In today’s briefing:
- A-H Premium Weekly (Aug 22nd): Air China, Cosco Shipping Development, Ganfeng Lithium, Fuyao Glass
- HK Short Interest Weekly: Tencent, TraHK HSI ETF, China Hongqiao, Wuxi Apptec
- TWSE Foreign Holding Weekly (Aug 15th): Hon Hai Precision, Quanta Computer, TSMC, Wistron
- KRX Foreign Holding Weekly (Aug 22nd): SK Hynix, Samsung Electronics, Doosan Enerbility, Alteogen
- Thailand Short Interest Weekly (Aug 22nd): Intouch, True, Siri Prime Office Property Fd, CP ALL
- TWSE Short Interest Weekly (Aug 22nd): King Yuan Electronics, Alchip Technologies, Hon Hai Precision
- Bursa Short Interest Weekly (Aug 22nd): YTL Power International, Public Bank, WCE, UEM Sunrise
- HK Connect Flows Weekly (Aug 22nd): China Life, Tencent, Alibaba, Kuaishou, AIA, Li Auto, Anta
A-H Premium Weekly (Aug 22nd): Air China, Cosco Shipping Development, Ganfeng Lithium, Fuyao Glass
- We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 58.0% as of Aug 22nd.
- The average A-H premium changed by 3.6ppt week-on-week, led by consumer staples, real estate, materials.
- We highlight weekly changes in A-H premium for Air China, Cosco Shipping Development, Ganfeng Lithium, Fuyao Glass.
HK Short Interest Weekly: Tencent, TraHK HSI ETF, China Hongqiao, Wuxi Apptec
- We analyzed the latest HK SFC report for aggregate short position as of Aug 15th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Tencent, TraHK HSI ETF, China Hongqiao, Wuxi Apptec.
TWSE Foreign Holding Weekly (Aug 15th): Hon Hai Precision, Quanta Computer, TSMC, Wistron
- We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 15th. The aggregated holding was USD1,198.8bn.
- We estimate that foreign flows to be inflows of USD374mln. 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 Hon Hai Precision, Quanta Computer, TSMC, Wistron, Zhen Ding Technology, Hon Hai Precision, Zhen Ding Technology, Quanta Computer, TSMC, Wistron.
KRX Foreign Holding Weekly (Aug 22nd): SK Hynix, Samsung Electronics, Doosan Enerbility, Alteogen
- We analyzed the changes in foreign holdings of KRX stocks as of Aug 22nd. The aggregated holding was USD632.9bn.
- We estimate that foreign flows to be outflows of USD1,182mln. 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, Doosan Enerbility, Alteogen, Samyang Food.
Thailand Short Interest Weekly (Aug 22nd): Intouch, True, Siri Prime Office Property Fd, CP ALL
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Aug 22nd. We estimate that they had an aggregated short interest worth USD2.4bn.
- 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 Intouch, True, Siri Prime Office Property Fd, CP ALL, Bangkok Dusit, CP ALL, Bangkok Dusit, True.
TWSE Short Interest Weekly (Aug 22nd): King Yuan Electronics, Alchip Technologies, Hon Hai Precision
- We analyzed the changes in short interest of TWSE Stocks as of Aug 22nd. The aggregated short interest was USD25.0bn.
- 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 King Yuan Electronics, Alchip Technologies, Hon Hai Precision, HTC, Wiwynn, King Yuan Electronics, Alchip Technologies, Hon Hai Precision, HTC, Wiwynn.
Bursa Short Interest Weekly (Aug 22nd): YTL Power International, Public Bank, WCE, UEM Sunrise
- We analyzed the changes in short interest of Bursa stocks as of Aug 22nd. The aggregated short interest is USD408m.
- 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 YTL Power International, Public Bank, WCE, UEM Sunrise, Kossan Rubber Industries.
HK Connect Flows Weekly (Aug 22nd): China Life, Tencent, Alibaba, Kuaishou, AIA, Li Auto, Anta
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of August 22nd.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for China Life, Tencent, Alibaba, Kuaishou, AIA, Li Auto, Anta, Geely Automobile.
💡 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
