In today’s briefing:
- HK Short Interest Weekly: Meituan, Tencent, HSBC, CCB, Gcl Technology
- Bursa Short Interest Weekly (Oct 10th): Frontken, IHH Healthcare, Bumi Armada, CIMB, SP Setia
- A-H Premium Weekly (Oct 10th): Cosco Shipping Development, Innocare Pharma, Shanghai Electric, SMIC
- Thailand Short Interest Weekly (Oct 10th): Intouch, PTT GlobalChem, Airports of Thailand
- TWSE Foreign Holding Weekly (Oct 10th): TSMC, Delta Electronics, China Development Financial
- TWSE Short Interest Weekly (Oct 10th): Accton Technology, Yageo, Lite-On Technology
- KRX Foreign Holding Weekly (Oct 10th): Samsung Electronics, SK Hynix, Samsung Elec (PREF)
HK Short Interest Weekly: Meituan, Tencent, HSBC, CCB, Gcl Technology
- We analyzed the latest HK SFC report for aggregate short position as of Oct 3rd.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Meituan, Tencent, HSBC, CCB, Gcl Technology, TraHK HSI ETF.
Bursa Short Interest Weekly (Oct 10th): Frontken, IHH Healthcare, Bumi Armada, CIMB, SP Setia
- We analyzed the changes in short interest of Bursa stocks as of Oct 10th. The aggregated short interest is USD411m.
- 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 Frontken, IHH Healthcare, Bumi Armada, CIMB, SP Setia.
A-H Premium Weekly (Oct 10th): Cosco Shipping Development, Innocare Pharma, Shanghai Electric, SMIC
- We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 58.2% as of Oct 10th.
- The average A-H premium changed by 1.9ppt week-on-week, led by real estate, financials, consumer discretionary and offset by utilities, information technology, communication services.
- We highlight weekly changes in A-H premium for Cosco Shipping Development, Innocare Pharma, Shanghai Electric, SMIC, CIMC, Gf Securities.
Thailand Short Interest Weekly (Oct 10th): Intouch, PTT GlobalChem, Airports of Thailand
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Oct 10th. We estimate that they had an aggregated short interest worth USD2.4bn.
- 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, PTT GlobalChem, Airports of Thailand, TMBThanachart Bank, Bangkok Bank, Airports Of Thailand, Bangkok Bank, Ptt Globalchem.
TWSE Foreign Holding Weekly (Oct 10th): TSMC, Delta Electronics, China Development Financial
- We analyzed the changes in foreign holdings of TWSE Stocks as of Oct 10th. The aggregated holding was USD1,381.0bn.
- We estimate that foreign flows to be outflows of USD139mln. 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, Delta Electronics, China Development Financial, Quanta Computer, Hon Hai Precision, China Development Financial, Quanta Computer, TSMC, Delta Electronics, Hon Hai Precision.
TWSE Short Interest Weekly (Oct 10th): Accton Technology, Yageo, Lite-On Technology
- We analyzed the changes in short interest of TWSE Stocks as of Oct 10th. The aggregated short interest was USD27.2bn.
- 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 Accton Technology, Yageo, Lite-On Technology, Winbond Electronics, King Slide Works, Accton Technology, Yageo, Lite-On Technology, Winbond Electronics, King Slide Works.
KRX Foreign Holding Weekly (Oct 10th): Samsung Electronics, SK Hynix, Samsung Elec (PREF)
- We analyzed the changes in foreign holdings of KRX stocks as of Oct 10th. The aggregated holding was USD759.2bn.
- We estimate that foreign flows to be inflows of USD2,535mln. 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 Samsung Electronics, SK Hynix, Samsung Elec (PREF), Hyundai Motor, KIA.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
