In today’s briefing:
- Hong Kong Buybacks Weekly: Buyback at 1Y High
- Hong Kong Connect Flows Monthly (August): $1bn into Tencent
- Northbound Flows Monthly (August): CATL, Longi, Yunnan Energy New Material
Hong Kong Buybacks Weekly: Buyback at 1Y High
- We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Sep 2nd 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), Aia (1299 HK), Ck Asset Holdings (1113 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), Ck Asset (1113 HK).
Hong Kong Connect Flows Monthly (August): $1bn into Tencent
- 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 inflows into Tencent, Tianqi, Li Auto, Country Garden Services, Li Ning and outflows from Meituan, Kuaishou, HKEx, GWM, Anta.
Northbound Flows Monthly (August): CATL, Longi, Yunnan Energy New Material
- We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
- We estimate that the inflows were USD 2,169.3 million last month, led by consumer staples and industrials.
- We highlight flows for CATL, Longi Green, Yunnan Energy New Material, Yili, Moutai, Sanhua, Sungrow, Tbea, CMB, Beijing Oriental Yuhong.
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