UB#HSI RP2812G

AE LOGISTICS

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XunZhong

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ILUVATAR COREX

ZIJING INTL FIN

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NANFANG COMM

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A Singapore-rooted property family has put a rare residential estate in Hong Kong’s Southern district up for tender at approximately HK$300 million (US$38.4 million). The tender for Belvedere, a low-density compound in Chung Hom Kok, will close on April 28. The estate, held by Remadour Estate since 1993, includes five two-storey houses on a 21,170 sq ft seafront site. The sale reflects a growing interest in luxury homes in Hong Kong, with prices showing early signs of recovery despite remaining below 2021 peaks.

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HANG SENG BANK

Hang Seng Index

Singapore property clan puts rare Hong Kong estate up for US$38.4 million tender

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The net selling amount of southbound funds reached HKD 15 billion

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Net southbound capital outflow exceeded HKD 10 billion

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CCB Principal HSI SCHK ETF

HSI ESG ETF

China Southern Hang Seng ETF

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HSBC's research report points out that the long-term capital inflow prospects for southbound trading stocks are optimistic, despite significant short-term volatility. The bank is optimistic about Hong Kong Exchanges and Clearing and BOC HONG KONG, believing that HKEX will benefit from increased market activity, while BOC HONG KONG is suitable for long-term income-oriented investors. In contrast, AIA's growth expectations remain high, but the bank prefers bank stocks, especially large state-owned banks such as ICBC and CCB

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Hong Kong Exchanges and Clearing (HKEX)

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GF Fund CSI HK Connect Financials(ex Banks) Thematic ETF

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Hwabao WP CSI All Share Investment Banking & Brokerage ETF

China Southern CSI Banks ETF

Guotai CSI All Share Investment Banking & Brokerage ETF

China Merchants CSI BANK AH Price ETF

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HSBC Research expresses confidence in long-term capital inflows into southbound stocks, optimistic about HKEX and BOC HONG KONG

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China and Hong Kong stocks rebounded on March 10, with the CSI300 Index rising 1.1% and the Hang Seng Index up 1.6%, as optimism grew over a potential resolution to the Middle East conflict following comments from U.S. President Trump. Despite a general rise in risk sentiment, energy shares lagged, with onshore energy falling 3.6%. Analysts believe the Iran conflict will not impact the global economy as severely as previous crises, such as the Ukraine war.

Reuters

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China, Hong Kong shares rebound on hopes Middle East conflict eases

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Hong Kong stocks rose in the morning session, with the Hang Seng Index up 396 points at 25,804 points, the Hang Seng China Enterprises Index up 91 points, and the Hang Seng TECH Index up 69 points. Tencent's stock price increased by 5.7%, reaching HKD 545.5. AI stocks MiniMax and IM Motors rose by 9.5% and 6.9%, respectively. Other tech stocks such as Alibaba and Bilibili also saw increases, while Kuaishou, NetEase, JD.com, and Baidu rose slightly. The total market turnover was HKD 172.007 billion

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Hang Seng TECH Index

Hang Seng China Enterprises Index

In the Hong Kong stock market, the Hang Seng Index rose 396 points in the first half of the day, with Tencent up 5.7% and CATL rising over 8% after earnings

The Kowloon Bay The Belcher's recorded 3 transactions this month, with the latest transaction being Unit 6 on the middle floor of Block G, with a usable area of 282 square feet, sold for HKD 3.65 million, at an average price of HKD 12,943 per square foot. The new buyer is a first-time homebuyer, who accelerated their entry into the market due to the warming trading atmosphere. The original owner purchased the unit for HKD 3.07 million in May 2025 and made a profit of HKD 580,000 after holding it for ten months, with the unit appreciating by 19%

In Kowloon Bay, the Treasure Garden recorded 3 transactions this month, with a one-bedroom unit sold for HKD 3.65 million, a 19% increase after ten months of speculation

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China's government bond yield curve has steepened to its highest level in nearly four years due to inflation concerns stemming from the ongoing conflict in Iran. This steepening indicates that investors are seeking higher returns for longer-term bonds, reflecting uncertainty about future inflation and economic conditions. Global markets are closely watching the effects of geopolitical tensions on economic stability and inflation rates.

CoinLive

SSE Index

Shenzhen Index

Hang Seng Composite Index

China's Bond Yield Curve Steepens Amid Inflation Concerns

China Jan-Feb trade balance $+213.62 bln (Reuters poll +$179.6 bln)

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China Jan-Feb trade balance $+213.62 bln (Reuters poll +$179.6 bln)

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China's oil stockpiles and diversified suppliers position it well against potential shocks from Iran, with reserves sufficient to sustain its economy for at least four months. The consumer price index rose 1.3% year-on-year in February, while the producer price index fell by 0.9%. China has reportedly stockpiled around 1.3 billion barrels of strategic petroleum reserves and aims for an annual oil output target of about 4 million barrels per day in its upcoming five-year plan. The government also plans to expand its strategic reserves over the next five years.

