In today’s briefing:
- HK Short Interest Weekly: BYD, TraHK HSI ETF, Sino Biopharmaceutical
- HK Connect Flows Weekly (Aug 1st): CCB, China Life, Tencent, Li Auto, China Mobile, Xiaomi
- A-H Premium Weekly (Aug 1st): China Telecom, CIMC, Anjoy Food, China Everbright Bank
- TWSE Short Interest Weekly (Aug 1st): Nan Ya Plastics, Taishin Financial, Wistron, ASE Industrial
- TWSE Foreign Holding Weekly (Aug 1st): TSMC, Quanta Computer, Hon Hai Precision, Taishin Financial
- KRX Foreign Holding Weekly (Aug 1st): Samsung Electronics, Hanwha Ocean, Hyundai Motor, NAVER
- STAR50 Index Earning Revision (Jul): Xinjiang Daqo, Hwatsing Technology, Jinko Solar, Transsion
- Thailand Short Interest Weekly (Aug 1st): Intouch, Bumrungrad Hospital, VGI, SCB X
- Bursa Short Interest Weekly (Aug 1st): YTL, Gamuda, Tenaga Nasional, PPB, Cahya Mata Sarawak
- HSI Index Earning Revision (Jul): Jd, CCB, Meituan, BOC, ICBC, Xinyi Solar, Bidu
HK Short Interest Weekly: BYD, TraHK HSI ETF, Sino Biopharmaceutical
- We analyzed the latest HK SFC report for aggregate short position as of Jul 25th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in BYD, TraHK HSI ETF, Sino Biopharmaceutical.
HK Connect Flows Weekly (Aug 1st): CCB, China Life, Tencent, Li Auto, China Mobile, Xiaomi
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of August 1st.
- 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, China Life, Tencent, Li Auto, China Mobile, Xiaomi, Pop Mart Intl, BYD, Anta, ABC.
A-H Premium Weekly (Aug 1st): China Telecom, CIMC, Anjoy Food, China Everbright Bank
- We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 61.4% as of Aug 1st.
- The average A-H premium changed by 3.6ppt week-on-week, led by real estate, consumer staples, health care and offset by materials.
- We highlight weekly changes in A-H premium for China Telecom, CIMC, Anjoy Food, China Everbright Bank, Zhengzhou Coal Mining Machinery, BYD.
TWSE Short Interest Weekly (Aug 1st): Nan Ya Plastics, Taishin Financial, Wistron, ASE Industrial
- We analyzed the changes in short interest of TWSE Stocks as of Aug 1st. The aggregated short interest was USD25.2bn.
- 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 Nan Ya Plastics, Taishin Financial, Wistron, ASE Industrial, King Yuan Electronics, Nan Ya Plastics, Taishin Financial, Wistron, ASE Industrial, King Yuan Electronics.
TWSE Foreign Holding Weekly (Aug 1st): TSMC, Quanta Computer, Hon Hai Precision, Taishin Financial
- We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 1st. The aggregated holding was USD1,155.3bn.
- We estimate that foreign flows to be inflows of USD659mln. 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, Quanta Computer, Hon Hai Precision, Taishin Financial, MediaTek, TSMC, Quanta Computer, Hon Hai Precision, Taishin Financial, Mediatek.
KRX Foreign Holding Weekly (Aug 1st): Samsung Electronics, Hanwha Ocean, Hyundai Motor, NAVER
- We analyzed the changes in foreign holdings of KRX stocks as of Aug 1st. The aggregated holding was USD626.1bn.
- We estimate that foreign flows to be inflows of USD2,003mln. 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, Hanwha Ocean, Hyundai Motor, NAVER, Samsung H.I..
STAR50 Index Earning Revision (Jul): Xinjiang Daqo, Hwatsing Technology, Jinko Solar, Transsion
- We analysed the earning revision of component stocks of STAR50 in the past month.
- We tabulated stocks with the top impact on index’s EPS, stocks’ EPS revision, and revenue revision.
- We highlighted EPS revision on Xinjiang Daqo, Hwatsing Technology, Jinko Solar, Transsion, Montage Technology.
Thailand Short Interest Weekly (Aug 1st): Intouch, Bumrungrad Hospital, VGI, SCB X
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Aug 1st. We estimate that they had an aggregated short interest worth USD2.1bn.
- 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 Intouch, Bumrungrad Hospital, VGI, SCB X, Home Product Center, Bumrungrad Hospital, Home Product Center, Vgi, Scb X.
Bursa Short Interest Weekly (Aug 1st): YTL, Gamuda, Tenaga Nasional, PPB, Cahya Mata Sarawak
- We analyzed the changes in short interest of Bursa stocks as of Aug 1st. The aggregated short interest is USD397m.
- 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 YTL, Gamuda, Tenaga Nasional, PPB, Cahya Mata Sarawak.
HSI Index Earning Revision (Jul): Jd, CCB, Meituan, BOC, ICBC, Xinyi Solar, Bidu
- We analysed the earning revision of component stocks of HSI in the past month.
- We tabulated stocks with the top impact on index’s EPS, stocks’ EPS revision, and revenue revision.
- We highlighted EPS revision on Jd, CCB, Meituan, BOC, ICBC, Xinyi Solar, Bidu.
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