In today’s briefing:
- Hong Kong Connect Flows (May): Inflows Slowed Down
- HSCEI Index Earning Revision (May): Xiaomi, ICBC, China Life, CCB, Meituan, Smic, Beigene
- CSI 300 Earning Revision Analysis (May): Cosco Shipping, Longi Green, Tongwei, China Railway
Hong Kong Connect Flows (May): Inflows Slowed Down
- 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 Tencent, Meituan, Xiaomi, CCB, China Mobile.
HSCEI Index Earning Revision (May): Xiaomi, ICBC, China Life, CCB, Meituan, Smic, Beigene
- 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 Xiaomi, ICBC, China Life, CCB, Meituan, Smic, Beigene.
CSI 300 Earning Revision Analysis (May): Cosco Shipping, Longi Green, Tongwei, China Railway
- We analysed the earning revision of component stocks of CSI 300 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 Cosco Shipping, Longi Green, Tongwei, China Railway, Trina Solar, Xinjiang Daqo, TCL Zhonghuan, Jiangsu Eastern Shenghong.
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