In today’s briefing:
- HK Short Interest Weekly: Beke, Zijin Mining, Wuxi Apptec, AIA, Tencent, BYD, Li Auto
- A-H Premium Weekly (Jun 20th): Petrochina, Shanghai Junshi Biosciences, China Oilfield Services
- HK Connect Flows Weekly (Jun 20th): CCB, Meituan, CMB, China Life, Ke, Tencent, Alibaba, Xiaomi
- TWSE Short Interest Weekly (Jun 20th): Cathay Financial, Fubon Financial, TSMC, Asustek Computer
- KRX Foreign Holding Weekly (Jun 20th): SK Hynix, Lg Cns, Doosan Enerbility, Hanwha Aerospace
- Thailand Short Interest Weekly (Jun 20th): TMBThanachart Bank, Scb X, Cp Foods, Minor International
- TWSE Foreign Holding Weekly (Jun 20th): TSMC, Wistron, Asia Vital Components, Delta Electronics
- Bursa Short Interest Weekly (Jun 20th): Sime Darby, Dialog, Top Glove, Ytl
HK Short Interest Weekly: Beke, Zijin Mining, Wuxi Apptec, AIA, Tencent, BYD, Li Auto
- We analyzed the latest HK SFC report for aggregate short position as of Jun 13th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Beke, Zijin Mining, Wuxi Apptec, AIA, Tencent, BYD, Li Auto.
A-H Premium Weekly (Jun 20th): Petrochina, Shanghai Junshi Biosciences, China Oilfield Services
- We analyse the changes of A-H premium on 155 stocks over the last week. The average A-H premium was 71.7% as of Jun 20th.
- The average A-H premium changed by 0.5ppt week-on-week, led by energy, health care, utilities and offset by consumer staples, real estate, consumer discretionary.
- We highlight weekly changes in A-H premium for Petrochina, Shanghai Junshi Biosciences, China Oilfield Services, Shanghai Petrochemical.
HK Connect Flows Weekly (Jun 20th): CCB, Meituan, CMB, China Life, Ke, Tencent, Alibaba, Xiaomi
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 20th.
- 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, Meituan, CMB, China Life, Ke, Tencent, Alibaba, Xiaomi, CNOOC, HKEx.
TWSE Short Interest Weekly (Jun 20th): Cathay Financial, Fubon Financial, TSMC, Asustek Computer
- We analyzed the changes in short interest of TWSE Stocks as of Jun 20th. The aggregated short interest was USD25.3bn.
- 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, TSMC, Asustek Computer, Wistron, Asia Vital Components.
KRX Foreign Holding Weekly (Jun 20th): SK Hynix, Lg Cns, Doosan Enerbility, Hanwha Aerospace
- We analyzed the changes in foreign holdings of KRX stocks as of Jun 20th. The aggregated holding was USD604.3bn.
- We estimate that foreign flows to be outflows of USD885mln. 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, Lg Cns, Doosan Enerbility, Hanwha Aerospace, Samsung Electronics.
Thailand Short Interest Weekly (Jun 20th): TMBThanachart Bank, Scb X, Cp Foods, Minor International
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Jun 20th. 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 TMBThanachart Bank, Scb X, Cp Foods, Minor International.
TWSE Foreign Holding Weekly (Jun 20th): TSMC, Wistron, Asia Vital Components, Delta Electronics
- We analyzed the changes in foreign holdings of TWSE Stocks as of Jun 20th. The aggregated holding was USD1,066.9bn.
- We estimate that foreign flows to be inflows of USD1,797mln. 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, Wistron, Asia Vital Components, Delta Electronics, Elite Material, Evergreen Marine, Cathay Financial, Fubon Financial.
Bursa Short Interest Weekly (Jun 20th): Sime Darby, Dialog, Top Glove, Ytl
- We analyzed the changes in short interest of Bursa stocks as of Jun 20th. 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, Dialog, Top Glove, Ytl.
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