In today’s briefing:
- CSI 100 Index Earning Revision (Jul): Wuxi Apptec, Ping An Insurance, Muyuan Foods
- Hong Kong Buybacks Weekly (Aug 1st): Vitasoy, Shoucheng, Yum China
- Hong Kong Connect Flows (July): Near $15bn Inflows
CSI 100 Index Earning Revision (Jul): Wuxi Apptec, Ping An Insurance, Muyuan Foods
- We analysed the earning revision of component stocks of CSI 100 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 Wuxi Apptec, Ping An Insurance, Muyuan Foods, Jiangsu Hengrui Medicine, China Vanke, Tongwei.
Hong Kong Buybacks Weekly (Aug 1st): Vitasoy, Shoucheng, Yum China
- We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Aug 1st based on HKEx daily reports.
- In the past 7 days, the top 3 companies that repurchased the most shares from the market were Vitasoy (345 HK), Shoucheng (697 HK), Yum China (9987 HK).
- In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Wuxi Biologics (2269 HK).
Hong Kong Connect Flows (July): Near $15bn Inflows
- We analyze the monthly Hong Kong Connect flows with our data engine.
- We tabulate the top stocks by inflows, outflows, and holding by mainland investors.
- We highlight flows of CCB, China Life, SMIC, Meituan, China Mobile.
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