Top Tweets for #StockConnect

Brian Tycangco 鄭彥渊

about 2 hours ago

Alibaba $BABA reverses yesterday’s strong day with US$143.6m in net outflows via the #StockConnect today, as tech names both onshore and offshore retreated alongside global markets. HK counter closed 0.8% lower than its ADR equivalent. https://t.co/fUyhlrFb4d

BrianTycangco's tweet photo. Alibaba $BABA reverses yesterday’s strong day with US$143.6m in net outflows via the #StockConnect today, as tech names both onshore and offshore retreated alongside global markets. HK counter closed 0.8% lower than its ADR equivalent. https://t.co/fUyhlrFb4d https://t.co/FqFeZoFbTV

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Brian Tycangco 鄭彥渊

1 day ago

Alibaba $BABA bucked the trend of negative flows via the #StockConnect today with US$170m in net inflows and breaking a 5-day losing streak as the Hang Seng Tech shrugs off the global AI meltdown originating in South Korea. https://t.co/fUyhlrFb4d

BrianTycangco's tweet photo. Alibaba $BABA bucked the trend of negative flows via the #StockConnect today with US$170m in net inflows and breaking a 5-day losing streak as the Hang Seng Tech shrugs off the global AI meltdown originating in South Korea. https://t.co/fUyhlrFb4d https://t.co/HgttqD4B93

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Brian Tycangco 鄭彥渊

2 days ago

Netease $NTES https://t.co/MQ0FnjS2QO bucking the trend in @HKEXGroup today. No news today, but it helps that Chinese authorities issued game license approvals at the highest rate in 5 years last week. Also, the company's inclusion in the #StockConnect has seen nearly 2 million shares of net buying PER DAY over the past month. #StocksToWatch

BrianTycangco's tweet photo. Netease $NTES https://t.co/MQ0FnjS2QO bucking the trend in @HKEXGroup today. No news today, but it helps that Chinese authorities issued game license approvals at the highest rate in 5 years last week. Also, the company's inclusion in the #StockConnect has seen nearly 2 million shares of net buying PER DAY over the past month. #StocksToWatch

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Brian Tycangco 鄭彥渊

3 days ago

Alibaba $BABA sees a 4th straight day of net outflows via the #StockConnect even as AI names catch a strong bid with CXMT listing today drawing the biggest win in China’s IPO market in recent memory. Alibaba owns ~5% of CXMT now valued at roughly $25B.

BrianTycangco's tweet photo. Alibaba $BABA sees a 4th straight day of net outflows via the #StockConnect even as AI names catch a strong bid with CXMT listing today drawing the biggest win in China’s IPO market in recent memory. Alibaba owns ~5% of CXMT now valued at roughly $25B. https://t.co/NWW3RqZkoj

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Brian Tycangco 鄭彥渊

8 days ago

Alibaba $BABA saw US$355m in net outflows today via the #StockConnect as shares reach overbought levels and resistance at the HK$120 area. Doesn’t yet appear to be anywhere near the end of the China AI news flow. But a pullback is healthy after a 30% rally in under a month. NFA

BrianTycangco's tweet photo. Alibaba $BABA saw US$355m in net outflows today via the #StockConnect as shares reach overbought levels and resistance at the HK$120 area. Doesn’t yet appear to be anywhere near the end of the China AI news flow. But a pullback is healthy after a 30% rally in under a month. NFA https://t.co/i3b5e2LOyG

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Brian Tycangco 鄭彥渊

10 days ago

Since Netease $NTES https://t.co/7tJ5VZSOBz shifted to a dual primary listing in @HKEXGroup and got included in the #StockConnect on June 30, mainland investors have bought up 39.1m shares in HK. That's an average of 2.8 million shares PER DAY.

BrianTycangco's tweet photo. Since Netease $NTES https://t.co/7tJ5VZSOBz shifted to a dual primary listing in @HKEXGroup and got included in the #StockConnect on June 30, mainland investors have bought up 39.1m shares in HK. That's an average of 2.8 million shares PER DAY. https://t.co/oToZaLzFWE

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Brian Tycangco 鄭彥渊

14 days ago

Another huge day for Alibaba $BABA with US$362 million in net inflows via the #StockConnect today. That marks the 9th straight day of net inflows. https://t.co/fUyhlrFb4d

BrianTycangco's tweet photo. Another huge day for Alibaba $BABA with US$362 million in net inflows via the #StockConnect today. That marks the 9th straight day of net inflows. https://t.co/fUyhlrFb4d https://t.co/WeGvX1jjOP

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Brian Tycangco 鄭彥渊

14 days ago

Baidu $BIDU looking to dual primary list on @HKEXGroup FINALLY!!!! https://t.co/4vjIJDX61f #StockConnect inclusion coming up next.

