In today’s briefing:
- HK Short Interest Weekly: Ubtech Robotics, Horizon Robotics, Jd.Com
- HK Connect Flows Weekly (Dec 5th): Alibaba, Meituan, Pop Mart Intl, SMIC, Zijin Mining, Xiaomi
- A-H Premium Weekly (Dec 5th): Jiangsu Expressway, China Vanke, Fibocom Wireless, Fuyao Glass
- KRX Foreign Holding Weekly (Dec 5th): SK Hynix, Samsung Electronics, Hyundai Motor, NAVER
- TWSE Foreign Holding Weekly (Dec 5th): MediaTek, Quanta Computer, Unimicron Technology, UMC
- Thailand Short Interest Weekly (Dec 5th): Intouch, Gulf Energy Development, PTT, Bangkok Dusit
- Bursa Short Interest Weekly (Dec 5th): Bumi Armada, Eg Industries, Datasonic, Genting Malaysia
- TWSE Short Interest Weekly (Dec 5th): WT Microelectronics, Accton Technology, Alchip Technologies
HK Short Interest Weekly: Ubtech Robotics, Horizon Robotics, Jd.Com
- We analyzed the latest HK SFC report for aggregate short position as of Nov 28th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Ubtech Robotics, Horizon Robotics, Jd.Com, Csop Hsi (2X Inv), Csop Hsi (2X), BOC.
HK Connect Flows Weekly (Dec 5th): Alibaba, Meituan, Pop Mart Intl, SMIC, Zijin Mining, Xiaomi
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of December 5th.
- 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, Meituan, Pop Mart Intl, SMIC, Zijin Mining, Xiaomi, Tencent, CMB.
A-H Premium Weekly (Dec 5th): Jiangsu Expressway, China Vanke, Fibocom Wireless, Fuyao Glass
- We analyse the changes of A-H premium on 160 stocks over the last week. The average A-H premium was 62.5% as of Dec 5th.
- The average A-H premium changed by -0.6ppt week-on-week, led by communication services, energy, consumer discretionary and offset by consumer staples, information technology.
- We highlight weekly changes in A-H premium for Jiangsu Expressway, China Vanke, Fibocom Wireless, Fuyao Glass.
KRX Foreign Holding Weekly (Dec 5th): SK Hynix, Samsung Electronics, Hyundai Motor, NAVER
- We analyzed the changes in foreign holdings of KRX stocks as of Dec 5th. The aggregated holding was USD835.4bn.
- We estimate that foreign flows to be outflows of USD623mln. 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, Samsung Electronics, Hyundai Motor, NAVER, Doosan Enerbility.
TWSE Foreign Holding Weekly (Dec 5th): MediaTek, Quanta Computer, Unimicron Technology, UMC
- We analyzed the changes in foreign holdings of TWSE Stocks as of Dec 5th. The aggregated holding was USD1,364.0bn.
- We estimate that foreign flows to be inflows of USD819mln. 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 MediaTek, Quanta Computer, Unimicron Technology, UMC, Asia Vital Components, Mediatek, Quanta Computer, Unimicron Technology, UMC, Asia Vital Components.
Thailand Short Interest Weekly (Dec 5th): Intouch, Gulf Energy Development, PTT, Bangkok Dusit
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Dec 5th. We estimate that they had an aggregated short interest worth USD2.2bn.
- 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 Intouch, Gulf Energy Development, PTT, Bangkok Dusit, Siri Prime Office Property Fd, Ptt, Gulf Energy Development, Bangkok Dusit.
Bursa Short Interest Weekly (Dec 5th): Bumi Armada, Eg Industries, Datasonic, Genting Malaysia
- We analyzed the changes in short interest of Bursa stocks as of Dec 5th. The aggregated short interest is USD463m.
- 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, Eg Industries, Datasonic, Genting Malaysia, UEM Sunrise.
TWSE Short Interest Weekly (Dec 5th): WT Microelectronics, Accton Technology, Alchip Technologies
- We analyzed the changes in short interest of TWSE Stocks as of Dec 5th. The aggregated short interest was USD28.2bn.
- 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 WT Microelectronics, Accton Technology, Alchip Technologies, PharmaEssentia, Nanya Technology, WT Microelectronics, Accton Technology, Alchip Technologies, PharmaEssentia, Nanya Technology.
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