In today’s briefing:
- HSI Index Earning Revision (May): Xiaomi, ICBC, Tencent, China Life, Meituan, Smic
- JPX Margin Trading Weekly (May 30th): Kawasaki Heavy Industries, Mitsubishi Ufj Financial, Disco
HSI Index Earning Revision (May): Xiaomi, ICBC, Tencent, China Life, Meituan, Smic
- 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 Xiaomi, ICBC, Tencent, China Life, Meituan, Smic.
JPX Margin Trading Weekly (May 30th): Kawasaki Heavy Industries, Mitsubishi Ufj Financial, Disco
- We analyzed the changes in margin trading positions of JPX stocks as of May 30th. The aggregated net margin trading position is USD17,220m.
- We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
- We highlight net margin buy/sell changes in Kawasaki Heavy Industries, Mitsubishi Ufj Financial, Disco, Hitachi, Toyota Industries, Skylark, Toyota Motor, Sanrio, Ihi, Create Sd.
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