In today’s briefing:
- Hong Kong Connect Flows (Nov 25th): Tencent, China Mobile, Kuaishou, Xpeng, Meituan, Li Ning
- A-H Premium Weekly (Nov 25th): China Longyuan, GF Securities, Cosco Ship, CCCC, Cansino
- Northbound Flows (Nov 25th): Luzhou Lao Jiao, Yunnan New Energy Material, CATL
- HK Short Interest Weekly: Tencent, HKEx, Innovent
- TWSE Short Interest Weekly (Nov 25th): Wiwynn Corp, Largan Precision, Hon Hai, Tong Hsing
Hong Kong Connect Flows (Nov 25th): Tencent, China Mobile, Kuaishou, Xpeng, Meituan, Li Ning
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of November 25th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight inflows into Tencent, China Mobile, Kuaishou, Xpeng, and outflows from Meituan, Li Ning.
A-H Premium Weekly (Nov 25th): China Longyuan, GF Securities, Cosco Ship, CCCC, Cansino
- We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 118.2% as of Nov 25th.
- The average A-H premium changed by -3.2ppt weeok on week, led by real estate, financials, information technology and offset by consumer discretionary.
- We highlight weekly changes in A-H premium for China Longyuan, GF securities, Cosco Ship, CCCC, Cansino, Great Wall Motor.
Northbound Flows (Nov 25th): Luzhou Lao Jiao, Yunnan New Energy Material, CATL
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of November 25th.
- We estimate the weekly inflows to be US$1,113.7 million, led by financials, consumer staples, utilities sectors, and offset by health care, industrials.
- We highlight flows for Luzhou Lao Jiao, Yunnan New Energy Material, CATL.
HK Short Interest Weekly: Tencent, HKEx, Innovent
- We analyzed the latest HK SFC report for aggregate short position as of Nov 18th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Tencent (700 HK), HKEx (388 HK), Innovent (1801 HK).
TWSE Short Interest Weekly (Nov 25th): Wiwynn Corp, Largan Precision, Hon Hai, Tong Hsing
- We analyzed the changes in short interest of TWSE Stocks as of Nov 25th which has an aggregated short interest worth USD14.0bn.
- 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 Wiwynn Corp, Largan Precision, Hon Hai, Tong Hsing.
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