In today’s briefing:
- HK Short Interest Weekly: Lenovo, Baba, Meituan, Tencent, Kb Laminates, Zj Innolight
- Thailand Short Interest Weekly (Oct 9th): Airports of Thailand, PTT GlobalChem, Minor International
- Bursa Short Interest Weekly (Oct 9th): CIMB, Press Metal, Gamuda, AMMB, Pentamaster
- TWSE Foreign Holding Weekly (Oct 8th): Wiwynn, MediaTek, TSMC, Unimicron Technology
- A-Share Margin Trading Weekly (Oct 9th): ANHUI JIANGHUAI AUTOMOBILE, SHARETRONIC DATA TECHNOLOGY
- A-H Premium Weekly (Oct 9th): Innocare, Ganfenglithium, China East Air, Yofc
- TWSE Short Interest Weekly (Oct 9th): Shin Kong Financial, UMC, Zhen Ding Technology, MediaTek
HK Short Interest Weekly: Lenovo, Baba, Meituan, Tencent, Kb Laminates, Zj Innolight
- We analyzed the latest HK SFC report for aggregate short position as of Oct 2nd.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Lenovo, Baba, Meituan, Tencent, Kb Laminates, Zj Innolight.
Thailand Short Interest Weekly (Oct 9th): Airports of Thailand, PTT GlobalChem, Minor International
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Oct 9th. 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 Airports of Thailand, PTT GlobalChem, Minor International, SCB X, Delta Electronics, Delta Electronics, Airports Of Thailand, Minor International, Ptt Globalchem.
Bursa Short Interest Weekly (Oct 9th): CIMB, Press Metal, Gamuda, AMMB, Pentamaster
- We analyzed the changes in short interest of Bursa stocks as of Oct 9th. The aggregated short interest is USD1,390m.
- 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 CIMB, Press Metal, Gamuda, AMMB, Pentamaster.
TWSE Foreign Holding Weekly (Oct 8th): Wiwynn, MediaTek, TSMC, Unimicron Technology
- We analyzed the changes in foreign holdings of TWSE Stocks as of Oct 8th. The aggregated holding was USD2,409.2bn.
- We estimate that foreign flows to be inflows of USD6,235mln. 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 Wiwynn, MediaTek, TSMC, Unimicron Technology, Zhen Ding Technology.
A-Share Margin Trading Weekly (Oct 9th): ANHUI JIANGHUAI AUTOMOBILE, SHARETRONIC DATA TECHNOLOGY
- We analyzed the changes in margin trading positions of A-share stocks as of Oct 9th. The aggregated net margin trading position is USD341,906m.
- 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 ANHUI JIANGHUAI AUTOMOBILE, SHARETRONIC DATA TECHNOLOGY, YUANJIE SEMI, SUZHOU EVERBRIGHT PHOTONICS, GIGADEVICE SEMICONDUCTOR.
A-H Premium Weekly (Oct 9th): Innocare, Ganfenglithium, China East Air, Yofc
- We analyse the changes of A-H premium on 200 stocks over the last week. The average A-H premium was 92.3% as of Oct 9th.
- The average A-H premium changed by 3.7ppt week-on-week, led by materials, industrials, utilities.
- We highlight weekly changes in A-H premium for Innocare, Ganfenglithium, China East Air, Yofc.
TWSE Short Interest Weekly (Oct 9th): Shin Kong Financial, UMC, Zhen Ding Technology, MediaTek
- We analyzed the changes in short interest of TWSE Stocks as of Oct 9th. 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, UMC, Zhen Ding Technology, Winbond Electronics, MediaTek.
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