In today’s briefing:
- HK Short Interest Weekly: Meituan, Li Auto, Beke, BOC
- JPX Margin Trading Weekly (Jul 4th): Sanrio, Lasertec, Ntt Data, Ihi, Mitsubishi Heavy Industries
- Northbound Flows (2Q2025): Catl, Moutai, Midea, Jiangsu Hengrui Medicine
HK Short Interest Weekly: Meituan, Li Auto, Beke, BOC
- We analyzed the latest HK SFC report for aggregate short position as of Jun 27th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Meituan, Li Auto, Beke, BOC.
JPX Margin Trading Weekly (Jul 4th): Sanrio, Lasertec, Ntt Data, Ihi, Mitsubishi Heavy Industries
- We analyzed the changes in margin trading positions of JPX stocks as of Jul 4th. The aggregated net margin trading position is USD17,017m.
- We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
- We highlight net margin buy/sell changes in Sanrio, Lasertec, Ntt Data, Ihi, Mitsubishi Heavy Industries, Softbank, Disco, Kawasaki Heavy Industries, Advantest, Mitsubishi Ufj Financial.
Northbound Flows (2Q2025): Catl, Moutai, Midea, Jiangsu Hengrui Medicine
- We analyze the 2Q2025 Shanghai/Shenzhen northbound Connect flows with our data engine as the exchange changed the rule to only disclose north bound position once a quarter.
- We estimate that the inflows in 2Q2025 were US$6,431 million and holdings were US$320 billion.
- We highlight flows for Catl, Moutai, Midea, Jiangsu Hengrui Medicine, Wuliangye.
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