In today’s briefing:
- Hong Kong Connect Flows (Sep 23rd): Tencent, CNOOC
- A-H Premium Weekly (Sep 23rd): China Tourism A-H at All Time Low
- Northbound Flows (Sep 23rd): Tianqi Lithium, Midea Group, Moutai, Sungrow
Hong Kong Connect Flows (Sep 23rd): Tencent, CNOOC
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 23rd.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight three weeks of inflows despite weak market sentiment and flows into Tencent and CNOOC.
A-H Premium Weekly (Sep 23rd): China Tourism A-H at All Time Low
- We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 119.5% as of Sep 23rd.
- The average A-H premium changed by 3.8ppt weeok on week, led by energy, financials, materials and offset by consumer staples, information technology.
- We highlight weekly changes in A-H premium for Angang, Flat Glass, Zoomlion, China Tourism, China Telecom.
Northbound Flows (Sep 23rd): Tianqi Lithium, Midea Group, Moutai, Sungrow
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 23rd.
- We estimate the weekly outflows to be US$854.1 million, led by industrials, consumer staples, and offset by communication services, consumer discretionary, real estate.
- We highlight flows for Tianqi Lithium, Midea Group, Moutai, Sungrow.
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