HSBC NYSE Week ended 24 Jul 2026

Weekly Investor Report

HSBC Holdings PLC ADR · Financial Services · Banks - Diversified

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Latest close 103.4 USD
2.8% latest week
Weekly setup

Constructive, but selective

The weekly trend is active. Price is 17.4% above the Trend Line and sits at 98.8% of its 52-week range. The latest completed week returned 2.8%, after a 10.3% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is inexpensive relative to peers. Options positioning is bullish with 57/100 conviction, while the latest news-sentiment score is 59/100. Near-term considerations: price is close to its 52-week high; volume confirmation is below normal; earnings are due in 0d.

Setup score 79 out of 100
Latest Close 103.4 USD 24 Jul 2026
1W Return 2.8% latest completed week
4W Return 10.3% short-term follow-through
12W Return 13.1% quarterly tape
Trend Breadth 100.0% 52 of 52 weeks active
Volume Ratio 0.9x vs 13-week average
What is working
  • The trend backdrop is active with a 136-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • 19 reversal markers appear in the recent smart-money tape.
What to watch next
  • Price is close to its 52-week high; watch for continuation or exhaustion.
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 2.8% Latest completed week; four-week move 10.3%. Indicator stack 100/84 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Positive 63.26% Historical one-week expectancy contributes to the evidence score when direction is confirmed. Options pressure Bullish 57/100 conviction; expected move 3.6%. News sentiment 59/100 13 relevant articles in the latest sentiment read. Event risk 0d Next report is scheduled for 29 Jul 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 17.4% above the Trend Line and sits at 98.8% of its 52-week range. The latest completed week returned 2.8%, after a 10.3% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.9x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
30 Jan 6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.9712-week average 0.80

12-week confirmation

Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure7/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership12/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.97Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers1919 reversal markers

No recent accumulation markers. 19 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 10.3% over four weeks, 13.1% over 12 weeks, and 67.2% over one year. The current trend has remained active for 136 consecutive weeks.

Performance by holding period

1W2.8%
4W10.3%
12W13.1%
26W27.4%
52W67.2%
Active trend streak136 weeks
Active weeks in one year52
Trend breadth100.0%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure1.21Latest activity-pressure read.
Pressure change155.2%Four-week change in activity pressure.
Leadership21.94Latest relative-leadership reading.
RS change46.1%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is inexpensive relative to peers.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Dec 2025 Field coverage 100% Model confidence 96%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength96/100Blend of value, momentum, and quality. Underlying universe rank 5; rank 1 is best.
Value86/100Relative valuation strength. Underlying universe rank 15; rank 1 is best.
Quality77/100Profitability and accounting quality. Underlying universe rank 24; rank 1 is best.
Momentum89/100Medium-term price momentum. Underlying universe rank 12; rank 1 is best.
Growth29/100Revenue and earnings growth. Underlying universe rank 72; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
15.9x
Price divided by trailing earnings.
Price / sales
2.7x
Market value relative to trailing revenue.
EV / EBITDA
6.8x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
14.2%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
52.3%
Gross profit retained from each unit of revenue.
Operating margin
23.0%
Operating profit retained from revenue.
Free-cash-flow margin
26.6%
Free cash flow generated from revenue.
Return on invested capital
27.4%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
-21.0%
Latest one-year revenue growth.
EPS growth
7.7%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
-
Latest one-year free-cash-flow growth.
Piotroski F-score
7/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
3.6%
Cash dividends relative to market value.
Buyback yield
2.4%
Net share repurchases relative to market value.
Shareholder yield
6.0%
Dividend yield plus net buyback yield.
Net debt / EBITDA
-3.2x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningBullish

HSBC shows bullish options pressure with a 57/100 conviction score, put-call volume ratio of 0.09, expected move of 3.6%, and Sharemaestro trend signal active.

Conviction57/100
Expected move3.6%
Put/call volume0.09
Pressure74
Speculation59
Volatility60
Trend agreement26
Open options detail
Insider activity-

No recent insider transactions are stored for this company.

News sentiment59/100

Weighted news tone is neutral across 13 relevant articles.

8 positive · 5 neutral · 0 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings0dNext report is scheduled for 29 Jul 2026; event risk rises as the date approaches.
Options expected move3.6%Nearest-chain priced movement where available.
52-week drawdown-0.5%Distance below the 52-week high.
13-week volatility2.2%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher17 of 269 weeks finished lower.
Best week+6.9%Week of 10 Apr.
Worst week-9.8%Week of 6 Mar.
Latest week+2.8%Week of 24 Jul.

Shape of recent returns

Strong gains5
Modest gains12
Flat weeks0
Modest losses6
Sharp losses3
Recent vol2.2%13-week weekly-return volatility.
Base vol3.5%52-week weekly-return volatility.
Up/down split36/16Count of positive and negative weeks in the 52-week window.
Average skew3.0% / -3.3%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape80/100

Trend, activity pressure, participation, and risk combine to a 80/100 tape read.

 Indicator analysis74/100

Latest 12-week confirmation: trend 12/12, activity pressure 7/12, relative leadership 12/12.

Activity pressure 0.97; 19 reversal markers Next-Week ExpectancyPositive 63.26%

Next-week expectancy is positive with a 63.26% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors86/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 21 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options57/100

HSBC shows bullish options pressure with a 57/100 conviction score, put-call volume ratio of 0.09, expected move of 3.6%, and Sharemaestro trend signal active.

Bullish · Call-side pressure · Expected move 3.6% Sentiment59/100

Weighted news tone is neutral across 13 relevant articles.

HSBC Reiterates "Hold" Rating for Coca Cola Femsa (NYSE:KOF) Insiders50/100

No recent insider transaction evidence is stored.

 Earnings0d

Next report is scheduled for 29 Jul 2026; event risk rises as the date approaches.

 Research flow2 items

2 recent research articles and 0 Market Watch posts are available.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
24 Jul 2026103.4 USD2.8%88.04 USD53.71 USD1.2121.946.7MOn
17 Jul 2026100.6 USD1.5%87.17 USD53.26 USD0.9418.787.3MOn
10 Jul 202699.09 USD2.4%86.33 USD52.83 USD0.7315.945.6MOn
3 Jul 202696.78 USD3.2%85.44 USD52.41 USD0.6915.495.3MOn
26 Jun 202693.75 USD-1.3%84.50 USD51.99 USD0.4715.025.9MOn
19 Jun 202694.97 USD2.5%83.67 USD51.59 USD0.3914.405.9MOn
12 Jun 202692.67 USD2.1%82.72 USD51.18 USD0.2513.3111.5MOn
5 Jun 202690.80 USD-3.1%81.97 USD50.79 USD-0.1012.2310.1MOn
29 May 202693.74 USD1.9%81.24 USD50.41 USD-0.1213.496.6MOn
22 May 202692.02 USD4.1%80.36 USD50.00 USD-0.1613.577.8MOn
15 May 202688.38 USD-1.4%79.44 USD49.61 USD-0.2110.526.3MOn
8 May 202689.65 USD-1.9%78.60 USD49.24 USD-0.1112.8310.1MOn
1 May 202691.43 USD2.5%77.72 USD48.86 USD-0.0818.307.7MOn
24 Apr 202689.19 USD-2.7%76.98 USD48.47 USD-0.1717.149.4MOn
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.