5.1 percentage points. The company expects that the 12-inch production capacity at the end of this year will increase by about 0.06 million pieces, which is higher than the previous plan.

Zhejiang Jiuzhou Pharmaceutical (01177) suffered a net sales of 57.15 million Hong Kong dollars. On the news side, Jefferies issued a report stating that Zhejiang Jiuzhou Pharmaceutical's mid-term revenue increased by 11% year-on-year, and net profit increased by 1.4 times. Excluding the sale of a one-time transaction, adjusted net profit increased by 14% year-on-year.

Tencent (00700) suffered net sales of 0.141 billion Hong Kong dollars. On the news side, Tencent announced its performance after the market close. The second-quarter revenue was 161.12 billion yuan, which was estimated to be 161.35 billion yuan, a year-on-year increase of 8%; the second quarter net profit adjusted was 57.31 billion yuan, an increase of 53% year-on-year.

Hong Kong stock ETFs were sold off. Tracker Fund of Hong Kong (02800), CSOP Hang Seng Tech Index ETF (03033), and Hang Seng H-Share Index ETF (02828) were sold for a net of 1.469 billion, 0.539 billion, and 0.154 billion Hong Kong Dollars respectively. On the news side, Guoyuan International stated that based on the judgment of the market environment, the bank has a relatively cautious and optimistic attitude towards the future trend of Hong Kong stocks, and expects future domestic policy dividends to stimulate market investor confidence in the medium and long term. China International Capital Corporation stated that Hong Kong stocks have some "favorable conditions." If policies can continue to exert force through this opportunity, they will provide more support for subsequent capital inflows and market rebounds.

In addition, Xiaomi Group-W (01810) received net purchases of 59.3 million Hong Kong dollars. CNOOC Limited (00883) and China Construction Bank Corporation (00939) suffered net sales of 97.88 million and 0.185 billion Hong Kong dollars respectively.

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