In today’s briefing:
- A-H Premium Weekly (Sep 26th): Cosco Shipping, Zijin Mining, Anjoy Foods, Goldwind, Haier Smart Home
- KRX Foreign Holding Weekly (Sep 26th): Samsung Electronics, SK Hynix, NAVER, Doosan Enerbility
- HK Short Interest Weekly: Pop Mart Intl, CSPC Pharma, Hua Hong Semiconductor
- Thailand Short Interest Weekly (Sep 26th): Intouch, VGI, Thai Union, True, Gulf Energy Development
- TWSE Foreign Holding Weekly (Sep 26th): MediaTek, Hon Hai Precision, TSMC, Wistron, Quanta Computer
- HK Connect Flows Weekly (Sep 26th): Alibaba, Shandong Hi-Speed, Meituan, Tencent, China Mobile
- TWSE Short Interest Weekly (Sep 26th): Yageo, Taiwan Cement, Unimicron Technology, Delta Electronics
- Bursa Short Interest Weekly (Sep 26th): Sunway Real Estate Investment Trust, CIMB, Sime Darby
A-H Premium Weekly (Sep 26th): Cosco Shipping, Zijin Mining, Anjoy Foods, Goldwind, Haier Smart Home
- We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 59.8% as of Sep 26th.
- The average A-H premium changed by 2.9ppt week-on-week, led by communication services, information technology, financials and offset by real estate, materials.
- We highlight weekly changes in A-H premium for Cosco Shipping, Zijin Mining, Anjoy Foods, Goldwind, Haier Smart Home, ICBC.
KRX Foreign Holding Weekly (Sep 26th): Samsung Electronics, SK Hynix, NAVER, Doosan Enerbility
- We analyzed the changes in foreign holdings of KRX stocks as of Sep 26th. The aggregated holding was USD700.5bn.
- We estimate that foreign flows to be inflows of USD51mln. 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 Samsung Electronics, SK Hynix, NAVER, Doosan Enerbility, HANWHA AEROSPACE.
HK Short Interest Weekly: Pop Mart Intl, CSPC Pharma, Hua Hong Semiconductor
- We analyzed the latest HK SFC report for aggregate short position as of Sep 19th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Pop Mart Intl, CSPC Pharma, Hua Hong Semiconductor.
Thailand Short Interest Weekly (Sep 26th): Intouch, VGI, Thai Union, True, Gulf Energy Development
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Sep 26th. We estimate that they had an aggregated short interest worth USD2.5bn.
- 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 Intouch, VGI, Thai Union, True, Gulf Energy Development, True, Gulf Energy Development, Thai Union.
TWSE Foreign Holding Weekly (Sep 26th): MediaTek, Hon Hai Precision, TSMC, Wistron, Quanta Computer
- We analyzed the changes in foreign holdings of TWSE Stocks as of Sep 26th. The aggregated holding was USD1,269.4bn.
- We estimate that foreign flows to be outflows of USD18mln. 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 MediaTek, Hon Hai Precision, TSMC, Wistron, Quanta Computer, Hon Hai Precision, Wistron, Quanta Computer, Mediatek, TSMC.
HK Connect Flows Weekly (Sep 26th): Alibaba, Shandong Hi-Speed, Meituan, Tencent, China Mobile
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 26th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Alibaba, Shandong Hi-Speed, Meituan, Tencent, China Mobile, CSPC Pharma, China Telecom, HKEx, Hua Hong Semiconductor.
TWSE Short Interest Weekly (Sep 26th): Yageo, Taiwan Cement, Unimicron Technology, Delta Electronics
- We analyzed the changes in short interest of TWSE Stocks as of Sep 26th. The aggregated short interest was USD26.4bn.
- 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 Yageo, Taiwan Cement, Unimicron Technology, Delta Electronics, TSMC, Yageo, Taiwan Cement, Unimicron Technology, Delta Electronics, TSMC.
Bursa Short Interest Weekly (Sep 26th): Sunway Real Estate Investment Trust, CIMB, Sime Darby
- We analyzed the changes in short interest of Bursa stocks as of Sep 26th. The aggregated short interest is USD386m.
- 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 Sunway Real Estate Investment Trust, CIMB, Sime Darby, Inari Amertron, Ekovest.
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