In today’s briefing:
- HK Connect Flows Weekly (Jun 6th): Meituan, CCB, CSPC Pharma, Alibaba, Petrochina, Tencent, Xiaomi
- A-H Premium Weekly (Jun 6th): Jiangsu Expressway, Sichuan Expressway, CICC
- HK Short Interest Weekly: Catl, Horizonrobot, ICBC
- TWSE Foreign Holding Weekly (Jun 6th): First Financial, Mediatek, Asia Vital Components
- Thailand Short Interest Weekly (Jun 6th): Delta Electronics, Advanced Info Service, Krungthai Card
- TWSE Short Interest Weekly (Jun 6th): Cathay Financial, Ctbc Financial, Fubon Financial
- Bursa Short Interest Weekly (Jun 6th): Sime Darby Property, Ytl, Genting Malaysia, Tenaga Nasional
- Hong Kong Buybacks Weekly (Jun 6th): Tencent, AIA, Kuaishou
- KRX Foreign Holding Weekly (Jun 6th): SK Hynix
HK Connect Flows Weekly (Jun 6th): Meituan, CCB, CSPC Pharma, Alibaba, Petrochina, Tencent, Xiaomi
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 6th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Meituan, CCB, CSPC Pharma, Alibaba, Petrochina, Tencent, Xiaomi.
A-H Premium Weekly (Jun 6th): Jiangsu Expressway, Sichuan Expressway, CICC
- We analyse the changes of A-H premium on 155 stocks over the last week. The average A-H premium was 78.0% as of Jun 6th.
- The average A-H premium changed by -0.8ppt week-on-week, led by consumer staples, industrials, utilities and offset by real estate, information technology, energy.
- We highlight weekly changes in A-H premium for Jl Mag Rare-Earth, Jiangsu Expressway, Sichuan Expressway, CICC.
HK Short Interest Weekly: Catl, Horizonrobot, ICBC
- We analyzed the latest HK SFC report for aggregate short position as of May 30th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Catl, Horizonrobot, ICBC, Fl2 Csop Hsi, Fi2 Csop Hsi.
TWSE Foreign Holding Weekly (Jun 6th): First Financial, Mediatek, Asia Vital Components
- We analyzed the changes in foreign holdings of TWSE Stocks as of Jun 6th. The aggregated holding was USD1,016.4bn.
- We estimate that foreign flows to be outflows of USD4,467mln. 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 First Financial, Mediatek, Asia Vital Components, Novatek Microelectronics, Jinan Acetate Chemical, Cathay Financial, TSMC, Ctbc Financial, Yang Ming Marine, Fubon Financial.
Thailand Short Interest Weekly (Jun 6th): Delta Electronics, Advanced Info Service, Krungthai Card
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Jun 6th. We estimate that they had an aggregated short interest worth USD1.9bn.
- 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 Delta Electronics, Advanced Info Service, Krungthai Card, CP ALL, Ptt.
TWSE Short Interest Weekly (Jun 6th): Cathay Financial, Ctbc Financial, Fubon Financial
- We analyzed the changes in short interest of TWSE Stocks as of Jun 6th. The aggregated short interest was USD24.1bn.
- 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, Ctbc Financial, Fubon Financial, Yang Ming Marine, Catcher Technology, Novatek Microelectronics, Gigabyte Technology, SCSB, Ase Industrial, Inventec.
Bursa Short Interest Weekly (Jun 6th): Sime Darby Property, Ytl, Genting Malaysia, Tenaga Nasional
- We analyzed the changes in short interest of Bursa stocks as of Jun 6th. The aggregated short interest is USD362m.
- 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 Property, Ytl, Genting Malaysia, Tenaga Nasional, Petronas Chemicals.
Hong Kong Buybacks Weekly (Jun 6th): Tencent, AIA, Kuaishou
- We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Jun 6th based on HKEx daily reports.
- In the past 7 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Kuaishou (1024 HK).
- In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Cosco Shipping (1919 HK).
KRX Foreign Holding Weekly (Jun 6th): SK Hynix
- We analyzed the changes in foreign holdings of KRX stocks as of Jun 6th. The aggregated holding was USD571.3bn.
- We estimate that foreign flows to be inflows of USD829mln. 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 (000660 KS).
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