weekly Wrap

US stocks closed lower this week, as investors worrying about Fed move for rate hike.

HSI has been range trading for 4th week, best performer as investor is welcoming the Shenzhen-HK Stock Connect, expected to kick start in Nov. Investors are buying up big discount AH shares.

STI has been trading in the range of 2882-2800 for 10 weeks already, a close above 2882YEC is bullish sign.

SSE closed for golden week holiday this week and will resume trading coming week.

Major indexes weekly performance and charts below.

HK and Shanghai Stocks Hit 7-Year High

HK stocks Long Candidates

Stock picks from latest CIti Report on HK shares, Stocks that I prefer from Citi report: These stocks are relatively in low PB

1. 2868.HK BJ capital
2. 1071.HK Huandian Power Intl
3. 1138.HK China Ship
4. 1299.HK AIA
5. 1928.HK Sands China, not in the list. Dividend yield 5.5%, PE 16.8, PB 6

Long Candidate: 1361.HK

H shares are rocketing higher and higher this week.

1361.HK appears another good candidate for long.:

All Focus on A shares and H shares

HK stocks(H share) and Shanghai stock(A share) price difference become bigger and bigger after recent A share soaring, the H shares aren't following up actually. So the next thing i expected is the H share will be next to catch up. Same comapny if H share is cheaper than A share, which one will you buy? Money will always flow to where it got better opportunities. 
Table for Financial sector hot stocks A/H ratio:

 HK listed broker houses:

 AH banks PE and PB ratio:

Shanghai-HongKong Connect Focus List:

17/11 Mon, stockwatch

It's a big day today for the Shanghai-Hongkong markets. The Connect(沪港通）finally will be start today. Maybank Kim Eng client can trade Shanghai stock at ketrade online. Go to trade--> Quote-->from the markets drop-down list, select SH-HK, then key in stock code in the search box.

H shares: 

1、港交所(00388)

2、长城汽车(02333)

3、友邦保险(01299)

4、第一拖拉机(00038)

5、腾讯(00700)

A Shares:

1、上海汽车(沪:600104)

2、贵州茅台(沪:600519)

3、宝钢(沪:600019)

4、青岛海尔(沪:600690)

5、大秦铁路(沪:601006)

Stock top list for A Shares and H shares:
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Infra and Railways construction:
中材国际（600970，收盘价10.25元）、
中国建筑（601668，收盘价4.00元）
中国中铁(601390.SH)
中国铁建(601186.SH)
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医药板块 Pharmacy:
天士力 600535.SH
恒瑞医药600276.SH
片仔癀600436.SH
同仁堂600085.SH
白云山600332.SH
威高股份01066.HK
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券商板块 Broker houses:
中信证券（600030，收盘价15.38元）

Guotai Junan (01788.HK)
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低估值蓝筹:
上汽集团（600104，收盘价18.87元）
青岛海尔600690.SH
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AH股折价较深个股:
海螺水泥（10.77%）、600585.SH
青岛啤酒（10.22%）、600600.SH
中国太保（9.14%）、601601.SH
招商银行（8.87%）600036.SH
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特色股板块:
贵州茅台 （600519，收盘价157.29元）
伊利股份（600887，收盘价25.48元）
中国国旅 （601888，收盘价37.90元）
中航科工（02357，HK）
航空动力（600893，收盘价27.07元）
腾讯控股（00700，HK）
金山软件（03888，HK）
金沙中国 （01928，HK）
银河娱乐（00027，HK）
美高梅中国（02282，HK）
永利澳门（01128，HK）