The largest expansion of MSCI in the year is the consumption of Baima

 The largest expansion of MSCI in the year is the consumption of Baima

What will the incremental capital that will enter the site buy? The recent trend of foreign investment may give some hints.

Choice data shows that since the third quarter, there have been a lot of performance failure white horse targets among the stocks with a higher proportion of shares held by northward capital than before.

Haixing electric power disclosed the third quarter report on October 29, with the net profit growth rate of 32.99% in the first three quarters, down sharply from 72.66% in the first half of the year. Since the third quarter, the company has increased its holdings of more than 9.5 million shares in Haixing Electric Power Co., Ltd. by 5.67 percentage points, ranking first in the Shanghai stock market. Even on October 29, Haixing electric power fell 9.19%, and BEIXIANG capital also sold about 70000 shares, but on October 30, BEIXIANG capital made a comeback to buy more than 300000 shares.

The third quarters net profit of the state inspection group showed negative growth, and the announcement was issued the next day when the stock price fell. From September 1 to October 31, BEIXIANG capital added more than 3.5 million shares in total, with the shareholding ratio increased by 4.02 percentage points.

In addition, the large consumption sector is still the focus of the north direction capital layout. Qiaqia food, boss electronics, Sofia and other target companies ranked first in terms of the increase in the proportion of capital holdings in the north.

From the perspective of QFIIs shareholding trend in the third quarter report, consumer assets are still generally favored by foreign investors. For example, in the third quarter, Feike won 1.66 million shares and 1.124 million shares respectively from Swedens second national pension fund and British Columbia investment management company, as well as positions from the Central Bank of Norway and Bisheng Asset Management Co., Ltd.

Source: editor in charge of Shanghai Securities News: Yang bin_nf4368