Mainland Connect NORTHBOUND Flows (To 23 Feb 2024): Foreigners Buy, Natl Team Buys; Retail Sells
NORTHBOUND was a net buy 4 weeks in a row (assuming the Chinese New Year and the week after were "1 week"). Felt like an allocation week. Retail...
471 Views
A-H Premium Weekly (Feb 9th): Zijin Mining, Conch Cement, China Vanke, Air China, Shandong Gold
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Zijin Mining, Conch Cement, China Vanke, Air China, Shandong...
671 Views
HK Short Interest Weekly: Hscei Etf, Bud Apac, CMB, Tencent, Wuxi Apptec, Wuxi Bio
We analyzed the latest HK SFC report for aggregate short position as of Feb 2nd and highlight short interest changes in Hscei Etf, Bud Apac, CMB,...
431 Views
Northbound Flows (Feb 9th): Moutai, Boe Technology, Wuxi Apptec, Wanhua Chemical, CATL
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, Boe Technology, Wuxi Apptec, Wanhua...
1.4k Views
China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps Up
Nearly US$37bn has flowed into mainland China listed ETFs since 2 January and could be driven by the National Team supporting the market. Central...
662 Views