In today’s briefing:
- HK Short Interest Weekly: Horizon Robotics, Tencent, CCB, Shandong Gold Mining
- A-H Premium Weekly (Sep 12th): China Longyuan Power, Fudan Microelectronics, Zijin Mining
- HK Connect Flows Weekly (Sep 12th): Alibaba, Horizon Robotics, Pop Mart Intl, BYD, Meituan
- KRX Foreign Holding Weekly (Sep 12th): SK Hynix, Hanwha Ocean, Samsung Electronics, Kakaopay
- Bursa Short Interest Weekly (Sep 12th): Malaysian Resources, Sime Darby, Bumi Armada, Genting
- Thailand Short Interest Weekly (Sep 12th): Intouch, Amata, Advanced Info Service, Bangkok Dusit
- TWSE Foreign Holding Weekly (Sep 12th): TSMC, Hon Hai Precision, MediaTek, Delta Electronics
- TWSE Short Interest Weekly (Sep 12th): Lite-On Technology, MiTAC, Accton Technology, Elite Material
HK Short Interest Weekly: Horizon Robotics, Tencent, CCB, Shandong Gold Mining
- We analyzed the latest HK SFC report for aggregate short position as of Sep 5th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Horizon Robotics, Tencent, CCB, Shandong Gold Mining.
A-H Premium Weekly (Sep 12th): China Longyuan Power, Fudan Microelectronics, Zijin Mining
- We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 57.8% as of Sep 12th.
- The average A-H premium changed by -2.5ppt week-on-week, led by information technology, consumer staples, financials and offset by consumer discretionary.
- We highlight weekly changes in A-H premium for China Longyuan Power, Fudan Microelectronics, Zijin Mining, CSSC O&M Engineering, Baiyunshan Pharma, SMIC.
HK Connect Flows Weekly (Sep 12th): Alibaba, Horizon Robotics, Pop Mart Intl, BYD, Meituan
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 12th.
- 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, Horizon Robotics, Pop Mart Intl, BYD, Meituan, Ping An Insurance, Akeso, China Telecom, Xiaomi, Kuaishou.
KRX Foreign Holding Weekly (Sep 12th): SK Hynix, Hanwha Ocean, Samsung Electronics, Kakaopay
- We analyzed the changes in foreign holdings of KRX stocks as of Sep 12th. The aggregated holding was USD694.4bn.
- We estimate that foreign flows to be inflows of USD1,835mln. 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, Hanwha Ocean, Samsung Electronics, kakaopay, HANWHA AEROSPACE.
Bursa Short Interest Weekly (Sep 12th): Malaysian Resources, Sime Darby, Bumi Armada, Genting
- We analyzed the changes in short interest of Bursa stocks as of Sep 12th. The aggregated short interest is USD365m.
- 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 Malaysian Resources, Sime Darby, Bumi Armada, Genting, Yinson.
Thailand Short Interest Weekly (Sep 12th): Intouch, Amata, Advanced Info Service, Bangkok Dusit
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Sep 12th. 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, Amata, Advanced Info Service, Bangkok Dusit, Central Pattana, Bangkok Dusit, Central Pattana, Advanced Info Service.
TWSE Foreign Holding Weekly (Sep 12th): TSMC, Hon Hai Precision, MediaTek, Delta Electronics
- We analyzed the changes in foreign holdings of TWSE Stocks as of Sep 12th. The aggregated holding was USD1,263.9bn.
- We estimate that foreign flows to be inflows of USD4,850mln. 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, MediaTek, Delta Electronics, Wistron, TSMC, Hon Hai Precision, Mediatek, Wistron, Delta Electronics.
TWSE Short Interest Weekly (Sep 12th): Lite-On Technology, MiTAC, Accton Technology, Elite Material
- We analyzed the changes in short interest of TWSE Stocks as of Sep 12th. The aggregated short interest was USD26.9bn.
- 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 Lite-On Technology, MiTAC, Accton Technology, Elite Material, Wiwynn, Lite-On Technology, MiTAC, Accton Technology, Elite Material, Wiwynn.
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