In today’s briefing:
- A-H Premium Weekly (Dec 12th): MCC, China Merchants Securities, Chongqing Rural Commercial Bank
- Bursa Short Interest Weekly (Dec 12th): CIMB, Public Bank, Gamuda, Datasonic, Guan Chong
- HK Connect Flows Weekly (Dec 12th): Xiaomi Inflows & Tencent/Alibaba Outflows
- HK Short Interest Weekly: Ubtech Robotics, Innovent Biologics, AIA, Trip.Com
- KRX Foreign Holding Weekly (Dec 12th): SK Hynix, ECOPRO, Samsung Electronics, Hyundai Motor
- Thailand Short Interest Weekly (Dec 12th): Intouch, Airports of Thailand, Plan B Media
- TWSE Foreign Holding Weekly (Dec 12th): TSMC, Accton Technology, Hon Hai Precision, L&K Engineering
- TWSE Short Interest Weekly (Dec 12th): Hon Hai Precision, Nanya Technology, King Yuan Electronics
A-H Premium Weekly (Dec 12th): MCC, China Merchants Securities, Chongqing Rural Commercial Bank
- We analyse the changes of A-H premium on 160 stocks over the last week. The average A-H premium was 63.7% as of Dec 12th.
- The average A-H premium changed by 1.1ppt week-on-week, led by real estate, energy, information technology and offset by communication services.
- We highlight weekly changes in A-H premium for MCC, China Merchants Securities, Chongqing Rural Commercial Bank, CNOOC, Cgn Power, Baiyunshan Pharma.
Bursa Short Interest Weekly (Dec 12th): CIMB, Public Bank, Gamuda, Datasonic, Guan Chong
- We analyzed the changes in short interest of Bursa stocks as of Dec 12th. The aggregated short interest is USD460m.
- 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, Public Bank, Gamuda, Datasonic, Guan Chong.
HK Connect Flows Weekly (Dec 12th): Xiaomi Inflows & Tencent/Alibaba Outflows
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of December 12th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Xiaomi, Tencent, CMB, Alibaba, Zhejiang Leapmotor Technology, BYD.
HK Short Interest Weekly: Ubtech Robotics, Innovent Biologics, AIA, Trip.Com
- We analyzed the latest HK SFC report for aggregate short position as of Dec 5th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Ubtech Robotics, Innovent Biologics, AIA, Trip.Com.
KRX Foreign Holding Weekly (Dec 12th): SK Hynix, ECOPRO, Samsung Electronics, Hyundai Motor
- We analyzed the changes in foreign holdings of KRX stocks as of Dec 12th. The aggregated holding was USD848.5bn.
- We estimate that foreign flows to be inflows of USD1,741mln. 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, ECOPRO, Samsung Electronics, Hyundai Motor, Alteogen.
Thailand Short Interest Weekly (Dec 12th): Intouch, Airports of Thailand, Plan B Media
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Dec 12th. We estimate that they had an aggregated short interest worth USD2.3bn.
- 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, Airports of Thailand, Plan B Media, Thai Life Insurance, Gulf Energy Development, Airports Of Thailand, Gulf Energy Development.
TWSE Foreign Holding Weekly (Dec 12th): TSMC, Accton Technology, Hon Hai Precision, L&K Engineering
- We analyzed the changes in foreign holdings of TWSE Stocks as of Dec 12th. The aggregated holding was USD1,385.1bn.
- We estimate that foreign flows to be inflows of USD614mln. 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, Accton Technology, Hon Hai Precision, L&K Engineering, Wistron, TSMC, Accton Technology, L&K Engineering, Hon Hai Precision, Wistron.
TWSE Short Interest Weekly (Dec 12th): Hon Hai Precision, Nanya Technology, King Yuan Electronics
- We analyzed the changes in short interest of TWSE Stocks as of Dec 12th. The aggregated short interest was USD28.2bn.
- 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 Hon Hai Precision, Nanya Technology, King Yuan Electronics, King Slide Works, Winbond Electronics, Hon Hai Precision, Nanya Technology, King Yuan Electronics, King Slide Works.
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