In today’s briefing:
- HSI Index Earning Revision (Sep): BYD, BOC, ALIBABA, MEITUAN, China Life, LONGFOR, China Life, BOC
- Hong Kong Buybacks Weekly (Oct 3rd): Tencent, Anta, Hang Seng Bank
- ASX Short Interest Weekly (Sep 26th): Washington H Soul Pattinson&Co, Northern Star Resources

HSI Index Earning Revision (Sep): BYD, BOC, ALIBABA, MEITUAN, China Life, LONGFOR, China Life, BOC
- 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 BYD, BOC, ALIBABA, MEITUAN, China Life, LONGFOR, China Life, BOC, BYD, Baba, Meituan, Longfor.
Hong Kong Buybacks Weekly (Oct 3rd): Tencent, Anta, Hang Seng Bank
- We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Oct 3rd 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), Anta (2020 HK), Hang Seng Bank (11 HK).
- In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Anta (2020 HK), Hang Seng Bank (11 HK).
ASX Short Interest Weekly (Sep 26th): Washington H Soul Pattinson&Co, Northern Star Resources
- We analyzed the changes in short interest of ASX Stocks as of Sep 26th (reported today). The aggregated short interest was USD27.4bn.
- We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Washington H Soul Pattinson&Co, Northern Star Resources, Telix Pharmaceuticals, Goodman, TPG Telecom.
