Alibaba Group Holding Limited’s stock experienced an upward trend in Hong Kong following its direct accessibility to mainland Chinese investors for the first time.
The Inclusion of the e-commerce company’s shares in the
Stock Connect program, which establishes a connection between the Shanghai and
Shenzhen stock exchanges and the Hong Kong exchange, commenced on Tuesday.
Consequently, the stock witnessed a notable gain of 4.2,
surpassing its previous peak on August 16th. Furthermore, the
trading volume exceeded three times the average daily volume observed over the
preceding three months.
This highly anticipated inclusion is projected to attract
approximately $20 billion in inflows into the stock over the course of the
upcoming year. It is anticipated that mainland investors will accumulate a
stake exceeding 10% in Alibaba, as per the insights provided by Bloomberg
Intelligence (BI).
Additionally, BI analysts suggest that this development
should contribute to narrowing the valuation gap between Alibaba and its
competitor, PDD Holdings Inc.
The e-commerce company’s shares have experienced a 10%
increase in Hong Kong this year, outperforming the Hang Seng Tech Index, which
has declined by 8.3%. This inclusion is particularly significant considering
the company’s recent revenue shortfall in the second quarter, which was
attributed to China’s sluggish consumption and its impact on retail sales
momentum.
According to specific exchange regulations, a stock is
eligible for inclusion in the Stock Connect program if it is part of the Hang
Seng Composite LargeCap Index and holds primary listing status.
Alibaba, despite being one of the prominent Chinese stocks,
was previously unable to join the program due to its secondary listing status.
However, the company’s recent upgrade to dual-primary
listing status in both Hong Kong and New York in August has paved the way for
its inclusion and availability for mainland trading.
A call option contract speculating on Alibaba’s potential
rise of 4.2% to HK$85 per share by September 27th emerged as the
most actively traded option contract in Hong Kong on Tuesday, as indicated by
data compiled by Bloomberg.
The hong Kong Exchange releases daily turnover figures for
the top ten traded stocks through designated links after market close.
Among the Hong Kong-listed stocks made accessible to
mainland traders on Tuesday, Mongolian Mining Corporation experienced an 8%
increase. Conversely, Shimao Group Holdings Ltd. Suffered a significant decline
of 23% and was subsequently removed from the links.
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