Northbound Capital Dynamics | Northbound Capital net buy inflow reaches HKD 12.887 billion; Investors seize the opportunity to accumulate technology stocks at a discount, adding over HKD 2.2 billion in Alibaba (09988).

On November 14, the Hong Kong stock market saw a net purchase of HKD 12.887 billion through Northbound trading, including a net inflow of HKD 7.273 billion via Shanghai-Hong Kong Stock Connect and HKD 5.614 billion via Shenzhen-Hong Kong Stock Connect.

Zhitong FinanceNov 14 17:50

Meituan Stock Sheds 2.1% in Hong Kong

Dow JonesNov 14 16:32

The second phase of the food delivery war has begun: order volumes are declining, average order values are rising, and Meituan is expected to achieve breakeven by the middle of next year at the earliest.

JPMorgan stated that market order volumes have declined from a peak of 151 million in September to 145 million in October, and are expected to further decrease to 141 million in November, primarily due to reduced subsidies and seasonal factors. Meituan is expected to achieve breakeven by mid-2026, while Alibaba will likely approach breakeven by the end of 2026. Subsidies are anticipated to gradually diminish in the first quarter of 2026, at which point the industry may transition from a subsidy-driven competition to more rational operational practices.

wallstreetcnNov 14 09:59

China’s State Administration for Market Regulation Seeks Public Comments on Trademark Infringement Issues in the E-commerce Sector

The State Administration for Market Regulation has released the 'Provisions on E-commerce Platforms Assisting in the Investigation of Trademark Infringement Cases (Draft for Public Comment),' which specifies measures for e-commerce platform operators to assist market regulatory authorities in investigating trademark infringement cases. It highlights four key aspects: (1) Where there is preliminary evidence indicating the existence of trademark infringement, market regulatory authorities may notify e-commerce platform operators and instruct them to take intellectual property protection measures as required by law. (2) If the address information of the online store operator is inaccurate and contact cannot be established, market regulatory authorities should inform the e-commerce platform operator. The e-commerce...

AASTOCKSNov 14 08:26

H-share Market Barometer | Turnover in the Hang Seng Index expands, boosting risk appetite within the market; rotation of styles reinvigorates growth stocks.

①The trading volume of the Hang Seng Index has increased, boosting risk appetite in the market; what changes have occurred in the capital flow? ②The rotation of investment styles has reignited upward momentum for growth stocks; which sectors are seeing high short-term activity?

cls.cnNov 13 21:07

Express News | Information from the Hong Kong Exchange shows that Blackrock's holding percentage in Meituan-WH shares increased from 5.85% to 6.04% on November 10.

BreakingsNov 13 18:07