In today’s briefing:
- TWSE Short Interest Weekly (Nov 28th): Lite-On Technology, King Yuan Electronics, ASE Industrial
- A-H Premium Weekly (Nov 28th): Guangzhou Automobile, China Everbright Bank, China Southern Airlines
- HK Connect Flows Weekly (Nov 28th): Alibaba, Kuaishou, CMB, Tencent, SMIC, Xiaomi
- HK Short Interest Weekly: CATL, Central New Energy, Xiaomi
- KRX Foreign Holding Weekly (Nov 28th): SAMSUNG BIOLOGICS, Samsung Electronics, NAVER
- TWSE Foreign Holding Weekly (Nov 28th): TSMC, WT Microelectronics, Hon Hai Precision
- Thailand Short Interest Weekly (Nov 28th): Intouch, Airports of Thailand, PTT GlobalChem, CP Foods
- Bursa Short Interest Weekly (Nov 28th): Ekovest, Datasonic, DRB – Hicom, Supermax, Eco World Develop
TWSE Short Interest Weekly (Nov 28th): Lite-On Technology, King Yuan Electronics, ASE Industrial
- We analyzed the changes in short interest of TWSE Stocks as of Nov 28th. The aggregated short interest was USD28.1bn.
- 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 Lite-On Technology, King Yuan Electronics, ASE Industrial, Acer, Jentech Precision Industrial, Lite-On Technology, King Yuan Electronics, ASE Industrial, Acer, Jentech Precision Industrial.
A-H Premium Weekly (Nov 28th): Guangzhou Automobile, China Everbright Bank, China Southern Airlines
- We analyse the changes of A-H premium on 160 stocks over the last week. The average A-H premium was 62.9% as of Nov 28th.
- The average A-H premium changed by -0.9ppt week-on-week, led by industrials, energy and offset by real estate, information technology, communication services.
- We highlight weekly changes in A-H premium for Guangzhou Automobile, China Everbright Bank, China Southern Airlines, Cig Shanghai.
HK Connect Flows Weekly (Nov 28th): Alibaba, Kuaishou, CMB, Tencent, SMIC, Xiaomi
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of November 28th.
- 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, Kuaishou, CMB, Tencent, SMIC, Xiaomi.
HK Short Interest Weekly: CATL, Central New Energy, Xiaomi
- We analyzed the latest HK SFC report for aggregate short position as of Nov 21st.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in CATL, Csop Hsi (2X Inv), Central New Energy, Xiaomi, TraHK HSI ETF.
KRX Foreign Holding Weekly (Nov 28th): SAMSUNG BIOLOGICS, Samsung Electronics, NAVER
- We analyzed the changes in foreign holdings of KRX stocks as of Nov 28th. The aggregated holding was USD803.0bn.
- We estimate that foreign flows to be outflows of USD5,160mln. 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 SAMSUNG BIOLOGICS, Samsung Electronics, NAVER, HD HYUNDAI HEAVY INDUSTRIES, KEPCO.
TWSE Foreign Holding Weekly (Nov 28th): TSMC, WT Microelectronics, Hon Hai Precision
- We analyzed the changes in foreign holdings of TWSE Stocks as of Nov 28th. The aggregated holding was USD1,346.9bn.
- We estimate that foreign flows to be outflows of USD1,288mln. 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, WT Microelectronics, Hon Hai Precision, Fubon Financial, MediaTek, Wt Microelectronics, Mediatek, TSMC, Hon Hai Precision, Fubon Financial.
Thailand Short Interest Weekly (Nov 28th): Intouch, Airports of Thailand, PTT GlobalChem, CP Foods
- We analyzed the changes in short interest of Stock Exchange of Thailand as of Nov 28th. 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, Airports of Thailand, PTT GlobalChem, CP Foods, Advanced Info Service, Airports Of Thailand, Advanced Info Service, Cp Foods.
Bursa Short Interest Weekly (Nov 28th): Ekovest, Datasonic, DRB – Hicom, Supermax, Eco World Develop
- We analyzed the changes in short interest of Bursa stocks as of Nov 28th. The aggregated short interest is USD459m.
- 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, Datasonic, DRB – Hicom, Supermax, Eco World Develop.
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