In today’s briefing:
- TWSE Short Interest Weekly (Mar 8th): TSMC, ASE, Mediatek, Yageo, Faraday Tech, Chung-Hsin, Momo.Com
- A-H Premium Weekly (Mar 8th): CNOOC, Air China, China Southern Air, Guangzhou Auto
- HK Short Interest Weekly: Meituan, Shk Ppt, Baba, Bud Apac, New World Dev
- Hong Kong Connect Flows (Mar 8th): Meituan, China Mobile, CNOOC
- Northbound Flows (Mar 8th): China Yangtze Power, CATL, Tongwei, Foxconn Industrial Internet
TWSE Short Interest Weekly (Mar 8th): TSMC, ASE, Mediatek, Yageo, Faraday Tech, Chung-Hsin, Momo.Com
- We analyzed the changes in short interest of TWSE Stocks as of Mar 8th which has an aggregated short interest worth USD69.7bn.
- 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 TSMC, ASE, Mediatek, Yageo, Faraday Tech, Chung-Hsin, Momo.Com.
A-H Premium Weekly (Mar 8th): CNOOC, Air China, China Southern Air, Guangzhou Auto
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 123.2% as of Mar 8th.
- The average A-H premium changed by -1.4ppt week-on-week, led by consumer staples, industrials, financials and offset by information technology, consumer discretionary, energy.
- We highlight weekly changes in A-H premium for CNOOC, Air China, China Southern Air, Guangzhou Auto.
HK Short Interest Weekly: Meituan, Shk Ppt, Baba, Bud Apac, New World Dev
- We analyzed the latest HK SFC report for aggregate short position as of Mar 1st.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Meituan, Shk Ppt, Baba, Bud Apac, New World Dev.
Hong Kong Connect Flows (Mar 8th): Meituan, China Mobile, CNOOC
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of March 8th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for thre stocks, Meituan, China Mobile, and CNOOC.
Northbound Flows (Mar 8th): China Yangtze Power, CATL, Tongwei, Foxconn Industrial Internet
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of March 8th.
- We estimate the weekly outflows to be US$376.5 million, led by information technology, consumer discretionary, and offset by industrials, utilities, financials.
- We highlight flows for China Yangtze Power, CATL, Tongwei, Foxconn Industrial Internet.
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