In today’s briefing:
- A-H Premium Weekly (Apr 12th): GWM, Beigene, Cansino, First Tractor
- TWSE Short Interest Weekly (Apr 12th): Chung-Hsin, Wt, Tatung, Elite Material, Mediatek
- Hong Kong Connect Flows (Apr 12th): China Mobile, Xiaomi, Bank Of China
- KRX Foreign Holding Weekly (Apr 12th): Samsung Electronics, Hyundai Motor, Sk Hynix
- TWSE Foreign Holding Weekly (Apr 12th): TSMC, Hon Hai, ASE, Wiwynn, Eva Airways, Evergreen Marine
- Northbound Flows (Apr 12th): Boe Technology, Moutai, China Tourism, Gree Electric Appliances
A-H Premium Weekly (Apr 12th): GWM, Beigene, Cansino, First Tractor
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 123.4% as of Apr 12th.
- The average A-H premium changed by -9.4ppt week-on-week, led by health care, utilities, information technology and offset by consumer staples.
- We highlight weekly changes in A-H premium for GWM, Beigene, Cansino, First Tractor.
TWSE Short Interest Weekly (Apr 12th): Chung-Hsin, Wt, Tatung, Elite Material, Mediatek
- We analyzed the changes in short interest of TWSE Stocks as of Apr 12th which has an aggregated short interest worth USD81.0bn.
- 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 Chung-Hsin, Wt, Tatung, Elite Material, Mediatek, Chicony Elec, Ctbc Financial.
Hong Kong Connect Flows (Apr 12th): China Mobile, Xiaomi, Bank Of China
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of April 12th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for China Mobile, Xiaomi, Bank Of China.
KRX Foreign Holding Weekly (Apr 12th): Samsung Electronics, Hyundai Motor, Sk Hynix
- We analyzed the changes in foreign holdings of KRX Stocks as of Apr 12th which has an aggregated holding worth USD534.3bn.
- We estimate that foreign flows to be inflows of USD1,200mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight foreign changes in Samsung Electronics, Hyundai Motor, Sk Hynix.
TWSE Foreign Holding Weekly (Apr 12th): TSMC, Hon Hai, ASE, Wiwynn, Eva Airways, Evergreen Marine
- We analyzed the changes in foreign holdings of TWSE Stocks as of Apr 12th which has an aggregated holding worth USD4,077.8bn.
- We estimate that foreign flows to be outflows of USD473mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instutions.
- We highlight foreign changes in TSMC, Hon Hai, ASE, Wiwynn, Eva Airways, Evergreen Marine, Wistron, Quanta Computer, Wt, Mediatek.
Northbound Flows (Apr 12th): Boe Technology, Moutai, China Tourism, Gree Electric Appliances
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of April 12th.
- We estimate the weekly outflows to be US$1,587.8 million, led by consumer staples, consumer discretionary, health care, and offset by materials.
- We highlight flows for Boe Technology, Moutai, China Tourism, Gree Electric Appliances.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
