Daily BriefsQuantitative Analysis

Daily Brief Quantitative Analysis: Hong Kong Buybacks Weekly (Aug 4th): Tianli International and more

In today’s briefing:

  • Hong Kong Buybacks Weekly (Aug 4th): Tianli International, Deewin, Yeebo (Intl H)
  • Hong Kong Connect Flows (July): Meituan, Kuaishou, CNOOC, PetroChina, Tencent, BYD, HSBC, HKEx
  • Northbound Flows Monthly (July): $7.3bn Inflows


Hong Kong Buybacks Weekly (Aug 4th): Tianli International, Deewin, Yeebo (Intl H)

By Ke Yan, CFA, FRM

  • We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Aug 4th based on HKEx daily reports.
  • In the past 7 days, the top 3 companies that repurchased the most shares from the market were Tianli International (1773 HK), Deewin (2418 HK), Yeebo (Intl H) (259 HK).
  • In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), China Mengniu Dairy (2319 HK).

Hong Kong Connect Flows (July): Meituan, Kuaishou, CNOOC, PetroChina, Tencent, BYD, HSBC, HKEx

By Ke Yan, CFA, FRM

  • We analyze the monthly Hong Kong Connect flows with our data engine.
  • We tabulate the top stocks by inflows, outlfows, and holding by mainland investors.
  • We highlight flows for Meituan, Kuaishou, CNOOC, PetroChina, Tencent, BYD, HSBC, HKEx.

Northbound Flows Monthly (July): $7.3bn Inflows

By Ke Yan, CFA, FRM

  • We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
  • Consumer Discretionary (inflows of $2,146 million), Financials (inflows of $1,619 million), Consumer Staples (inflows of $1,100 million) led the inflows while led the outflows.
  • We highlight flows for Moutai, CATL, BYD, Wuliangye, East Money, Haitian Flavoring, Luxshare, Longi Green, Wus Printed, Yonyou Network.

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