Abstract: We analyzed Hong Kong Connect southbound flows for July 2026, estimating net inflows of USD 8,157.6 million into Hong Kong stocks by mainland investors. This represents a 72.9% increase from June's USD 4,717.3 million inflows, and marks two consecutive months of net inflows, against a 14.1% return of the HSCEI over the same period. By sector, Communication Services led inflows at $15,255 million while Energy saw the largest outflows at $23,614 million. Among individual stocks, Knowledge Atlas (2513 HK) topped inflows at $3,715 million, followed by Ntes (9999 HK) at $1,412 million and Alibaba (9988 HK) at $843 million, while Kingboard Laminates (1888 HK) led outflows at $1,155 million and Xiaomi (1810 HK) saw $906 million in outflows.
KINGBOARD LAMINATES, KNOWLEDGE ATLAS, XIAOMI, ALIBABA, NTES
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