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<Research>M Stanley Lists Predictions of Recent Changes in Major HK Stock Position Among Active Long-Only EM & CN Active Managers (Table)
Recommend
140
Positive
234
Negative
92
Stock│ Portfolio Composite Weights│ Recent Active Weighting Change
TENCENT (00700.HK)│18.9%│-0.5%
BABA-W (09988.HK)│11.2%│+3.3%
CATL (300750.SZ)│2.9%│+0.5%
PDD Holdings (PDD.US)│2.6%│+0.1%
CCB (00939.HK)│2.5%│+0.2%

NTES-S (09999.HK)│2.4%│+0.1%
PING AN (02318.HK)│2.3%│-0.4%
XIAOMI-W (01810.HK)│2.2%│+0.1%
MEITUAN-W (03690.HK)│2.1%│+0.3%
AIA (01299.HK)│1.9%│-0.1%

Related NewsJPM: Purchase of One Causeway Bay by BABA-W/ Ant Group Helps Stabilize HK Office Cap Rates
CM BANK (03968.HK)│1.8%│-0.1%
BYD COMPANY (01211.HK)│1.3%│-0.2%
TRIP.COM-S (09961.HK)│1.3%│-0.2%
ZIJIN MINING (02899.HK)│1.2%│0%
Tencent Music Entertainment Group (TME.US)│1.2%│0%
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