In today’s briefing:
- HK Connect Flows Weekly (Jun 13th): BYD, Meituan, CCB, Innovent Biologics, Petrochina, Tencent
- A-H Premium Weekly (Jun 13th): Tigermed, Bank Of Chongqing, Sinopec Oilfield Service
- HK Short Interest Weekly: Ping An, Catl, Cspc Pharma, Xpeng, Lenovo, Li Auto, Jd Health
- TWSE Foreign Holding Weekly (Jun 13th): TSMC, Mediatek, Asia Vital Components
- TWSE Short Interest Weekly (Jun 13th): Cathay Financial, Fubon Financial, Wistron, Yang Ming Marine
- Bursa Short Interest Weekly (Jun 13th): Genting Malaysia, Axiata, Top Glove, Sp Setia, Dialog
- KRX Foreign Holding Weekly (Jun 13th): SK Hynix, Samsung Electronics, Samsung SDI, Hanwha Aerospace
- Thailand Short Interest Weekly (Jun 13th): TMBThanachart Bank, Bangkok Dusit
HK Connect Flows Weekly (Jun 13th): BYD, Meituan, CCB, Innovent Biologics, Petrochina, Tencent
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 13th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for BYD, Meituan, CCB, Innovent Biologics, Petrochina, Tencent, Xiaomi, Alibaba, Kuaishou, Xpeng.
A-H Premium Weekly (Jun 13th): Tigermed, Bank Of Chongqing, Sinopec Oilfield Service
- We analyse the changes of A-H premium on 155 stocks over the last week. The average A-H premium was 72.7% as of Jun 13th.
- The average A-H premium changed by -5.0ppt week-on-week, led by consumer staples, energy, health care and offset by consumer discretionary, information technology.
- We highlight weekly changes in A-H premium for Tigermed, Bank Of Chongqing, Sinopec Oilfield Service, Livzon Pharmaceutical, COSCO Shipping Energy.
HK Short Interest Weekly: Ping An, Catl, Cspc Pharma, Xpeng, Lenovo, Li Auto, Jd Health
- We analyzed the latest HK SFC report for aggregate short position as of Jun 6th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Ping An, Catl, Cspc Pharma, Xpeng, Lenovo, Li Auto, Jd Health.
TWSE Foreign Holding Weekly (Jun 13th): TSMC, Mediatek, Asia Vital Components
- We analyzed the changes in foreign holdings of TWSE Stocks as of Jun 13th. The aggregated holding was USD1,057.0bn.
- We estimate that foreign flows to be inflows of USD392mln. 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, Asia Vital Components, United Integrated Services, Eva Airways, Cathay Financial, Fubon Financial, Yang Ming Marine, Chicony Electronics, Ctbc Financial.
TWSE Short Interest Weekly (Jun 13th): Cathay Financial, Fubon Financial, Wistron, Yang Ming Marine
- We analyzed the changes in short interest of TWSE Stocks as of Jun 13th. The aggregated short interest was USD25.7bn.
- 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, Fubon Financial, Wistron, Yang Ming Marine, Jinan Acetate Chemical, Novatek Microelectronics, Compeq Manufacturing, Nanya Technology.
Bursa Short Interest Weekly (Jun 13th): Genting Malaysia, Axiata, Top Glove, Sp Setia, Dialog
- We analyzed the changes in short interest of Bursa stocks as of Jun 13th. The aggregated short interest is USD349m.
- 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 Genting Malaysia, Axiata, Top Glove, Sp Setia, Dialog.
KRX Foreign Holding Weekly (Jun 13th): SK Hynix, Samsung Electronics, Samsung SDI, Hanwha Aerospace
- We analyzed the changes in foreign holdings of KRX stocks as of Jun 13th. The aggregated holding was USD583.2bn.
- We estimate that foreign flows to be inflows of USD3,005mln. 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 SK Hynix, Samsung Electronics, Samsung SDI, Hanwha Aerospace, Hyundai Motor.
Thailand Short Interest Weekly (Jun 13th): TMBThanachart Bank, Bangkok Dusit
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Jun 13th. 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 TMBThanachart Bank, Bangkok Dusit.
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