In today’s briefing:
- A-H Premium Weekly (Apr 14th): Remegen, CREC, Yankuang Energy, CRRC, GWM, CICC
- Northbound Flows (Apr 14th): Kweichow Moutai, Ping An Insurance, Wuxi Apptec
- ASX Short Interest Weekly (Apr 7th): Qube Holdings, Woodside Energy, Aurizon
- Hong Kong Connect Flows (Apr 14th): Sensetime, SMIC, Cnooc, China Mobile, Tencent, Meituan, Kuaishou
A-H Premium Weekly (Apr 14th): Remegen, CREC, Yankuang Energy, CRRC, GWM, CICC
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 112.5% as of Apr 14th.
- The average A-H premium changed by -4.9ppt week on week, led by consumer discretionary, health care, financials.
- We highlight weekly changes in A-H premium for Remegen, CREC, Yankuang Energy, CRRC, GWM, CICC.
Northbound Flows (Apr 14th): Kweichow Moutai, Ping An Insurance, Wuxi Apptec
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of April 14th.
- We estimate the weekly inflows to be US$770.1 million, led by materials, industrials, utilities sectors, and offset by financials, consumer staples.
- We highlight flows for Kweichow Moutai, Ping An Insurance, Wuxi Apptec.
ASX Short Interest Weekly (Apr 7th): Qube Holdings, Woodside Energy, Aurizon
- We analyzed the changes in short interest of ASX Stocks as of Apr 7th (reported today) which has an aggregated short interest worth USD46.5bn.
- 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 Qube Holdings, Woodside Energy, Aurizon, Gold Road Resour, Brambles.
Hong Kong Connect Flows (Apr 14th): Sensetime, SMIC, Cnooc, China Mobile, Tencent, Meituan, Kuaishou
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of April 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 Sensetime, Semiconductor Manufacturing International, Cnooc, China Mobile, Tencent, Meituan, Kuaishou Technology.
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