In today’s briefing:
- Thailand Short Interest Weekly (Nov 7th): Intouch, Bumrungrad Hospital, Bangkok Bank, Bangkok Dusit
- A-H Premium Weekly (Nov 7th): Beone Medicines, China Eastern Airlines, China Citic Bank
- HK Connect Flows Weekly (Nov 7th): Xiaomi, CNOOC, SMIC, Meituan, ICBC, China Mobile, Tencent
- KRX Foreign Holding Weekly (Nov 7th): SK Hynix, Doosan Enerbility, NAVER, Hanwha Ocean, SKSQUARE
- TWSE Foreign Holding Weekly (Nov 7th): TSMC, Delta Electronics, MediaTek, Fubon Financial
- TWSE Short Interest Weekly (Nov 7th): Yageo, Macronix Intl, WT Microelectronics, TSMC
- Bursa Short Interest Weekly (Nov 7th): Ekovest, Frontken, YTL Power International, Westports
- HK Short Interest Weekly: Csop Hsi (2X Inv), TraHK HSI ETF, Akeso
Thailand Short Interest Weekly (Nov 7th): Intouch, Bumrungrad Hospital, Bangkok Bank, Bangkok Dusit
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Nov 7th. We estimate that they had an aggregated short interest worth USD2.3bn.
- 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, Bumrungrad Hospital, Bangkok Bank, Bangkok Dusit, True, Bangkok Dusit, Bumrungrad Hospital, True, Bangkok Bank.
A-H Premium Weekly (Nov 7th): Beone Medicines, China Eastern Airlines, China Citic Bank
- We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 61.6% as of Nov 7th.
- The average A-H premium changed by -0.4ppt week-on-week, led by consumer staples, communication services, health care and offset by utilities, materials.
- We highlight weekly changes in A-H premium for Beone Medicines, China Eastern Airlines, China Citic Bank, Foshan Haitian Flavouring And Food.
HK Connect Flows Weekly (Nov 7th): Xiaomi, CNOOC, SMIC, Meituan, ICBC, China Mobile, Tencent
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of November 7th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Xiaomi, CNOOC, SMIC, Meituan, ICBC, China Mobile, Tencent, Hua Hong Semiconductor.
KRX Foreign Holding Weekly (Nov 7th): SK Hynix, Doosan Enerbility, NAVER, Hanwha Ocean, SKSQUARE
- We analyzed the changes in foreign holdings of KRX stocks as of Nov 7th. The aggregated holding was USD818.4bn.
- We estimate that foreign flows to be outflows of USD3,227mln. 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, Doosan Enerbility, NAVER, Hanwha Ocean, SKSQUARE.
TWSE Foreign Holding Weekly (Nov 7th): TSMC, Delta Electronics, MediaTek, Fubon Financial
- We analyzed the changes in foreign holdings of TWSE Stocks as of Nov 7th. The aggregated holding was USD1,377.2bn.
- We estimate that foreign flows to be outflows of USD2,766mln. 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 TSMC, Delta Electronics, MediaTek, Fubon Financial, Nanya Technology, Fubon Financial, TSMC, Delta Electronics, Mediatek, Nanya Technology.
TWSE Short Interest Weekly (Nov 7th): Yageo, Macronix Intl, WT Microelectronics, TSMC
- We analyzed the changes in short interest of TWSE Stocks as of Nov 7th. The aggregated short interest was USD27.6bn.
- 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 Yageo, Macronix Intl, WT Microelectronics, TSMC, Unimicron Technology, Yageo, Macronix Intl, WT Microelectronics, TSMC, Unimicron Technology.
Bursa Short Interest Weekly (Nov 7th): Ekovest, Frontken, YTL Power International, Westports
- We analyzed the changes in short interest of Bursa stocks as of Nov 7th. The aggregated short interest is USD441m.
- 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 Ekovest, Frontken, YTL Power International, Westports, Genting Malaysia.
HK Short Interest Weekly: Csop Hsi (2X Inv), TraHK HSI ETF, Akeso
- We analyzed the latest HK SFC report for aggregate short position as of Oct 31st.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Csop Hsi (2X Inv), TraHK HSI ETF, Akeso.
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