BrianTycangco's tweet photo. Baidu $BIDU looking to dual primary list on @HKEXGroup FINALLY!!!! https://t.co/4vjIJDX61f #StockConnect inclusion coming up next. https://t.co/eZppRGECNK

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Brian Tycangco 鄭彥渊

15 days ago

Another huge day for Alibaba $BABA in the #StockConnect with almost US$400 million in net inflows today as stock closed 3% higher vs ADR. #StocksToWatch

BrianTycangco's tweet photo. Another huge day for Alibaba $BABA in the #StockConnect with almost US$400 million in net inflows today as stock closed 3% higher vs ADR. #StocksToWatch https://t.co/EYJsYok0vE

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Brian Tycangco 鄭彥渊

16 days ago

Alibaba $BABA eked out a tiny win today with US$13 million in net inflows from mainland investors via the #StockConnect. Stock managed to claw back heavy intraday losses to close slightly up in @HKEXGroup as Beijing announced plans to grow total retail sales by 20% in the next five years. https://t.co/bNsxlSbuOY

BrianTycangco's tweet photo. Alibaba $BABA eked out a tiny win today with US$13 million in net inflows from mainland investors via the #StockConnect. Stock managed to claw back heavy intraday losses to close slightly up in @HKEXGroup as Beijing announced plans to grow total retail sales by 20% in the next five years. https://t.co/bNsxlSbuOY

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Brian Tycangco 鄭彥渊

19 days ago

Alibaba $BABA saw net inflows taper off on its 5th straight day of positive flows. After a 22% run in less than two weeks, it’s important to see these inflows sustain for Alibaba’s move to continue. https://t.co/fUyhlrFb4d #StockConnect

BrianTycangco's tweet photo. Alibaba $BABA saw net inflows taper off on its 5th straight day of positive flows. After a 22% run in less than two weeks, it’s important to see these inflows sustain for Alibaba’s move to continue. https://t.co/fUyhlrFb4d #StockConnect https://t.co/9yREq2FOnQ

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Brian Tycangco 鄭彥渊

21 days ago

Not as big as yesterday but can’t complain when mainland investors bought a net US$283m worth of $BABA shares in @HKEXGroup via the #StockConnect today. A 4th straight day of buying. #StocksToWatch https://t.co/fUyhlrFb4d

BrianTycangco's tweet photo. Not as big as yesterday but can’t complain when mainland investors bought a net US$283m worth of $BABA shares in @HKEXGroup via the #StockConnect today. A 4th straight day of buying. #StocksToWatch https://t.co/fUyhlrFb4d https://t.co/R0kO9E3iSt

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Brian Tycangco 鄭彥渊

22 days ago

Talk about making a comeback! Mainland investors flood the @HKEXGroup #StockConnect today to purchase a net US$850m worth of shares. That’s the highest in at least 6 months. Low valuations and improved outlook for fast commerce profitability helped $BABA gain 12.2% in one day. #StocksToWatch https://t.co/bNsxlSbuOY

BrianTycangco's tweet photo. Talk about making a comeback! Mainland investors flood the @HKEXGroup #StockConnect today to purchase a net US$850m worth of shares. That’s the highest in at least 6 months. Low valuations and improved outlook for fast commerce profitability helped $BABA gain 12.2% in one day. #StocksToWatch https://t.co/bNsxlSbuOY

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Brian Tycangco 鄭彥渊

23 days ago

Alibaba $BABA saw a 2nd straight day and improvement in net inflows via the #StockConnect on US$118m net buying. Not yet a clear trend and reversal of the relentless selling in June but we’ll take it for now. #StocksToWatch https://t.co/fUyhlrFb4d

BrianTycangco's tweet photo. Alibaba $BABA saw a 2nd straight day and improvement in net inflows via the #StockConnect on US$118m net buying. Not yet a clear trend and reversal of the relentless selling in June but we’ll take it for now. #StocksToWatch https://t.co/fUyhlrFb4d https://t.co/Z4u4aviVp9

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Brian Tycangco 鄭彥渊

28 days ago

Alibaba $BABA finally breaks its 15-day losing streak. Posts US$39m net inflow from mainland investors via the #StockConnect on an otherwise very weak day dragged by South Korea’s 8% rout. We need to see more of this.

BrianTycangco's tweet photo. Alibaba $BABA finally breaks its 15-day losing streak. Posts US$39m net inflow from mainland investors via the #StockConnect on an otherwise very weak day dragged by South Korea’s 8% rout. We need to see more of this. https://t.co/EN5CSsfjec

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Brian Tycangco 鄭彥渊

28 days ago

Alibaba $BABA trying to get back above that psychological 100 level on Wednesday. A lot depends on what goes on in @HKEXGroup today and whether mainland selling via the #StockConnect reverses 15 straight days of net selling. Company announced today a joint settlement with US DoJ over importation of illegal drugs/controlled substances. And with the steam coming off Western AI names (including Korea), beaten down China themes could finally catch a bid.

