In today’s briefing:
- A-H Premium Weekly (May 23rd): CATL and Hengrui Listing Lowered Premium
- HK Short Interest Weekly: AIA, Sinopec, Bilibili, Jd, HSBC
- Bursa Short Interest Weekly (May 23rd): Petronas Chemicals, Top Glove, Genting Malaysia, Gamuda
- TWSE Foreign Holding Weekly (May 23rd): Bizlink, TSMC, Ctbc Financial, Yang Ming Marine, Wistron
- KRX Foreign Holding Weekly (May 23rd): Hyosung Heavy, SK Hynix, Samsung Electronics
- HK Connect Flows Weekly (May 23rd): CCB, China Mobile, Meituan, BOC, CMB, Tencent, Xiaomi
- Thailand Short Interest Weekly (May 23rd): Advanced Info Service, Minor International
- TWSE Short Interest Weekly (May 23rd): Cathay Financial, Gigabyte Technology, Nanya Technology
A-H Premium Weekly (May 23rd): CATL and Hengrui Listing Lowered Premium
- We analyse the changes of A-H premium on 149 stocks over the last week. The average A-H premium was 81.5% as of May 23rd.
- The average A-H premium changed by -2.2ppt week-on-week, led by health care, consumer discretionary, industrials and offset by consumer staples, real estate, utilities.
- We highlight weekly changes in A-H premium for Asymchem Lab, Shanghai Junshi Biosciences, Remegen, Fuyao Glass, Jiangxi Copper.
HK Short Interest Weekly: AIA, Sinopec, Bilibili, Jd, HSBC
- We analyzed the latest HK SFC report for aggregate short position as of May 16th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in AIA, Sinopec, Bilibili, Jd, HSBC.
Bursa Short Interest Weekly (May 23rd): Petronas Chemicals, Top Glove, Genting Malaysia, Gamuda
- We analyzed the changes in short interest of Bursa stocks as of May 23rd. The aggregated short interest is USD344m.
- 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 Petronas Chemicals, Top Glove, Genting Malaysia, Gamuda, Tenaga Nasional.
TWSE Foreign Holding Weekly (May 23rd): Bizlink, TSMC, Ctbc Financial, Yang Ming Marine, Wistron
- We analyzed the changes in foreign holdings of TWSE Stocks as of May 23rd. The aggregated holding was USD1,015.2bn.
- We estimate that foreign flows to be inflows of USD826mln. 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 Bizlink, TSMC, Ctbc Financial, Yang Ming Marine, Wistron, Mediatek.
KRX Foreign Holding Weekly (May 23rd): Hyosung Heavy, SK Hynix, Samsung Electronics
- We analyzed the changes in foreign holdings of KRX stocks as of May 23rd. The aggregated holding was USD519.5bn.
- We estimate that foreign flows to be outflows of USD210mln. 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 Hyosung Heavy, SK Hynix, Samsung Electronics.
HK Connect Flows Weekly (May 23rd): CCB, China Mobile, Meituan, BOC, CMB, Tencent, Xiaomi
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of May 23rd.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for CCB, China Mobile, Meituan, BOC, CMB, Tencent, Xiaomi.
Thailand Short Interest Weekly (May 23rd): Advanced Info Service, Minor International
- We analyzed the changes in short interest of Stock Exchange of Thailand as of May 23rd. 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 Advanced Info Service, Minor International, Central Pattana, Gulf Energy Development, True, Osotspa.
TWSE Short Interest Weekly (May 23rd): Cathay Financial, Gigabyte Technology, Nanya Technology
- We analyzed the changes in short interest of TWSE Stocks as of May 23rd. The aggregated short interest was USD22.5bn.
- 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 Cathay Financial, Gigabyte Technology, Nanya Technology, Tatung.
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