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Tiger_Academy
·
2025-08-22

CN Assets Pick|04 Hong Kong ETFs in Full Bloom: Have You Picked the Right Theme?

In the second half of 2025, Hong Kong’s capital market is embracing a brand-new “spring.” It’s not just about the IPO pipeline gearing up or HKEX delivering record profits—what’s more important is the surging southbound capital from A-shares, which has rapidly fueled the ETF market’s momentum, turning it from a niche corner into the spotlight.According to HKEX’s latest interim results, profits for the first half of 2025 soared nearly 40% to a record HK$8.52 billion, with average daily stock turnover reaching HK$222.8 billion and Stock Connect flows hitting new highs. Particularly striking is the surge of southbound inflows into ETFs: daily ETF turnover climbed to HK$33.8 billion, a jump of nearly 184%, significantly boosting both liquidity and valuations across the ETF market.So far this y
CN Assets Pick|04 Hong Kong ETFs in Full Bloom: Have You Picked the Right Theme?
TOPTiger_Academy: In the second half of 2025, Hong Kong’s capital market is embracing a brand-new “spring.” It’s not just about the IPO pipeline gearing up or HKEX delivering record profits—what’s more important is the surging southbound capital from A-shares, which has rapidly fueled the ETF market’s momentum, turning it from a niche corner into the spotlight. According to HKEX’s latest interim results, profits for the first half of 2025 soared nearly 40% to a record HK$8.52 billion, with average daily stock turnover reaching HK$222.8 billion and Stock Connect flows hitting new highs. Particularly striking is the surge of southbound inflows into ETFs: daily ETF turnover climbed to HK$33.8 billion, a jump of nearly 184%, significantly boosting both liquidity and valuations across the ETF market. So far this year, more than RMB 2.7 billion in net southbound inflows into ETFs have marked a new record, highlighting mainland investors’ growing appetite for Hong Kong-listed ETFs. In this era of “capital flows in full swing,” Hong Kong ETFs are no longer niche products. They are becoming essential tools for mainland investors to allocate global assets and tap into technology and thematic opportunities. So here’s the question: in this blooming ETF garden, which one should you pick?
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6.06K
General
nerdbull1669
·
2025-08-22

Can A Bet On Semtech (SMTC) Paid Off On Potential Upcoming Robust Earnings?

