In today’s briefing:
- HK Short Interest Weekly: China Hongqiao, Xiaomi, Meituan, Hua Hong Semiconductor
- A-H Premium Weekly (Sep 5th): China Zheshang Bank, China Communications Construction, Goldwind
- TWSE Foreign Holding Weekly (Aug 29th): TSMC, Hon Hai Precision, Delta Electronics, Quanta Computer
- KRX Foreign Holding Weekly (Sep 5th): SK Hynix, Samsung Electronics, NAVER, HYUNDAI ROTEM, Mobis
- Bursa Short Interest Weekly (Sep 5th): Sime Darby, IJM, Telekom Malaysia, Icon Offshore, UEM Sunrise
- HK Connect Flows Weekly (Sep 5th): Alibaba, Ping An Insurance, Xiaomi, Tencent, Pop Mart Intl
- Thailand Short Interest Weekly (Sep 5th): Intouch, Kasikornbank, Bangkok Dusit, Supalai
- TWSE Short Interest Weekly (Sep 5th): Jentech Precision Industrial, Wiwynn, Realtek Semiconductor
HK Short Interest Weekly: China Hongqiao, Xiaomi, Meituan, Hua Hong Semiconductor
- We analyzed the latest HK SFC report for aggregate short position as of Aug 29th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in TraHK HSI ETF, China Hongqiao, Xiaomi, Meituan, Hua Hong Semiconductor, Horizon Robotics.
A-H Premium Weekly (Sep 5th): China Zheshang Bank, China Communications Construction, Goldwind
- We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 60.1% as of Sep 5th.
- The average A-H premium changed by -0.9ppt week-on-week, led by utilities, energy, health care and offset by real estate, consumer discretionary.
- We highlight weekly changes in A-H premium for China Zheshang Bank, China Communications Construction, Goldwind, Weichai Power.
TWSE Foreign Holding Weekly (Aug 29th): TSMC, Hon Hai Precision, Delta Electronics, Quanta Computer
- We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 29th. The aggregated holding was USD1,163.6bn.
- We estimate that foreign flows to be inflows of USD428mln. 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, Hon Hai Precision, Delta Electronics, Quanta Computer, Global Unichip, TSMC, Hon Hai Precision, Global Unichip, Delta Electronics, Quanta Computer.
KRX Foreign Holding Weekly (Sep 5th): SK Hynix, Samsung Electronics, NAVER, HYUNDAI ROTEM, Mobis
- We analyzed the changes in foreign holdings of KRX stocks as of Sep 5th. The aggregated holding was USD644.3bn.
- We estimate that foreign flows to be inflows of USD33mln. 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 SK Hynix, Samsung Electronics, NAVER, HYUNDAI ROTEM, Mobis.
Bursa Short Interest Weekly (Sep 5th): Sime Darby, IJM, Telekom Malaysia, Icon Offshore, UEM Sunrise
- We analyzed the changes in short interest of Bursa stocks as of Sep 5th. The aggregated short interest is USD368m.
- 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, IJM, Telekom Malaysia, Icon Offshore, UEM Sunrise.
HK Connect Flows Weekly (Sep 5th): Alibaba, Ping An Insurance, Xiaomi, Tencent, Pop Mart Intl
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 5th.
- 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, Ping An Insurance, Xiaomi, Tencent, Pop Mart Intl, Shandong Gold Mining, Horizon Robotics, ZTE, China Hongqiao, Kuaishou.
Thailand Short Interest Weekly (Sep 5th): Intouch, Kasikornbank, Bangkok Dusit, Supalai
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Sep 5th. We estimate that they had an aggregated short interest worth USD2.3bn.
- 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 Intouch, Kasikornbank, Bangkok Dusit, Supalai, Advanced Info Service, Kasikornbank, Bangkok Dusit, Advanced Info Service, Supalai.
TWSE Short Interest Weekly (Sep 5th): Jentech Precision Industrial, Wiwynn, Realtek Semiconductor
- We analyzed the changes in short interest of TWSE Stocks as of Sep 5th. The aggregated short interest was USD25.8bn.
- 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 Jentech Precision Industrial, Wiwynn, Realtek Semiconductor, Hon Hai Precision, Kaori Heat Treatment, Jentech Precision Industrial, Wiwynn, Realtek Semiconductor, Hon Hai Precision, Kaori Heat Treatment.
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