In today’s briefing:
- A-H Premium Weekly (Jul 11th): Central China Securities, China Energy Engineering
- HK Connect Flows Weekly (Jul 11th): Meituan, CCB, SMIC, Li Auto, Zhongan Online, Alibaba, CMB
- HK Short Interest Weekly: Ali Health, CCB, Giant Biogene
- Thailand Short Interest Weekly (Jul 11th): Central Retail
- Bursa Short Interest Weekly (Jul 11th): Ytl, Nationgate Holdings Berhad, Ytl Power International
- TWSE Short Interest Weekly (Jul 11th): Unimicron Technology, Zhen Ding Technology, Ase Industrial
- KRX Foreign Holding Weekly (Jul 11th): Alteogen, Samsung Electronics
- TWSE Foreign Holding Weekly (Jul 11th): TSMC, Mediatek, Hon Hai Precision, Ctbc Financial
A-H Premium Weekly (Jul 11th): Central China Securities, China Energy Engineering
- We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 63.9% as of Jul 11th.
- The average A-H premium changed by -4.0ppt week-on-week, led by financials, real estate, energy and offset by information technology.
- We highlight weekly changes in A-H premium for Central China Securities, China Energy Engineering, Guolian Minsheng Securities, CHALIECO, Tigermed, Guotai Haitong Securities.
HK Connect Flows Weekly (Jul 11th): Meituan, CCB, SMIC, Li Auto, Zhongan Online, Alibaba, CMB
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of July 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 Meituan, CCB, SMIC, Li Auto, Zhongan Online, Alibaba, CMB, Pop Mart Intl, Tencent, China Mobile.
HK Short Interest Weekly: Ali Health, CCB, Giant Biogene
- We analyzed the latest HK SFC report for aggregate short position as of Jul 4th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Ali Health, CCB, Giant Biogene.
Thailand Short Interest Weekly (Jul 11th): Central Retail
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Jul 11th. We estimate that they had an aggregated short interest worth USD1.9bn.
- 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 Central Retail (CRC TB).
Bursa Short Interest Weekly (Jul 11th): Ytl, Nationgate Holdings Berhad, Ytl Power International
- We analyzed the changes in short interest of Bursa stocks as of Jul 11th. The aggregated short interest is USD377m.
- 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, Nationgate Holdings Berhad, Ytl Power International, Gamuda, Bumi Armada.
TWSE Short Interest Weekly (Jul 11th): Unimicron Technology, Zhen Ding Technology, Ase Industrial
- We analyzed the changes in short interest of TWSE Stocks as of Jul 11th. The aggregated short interest was USD25.6bn.
- 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 Unimicron Technology, Zhen Ding Technology, Ase Industrial, Mediatek, Asustek Computer.
KRX Foreign Holding Weekly (Jul 11th): Alteogen, Samsung Electronics
- We analyzed the changes in foreign holdings of KRX stocks as of Jul 11th. The aggregated holding was USD638.1bn.
- We estimate that foreign flows to be inflows of USD373mln. We tabulates 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 Alteogen, Samsung Electronics.
TWSE Foreign Holding Weekly (Jul 11th): TSMC, Mediatek, Hon Hai Precision, Ctbc Financial
- We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 11th. The aggregated holding was USD1,134.8bn.
- We estimate that foreign flows to be inflows of USD1,141mln. 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, Mediatek, Hon Hai Precision, Ctbc Financial.
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