In today’s briefing:
- Hong Kong Connect Flows (Jan 19th): CCB
- A-H Premium Weekly (Jan 19th): Haier Smart, ICBC, China Vanke, ZTE, CR Group, CCCC
- Northbound Flows (Jan 19th): BYD, Chongqing Changan Automobile, Wuliangye
- HK Short Interest Weekly: Citic Sec
Hong Kong Connect Flows (Jan 19th): CCB
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of January 19th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight the weekly Hong Kong connect flows for CCB.
A-H Premium Weekly (Jan 19th): Haier Smart, ICBC, China Vanke, ZTE, CR Group, CCCC
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 129.2% as of Jan 19th.
- The average A-H premium changed by 7.1ppt week-on-week, led by financials, materials, health care and offset by information technology.
- We highlight weekly changes in A-H premium for Haier Smart H, ICBC, China Vanke, ZTE, China Rail Gr, China Com Cons, SMIC, China Longyuan.
Northbound Flows (Jan 19th): BYD, Chongqing Changan Automobile, Wuliangye
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of January 19th.
- We estimate the weekly outflows to be US$3,217.1 million, led by materials, industrials, and offset by information technology, financials.
- We highlight flows for BYD, Chongqing Changan Automobile, and Wuliangye.
HK Short Interest Weekly: Citic Sec
- We analyzed the latest HK SFC report for aggregate short position as of Jan 12th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight Hong Kong short weekly changes in Citic Sec.
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