In today’s briefing:
- HK Short Interest Weekly: Alibaba, China Pacific Insurance, Tencent, Bidu, Akeso
- A-H Premium Weekly (Sep 19th): Zmj, Yankuang Energy, Liaoning Port, Haier Smart Home, Qingdao Port
- HK Connect Flows Weekly (Sep 19th): Alibaba, Beigene, China Pacific Insurance
- TWSE Short Interest Weekly (Sep 19th): Yageo, Winbond Electronics, MiTAC, Unimicron Technology
- KRX Foreign Holding Weekly (Sep 19th): Samsung Electronics, SK Hynix, Samsung Elec (PREF), HYBE
- Thailand Short Interest Weekly (Sep 19th): Intouch, Thai Oil, Gulf Energy Development
- TWSE Foreign Holding Weekly (Sep 19th): Hon Hai Precision, Nanya Technology, TSMC
- Bursa Short Interest Weekly (Sep 19th): CIMB, Gamuda, Sime Darby, VS Industry, Telekom Malaysia
HK Short Interest Weekly: Alibaba, China Pacific Insurance, Tencent, Bidu, Akeso
- We analyzed the latest HK SFC report for aggregate short position as of Sep 12th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Alibaba, China Pacific Insurance, Tencent, Bidu, Akeso, Shandong Gold Mining.
A-H Premium Weekly (Sep 19th): Zmj, Yankuang Energy, Liaoning Port, Haier Smart Home, Qingdao Port
- We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 57.0% as of Sep 19th.
- The average A-H premium changed by -0.8ppt week-on-week, led by industrials, energy, health care and offset by real estate, consumer staples, utilities.
- We highlight weekly changes in A-H premium for Zmj, Yankuang Energy, Liaoning Port, Haier Smart Home, Qingdao Port, China Minsheng Banking.
HK Connect Flows Weekly (Sep 19th): Alibaba, Beigene, China Pacific Insurance
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 19th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Alibaba, Beigene, China Pacific Insurance, Duality Biotherapeutics, Xiaomi, Tencent, ICBC, Great Wall Motor.
TWSE Short Interest Weekly (Sep 19th): Yageo, Winbond Electronics, MiTAC, Unimicron Technology
- We analyzed the changes in short interest of TWSE Stocks as of Sep 19th. The aggregated short interest was USD27.4bn.
- 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 Yageo, Winbond Electronics, MiTAC, Unimicron Technology, Asustek Computer, Yageo, Winbond Electronics, MiTAC, Unimicron Technology, Asustek Computer.
KRX Foreign Holding Weekly (Sep 19th): Samsung Electronics, SK Hynix, Samsung Elec (PREF), HYBE
- We analyzed the changes in foreign holdings of KRX stocks as of Sep 19th. The aggregated holding was USD718.2bn.
- We estimate that foreign flows to be inflows of USD2,529mln. We tabulate 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, Samsung Elec (PREF), HYBE, Kakao.
Thailand Short Interest Weekly (Sep 19th): Intouch, Thai Oil, Gulf Energy Development
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Sep 19th. We estimate that they had an aggregated short interest worth USD2.5bn.
- 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 Intouch, Thai Oil, Gulf Energy Development, Advanced Info Service, TISCO Financial, Thai Oil, Advanced Info Service, Tisco Financial, Gulf Energy Development.
TWSE Foreign Holding Weekly (Sep 19th): Hon Hai Precision, Nanya Technology, TSMC
- We analyzed the changes in foreign holdings of TWSE Stocks as of Sep 19th. The aggregated holding was USD1,278.2bn.
- We estimate that foreign flows to be inflows of USD1,280mln. 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 Hon Hai Precision, Nanya Technology, TSMC, Unimicron Technology, Accton Technology, Hon Hai Precision, Nanya Technology, TSMC, Unimicron Technology, Accton Technology.
Bursa Short Interest Weekly (Sep 19th): CIMB, Gamuda, Sime Darby, VS Industry, Telekom Malaysia
- We analyzed the changes in short interest of Bursa stocks as of Sep 19th. The aggregated short interest is USD377m.
- 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 CIMB, Gamuda, Sime Darby, VS Industry, Telekom Malaysia.
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