In today’s briefing:
- HK Short Interest Weekly: Meituan, Wharf, Leapmotor, Baba, New Oriental, AIA, Xiaomi, HSBC, Lenovo
- Hong Kong Connect Flows (Dec 8th): Meituan, CNOOC, Tencent, Wuxi Biologics, HKEx, Xiaomi
- TWSE Foreign Holding Weekly (Dec 8th): Umc
- A-H Premium Weekly (Dec 8th): CMB, Ping An Insurance, Beigene
- Northbound Flows (Dec 8th): Moutai, Zhongji Innolight, Will Semiconductor, Shanghai, Wuxi Apptec
HK Short Interest Weekly: Meituan, Wharf, Leapmotor, Baba, New Oriental, AIA, Xiaomi, HSBC, Lenovo
- We analyzed the latest HK SFC report for aggregate short position as of Dec 1st.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Meituan, Wharf, Leapmotor, Baba, New Oriental, AIA, Xiaomi, HSBC, Lenovo.
Hong Kong Connect Flows (Dec 8th): Meituan, CNOOC, Tencent, Wuxi Biologics, HKEx, Xiaomi
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of December 8th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Meituan, CNOOC, Tencent, Wuxi Biologics, HKEx, Xiaomi.
TWSE Foreign Holding Weekly (Dec 8th): Umc
- We analyzed the changes in foreign holdings of TWSE Stocks as of Dec 8th which has an aggregated holding worth USD681.7bn.
- 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 outflows of USD563mln and highlight foreign changes in Umc.
A-H Premium Weekly (Dec 8th): CMB, Ping An Insurance, Beigene
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 129.3% as of Dec 8th.
- The average A-H premium changed by 1.8ppt week on week, led by consumer staples, health care, energy and offset by consumer discretionary, utilities.
- We highlight weekly changes in A-H premium for CMB, Ping An Insurance, Beigene.
Northbound Flows (Dec 8th): Moutai, Zhongji Innolight, Will Semiconductor, Shanghai, Wuxi Apptec
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of December 8th.
- We estimate the weekly outflows to be US$753.7 million, led by financials, consumer discretionary, and offset by information technology, materials, health care.
- We highlight flows for Moutai, Zhongji Innolight, Will Semiconductor Co., Ltd. Shanghai, Wuxi Apptec, Tianqi Lithium, Wuliangye, Shanghai United Imaging Healthcare, Hygon Information Technology, Midea.
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