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The continued increase in southbound funds, and the trend of new consumer stocks outperforming the market continues

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Hello everyone, today XM Foreign Exchange will bring you "[XM Foreign Exchange Decision Analysis]: The southbound funds continue to increase, and the trend of new consumer stocks outperforming the market continues." Hope it will be helpful to you! The original content is as follows:

XM Hong Kong stocks: Southbound funds continue to increase, and the trend of new consumer stocks outperforming the market continues.

XM Hong Kong stocks: Recently, the overall Hong Kong stock market has shown a narrow fluctuation trend, while southbound funds have seen net outflows. Judging from the net buying situation in the past week, southbound funds prefer consumer stocks. With the arrival of the May Day holiday in the Mainland, many places have issued May Day to boost consumption policies, and consumer stocks have maintained positive performance in recent days. New consumer stocks have continued the positive momentum since the beginning of this year and have shown a trend of outperforming the market.

On April 30, southbound funds continued to flow into the Hong Kong stock market, with net purchases reaching HK$3 billion. Judging from the capital flow in the Hong Kong Stock Connect industry tracked by Wind, consumer stocks have become the main direction for southbound funds to grab funds. In the past week, the Hang Seng industry sector, which ranked first in the net purchase amount of southbound funds, was the non-essential consumer sector, and the health care, utilities and industrial sectors all received net purchases. Goldman Sachs data shows that southbound funds have recorded a net inflow of US$78 billion since the beginning of the year, equivalent to 75% of the inflows for the whole year last year.

This move shows that investors' confidence in the Hong Kong stock market has increased, and the flow of funds may be related to the current market valuation and economic recovery expectations. The institution pointed out that against the backdrop of a sharp increase in peripheral uncertainty, the domestic consumption sector has become one of the safe-haven options. Some new consumer brands are more resilient and are more favored by investors. In the first quarter, the Hong Kong stock market outperformed the major global stock indexes, and the new consumer sector is another eye-catching sector in the Hong Kong stock market in addition to technology stocks. During the highs from mid-January to late March, the cumulative increase of the Hang Seng Index and Hang Seng Technology Index was 31% and 45% respectively; while the Hang Seng New Consumer Index rose by nearly 36%.

From the perspective of capital market distribution, new consumer brands are currently mainly concentrated in Hong Kong stocks, and Hong KongThe stock consumption field shows a new pattern of diversified development www.xmserving.compared with A-shares, including new car-making forces, trendy toys, new-style tea drinks, chain catering, gold jewelry brands, cosmetics, culture and tourism and other emerging consumer categories. A-shares mainly focus on traditional consumer categories such as liquor and beverages.

Data shows that as of April 28, Laopu Gold (06181)'s stock price has increased by more than 195% this year, Mixue Group (02097)'s cumulative increase from the issue price has exceeded 140%, Pop Mart (09992) has risen by 112%, and its market value has exceeded 100 billion Hong Kong dollars, becoming the leader of new consumer stocks, also known as the three sisters of Hong Kong stocks; the 50 billion Hong Kong dollar echelon has also added Mao Geping (01318), Giant Biotech (02367), etc.

▲XM chart

The national policy of promoting consumption and expanding domestic demand has continued to support since this year. The valuation of consumer stocks, especially new consumer brands, has also highlighted the acceleration of domestic consumption upgrading, especially the brand effect has driven new consumption, so we pay more attention to brand user growth, etc. Industry insiders pointed out that unlike the old consumption cycle that was driven by demographic dividends in the past, this new consumption cycle is expected to show a long-term trend. Consumer stocks originally had anti-cyclical attributes, so new consumer stocks will continue to lead the sector to be sought after, but they also pay attention to some new stocks being widely sought after in the short term. The rapid rise in the early stage further tests the brand's "intra-revolution" degree and growth.

The above content is all about "[XM Foreign Exchange Decision Analysis]: The southbound funds continue to increase, and the trend of new consumer stocks outperforming the market continues". It is carefully www.xmserving.compiled and edited by the editor of XM Foreign Exchange. I hope it will be helpful to your trading! Thanks for the support!

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market analysis

The continued increase in southbound funds, and the trend of new consumer stocks outperforming the market continues

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News

Trusted by over 15 Million Traders

The Most Awarded Brokerfor a Reason

Easy Access to 1,400+ Global Assets

market analysis

The continued increase in southbound funds, and the trend of new consumer stocks outperforming the market continues

Related News

XM Forex Trading Platform

CATEGORIES

News

The Most Awarded Broker
for a Reason