In today’s briefing:
- HK Connect Flows Weekly (Jul 4th): CCB, Innovent Biologics, SMIC, CMB, Giant Biogene, Xiaomi
- A-H Premium Weekly (Jul 4th): ICBC, Angang Steel, Datang Intl Power Gen, CMB, China Zheshang Bank
- KRX Foreign Holding Weekly (Jul 4th): Samsung Electronics, SK Hynix, Naver, Hyundai Rotem
- TWSE Short Interest Weekly (Jul 4th): Hon Hai Precision, Fubon Financial, Yuanta Financial
- Thailand Short Interest Weekly (Jul 4th): Ptt, PTT E&P, Bangkok Dusit
- TWSE Foreign Holding Weekly (Jul 4th): TSMC, Mediatek, Ase Industrial, Quanta Computer
- Bursa Short Interest Weekly (Jul 4th): Gamuda, Dialog, Top Glove, Axiata, Ytl Power International
HK Connect Flows Weekly (Jul 4th): CCB, Innovent Biologics, SMIC, CMB, Giant Biogene, Xiaomi
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of July 4th.
- 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, Innovent Biologics, SMIC, CMB, Giant Biogene, Xiaomi, Tencent, Alibaba, BOC.
A-H Premium Weekly (Jul 4th): ICBC, Angang Steel, Datang Intl Power Gen, CMB, China Zheshang Bank
- We analyse the changes of A-H premium on 156 stocks over the last week. The average A-H premium was 69.4% as of Jul 4th.
- The average A-H premium changed by -0.5ppt week-on-week, led by consumer staples, real estate, consumer discretionary and offset by utilities, financials.
- We highlight weekly changes in A-H premium for ICBC, Angang Steel, Datang Intl Power Gen, CMB, China Zheshang Bank, China Everbright Bank.
KRX Foreign Holding Weekly (Jul 4th): Samsung Electronics, SK Hynix, Naver, Hyundai Rotem
- We analyzed the changes in foreign holdings of KRX stocks as of Jul 4th. The aggregated holding was USD622.6bn.
- We estimate that foreign flows to be outflows of USD704mln. 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 Samsung Electronics, SK Hynix, Naver, Hyundai Rotem.
TWSE Short Interest Weekly (Jul 4th): Hon Hai Precision, Fubon Financial, Yuanta Financial
- We analyzed the changes in short interest of TWSE Stocks as of Jul 4th. 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 Hon Hai Precision, Fubon Financial, Yuanta Financial, Chicony Electronics, Wistron, Yang Ming Marine.
Thailand Short Interest Weekly (Jul 4th): Ptt, PTT E&P, Bangkok Dusit
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Jul 4th. We estimate that they had an aggregated short interest worth USD2.0bn.
- 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 Ptt, PTT E&P, Bangkok Dusit.
TWSE Foreign Holding Weekly (Jul 4th): TSMC, Mediatek, Ase Industrial, Quanta Computer
- We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 4th. The aggregated holding was USD1,128.9bn.
- We estimate that foreign flows to be inflows of USD2,856mln. 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, Ase Industrial, Quanta Computer, Delta Electronics, Fubon Financial, Compal Electronics, Yang Ming Marine, Novatek Microelectronics.
Bursa Short Interest Weekly (Jul 4th): Gamuda, Dialog, Top Glove, Axiata, Ytl Power International
- We analyzed the changes in short interest of Bursa stocks as of Jul 4th. The aggregated short interest is USD371m.
- 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 Gamuda, Dialog, Top Glove, Axiata, Ytl Power International.
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