In today’s briefing:
- HK Connect Flows Weekly (Jun 27th): CCB, SMIC, Meituan, Guotai Junan Intl, CMB, Tencent, Alibaba
- A-H Premium Weekly (Jun 27th): China Shenhua Energy, Bank Of Zhengzhou, Guolian Minsheng Securities
- HK Short Interest Weekly: Baba, Chow Tai Fook, Za Online, Cspc Pharma, BOC, Petrochina
- Thailand Short Interest Weekly (Jun 27th): Bumrungrad Hospital, Scb X, Advanced Info Service, Ptt
- TWSE Foreign Holding Weekly (Jun 27th): Jinan Acetate Chemical, TSMC, Elite Material
- TWSE Short Interest Weekly (Jun 27th): Hon Hai Precision, Cathay Financial, Fubon Financial
- Bursa Short Interest Weekly (Jun 27th): Sime Darby, Dialog, Gamuda, Mr D I Y
- KRX Foreign Holding Weekly (Jun 27th): SK Hynix, Kakaopay, Naver
HK Connect Flows Weekly (Jun 27th): CCB, SMIC, Meituan, Guotai Junan Intl, CMB, Tencent, Alibaba
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 27th.
- 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, SMIC, Meituan, Guotai Junan Intl, CMB, Tencent, Alibaba, Xiaomi, BOC, Petrochina.
A-H Premium Weekly (Jun 27th): China Shenhua Energy, Bank Of Zhengzhou, Guolian Minsheng Securities
- We analyse the changes of A-H premium on 156 stocks over the last week. The average A-H premium was 70.1% as of Jun 27th.
- The average A-H premium changed by -2.3ppt week-on-week, led by consumer staples, financials, communication services and offset by information technology.
- We highlight weekly changes in A-H premium for China Shenhua Energy, Bank Of Zhengzhou, Guolian Minsheng Securities, Shenwan Hongyuan, Jiangxi Copper, Cmoc.
HK Short Interest Weekly: Baba, Chow Tai Fook, Za Online, Cspc Pharma, BOC, Petrochina
- We analyzed the latest HK SFC report for aggregate short position as of Jun 20th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Baba, Chow Tai Fook, Za Online, Cspc Pharma, BOC, Petrochina.
Thailand Short Interest Weekly (Jun 27th): Bumrungrad Hospital, Scb X, Advanced Info Service, Ptt
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Jun 27th. 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 Bumrungrad Hospital, Scb X, Advanced Info Service, Ptt, Central Pattana, Cp Foods.
TWSE Foreign Holding Weekly (Jun 27th): Jinan Acetate Chemical, TSMC, Elite Material
- We analyzed the changes in foreign holdings of TWSE Stocks as of Jun 27th. The aggregated holding was USD1,126.4bn.
- We estimate that foreign flows to be inflows of USD16,805mln. 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 Jinan Acetate Chemical, TSMC, Elite Material, Evergreen Marine, UMC, China Development Financial, Cathay Financial, Asustek Computer, Quanta Computer, Uni-President Enterprises.
TWSE Short Interest Weekly (Jun 27th): Hon Hai Precision, Cathay Financial, Fubon Financial
- We analyzed the changes in short interest of TWSE Stocks as of Jun 27th. 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, Cathay Financial, Fubon Financial, Ase Industrial, Elite Material, Wistron, Wiwynn.
Bursa Short Interest Weekly (Jun 27th): Sime Darby, Dialog, Gamuda, Mr D I Y
- We analyzed the changes in short interest of Bursa stocks as of Jun 27th. The aggregated short interest is USD363m.
- 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 Sime Darby, Dialog, Gamuda, Mr D I Y Group M Bhd, Kossan Rubber Industries.
KRX Foreign Holding Weekly (Jun 27th): SK Hynix, Kakaopay, Naver
- We analyzed the changes in foreign holdings of KRX stocks as of Jun 27th. The aggregated holding was USD625.5bn.
- We estimate that foreign flows to be inflows of USD100mln. 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, Kakaopay, Naver.
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