In today’s briefing:
- HK Connect Flows Weekly (May 30th): Meituan, Horizon Robotics, CCB, China Mobile, CNOOC, Tencent
- HK Short Interest Weekly: Meituan, Bilibili, Kingsoft
- Thailand Short Interest Weekly (May 30th): Advanced Info Service, Gulf Energy Development
- TWSE Foreign Holding Weekly (May 30th): Wiwynn, Asia Vital Components, TSMC, Wistron
- TWSE Short Interest Weekly (May 30th): Mediatek, Cathay Financial, Ctbc Financial, TSMC
- KRX Foreign Holding Weekly (May 30th): Sme, Hyundai Rotem, Samsung Heavy Industries
- Bursa Short Interest Weekly (May 30th): Sime Darby, Genting Malaysia, Bumi Armada, Ammb
HK Connect Flows Weekly (May 30th): Meituan, Horizon Robotics, CCB, China Mobile, CNOOC, Tencent
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of May 30th.
- 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, Horizon Robotics, CCB, China Mobile, CNOOC, Tencent, Alibaba, Xiaomi, BYD, AIA.
HK Short Interest Weekly: Meituan, Bilibili, Kingsoft
- We analyzed the latest HK SFC report for aggregate short position as of May 23rd.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Meituan (3690 HK), Bilibili (9626 HK), Kingsoft (3888 HK).
Thailand Short Interest Weekly (May 30th): Advanced Info Service, Gulf Energy Development
- We analyzed the changes in short interest of Stock Exchange of Thailand as of May 30th. We estimate that they had an aggregated short interest worth USD2.2bn.
- 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 Advanced Info Service, Gulf Energy Development, Central Pattana, Cp Axtra Nvdr, Bangkok Bank.
TWSE Foreign Holding Weekly (May 30th): Wiwynn, Asia Vital Components, TSMC, Wistron
- We analyzed the changes in foreign holdings of TWSE Stocks as of May 30th. The aggregated holding was USD1,003.0bn.
- We estimate that foreign flows to be outflows of USD757mln. 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 Wiwynn, Asia Vital Components, TSMC, Wistron, Asustek Computer, Cathay Financial, Mediatek, Wan Hai Lines, Ctbc Financial, UMC.
TWSE Short Interest Weekly (May 30th): Mediatek, Cathay Financial, Ctbc Financial, TSMC
- We analyzed the changes in short interest of TWSE Stocks as of May 30th. The aggregated short interest was USD23.9bn.
- 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 Mediatek, Cathay Financial, Ctbc Financial, TSMC, Yang Ming Marine, Tatung, Asia Vital Components.
KRX Foreign Holding Weekly (May 30th): Sme, Hyundai Rotem, Samsung Heavy Industries
- We analyzed the changes in foreign holdings of KRX stocks as of May 30th. The aggregated holding was USD537.8bn.
- We estimate that foreign flows to be inflows of USD964mln. 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 Sme, Hyundai Rotem, Samsung Heavy Industries, Doosan Enerbility, Kakao, SK Hynix.
Bursa Short Interest Weekly (May 30th): Sime Darby, Genting Malaysia, Bumi Armada, Ammb
- We analyzed the changes in short interest of Bursa stocks as of May 30th. The aggregated short interest is USD360m.
- 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, Genting Malaysia, Bumi Armada, Ammb, Genetec Technology.
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