After The Opening Of Shenzhen Hong Kong Tong, AH Shares Will Be Reduced Or Premium Will Be Reduced.

With the implementation of the implementation measures of Shenzhen and Hong Kong's general services, the distance between Shenzhen and Hong Kong has been gradually implemented.

It is reported that Shenzhen Hong Kong Tong is expected to open in mid 11.

In response, a number of fund companies are competing to launch the Hong Kong stock investment thematic fund, with the layout of "Shenzhen Hong Kong Tong".

The main logic of the "Hong Kong" layout of Hong Kong stocks is looking for valuation depression. It is expected that after the opening of Shenzhen Hong Kong Tong, the discount premium of AH shares will be narrowed, so we can pay attention to the companies with larger discount in AH listed companies.

According to the "implementation plan", compared with the "Shanghai and Hong Kong Tong", the "Shenzhen Hong Kong Tong" has two new categories of investment targets in the Hongkong market, one is the Hongkong stock index, which has a market value of more than 5 billion yuan, and the other is A+H shares listed in Hongkong and Shenzhen simultaneously.

According to the Hang Seng Index company data, Shenzhen Hong Kong Tong will add 115 Hong Kong equity investment targets, of which 105 are Hengsheng integrated small cap index stocks, accounting for nearly 75% of the index's weight.

Under the background of the opening of Shenzhen Hong Kong Communications, the size of the mainland's "down south" has increased significantly recently.

The Shanghai Stock Exchange Statistics show that from August 17th to the end of September, "

The investment in Hong Kong stocks in the south is about 80 billion yuan, with an average net purchase of about 3 billion yuan per day, which is 6 times the average daily net purchase.

Since the opening of Shanghai and Hong Kong through November 2014, the total net purchase of Hong Kong stocks has reached nearly 300 billion yuan.

Market participants say that the market is full of funds at present.

After opening, the scale of "down south" funds can also be enlarged, and there is still a chance to challenge high points.

It is noteworthy that in October 10th, the central parity of the RMB against the US dollar dropped sharply, and fell to the 6.70 pass, the bottom of September 2010.

The Financing Fund believes that the unilateral appreciation of RMB has been broken up for 11 years, and the depreciation or expectation of RMB is expected to rise.

Under the expected value of the RMB devaluation, the conservative estimate of the sea capital will reach $2 trillion. With the inflow of funds, the discount premium index of A/ H shares is down rapidly.

The A shares narrowed from the close to 50% to the current 20% level compared with the H-share premium.

In addition, Hong Kong stocks have a high dividend yield, averaging 4%, and high dividends will continue to attract capital inflows from the mainland.

Judging from the investment value of Hong Kong stocks, Hongkong's Hang Seng Index rose 14.1% in the three quarter of this year, leading the world's major stock indexes.

Among them, the Hongkong central bank's investment index, reflecting the overall situation and trend of the Hong Kong stock market, rose 13.78%.

Shanghai and Hong Kong through the data, through the Shanghai and Hong Kong through Hong Kong stocks

More about the financial sector.

In the list of the ten active stocks in Hong Kong stock market every day, bank shares frequently appear.

With the stabilization and improvement of the bank's bad rate, the bank's innovation business will expand further, and the valuation level of the banking sector is expected to further improve.