In today’s briefing:
- A-H Premium Weekly (Jul 25th): Jiangxi Copper, Dongfang Electric, China Life
- TWSE Foreign Holding Weekly (Jul 25th): Taishin Financial, Hon Hai Precision, TSMC, MediaTek
- HK Short Interest Weekly: Kuaishou, Cspc Pharma, Galaxy Ent, ABC
- KRX Foreign Holding Weekly (Jul 25th): Hanwha Aerospace, Samsung Electronics, Hanwha Ocean
- HK Connect Flows Weekly (Jul 25th): China Life, China Mobile, CCB, Xiaomi, Kuaishou
- Thailand Short Interest Weekly (Jul 25th): Intouch, CP ALL, Kasikornbank, Airports of Thailand
- Bursa Short Interest Weekly (Jul 25th): Supermax, PPB, Sunway Construction, IJM, Cahya Mata Sarawak
- TWSE Short Interest Weekly (Jul 25th): Jinan Acetate Chemical, LARGAN Precision, MiTAC
A-H Premium Weekly (Jul 25th): Jiangxi Copper, Dongfang Electric, China Life
- We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 58.2% as of Jul 25th.
- The average A-H premium changed by -2.7ppt week-on-week, led by materials, communication services, financials and offset by consumer staples, real estate, health care.
- We highlight weekly changes in A-H premium for Jiangxi Copper, Dongfang Electric, China Life, China Energy Engineering, Zhengzhou Coal Mining Machinery, China Railway Construction.
TWSE Foreign Holding Weekly (Jul 25th): Taishin Financial, Hon Hai Precision, TSMC, MediaTek
- We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 25th. The aggregated holding was USD1,172.5bn.
- We estimate that foreign flows to be inflows of USD3,804mln. 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 Taishin Financial, Hon Hai Precision, TSMC, MediaTek, CTBC Financial, Taishin Financial, Hon Hai Precision, TSMC, Mediatek, Ctbc Financial.
HK Short Interest Weekly: Kuaishou, Cspc Pharma, Galaxy Ent, ABC
- We analyzed the latest HK SFC report for aggregate short position as of Jul 18th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Kuaishou, Cspc Pharma, Galaxy Ent, ABC.
KRX Foreign Holding Weekly (Jul 25th): Hanwha Aerospace, Samsung Electronics, Hanwha Ocean
- We analyzed the changes in foreign holdings of KRX stocks as of Jul 25th. The aggregated holding was USD646.8bn.
- We estimate that foreign flows to be inflows of USD2,752mln. 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 Hanwha Aerospace, Samsung Electronics, Hanwha Ocean, Hyundai Motor, Celltrion.
HK Connect Flows Weekly (Jul 25th): China Life, China Mobile, CCB, Xiaomi, Kuaishou
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of July 25th.
- 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, China Mobile, CCB, Xiaomi, Kuaishou, China Energy Engineering, Pop Mart Intl, SMIC, ABC, Tencent.
Thailand Short Interest Weekly (Jul 25th): Intouch, CP ALL, Kasikornbank, Airports of Thailand
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Jul 25th. We estimate that they had an aggregated short interest worth USD2.2bn.
- 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 Intouch, CP ALL, Kasikornbank, Airports of Thailand, Srisawad, Airports Of Thailand, Kasikornbank, CP ALL.
Bursa Short Interest Weekly (Jul 25th): Supermax, PPB, Sunway Construction, IJM, Cahya Mata Sarawak
- We analyzed the changes in short interest of Bursa stocks as of Jul 25th. The aggregated short interest is USD397m.
- 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 Supermax, PPB, Sunway Construction, IJM, Cahya Mata Sarawak.
TWSE Short Interest Weekly (Jul 25th): Jinan Acetate Chemical, LARGAN Precision, MiTAC
- We analyzed the changes in short interest of TWSE Stocks as of Jul 25th. The aggregated short interest was USD25.5bn.
- 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 Jinan Acetate Chemical, LARGAN Precision, MiTAC, CTBC Financial, Taishin Financial, Jinan Acetate Chemical, LARGAN Precision, MiTAC, CTBC Financial, Taishin Financial.
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