BrianTycangco's tweet photo. Alibaba $BABA trying to get back above that psychological 100 level on Wednesday. A lot depends on what goes on in @HKEXGroup today and whether mainland selling via the #StockConnect reverses 15 straight days of net selling. Company announced today a joint settlement with US DoJ over importation of illegal drugs/controlled substances. And with the steam coming off Western AI names (including Korea), beaten down China themes could finally catch a bid.

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Brian Tycangco 鄭彥渊

about 1 month ago

That’s a 12th straight day of mostly heaving net selling in $BABA shares via the #StockConnect as they hit a 17-month low. Total volume traded also heavy today suggesting more downside. Oversold? Yes. But as we’ve seen happen many times, it can stay oversold for quite some time. Capitulation is in the air. https://t.co/bNsxlSbuOY

BrianTycangco's tweet photo. That’s a 12th straight day of mostly heaving net selling in $BABA shares via the #StockConnect as they hit a 17-month low. Total volume traded also heavy today suggesting more downside. Oversold? Yes. But as we’ve seen happen many times, it can stay oversold for quite some time. Capitulation is in the air. https://t.co/bNsxlSbuOY

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Brian Tycangco 鄭彥渊

about 2 months ago

Alibaba $BABA suffered a second straight day of significant outflows from the mainland via the #StockConnect on Thursday, as the stock massively underperforms onshore tech bets. Over US$2.4 billion in net outflows registered in the past month alone. https://t.co/fUyhlrFb4d

BrianTycangco's tweet photo. Alibaba $BABA suffered a second straight day of significant outflows from the mainland via the #StockConnect on Thursday, as the stock massively underperforms onshore tech bets. Over US$2.4 billion in net outflows registered in the past month alone. https://t.co/fUyhlrFb4d https://t.co/BbGJh6cgJO

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Brian Tycangco 鄭彥渊

2 months ago

This could explain the constant net outflows in #StockConnect names like $BABA $TCEHY as mainland investors look to get out of the wave of ETF selling by the National Team, which indirectly affect shares of their holdings.

2 months ago

China’s "National Team" Poised to Cut Domestic ETF Stakes by 90% in 1H 2026 China’s "National Team" of state-backed investors is poised to cut its domestic equity ETF holdings by about 90% in the first half of 2026, according to calculation. Led by Central Huijin Investment Ltd., the group has already offloaded around $170 billion worth of these ETFs this year, which includes $30 billion sold since the beginning of April. This continued selling activity is aimed at tempering perceived market froth, and while it has placed downward pressure on the benchmark CSI 300 Index, the sales have successfully reduced the group's stakes in multiple ETFs below the 20% disclosure threshold. Analysts note this reduction minimizes future selling pressure and keeps their actions hidden from upcoming 1H filings. Despite the massive ETF redemptions, broader market liquidity and resilience remain strong, buoyed by an influx of retail investor account openings, increased non-bank institutional deposits, and net buying from overseas investors. (https://t.co/VBaBZ9zNOj)

Sino_Market's tweet photo. China’s "National Team" Poised to Cut Domestic ETF Stakes by 90% in 1H 2026
China’s "National Team" of state-backed investors is poised to cut its domestic equity ETF holdings by about 90% in the first half of 2026, according to calculation. Led by Central Huijin Investment Ltd., the group has already offloaded around $170 billion worth of these ETFs this year, which includes $30 billion sold since the beginning of April. This continued selling activity is aimed at tempering perceived market froth, and while it has placed downward pressure on the benchmark CSI 300 Index, the sales have successfully reduced the group's stakes in multiple ETFs below the 20% disclosure threshold. Analysts note this reduction minimizes future selling pressure and keeps their actions hidden from upcoming 1H filings. Despite the massive ETF redemptions, broader market liquidity and resilience remain strong, buoyed by an influx of retail investor account openings, increased non-bank institutional deposits, and net buying from overseas investors. (https://t.co/VBaBZ9zNOj)

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Brian Tycangco 鄭彥渊

3 months ago

Alibaba $BABA suffers another day of net outflows from the #StockConnect worth US$43m, significantly lower than yesterday's dump. But the string of broker upgrades continues post ER with emphasis on improving cloud + AI segment growth.

BrianTycangco's tweet photo. Alibaba $BABA suffers another day of net outflows from the #StockConnect worth US$43m, significantly lower than yesterday's dump. But the string of broker upgrades continues post ER with emphasis on improving cloud + AI segment growth. https://t.co/AkaNH1MWh3

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