Hong Kong market performance (last week)
| HSI | HSCEI | Hang Seng TECH Index |
Change (%) | 2.0% | 2.7% | 6.2% |
Change (points) | 397 | 179 | 245 |
Closing price | 19,916 | 6,795 | 4,225 |
10 days SMA | 19,443 | 6,563 | 3,917 |
50 days SMA | 20,802 | 7,031 | 4,279 |
250 days SMA | 19,844 | 6,778 | 4,134 |
14 days RSI | 51 | 53 | 55 |
Resistance | 20,500 | 7,200 | 4,600 |
Support | 19,000 | 6,200 | 3,800 |
Source: Bloomberg,
Sectors performance (HK)
Source: Bloomberg
Hang Seng Index stocks ’performance
Best performing | Worst performing | ||||||
Stock code | Company | 1 week performance (%) | PE (X) | Stock code | Company | 1 week performance (%) | PE (X) |
992 | LENOVO GROUP LTD | 17.4% | 8.01 | 1209 | CHINA RESOURCES MIXC LIFESTY | -5.4% | 35.34 |
316 | ORIENT OVERSEAS INTL LTD | 12.3% | 3.40 | 981 | SEMICONDUCTOR MANUFACTURING | -5.3% | 27.09 |
700 | TENCENT HOLDINGS LTD | 11.0% | 22.42 | 941 | CHINA MOBILE LTD | -5.2% | 8.57 |
881 | ZHONGSHENG GROUP HOLDINGS | 10.9% | 9.00 | 2688 | ENN ENERGY HOLDINGS LTD | -5.1% | 12.88 |
2020 | ANTA SPORTS PRODUCTS LTD | 10.6% | 28.18 | 3692 | HANSOH PHARMACEUTICAL GROUP | -4.6% | 25.84 |
Source: Bloomberg
Southbound stocks performance
Shanghai-Hong Kong Stock Connect | Shenzhen-Hong Kong Stock Connect | ||||||
Stock code | Company | 1 week performance (%) | PE (X) | Stock code | Company | 1 week performance (%) | PE (X) |
3888 | KINGSOFT CORP LTD | 20.1% | 64.45 | 1818 | ZHAOJIN MINING INDUSTRY – H | 25.1% | 74.96 |
992 | LENOVO GROUP LTD | 17.4% | 8.01 | 3888 | KINGSOFT CORP LTD | 20.1% | 64.45 |
9868 | XPENG INC – CLASS A SHARES | 16.7% | N/A | 992 | LENOVO GROUP LTD | 17.4% | 8.01 |
772 | CHINA LITERATURE LTD | 15.7% | 24.19 | 9868 | XPENG INC – CLASS A SHARES | 16.7% | N/A |
425 | MINTH GROUP LTD | 13.3% | 11.08 | 772 | CHINA LITERATURE LTD | 15.7% | 24.19 |
Source: Bloomberg,
China economic data
| Date/time China |
Data | Survey | Previous |
| 03/27Monday | Industrial Profits YTD YoY | — | -4.0% |
| 03/27Monday | Industrial Profits YoY | — | — |
| 03/31Friday | Composite PMI | — | 56.40 |
| 03/31Friday | Manufacturing PMI | 52.00 | 52.60 |
| 03/31Friday | Non-manufacturing PMI | 54.00 | 56.30 |
US market performance (last week)
| DJIA | NASDAQ | S&P500 | Russell |
Change (%) | 1.2% | 1.7% | 1.4% | 0.5% |
Change (points) | 376 | 193 | 54 | 9 |
Closing price | 32,238 | 11,824 | 3,971 | 1,735 |
10 days SMA | 32,114 | 11,622 | 3,936 | 1,747 |
50 days SMA | 33,234 | 11,563 | 4,014 | 1,874 |
200 days SMA | 32,358 | 11,387 | 3,932 | 1,822 |
14 days RSI | 45 | 57 | 50 | 38 |
Resistance | 33,200 | 12,800 | 4,200 | 1,900 |
Support | 31,500 | 11,000 | 3,600 | 1,600 |
Sectors performance (U.S)
Source: Bloomberg, finviz
Source: Bloomberg, finviz
S&P’s stock performance
Stock code | Company | ||||||
Stock code | Company | 1 week performance (%) | PE (X) | Stock code | Company | 1 week performance (%) | PE (X) |
REGN | REGENERON PHARMACEUTICALS | 9.7% | 19.7 | FRC | FIRST REPUBLIC BANK/CA | -46.3% | 2.8 |
MTCH | MATCH GROUP INC | 9.5% | 17.1 | CMA | COMERICA INC | -7.3% | 4.2 |
ACN | ACCENTURE PLC-CL A | 8.8% | 23.7 | AAP | ADVANCE AUTO PARTS INC | -7.2% | 10.2 |
APA | APA CORP | 8.7% | 5.4 | CBRE | CBRE GROUP INC – A | -6.8% | 13.9 |
NFLX | NETFLIX INC | 8.2% | 26.5 | DLR | DIGITAL REALTY TRUST INC | -6.3% | 67.6 |
Source: Bloomberg
U.S economic data
| Date/time U.S |
Data | Survey | Previous |
| 27/03Monday | Dallas Fed Manf. Activity | — | (13.50) |
| 28/03Tuesday | Wholesale Inventories MoM | — | -0.4% |
| 28/03Tuesday | FHFA House Price Index MoM | — | -0.1% |
| 28/03Tuesday | Conf. Board Consumer Confidence | 101.50 | 102.90 |
| 28/03Tuesday | Richmond Fed Manufact. Index | — | (16.00) |
| 29/03Wednesday | MBA Mortgage Applications | — | 3.0% |
| 29/03Wednesday | Pending Home Sales MoM | -2.3% | 8.1% |
| 30/03Thursday | Initial Jobless Claims | — | 191k |
| 30/03Thursday | GDP Annualized QoQ | 2.7% | 2.7% |
| 30/03Thursday | Continuing Claims | — | 1694k |
| 30/03Thursday | Personal Consumption | — | 1.4% |
| 30/03Thursday | GDP Price Index | 3.9% | 3.9% |
| 30/03Thursday | Core PCE QoQ | — | 4.3% |
| 31/03Friday | Personal Income | 0.3% | 0.6% |
| 31/03Friday | Personal Spending | 0.3% | 1.8% |
| 31/03Friday | MNI Chicago PMI | 43.80 | 43.60 |
| 31/03Friday | U. of Mich. Sentiment | 63.40 | 63.40 |
FX (RMB、USD、US treasury yield、Gold)
| Price | WoW performance | YTD performance |
RMB | 6.87 | 0.3% | 0.5% |
USD | 103.04 | -0.2% | -0.5% |
Gold | 1974.07 | -0.2% | 8.2% |
US 2 year treasury yield | 3.79 | -4.7% | -14.4% |
US 5 year treasury yield | 3.42 | -4.7% | -14.6% |
US 10 year treasury yield | 3.38 | -3.0% | -12.7% |
US 30 year treasury yield | 3.65 | -0.5% | -8.0% |
Source: Bloomberg, finviz
Fund Flow
Cash Flow for 1 week (US$ mn)
Source: Etf.com,滙業證券研究,(up to 3/20 1 week)
YTD Cash Flow (US$ mn)
Source: Etf.com,滙業證券研究,( up to 3/20)
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