$Semtech(SMTC)$ is set to report its fiscal Q2 2026 earnings on Monday, August 25, 2025. The company's recent strong performance, driven by a 22% year-over-year revenue increase in Q1, has set high expectations. Consensus EPS: Analysts expect earnings per share (EPS) of approximately $0.28 to $0.40. This is a significant increase compared to the -$0.15 EPS reported in the same quarter last year. Consensus Revenue: The consensus revenue forecast is around $256 million, which would represent a year-over-year increase of approximately 18.9%. We have seen a significant dips on Semtech since its robust Q1 2026 earnings, so can we do a bet as a bet on Semtech (SMTC) before its Q2 2026 earnings could pay off handsomely if the company delivers a solid bea
Can A Bet On Semtech (SMTC) Paid Off On Potential Upcoming Robust Earnings?
TOPPorter Harry: Thanks for sharing! Wait to see how its financial reports will affect the stock price.
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4.98K
General
JODI
·
2025-08-21
Simply Wall St.2025-08-20 18:14 For those watching DBS Group Holdings (SGX:D05), you may have noticed the stock has quietly moved up in recent weeks. This has caught the attention of investors who are weighing what comes next. There is no single headline driving this movement, but the price momentum might prompt some to wonder whether the market is hinting at something beneath the surface or simply responding to broader sentiment. Whenever a well-followed bank like DBS changes direction without an obvious catalyst, it often raises questions about valuation and whether there is more upside to capture. This uptick comes after a strong performance over the past year. DBS Group Holdings posted a 47% return and climbed 13% year-to-date, far outpacing most regional peers. In the past month, its
Simply Wall St.2025-08-20 18:14 For those watching DBS Group Holdings (SGX:D05), you may have noticed the stock has quietly moved up in recent week...
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2
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877
General
jerrying
·
2025-08-21
1
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1.27K
General
Mr G Learns Investing
·
2025-08-19
$JD 20251121 27.0 PUT$ Sticking to my DCA plans for JD for Nov. If JD can get to this price...it's a good deal[Cool]  
JD PUT
08-19 23:15
US20251121 27.0
SidePrice | FilledRealized P&L
Sell
Open
0.60
20Lot(s)
--
Closed
JD.com
$JD 20251121 27.0 PUT$ Sticking to my DCA plans for JD for Nov. If JD can get to this price...it's a good deal[Cool]
TOPDeltaDrift: 27 is surely a price to buy at
2
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1.16K
General
CutieYolkYolk
·
2025-08-20
$WeRide Inc.(WRD)$ Buy more WRD to make it up to 300 shares.  Already committed them to covered calls as well so all contracts are fully covered 
WRD
08-20 22:23
USWeRide Inc.
SidePrice | FilledRealized P&L
Buy
Open
8.94
24
--
Closed
WeRide Inc.
$WeRide Inc.(WRD)$ Buy more WRD to make it up to 300 shares. Already committed them to covered calls as well so all contracts are fully covered
TOPDeltaDrift: That’s a discipline move. Keep making extra premium profits haha
2
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1.20K
General
Apollos
·
2025-08-20
$Figma(FIG)$ Healthy pull back post IPO, enter position with small stock size amid volatile market.
FIG
08-20 23:17
USFigma
SidePrice | FilledRealized P&L
Buy
Open
72.50
10
--
Closed
Figma
$Figma(FIG)$ Healthy pull back post IPO, enter position with small stock size amid volatile market.
1
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1.20K
General
著名垃圾級基金經理
·
2025-08-21
$AAC TECH(02018)$ 瑞聲科技(02018.HK)2024年上半年中期淨利潤達8.76億元人民幣,同比增長63%,符合花旗及市場預期。所有業務收入均達指引,其中光學業務表現突出,收入22.1億元,同比增長24.9%,毛利率提升至4.7%,塑膠鏡頭毛利率更飆升27.4個百分點至16.7%,光學模組毛利率增至5.7%。聲學業務收入34.6億元,同比增4.1%,毛利率升至29.9%。花旗維持“買入”評級,目標價45港元,對應2024年預測市盈率約20倍。開源證券預測2024-2026年淨利潤分別為16.7/21.7/25.7億元,看好AI手機趨勢及光學、聲學、結構件業務改善。近期股價表現強勁,1月至2月多次回購股份,顯示管理層信心。
02018
08-21 13:48
HKAAC TECH
SidePrice | FilledRealized P&L
Buy
Open
43.86
500
--
Closed
AAC TECH
$AAC TECH(02018)$ 瑞聲科技(02018.HK)2024年上半年中期淨利潤達8.76億元人民幣,同比增長63%,符合花旗及市場預期。所有業務收入均達指引,其中光學業務表現突出,收入22.1億元,同比增長24.9%,毛利率提升至4.7%,塑膠鏡頭毛利率更飆升27.4個百分點至16...
TOPDeltaDrift: Looks like a good company[Miser]
2
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3.36K
General
CutieYolkYolk
·
2025-08-21
$LULU DIAGONAL 250822/250905 CALL 210.0/CALL 220.0$ Collect more credit for selling covered call with lower strike at $210 as the current one is almost depleted.  Overall decent roll out with good premium collection as this one span across earnings on Aug 28.  Will monitor how the earning goes and adjust trade accordingly. 
LULU Diagonal
08-20 23:10
US210.0/220.0
SidePrice | FilledRealized P&L
Credit
Close
-5.00
1
--
Closed
LULU DIAGONAL 250822/250905 CALL 210.0/CALL 220.0
$LULU DIAGONAL 250822/250905 CALL 210.0/CALL 220.0$ Collect more credit for selling covered call with lower strike at $210 as the current one is al...
TOPEnid Bertha: Who bought in the $180/190 range? Hold till ER. More upside that downside after what’s happened YTD. Easiest money you will make.
4
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1.74K
General
The Tiger Trader
·
2025-08-21
$Advanced Micro Devices(AMD)$ Temporarily bulk exit to free up cash for Cash Boost trades. [What]  
AMD
08-21 22:23
USAdvanced Micro Devices
SidePrice | FilledRealized P&L
Sell
Close
164.90
95
+38.55%
Closed
Advanced Micro Devices
$Advanced Micro Devices(AMD)$ Temporarily bulk exit to free up cash for Cash Boost trades. [What]
TOPDeltaDrift: What’s up for your next trade haha
5
Report
1.51K
General
買兩手先
·
2025-08-21
$Hims & Hers Health Inc.(HIMS)$ 我開倉了$Hims & Hers Health Inc.(HIMS)$ ,到前底+618位,唯一風險是Jackson hole 到前底+618位,唯一風險是Jackson hole
HIMS
08-21 22:37
USHims & Hers Health Inc.
SidePrice | FilledRealized P&L
Buy
Open
44.14
15
--
Closed
Hims & Hers Health Inc.
$Hims & Hers Health Inc.(HIMS)$ 我開倉了$Hims & Hers Health Inc.(HIMS)$ ,到前底+618位,唯一風險是Jackson hole 到前底+618位,唯一風險是Jackson hole
TOPDeltaDrift: Let's see how the market reacts later[Duh]
2
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2.08K
General
Soyabean89
·
2025-08-21
$OKLO 20250822 68.0 PUT$ why is this put so reliance ..already out of money with close expiry...shouldn't it decay even faster?![Spurting]  
$OKLO 20250822 68.0 PUT$ why is this put so reliance ..already out of money with close expiry...shouldn't it decay even faster?![Spurting]
TOPJackQuant: Oh, hope you’ll earn back soon.
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