How To Find The Value Depression Of Hong Kong Stock?

This year, with the Hang Seng index rising all the way, as a "Hong Kong stock through train" Shanghai Hong Kong Shenzhen fund, the overall return leading all kinds of funds.

It is generally expected that Hong Kong stocks will continue to have a capital market rate. In addition, the Shanghai Hong Kong Shenzhen fund is not as restricted as the QDII quota, making the Shanghai Hong Kong Shenzhen fund more attractive.

This year, Hong Kong stocks have shown signs of momentum.

As of March 31st, the Hang Seng Index closed at 24111.59 points, rising 9.6% in the year, far exceeding the Shanghai Composite Index 3.83% in the same period.

The outstanding performance of Hong Kong stocks is closely related to the massive influx of funds from south to Shanghai after the opening of Shanghai and Hong Kong and the opening of Shenzhen and Hong Kong. In addition, the QDII quota is limited, and some of the capital flows to QDII or to Shenzhen Hong Kong Shenzhen fund.

Statistics show that as of March 29th, there were 14 Hong Kong and Shenzhen fund annual returns of more than 10%, of which the Jiashi Shanghai Hong Kong set up in May last year ranked first in the 17.17% rate of return in the year. The new starting point of Guangdong, Shanghai and Hong Kong and Qianhai's open source Shanghai Hong Kong Shenzhen blue chip were closely followed by 13.51% and 13.27% respectively.

Qianhai's open source, Shanghai and Shenzhen blue chips, Qianhai open source, Shanghai and Shenzhen blue chip advantages, rich countries, Shanghai and Hong Kong's deep value selection, Hui Tianfu, Shanghai and Hong Kong Shenzhen new value, Jing Shun the Great Wall, Shanghai and Hong Kong's intensive selection fund has returned more than 10% this year.

A number of fund managers said that compared with A shares, the Hong Kong stock market has a clearer opportunity because of its valuation advantage. This year, Shenzhen Hong Kong Shenzhen fund is worth noting.

From the perspective of asset allocation, according to the disclosure of data in the fourth quarter of 2016, the average position of the top 10 heavy A shares of Shanghai and Hong Kong Shenzhen theme funds is 43.28%, while the top 10 largest ones are heavy positions.

The average position is 16.91%, which indicates that the majority of Shanghai Hong Kong Shenzhen theme fund really shares the Hong Kong stock market, and has a certain correlation with the performance this year.

Shanghai and Hong Kong's deep theme funds are due to

The difference between the center of gravity and the strength of research and development has become more and more obvious. The Hong Kong stock market has been better than the Hong Kong stock market since the beginning of this year.

INVESCO the Great Wall Shanghai Hong Kong Shenzhen select fund has made outstanding achievements this year.

Galaxy Securities Fund Research Center data show that as of March 21, 2017, the fund's net worth increased 12.66% this year, ranking sixth in 132 standard equity funds.

By digging the market opportunities of the two investment systems between the mainland and Hongkong at the same time, Shanghai Hong Kong Shenzhen fund has provided a broader Nuggets opportunity, but on the other hand, it has also significantly increased.

The difficulty of the fund managers put forward higher requirements for the operation of the fund managers.

So how to find the value depression of Hong Kong stock?

On the Hong Kong stock market, Bao Shun, the Great Wall's Shanghai and Hong Kong's deep selection fund manager, has no preference for three types of high-quality stocks.

First of all, A shares are scarce.

Hongkong's free and standardized market environment allows many high quality mainland companies to choose Hongkong to become a "special commodity" in Hongkong stock market.

The second category is a robust breed, which focuses on investment opportunities in Hongkong listed companies with mature corporate governance capabilities. The third category is value stocks, which are listed in both places but the valuation of Hong Kong stocks is more attractive.

In view of the subsequent operation of INVESCO the Great Wall Shanghai Hong Kong intensive fund, Bao can not say that stock selection has always been the key to the investment process, and he will insist on bottom-up stock selection, continue to tap the investment opportunities of Hong Kong stocks, and buy stocks with high business barriers and relatively valuable value, and strive to get long-term returns.

GF Securities in the medium and long term optimistic about the performance of Hong Kong stocks, especially in the Hong Kong stock market within the range of blue chip companies.

The main reason is that the valuation level of Hong Kong stock is still relatively low compared with the mature market, and the interconnection mechanism is expected to improve the liquidity of Hong Kong stocks.

The blue chip companies within the Hong Kong stock market are expected to enjoy double promotion of valuation and performance.

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