In today’s briefing:
- A-H Premium Weekly (Aug 11th): New China Life, China Rail Cn, Wuapptec Co Lt, Zte, China East Air
- HK Short Interest Weekly: Wuxi Apptec, Wuxi Biologics, Chinahongqiao, Xpeng
- Hong Kong Connect Flows (Aug 11th): Li Auto
- Northbound Flows (Aug 11th): Wuxi Apptec, CATL, ZTE, Mindray, Longi Green, BYD, CMB, Moutai
A-H Premium Weekly (Aug 11th): New China Life, China Rail Cn, Wuapptec Co Lt, Zte, China East Air
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 117.2% as of Aug 11th.
- The average A-H premium changed by -1.0ppt week on week, led by energy, utilities, communication services and offset by health care, information technology.
- We highlight weekly changes in A-H premium for New China Life, China Rail Cn, Wuapptec Co Lt, Zte, China East Air.
HK Short Interest Weekly: Wuxi Apptec, Wuxi Biologics, Chinahongqiao, Xpeng
- We analyzed the latest HK SFC report for aggregate short position as of Aug 4th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Wuxi Apptec, Wuxi Bio, Chinahongqiao, Xpeng.
Hong Kong Connect Flows (Aug 11th): Li Auto
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of August 11th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We estimate the outflows to be USD 342m and highlight outflows from Li Auto.
Northbound Flows (Aug 11th): Wuxi Apptec, CATL, ZTE, Mindray, Longi Green, BYD, CMB, Moutai
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of August 11th.
- We estimate the weekly outflows to be US$3,631.2 million, led by information technology, consumer discretionary, and offset by financials.
- We highlight flows for Wuxi Apptec, CATL, ZTE, Mindray, Longi Green, BYD, CMB, Moutai, China Tourism, Foxconn Industrial Internet, Wuliangye.
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