Quiddity HSTECH Jun 24 Final Expectations: US$1.6bn One-Way; Li Auto, JD, Xiaomi, Meituan, & Tencent
⬆ $Li Auto (02015)$ - I estimate one-way flow to be US$1,585mn which translates to a turnover of roughly 8.3%. I do not expect any constituent changes for the HSCEI June 2024 index rebal event. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/quiddity-hstech-jun-24-final-expectations-us-1-6bn-one-way-li-auto-jd-xiaomi-meituan-tencent?utm_source=tiger_community By Janaghan Jeyakumar, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/janaghan-jeyakumar-cfa?utm_source=tiger_community On Li Auto (02015):- https://www.smartkarma.com/entities/li-auto-inc-3dbe6187-544f-40dd-b9f9-72fba9c0110e?utm_source=tiger_community
HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in June
⬇ $JD.com (09618)$ - We do not forecast any constituent changes for the HSTECH in June but there could be capping changes for 7 stocks. Li Auto is the big buy; there will be selling in Meituan, Xiaomi, JD.com and Tencent. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/hstech-index-rebalance-preview-round-trip-trade-of-us-2-4bn-in-june?utm_source=tiger_community By Brian Freitas, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/brian-freitas?utm_source=tiger_community On JD.com (09618):- https://www.smartkarma.com/entities/jd-com-inc?utm_source=tiger_community
HSTECH Index Rebalance Preview: Round-Trip Trade of US$1.5bn in June
⬆ $Li Auto (02015)$ - We do not expect any constituent changes for the HSTECH Index in June. Capping changes will result in a one-way turnover of 5.3% leading to a round-trip trade of US$1.51bn. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/hstech-index-rebalance-preview-round-trip-trade-of-us-1-5bn-in-june?utm_source=tiger_community By Brian Freitas, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/brian-freitas?utm_source=tiger_community On Li Auto (02015):- https://www.smartkarma.com/entities/li-auto-inc-3dbe6187-544f-40dd-b9f9-72fba9c0110e?utm_source=tiger_community
Hang Seng Tech Index Surges by 20%, Is There Still Opportunity?
Hello Tigers,As of the close of March 12, 2024, the Hang Seng Tech Index has surged by over 20% since February 1st, entering what's technically considered a bull market. After this significant rise, the Hang Seng Tech Index, which has been relatively obscure for over a year, is back in everyone's focus.There's an old saying in the stock market: the most painful thing isn't losing money, but missing out.Faced with such a market, should one stubbornly jump in or continue to wait and watch? At the end of this text, I'll give you a simple and scientifically-backed answer. But before that, let me explain what the Hang Seng Tech Index is.1.What is the Hang Seng Tech Index?A. Composition of the Hang Seng Tech IndexAs of September 20, 2023, the Hang Seng Tech Index consists of 30 stocks, with a re
Quiddity HSTECH Jun 24 Leaderboard: Capping Flows Li Auto, Meituan, and XPeng
⬆ $Li Auto (02015)$ - I expect one-way flow to be be around US$268mn which translates to a turnover of 2.1%. These expectations can change over the next few weeks as share prices change. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/quiddity-hstech-jun-24-leaderboard-capping-flows-li-auto-meituan-and-xpeng?utm_source=tiger_community By Janaghan Jeyakumar, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/janaghan-jeyakumar-cfa?utm_source=tiger_community On Li Auto (02015):- https://www.smartkarma.com/entities/li-auto-inc-3dbe6187-544f-40dd-b9f9-72fba9c0110e?utm_source=tiger_community
HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Mar 2024)
⬇ $Li Auto (02015)$ - Tencent (700 HK), Meituan (3690 HK) and Tongcheng Travel (780 HK) are the biggest buys while Alibaba (9988 HK), Li Auto (2015 HK), HSBC (5 HK) are the biggest sells. Round-trip trade is over US$2bn. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/hsi-hscei-hstech-hsiii-rebalance-flows-post-capping-mar-2024?utm_source=tiger_community By Brian Freitas, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/brian-freitas?utm_source=tiger_community On Li Auto (02015):- https://www.smartkarma.com/entities/li-auto-inc-3dbe6187-544f-40dd-b9f9-72fba9c0110e?utm_source=tiger_community
⬆ $Tongcheng Travel Holdings (00780)$ - Tongcheng Travel replaces GDS Holdings in the HSTECH at the close on 1 March. GDS is also a delete from a global index on 29 Feb, Positioning in Tongcheng is smaller than the positioning in GDS. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/hstech-index-rebalance-tongcheng-780-hk-in-gds-9698-hk-out-round-trip-trade-us-1bn?utm_source=tiger_community By Brian Freitas, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/brian-freitas?utm_source=tiger_community On Tongcheng Travel Holdings (00780):- https://www.smartkarma.com/entities/tongcheng-travel-holdings-ltd?utm_source=tiger_community
Quiddity HSTECH Mar 24 Flow Expectations: US$415mn One-Way if the Low-Conviction Change Takes Place
⬇ $GDS Holdings (09698)$ - I see US$415mn one-way index flows assuming Tongcheng Travel (780 HK) gets added and GDS Holdings (9698 HK) gets deleted. However, I see these as low-conviction expectations. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/quiddity-hstech-mar-24-flow-expectations-us-415mn-one-way-if-the-low-conviction-change-takes-place?utm_source=tiger_community By Janaghan Jeyakumar, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/janaghan-jeyakumar-cfa?utm_source=tiger_community On GDS Holdings (09698):- https://www.smartkarma.com/entities/gds-holdings-ltd?utm_source=tiger_community
Lesson 3: Practical Trading Techniques for Hong Kong ETFs
Hello, Tigers! In the previous lesson, we discussed the three key types of Hong Kong ETFs. In this lesson, we will continue to delve into the practical knowledge of trading Hong Kong ETFs.In this session, we will guide you through hands-on trading examples of Hong Kong ETFs from the following three perspectives:Trading ETFs on the Tiger Trade app.Margin tradingRequirements for margin trading1.Trading ETFs on the Tiger Trade app(1) Take "XL2CSOPCSI 300 (07233.HK)" as an example; open the "Tiger Trade app," click on "Home," then tap the search icon at the top right corner, enter the ETF code "07233," click on "Trade," and then click on "Buy/Long." （Source：Tiger Trade app） （Source：Tiger Trade app）(2) In the trading interface, input the desired "
Lesson 2: Three Popular Categories of Hong Kong ETFs
In the previous lesson, we provided a brief overview of the classification of Hong Kong ETFs.This time, we will walk you through the lesson from an investment perspective, focusing on three key categories of Hong Kong ETFs: "Broad Market Index ETFs, Sector/Thematic ETFs, and Leveraged/Inverse ETFs." This will help unlock more investment potentials.1.Broad-Based Index ETFsBroad-Based Index ETFs are the type of ETFs that most investors will come to know first.In the Hong Kong market, there are numerous index ETFs, with the most prevalent being the Broad-Based Index ETFs.Currently, the largest Broad-Based Index ETF in size is TRACKER FUND (2800.HK), which tracks the Hang Seng Index. Additionally, there are ETFs that track the Hang Seng China Ent