In today’s briefing:
- HK Short Interest Weekly: Tencent, CMB, CCB, Xiaomi, HSBC
- TWSE Foreign Holding Weekly (Oct 24th): TSMC, Hon Hai Precision, Wistron, Yageo, MediaTek
- KRX Foreign Holding Weekly (Oct 24th): SK Hynix, Hanwha Ocean, Doosan Enerbility
- TWSE Short Interest Weekly (Oct 24th): TECO Electric & Machinery, Wistron, Unimicron Technology
- A-H Premium Weekly (Oct 24th): China Oilfield Services, Cgn Power, Anhui Expressway, Air China
- Thailand Short Interest Weekly (Oct 24th): Intouch, Advanced Info Service, True
- Bursa Short Interest Weekly (Oct 24th): Bumi Armada, Perak Transit, Genting Malaysia
- HK Connect Flows Weekly (Oct 24th): Alibaba, CNOOC, Pop Mart Intl, Duality Biotherapeutics
HK Short Interest Weekly: Tencent, CMB, CCB, Xiaomi, HSBC
- We analyzed the latest HK SFC report for aggregate short position as of Oct 17th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Tencent, CMB, CCB, Xiaomi, HSBC.
TWSE Foreign Holding Weekly (Oct 24th): TSMC, Hon Hai Precision, Wistron, Yageo, MediaTek
- We analyzed the changes in foreign holdings of TWSE Stocks as of Oct 24th. The aggregated holding was USD1,379.0bn.
- We estimate that foreign flows to be outflows of USD1,005mln. 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, Wistron, Yageo, MediaTek, Hon Hai Precision, Yageo, TSMC, Wistron, Mediatek.
KRX Foreign Holding Weekly (Oct 24th): SK Hynix, Hanwha Ocean, Doosan Enerbility
- We analyzed the changes in foreign holdings of KRX stocks as of Oct 24th. The aggregated holding was USD811.6bn.
- We estimate that foreign flows to be outflows of USD630mln. 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, Doosan Enerbility, Samsung Electronics, Samsung Elec (PREF).
TWSE Short Interest Weekly (Oct 24th): TECO Electric & Machinery, Wistron, Unimicron Technology
- We analyzed the changes in short interest of TWSE Stocks as of Oct 24th. The aggregated short interest was USD27.3bn.
- 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 TECO Electric & Machinery, Wistron, Unimicron Technology, LARGAN Precision, Yageo, TECO Electric & Machinery, Wistron, Unimicron Technology, LARGAN Precision, Yageo.
A-H Premium Weekly (Oct 24th): China Oilfield Services, Cgn Power, Anhui Expressway, Air China
- We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 59.9% as of Oct 24th.
- The average A-H premium changed by -1.1ppt week-on-week, led by financials, information technology, industrials and offset by energy, utilities.
- We highlight weekly changes in A-H premium for China Oilfield Services, Cgn Power, Anhui Expressway, Air China.
Thailand Short Interest Weekly (Oct 24th): Intouch, Advanced Info Service, True
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Oct 24th. 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, Advanced Info Service, True, Gulf Energy Development, PTT, Ptt, Advanced Info Service, True, Gulf Energy Development.
Bursa Short Interest Weekly (Oct 24th): Bumi Armada, Perak Transit, Genting Malaysia
- We analyzed the changes in short interest of Bursa stocks as of Oct 24th. The aggregated short interest is USD424m.
- 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 Bumi Armada, Perak Transit, Genting Malaysia, FARM FRESH, Top Glove.
HK Connect Flows Weekly (Oct 24th): Alibaba, CNOOC, Pop Mart Intl, Duality Biotherapeutics
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of October 24th.
- 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, CNOOC, Pop Mart Intl, Duality Biotherapeutics, China Mobile, Meituan, SMIC, Laopu Gold.
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