In today’s briefing:
- TWSE Foreign Holding Weekly (Nov 14th): TSMC, Cleanaway, Hon Hai Precision, Delta Electronics
- HK Short Interest Weekly: AIA, Wuxi Apptec, HSCEI ETF
- A-H Premium Weekly (Nov 14th): Ganfeng Lithium, Baiyunshan Pharma, China Life, CATL, ABC
- KRX Foreign Holding Weekly (Nov 14th): SK Hynix, Celltrion, Alteogen, Samsung Electronics
- HK Connect Flows Weekly (Nov 14th): Alibaba, Xiaomi, CNOOC, ICBC, Ping An Insurance, Petrochina
- Thailand Short Interest Weekly (Nov 14th): Intouch, Bangkok Dusit, Quality Houses, CP AXTRA NVDR
- Bursa Short Interest Weekly (Nov 14th): UEM Sunrise, Tenaga Nasional, Eco World Develop
- TWSE Short Interest Weekly (Nov 14th): Jentech Precision Industrial, Asia Vital Components
TWSE Foreign Holding Weekly (Nov 14th): TSMC, Cleanaway, Hon Hai Precision, Delta Electronics
- We analyzed the changes in foreign holdings of TWSE Stocks as of Nov 14th. The aggregated holding was USD1,348.9bn.
- We estimate that foreign flows to be outflows of USD1,286mln. 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, Cleanaway, Hon Hai Precision, Delta Electronics, MediaTek, Cleanaway, TSMC, Hon Hai Precision, Delta Electronics, Mediatek.
HK Short Interest Weekly: AIA, Wuxi Apptec, HSCEI ETF
- We analyzed the latest HK SFC report for aggregate short position as of Nov 7th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in AIA, Wuxi Apptec, HSCEI ETF.
A-H Premium Weekly (Nov 14th): Ganfeng Lithium, Baiyunshan Pharma, China Life, CATL, ABC
- We analyse the changes of A-H premium on 160 stocks over the last week. The average A-H premium was 61.1% as of Nov 14th.
- The average A-H premium changed by -0.4ppt week-on-week, led by consumer staples, materials, information technology and offset by real estate, energy, utilities.
- We highlight weekly changes in A-H premium for Ganfeng Lithium, Baiyunshan Pharma, China Life, CATL, ABC.
KRX Foreign Holding Weekly (Nov 14th): SK Hynix, Celltrion, Alteogen, Samsung Electronics
- We analyzed the changes in foreign holdings of KRX stocks as of Nov 14th. The aggregated holding was USD813.3bn.
- We estimate that foreign flows to be inflows of USD1,793mln. 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, Celltrion, Alteogen, Samsung Electronics, KB Financial.
HK Connect Flows Weekly (Nov 14th): Alibaba, Xiaomi, CNOOC, ICBC, Ping An Insurance, Petrochina
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of November 14th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Alibaba, Xiaomi, CNOOC, ICBC, Ping An Insurance, Petrochina.
Thailand Short Interest Weekly (Nov 14th): Intouch, Bangkok Dusit, Quality Houses, CP AXTRA NVDR
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Nov 14th. We estimate that they had an aggregated short interest worth USD2.2bn.
- 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, Bangkok Dusit, Quality Houses, CP AXTRA NVDR, Muangthai Capital, Muangthai Capital, Quality Houses, Bangkok Dusit.
Bursa Short Interest Weekly (Nov 14th): UEM Sunrise, Tenaga Nasional, Eco World Develop
- We analyzed the changes in short interest of Bursa stocks as of Nov 14th. The aggregated short interest is USD444m.
- 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 UEM Sunrise, Tenaga Nasional, Eco World Develop, Genting Malaysia, CIMB.
TWSE Short Interest Weekly (Nov 14th): Jentech Precision Industrial, Asia Vital Components
- We analyzed the changes in short interest of TWSE Stocks as of Nov 14th. The aggregated short interest was USD28.4bn.
- 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 Jentech Precision Industrial, Asia Vital Components, WT Microelectronics, Accton Technology, Nanya Technology, Jentech Precision Industrial, Asia Vital Components, WT Microelectronics, Accton Technology, Nanya Technology.
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