In today’s briefing:
- Hong Kong Connect Flows (August): $18bn Inflows
- HSCEI Index Earning Revision (Aug): BIDU, China Life, JD.COM, BEIGENE, MEITUAN, Sinopec, China Life
- HS TECH Index Earning Revision (Aug): NTES, LI AUTO, BIDU, HORIZON ROBOTICS, MEITUAN, JD.COM
- HSI Index Earning Revision (Aug): AIA, HSBC, MEITUAN, JD.COM, BIDU, SINO BIOPHARM
Hong Kong Connect Flows (August): $18bn 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 Alibaba, Tencent, Meituan, China Life, HSTECH ETF.
HSCEI Index Earning Revision (Aug): BIDU, China Life, JD.COM, BEIGENE, MEITUAN, Sinopec, China Life
- 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 BIDU, China Life, JD.COM, BEIGENE, MEITUAN, Sinopec, China Life, Beigene, Meituan, Jd, Bidu, Sinopec.
HS TECH Index Earning Revision (Aug): NTES, LI AUTO, BIDU, HORIZON ROBOTICS, MEITUAN, JD.COM
- 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 NTES, LI AUTO, BIDU, HORIZON ROBOTICS, MEITUAN, JD.COM, Meituan, Jd, Bidu, Ntes, Li Auto, Horizonrobot.
HSI Index Earning Revision (Aug): AIA, HSBC, MEITUAN, JD.COM, BIDU, SINO BIOPHARM
- 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 AIA, HSBC, MEITUAN, JD.COM, BIDU, SINO BIOPHARM, XINYI SOLAR, HSBC, Meituan, Jd, AIA, Bidu, Sino Biopharm, Xinyi Solar.
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