Conglomerates Index

BREAKINGVIEWS-China has enviable buffers against Iran oil shock

$Hang Seng Index(00HSI.HK)has evolved into a hybrid market that reflects China’s economic cycle more than Hong Kong’s domestic fundamentals. Its performance is increasingly driven by mainland policy follow-through, earnings durability in platform and financial stocks, and cross-border capital flows via Stock Connect. Valuation alone is no longer a catalyst; sustained upside depends on whether policy support translates into real profit recovery and renewed confidence from long-term global investors.

$XTALPI(02228.HK) The first to rise in the Hong Kong stock watch list! Push it up!

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Tencent HK SDR 10to1

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Tencent Holdings Limited

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GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

POP MART HK SDR 20to1

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Alibaba HK SDR 5to1

Alibaba

The exchange rate of HKD against USD is rising rapidly. Will there still be big opportunities in Hong Kong stocks? $Hang Seng Index(00HSI.HK) $Hang Seng TECH Index(STECH.HK)

While the US stock market hovers under the shadow of tariffs, the Hong Kong stock market is experiencing a liquidity-driven structural frenzy. But is this 'Hong Kong stocks feast' the beginning of a trend revaluation, or a short-lived bubble induced by capital?From a macro perspective, the weak dollar cycle and the abundance of Hong Kong dollar liquidity are the core drivers of the Hong Kong stock market. In May, US tariff revenue surged to a peak of $22 billion, yet the CPI remained stable, coupled with the potential impact of immigration policies on the job market, the probability of a Fed rate cut in June-July is extremely low. The US stock market remains in a tug-of-war between 'chicken ribs market and downside risk.' In contrast, the Hong Kong dollar exchange rate has quickly slid from the strong-side guarantee to the weak-side edge, HIBOR rates are nearly zero, and the abundant liquidity is flooding into new consumption, innovative drugs, and A/H premium targets, driving both blue-chip dividend stocks and growth assets higher.However, the sustainability of the structural revaluation of Hong Kong stocks is highly dependent on the liquidity environment. The current extremely low level of HIBOR has deviated from the US benchmark interest rate. If the Fed's policy shifts or there are changes in the supply and demand of funds, a liquidity retreat could trigger a valuation correction. More critically, the structural premium of the same asset in Hong Kong stocks compared to A-shares lacks fundamental support. In a market dominated by southbound funds, caution is needed against the risk of valuation overshoot under 'capital frenzy.'In the short term, as long as the cost of borrowing in Hong Kong dollars remains low, there is still room for liquidity-driven revaluation to continue. However, in the long term, whether Hong Kong stocks can escape the 'capital market' dilemma depends on whether corporate earnings can take over liquidity as the anchor of valuation. Investors need to closely monitor changes in HIBOR rates and maintain sensitivity to risks amid the liquidity feast. $Hang Seng Index(00HSI.HK)

$Hang Seng Index(00HSI.HK)When the Hong Kong dollar triggers the strong-side convertibility undertaking, the Hong Kong government will be forced to issue Hong Kong dollars to buy US dollars (unless Hong Kong abandons the linked exchange rate system due to another crisis caused by excessive base money).Short-term may benefit the Hong Kong stock market.

On a weekly basis, the southbound capital flow in Hong Kong stocks was a net outflow in the past week. This is unusual, as it's the first time this has happened in at least over a year. $HSTECH ETF(03032.HK) $Hang Seng Index(00HSI.HK) $XIAOMI-W(01810.HK)

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XIAOMI-W

Xiaomi HK SDR 2to1

Xiaomi Corporation

$XTALPI(02228.HK)$Hang Seng Index(00HSI.HK)This is a key macro indicator for Hong Kong stocks.

$Hang Seng Index(00HSI.HK) $XTALPI(02228.HK) Who should be blamed for these poor souls in Hong Kong stocks today? Sigh... damn it

During the 2018 trade war, Gao Shanwen gave a relatively well-known internal speech:Our generation has already made enough money, so young people should just wash up and go to sleep.As for the 2025 tariff war, what I want to say is: young people might not be able to sleep.$Hang Seng Index(00HSI.HK)$Hang Seng TECH Index(STECH.HK)$Invesco QQQ Trust(QQQ.US)$SPDR S&amp;P 500(SPY.US)

Invesco QQQ Trust

SPDR S&P 500

Another day protected by southbound capital! At 13:30 in the afternoon, the southbound capital suddenly surged, and the intraday chart skyrocketed after a 10-minute delay (did you day trade during these 10 minutes? 😂).Unlike yesterday, the southbound capital first rose and then fell in the morning, showing overall weakness. By 13:30, the net purchase was only 1.5 billion. After the surge, the cumulative net purchase for the day reached 5.15 billion. Compared with yesterday, I'm more convinced that there is a will behind the southbound capital.$Hang Seng Index(00HSI.HK) $BABA-W(09988.HK) $TENCENT(00700.HK)

UB#HSI RP2812G(53132.HK)

Singapore property clan puts rare Hong Kong estate up for US$38.4 million tender

The net selling amount of southbound funds reached HKD 15 billion

Net southbound capital outflow exceeded HKD 10 billion

HSBC Research expresses confidence in long-term capital inflows into southbound stocks, optimistic about HKEX and BOC HONG KONG

China, Hong Kong shares rebound on hopes Middle East conflict eases