In today’s briefing:
- Hong Kong Buybacks Weekly (Aug 2nd): Aia, Meituan, Hsbc
- Hong Kong Connect Flows (July): 11 Months of Inflows
- Northbound Flows (July): Two Months of Outflows
Hong Kong Buybacks Weekly (Aug 2nd): Aia, Meituan, Hsbc
- We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Aug 2nd based on HKEx daily reports.
- In the past 7 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Meituan (3690 HK), HSBC (5 HK).
- In the past 30 days, the top 3 companies that repurchased the most shares from the market were Meituan (3690 HK), Tencent (700 HK), AIA (1299 HK).
Hong Kong Connect Flows (July): 11 Months of 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 inflows into ICBC, Tencent, CCB, Yankuang, Sinopec, and outflows from HSBC, Meituan, HKEx, China Hongqiao, CNOOC.
Northbound Flows (July): Two Months of Outflows
- We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
- Consumer Staples ($962 million worth of outflows), Consumer Discretionary ($561 million worth of outflows) led the outflows (first chart below).
- We highlight monthly outflows for CATL, Zhongji, Moutai, Wuliangye, Mindray.
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