In today’s briefing:
- TWSE Foreign Holding Weekly (Nov 24th): TSMC, Mediatek, Wistron
- A-H Premium Weekly (Nov 24th): Angang Steel, Gwmotor, YOFC, Sinopec Oilfield
- Northbound Flows (Nov 24th): Chongqing Changan Automobile, Sokon, Sungrow Power, BYD
- HK Short Interest Weekly: AIA, Baba, Beigene
- Hong Kong Connect Flows (Nov 24th): Xpeng, Tencent, Meituan, Li Auto
TWSE Foreign Holding Weekly (Nov 24th): TSMC, Mediatek, Wistron
- We analyzed the changes in foreign holdings of TWSE Stocks as of Nov 24th which has an aggregated holding worth USD675.5bn.
- We tabulate league table for top changes by value for 1 week, one 4 weeks, 1 year and top stocks held by foreign instutions by dollar value.
- We estimate that foreign flows to be inflows of USD1,213mln and highlight foreign changes in TSMC, Mediatek, Wistron.
A-H Premium Weekly (Nov 24th): Angang Steel, Gwmotor, YOFC, Sinopec Oilfield
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 122.2% as of Nov 24th.
- The average A-H premium changed by 0.9ppt week on week, led by information technology, real estate, consumer discretionary and offset by consumer staples, communication services, energy.
- We highlight weekly changes in A-H premium for Angang Steel, Gwmotor, YOFC, Sinopec Oilfield.
Northbound Flows (Nov 24th): Chongqing Changan Automobile, Sokon, Sungrow Power, BYD
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of November 24th.
- We estimate the weekly outflows to be US$432.1 million, led by information technology, materials, and offset by health care, consumer discretionary, consumer staples.
- We highlight flows for Chongqing Changan Automobile, Chongqing Sokon Industry Group Stock, Sungrow Power Supply, BYD.
HK Short Interest Weekly: AIA, Baba, Beigene
- We analyzed the latest HK SFC report for aggregate short position as of Nov 17th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight weekly short changes in AIA, Baba and Beigene.
Hong Kong Connect Flows (Nov 24th): Xpeng, Tencent, Meituan, Li Auto
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of November 24th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Xpeng, Tencent, Meituan and Li Auto.
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