In today’s briefing:
- A-H Premium Weekly (Aug 18th):China Vanke, China East Air, China Life, China Longyuan
- Hong Kong Connect Flows (Aug 18th): Tencent, China Mobile, Country Garden Services, Meituan, CCB
- Northbound Flows (Aug 18th): Wuliangye, Moutai, CMB, Ping An Insurance, Longi Green, BYD, CATL
- HK Short Interest Weekly: Ping An, Wuxi Apptec, HSBC, Petrochina, Li Auto
A-H Premium Weekly (Aug 18th):China Vanke, China East Air, China Life, China Longyuan
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 120.1% as of Aug 18th.
- The average A-H premium changed by 2.9ppt week on week, led by utilities, financials, industrials and offset by consumer staples.
- We highlight weekly changes in A-H premium for China Vanke, China East Air, China Life, China Longyuan.
Hong Kong Connect Flows (Aug 18th): Tencent, China Mobile, Country Garden Services, Meituan, CCB
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of August 18th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Tencent, China Mobile, Country Garden Services, Meituan, CCB, Ping An Insurance (Group) Company Of China, Ltd.-Hkd Traded Shares, AIA.
Northbound Flows (Aug 18th): Wuliangye, Moutai, CMB, Ping An Insurance, Longi Green, BYD, CATL
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of August 18th.
- We estimate the weekly outflows to be US$4,168.8 million, led by consumer staples, materials.
- We highlight flows for Kingsoft Office, Foxconn Industrial Internet, Wuliangye, Moutai, CMB, Ping An Insurance, Longi Green, BYD, CATL, Mindray, China Tourism, Inner Mongolia Yili Industrial.
HK Short Interest Weekly: Ping An, Wuxi Apptec, HSBC, Petrochina, Li Auto
- We analyzed the latest HK SFC report for aggregate short position as of Aug 11th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Ping An, Wuxi Apptec, HSBC, Petrochina, Li Auto.
💡 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
