Daily BriefsQuantitative Analysis

Daily Brief Quantitative Analysis: Hong Kong Buybacks Weekly (Nov 28th): Tencent and more

In today’s briefing:

  • Hong Kong Buybacks Weekly (Nov 28th): Tencent, Xiaomi, Cosco Shipping
  • HSCEI Index Earning Revision (Nov): PICC P&C, BEONE MEDICINES, CCB, China Life, JD.COM, TRIP.COM
  • HS TECH Index Earning Revision (Nov): JD.COM, JD Health, LI AUTO, BYD, BIDU, MEITUAN, TRIP.COM
  • HSI Index Earning Revision (Nov): HSBC, China Life, JD.COM, TRIP.COM, CCB, MEITUAN, China Life


Hong Kong Buybacks Weekly (Nov 28th): Tencent, Xiaomi, Cosco Shipping

By Ke Yan, CFA, FRM

  • We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Nov 28th based on HKEx daily reports.
  • In the past 7 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Xiaomi (1810 HK), Cosco Shipping (1919 HK).
  • In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Xiaomi (1810 HK), China Feihe (6186 HK).

HSCEI Index Earning Revision (Nov): PICC P&C, BEONE MEDICINES, CCB, China Life, JD.COM, TRIP.COM

By Ke Yan, CFA, FRM

  • We analysed the earning revision of component stocks of HSCEI 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 PICC P&C, BEONE MEDICINES, CCB, China Life, JD.COM, TRIP.COM, China Life, Trip.Com, Jd, CCB, Picc P&C, Beone Medicines.

HS TECH Index Earning Revision (Nov): JD.COM, JD Health, LI AUTO, BYD, BIDU, MEITUAN, TRIP.COM

By Ke Yan, CFA, FRM

  • 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 JD.COM, JD Health, LI AUTO, BYD, BIDU, MEITUAN, TRIP.COM, Trip.Com, Jd, Bidu, BYD, Li Auto, Meituan, Jd Health.

HSI Index Earning Revision (Nov): HSBC, China Life, JD.COM, TRIP.COM, CCB, MEITUAN, China Life

By Ke Yan, CFA, FRM

  • We analysed the earning revision of component stocks of HSI 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 HSBC, China Life, JD.COM, TRIP.COM, CCB, MEITUAN, China Life, Trip.Com, HSBC, Jd, CCB, Meituan.

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