In today’s briefing:
- HK Connect Flows Weekly (Sep 11th): Smic, Bidu, Hua Hong Semi, Zj Innolight, Xiaomi, Tencent
- Bursa Short Interest Weekly (Sep 11th): Malayan Banking, RHB Bank, YTL, Greatech Technology, Genting
- TWSE Short Interest Weekly (Sep 11th): Shin Kong Financial, Alchip Technologies, Winbond Electronics
- HK Short Interest Weekly: Tencent, Cathay Pacific Airways, Kingdee, Meituan, Ntes, Knowledge Atlas
- KRX Foreign Holding Weekly (Sep 11th): SK Hynix, SKSQUARE, Samsung Elec (PREF), KAL, EO Technics
- TWSE Foreign Holding Weekly (Sep 11th): TSMC, Delta Electronics, ASE Industrial, MediaTek, Wistron
- A-Share Margin Trading Weekly (Sep 11th): PING AN INSURANCE, SAIC MOTOR, CITIC SECURITIES, Moutai
- Thailand Short Interest Weekly (Sep 11th): Bangchak, Thai Oil, PTT GlobalChem, Indorama Ventures
- A-H Premium Weekly (Sep 11th): Minsheng Bank, Innocare Pharma, Yofc, Citic Sec
HK Connect Flows Weekly (Sep 11th): Smic, Bidu, Hua Hong Semi, Zj Innolight, Xiaomi, Tencent
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 11th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Smic, Bidu, Hua Hong Semi, Zj Innolight, Xiaomi, Tencent, China Mobile, Innovent Bio, Zijin Mining.
Bursa Short Interest Weekly (Sep 11th): Malayan Banking, RHB Bank, YTL, Greatech Technology, Genting
- We analyzed the changes in short interest of Bursa stocks as of Sep 11th. The aggregated short interest is USD1,499m.
- We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Malayan Banking, RHB Bank, YTL, Greatech Technology, Genting.
TWSE Short Interest Weekly (Sep 11th): Shin Kong Financial, Alchip Technologies, Winbond Electronics
- We analyzed the changes in short interest of TWSE Stocks as of Sep 11th. The aggregated short interest was USD39.6bn.
- We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Shin Kong Financial, Alchip Technologies, Winbond Electronics, Asia Vital Components, Nanya Technology.
HK Short Interest Weekly: Tencent, Cathay Pacific Airways, Kingdee, Meituan, Ntes, Knowledge Atlas
- We analyzed the latest HK SFC report for aggregate short position as of Sep 4th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Tencent, Cathay Pacific Airways, Kingdee, Meituan, Ntes, Knowledge Atlas, ABC, Shandong Gold Mining Co Lt, Sinotruk.
KRX Foreign Holding Weekly (Sep 11th): SK Hynix, SKSQUARE, Samsung Elec (PREF), KAL, EO Technics
- We analyzed the changes in foreign holdings of KRX stocks as of Sep 11th. The aggregated holding was USD1,714.2bn.
- We estimate that foreign flows to be inflows of USD1,692mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight changes of foreign holdings in SK Hynix, SKSQUARE, Samsung Elec (PREF), KAL, EO Technics.
TWSE Foreign Holding Weekly (Sep 11th): TSMC, Delta Electronics, ASE Industrial, MediaTek, Wistron
- We analyzed the changes in foreign holdings of TWSE Stocks as of Sep 11th. The aggregated holding was USD2,267.8bn.
- We estimate that foreign flows to be inflows of USD938mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight changes of foreign holdings in TSMC, Delta Electronics, ASE Industrial, MediaTek, Wistron.
A-Share Margin Trading Weekly (Sep 11th): PING AN INSURANCE, SAIC MOTOR, CITIC SECURITIES, Moutai
- We analyzed the changes in margin trading positions of A-share stocks as of Sep 11th. The aggregated net margin trading position is USD352,965m.
- We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
- We highlight net margin buy/sell changes in PING AN INSURANCE, SAIC MOTOR, CITIC SECURITIES, Moutai, FEILONG AUTO COMPONENTS.
Thailand Short Interest Weekly (Sep 11th): Bangchak, Thai Oil, PTT GlobalChem, Indorama Ventures
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Sep 11th. We estimate that they had an aggregated short interest worth USD3.2bn.
- We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Bangchak, Thai Oil, PTT GlobalChem, Indorama Ventures, Kiatnakin Phatra Bank, Thai Oil, Ptt Globalchem, Indorama Ventures, Bangchak, Kiatnakin Phatra Bank.
A-H Premium Weekly (Sep 11th): Minsheng Bank, Innocare Pharma, Yofc, Citic Sec
- We analyse the changes of A-H premium on 196 stocks over the last week. The average A-H premium was 83.5% as of Sep 11th.
- The average A-H premium changed by 1.7ppt week-on-week, led by real estate, information technology, materials.
- We highlight weekly changes in A-H premium for Minsheng Bank, Innocare Pharma, Yofc, Citic Sec.
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