In today’s briefing:
- Hong Kong Buybacks Weekly (Mar 17th): Aia, Swire Pacific, Swire Pacific
- A-H Premium Weekly (Mar 17th): China Telecom, China Shenhua, Great Wall Motor, CEEC
- HK Short Interest Weekly: Xpeng, Byd Company, Icbc, Sinopec, Meituan, Tencent, Bidu, Baba, Hsbc
- ASX Short Interest Weekly (Mar 10th): BHP
- TWSE Short Interest Weekly (Mar 17th): Evergreen Marine, Alchip Tech, Global Unichip, Asia Vital
- Hong Kong Connect Flows (Mar 17th): Tencent, China Mobile, ICBC, Bilibili, Meituan, Xiaomi
- Northbound Flows (Mar 17th): Yangtze Power, Tcl Zhonghuan, Ping An Insurance, CATL, Moutai, CMB
Hong Kong Buybacks Weekly (Mar 17th): Aia, Swire Pacific, Swire Pacific
- We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Mar 17th based on HKEx daily reports.
- In the past 7 days, the top 3 companies that repurchased the most shares from the market were Aia (1299 HK), Swire Pacific (19 HK), Swire Pacific (87 HK).
- In the past 30 days, the top 3 companies that repurchased the most shares from the market were Great Wall Motor (2333 HK), Aia (1299 HK), Swire Pacific (19 HK).
A-H Premium Weekly (Mar 17th): China Telecom, China Shenhua, Great Wall Motor, CEEC
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 113.5% as of Mar 17th.
- The average A-H premium changed by -1.6ppt week on week, led by consumer discretionary, consumer staples, information technology and offset by communication services.
- We highlight weekly changes in A-H premium for China Telecom, China Shenhua, Great Wall Motor, CEEC.
HK Short Interest Weekly: Xpeng, Byd Company, Icbc, Sinopec, Meituan, Tencent, Bidu, Baba, Hsbc
- We analyzed the latest HK SFC report for aggregate short position as of Mar 10th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Xpeng, Byd Company, Icbc, Sinopec, Meituan, Tencent, Bidu, Baba, Hsbc.
ASX Short Interest Weekly (Mar 10th): BHP
- We analyzed the changes in short interest of ASX Stocks as of Mar 10th which has an aggregated short interest worth USD40.5bn.
- We tabulate league table 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 estimate the total short interest changes of -1.9% WoW and highlight short interest changes in BHP.
TWSE Short Interest Weekly (Mar 17th): Evergreen Marine, Alchip Tech, Global Unichip, Asia Vital
- We analyzed the changes in short interest of TWSE Stocks as of Mar 17th which has an aggregated short interest worth USD11.9bn.
- We tabulate league table 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 Evergreen Marine, Alchip Tech, Global Unichip, Asia Vital, Htc, Chung-Hsin.
Hong Kong Connect Flows (Mar 17th): Tencent, China Mobile, ICBC, Bilibili, Meituan, Xiaomi
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of March 17th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Tencent, China Mobile, ICBC, Bilibili, Meituan, Xiaomi.
Northbound Flows (Mar 17th): Yangtze Power, Tcl Zhonghuan, Ping An Insurance, CATL, Moutai, CMB
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of March 17th.
- We estimate the weekly inflows to be US$2,260.0 million, led by information technology, industrials, materials sectors, and offset by financials, energy.
- We highlight flows for Yangtze Power, Tcl Zhonghuan, Ping An Insurance, CATL, Moutai, CMB .
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