In today’s briefing:
- KRX Foreign Holding Weekly (Sep 18th): SK Hynix, Samsung Electronics, Samsung Elec (PREF), DOOSAN
- A-H Premium Weekly (Sep 18th): Minsheng Bank, Air China, Ceb Bank, China East Air
- Bursa Short Interest Weekly (Sep 18th): RHB Bank, JPG, Petronas Chemicals, Frontken
- HK Short Interest Weekly: Tencent, Sun Hung Kai Properties, Ntes, CCB, Minimax, Zj Innolight, CNOOC
- HK Connect Flows Weekly (Sep 18th): Knowledge Atlas, AIA, Innovent Bio, Beone Medicines, Cspc Pharma
- TWSE Foreign Holding Weekly (Sep 18th): Wistron, TSMC, MediaTek, Nanya Technology, Nan Ya Plastics
- Thailand Short Interest Weekly (Sep 18th): Delta Electronics, THAI AIRWAYS INTERNATIONAL, Bangchak
- TWSE Short Interest Weekly (Sep 18th): Shin Kong Financial, Nan Ya Plastics, Global Unichip, UMC
- A-Share Margin Trading Weekly (Sep 18th): CHINA MINSHENG BANKING, BOE, FUJIAN STAR-NET COMMUNICATION
KRX Foreign Holding Weekly (Sep 18th): SK Hynix, Samsung Electronics, Samsung Elec (PREF), DOOSAN
- We analyzed the changes in foreign holdings of KRX stocks as of Sep 18th. The aggregated holding was USD1,670.3bn.
- We estimate that foreign flows to be outflows of USD8,838mln. 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, Samsung Electronics, Samsung Elec (PREF), DOOSAN, Doosan Enerbility.
A-H Premium Weekly (Sep 18th): Minsheng Bank, Air China, Ceb Bank, China East Air
- We analyse the changes of A-H premium on 195 stocks over the last week. The average A-H premium was 85.1% as of Sep 18th.
- The average A-H premium changed by 1.6ppt week-on-week, led by consumer staples, communication services, information technology and offset by consumer discretionary, utilities, energy.
- We highlight weekly changes in A-H premium for Minsheng Bank, Air China, Ceb Bank, China East Air.
Bursa Short Interest Weekly (Sep 18th): RHB Bank, JPG, Petronas Chemicals, Frontken
- We analyzed the changes in short interest of Bursa stocks as of Sep 18th. The aggregated short interest is USD1,478m.
- 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 RHB Bank, JPG, Petronas Chemicals, Frontken, Kossan Rubber Industries.
HK Short Interest Weekly: Tencent, Sun Hung Kai Properties, Ntes, CCB, Minimax, Zj Innolight, CNOOC
- We analyzed the latest HK SFC report for aggregate short position as of Sep 11th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Tencent, Sun Hung Kai Properties, Ntes, CCB, Minimax, Zj Innolight, China Mobile, CNOOC.
HK Connect Flows Weekly (Sep 18th): Knowledge Atlas, AIA, Innovent Bio, Beone Medicines, Cspc Pharma
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 18th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Knowledge Atlas, AIA, Innovent Bio, Beone Medicines, Zj Innolight, Hua Hong Semi, Cspc Pharma, Smic, Yofc, Akeso.
TWSE Foreign Holding Weekly (Sep 18th): Wistron, TSMC, MediaTek, Nanya Technology, Nan Ya Plastics
- We analyzed the changes in foreign holdings of TWSE Stocks as of Sep 18th. The aggregated holding was USD2,281.9bn.
- We estimate that foreign flows to be inflows of USD2,372mln. 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 Wistron, TSMC, MediaTek, Nanya Technology, Nan Ya Plastics.
Thailand Short Interest Weekly (Sep 18th): Delta Electronics, THAI AIRWAYS INTERNATIONAL, Bangchak
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Sep 18th. We estimate that they had an aggregated short interest worth USD3.4bn.
- 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 Delta Electronics, THAI AIRWAYS INTERNATIONAL, Central Plaza Hotel, Bangchak, Advanced Info Service, Delta Electronics, Advanced Info Service.
TWSE Short Interest Weekly (Sep 18th): Shin Kong Financial, Nan Ya Plastics, Global Unichip, UMC
- We analyzed the changes in short interest of TWSE Stocks as of Sep 18th. The aggregated short interest was USD41.5bn.
- 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, Nan Ya Plastics, Global Unichip, Winbond Electronics, UMC.
A-Share Margin Trading Weekly (Sep 18th): CHINA MINSHENG BANKING, BOE, FUJIAN STAR-NET COMMUNICATION
- We analyzed the changes in margin trading positions of A-share stocks as of Sep 18th. The aggregated net margin trading position is USD352,843m.
- 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 CHINA MINSHENG BANKING, BOE, FUJIAN STAR-NET COMMUNICATION, CATL, JIANGSU HENGRUI MEDICINE.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
