Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>In Depth: Dim Sum Bonds Shift Toward Main Course From Niche Appetizer</li><li>In Depth: China’s Scrutiny of Offshore Listing Structure Clouds AI Firms’ IPO Paths</li><li>Hong Kong Allows Secondary Trading of Tokenized Funds</li></ul>

In Depth: Dim Sum Bonds Shift Toward Main Course From Niche AppetizerIn Depth: China’s Scrutiny of Offshore Listing Structure Clouds AI Firms’ IPO PathsHong Kong Allows Secondary Trading of Tokenized Funds

CX Daily: Dim Sum Bonds Shift Toward Main Course From Niche Appetizer 

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Oct 2nd based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were HSBC (5 HK), Tencent (700 HK), Bidu (9888 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Bidu (9888 HK), Bilibili (9626 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Oct 2nd based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were HSBC (5 HK), Tencent (700 HK), Bidu (9888 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Bidu (9888 HK), Bilibili (9626 HK).


Hong Kong Buybacks Weekly (Oct 2nd): HSBC, Tencent, Bidu

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

<ul>
<li>The time is right to increase exposure to the Hong Kong market</li>
<li>A confluence of factors and catalysts will drive the index higher</li>
<li>We suggest a few names that we believe will benefit.</li>
</ul>


The time is right to increase exposure to the Hong Kong market
A confluence of factors and catalysts will drive the index higher
We suggest a few names that we believe will benefit.


Tactical Trading – Increasing Hong Kong Exposure

<ul><li>In Depth: Byzantine Billing System Holds Back Chinese Hospitals’ Embrace of Private Insurance</li><li>Beijing Exchange’s IPO Frenzy Spurs Arbitrage and Regulatory Tightening</li><li>IMF Raises China Growth Forecast, Urges ‘More Forceful’ Property-Sector Intervention</li></ul>

In Depth: Byzantine Billing System Holds Back Chinese Hospitals’ Embrace of Private InsuranceBeijing Exchange’s IPO Frenzy Spurs Arbitrage and Regulatory TighteningIMF Raises China Growth Forecast, Urges ‘More Forceful’ Property-Sector Intervention

CX Daily: Byzantine Billing Holds Back Hospitals’ Private Insurance Push 

<ul>
<li>We analysed the earning revision of component stocks of HS TECH in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on BIDU, TONGCHENG TRAVEL, TRIP.COM, MINIMAX, Kuaishou, LI AUTO, SENSETIME, NIO.</li>
</ul>


We analysed the earning revision of component stocks of HS TECH in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on BIDU, TONGCHENG TRAVEL, TRIP.COM, MINIMAX, Kuaishou, LI AUTO, SENSETIME, NIO.


HS TECH Index Earning Revision (Sep): BIDU, TONGCHENG TRAVEL, TRIP.COM, MINIMAX, Kuaishou, LI AUTO

China

Kuaishou Technology is a Chinese publicly traded company that operates a leading content community and social platform. It primarily offers short video sharing, live streaming, online marketing services, and e-commerce. The company was founded in March 2011 and is headquartered in Beijing, China.

Price Gauge
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Kuaishou Technology (1024 HK)

CX Daily: Dim Sum Bonds Shift Toward Main Course From Niche Appetizer

In Depth: Dim Sum Bonds Shift Toward Main Course From Niche Appetizer In Depth: China’s Scrutiny of Offshore Listing Structure Clouds AI Firms’...

Caixin Global

Hong Kong Buybacks Weekly (Oct 2nd): HSBC, Tencent, Bidu

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were HSBC (5 HK),...

Ke Yan, CFA, FRM

Tactical Trading – Increasing Hong Kong Exposure

Now is an opportune time to increase investments in the Hong Kong market, as various factors are aligning to propel the index upward. We discuss...

Rikki Malik

CX Daily: Byzantine Billing Holds Back Hospitals’ Private Insurance Push

In Depth: Byzantine Billing System Holds Back Chinese Hospitals’ Embrace of Private Insurance Beijing Exchange’s IPO Frenzy Spurs Arbitrage and...

Caixin Global

HS TECH Index Earning Revision (Sep): BIDU, TONGCHENG TRAVEL, TRIP.COM, MINIMAX, Kuaishou, LI AUTO

We analyzed HS TECH's consensus for Sep 2026 and highlighted changes of EPS in BIDU, TONGCHENG TRAVEL, TRIP.COM, MINIMAX, Kuaishou, LI AUTO,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

CX Daily: Dim Sum Bonds Shift Toward Main Course From Niche Appetizer

In Depth: Dim Sum Bonds Shift Toward Main Course From Niche Appetizer In Depth: China’s Scrutiny of Offshore Listing Structure Clouds AI Firms’...

Caixin Global

Hong Kong Buybacks Weekly (Oct 2nd): HSBC, Tencent, Bidu

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were HSBC (5 HK),...

Ke Yan, CFA, FRM

Tactical Trading – Increasing Hong Kong Exposure

​Now is an opportune time to increase investments in the Hong Kong market, as various factors are aligning to propel the index upward. We discuss...

Rikki Malik

CX Daily: Byzantine Billing Holds Back Hospitals’ Private Insurance Push

In Depth: Byzantine Billing System Holds Back Chinese Hospitals’ Embrace of Private Insurance Beijing Exchange’s IPO Frenzy Spurs Arbitrage and...

Caixin Global

HS TECH Index Earning Revision (Sep): BIDU, TONGCHENG TRAVEL, TRIP.COM, MINIMAX, Kuaishou, LI AUTO

We analyzed HS TECH's consensus for Sep 2026 and highlighted changes of EPS in BIDU, TONGCHENG TRAVEL, TRIP.COM, MINIMAX, Kuaishou, LI AUTO,...

Ke Yan, CFA, FRM

Now is an opportune time to increase investments in the Hong Kong market, as various factors are aligning to propel the index upward. We discuss...