In today’s briefing:
- HK Short Interest Weekly: Kuaishou, Yum China, Hkex, Petrochina
- A-H Premium Weekly (Nov 17th): Ganfeng Lithium, BYD, CICC, Shanghai Fudan, Huahong
- TWSE Foreign Holding Weekly (Nov 17th): TSMC, WT, Evergreen Marine, Via Tech, Quanta Computer
- Hong Kong Connect Flows (Nov 17th): Meituan, Tencent, Xiaomi
- Northbound Flows (Nov 17th): Luxshare Precision, Mindray, Ping An Insurance
HK Short Interest Weekly: Kuaishou, Yum China, Hkex, Petrochina
- We analyzed the latest HK SFC report for aggregate short position as of Nov 10th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Kuaishou, Yum China, Hkex, Petrochina.
A-H Premium Weekly (Nov 17th): Ganfeng Lithium, BYD, CICC, Shanghai Fudan, Huahong
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 121.3% as of Nov 17th.
- The average A-H premium changed by -0.3ppt week on week, led by consumer discretionary, communication services, utilities and offset by real estate, energy, materials.
- We highlight weekly changes in A-H premium for Ganfeng Lithium, Byd Company, CICC, Shanghai Fudan, Huahong.
TWSE Foreign Holding Weekly (Nov 17th): TSMC, WT, Evergreen Marine, Via Tech, Quanta Computer
- We analyzed the changes in foreign holdings of TWSE Stocks as of Nov 17th which has an aggregated holding worth USD664.7bn.
- We tabulate league table for top changes by value for 1 week, one 4 weeks, 1 year and top stocks held by foreign instutions by dollar value.
- We estimate that foreign flows to be inflows of USD2,654mln and highlight foreign changes in TSMC, Wt, Evergreen Marine, Via Tech, Quanta Computer.
Hong Kong Connect Flows (Nov 17th): Meituan, Tencent, Xiaomi
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of November 17th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight Hongkong connect flows for Meituan, Tencent and Xiaomi.
Northbound Flows (Nov 17th): Luxshare Precision, Mindray, Ping An Insurance
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of November 17th.
- We estimate the weekly outflows to be US$652.6 million, led by financials, industrials, and offset by information technology, utilities.
- We highlight flows for Luxshare Precision, Mindray, Ping An Insurance.
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