In today’s briefing:
- A-H Premium Weekly (Aug 19th): Zoomlion, Cansino, China Telecom, Tianqi Lithium
- HK Short Interest: Sunny Optical, Xpeng, and Hua Hong Semiconductor
- TWSE Short Interest Weekly (Aug 19th): Yang Ming Marine, Silergy, Nan Ya
- Hong Kong Connect Flows: Meituan, Kuaishou
- Northbound Flows: CATL, Longi Green
A-H Premium Weekly (Aug 19th): Zoomlion, Cansino, China Telecom, Tianqi Lithium
- We analyse the changes of A/H premium on 142 stocks over the last week.
- A-H premium declined by 0.6ppt wow, led by health care, communication services and real estate sector, and offset by the increase in consumer staple and consumer discretionary.
- We highlight A-H premium changes for Zoomlion, Cansino, China Telecom, Tianqi Lithium, YOFC, Flat Glass, CSSC Offshore and Shanghai Fudan Microelectronics.
HK Short Interest: Sunny Optical, Xpeng, and Hua Hong Semiconductor
- We analyzed the latest HK SFC report for aggregate short position as of Aug 12th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight changes of short interest for Sunny Optical, Xpeng, and Hua Hong Semiconductor.
TWSE Short Interest Weekly (Aug 19th): Yang Ming Marine, Silergy, Nan Ya
- We analyzed the changes in short interest of TWSE stocks last week which has an aggregated short interest worth USD 13.3bn.
- We highlight short interest changes in Yang Ming Marine, Silergy, Nan Ya Printed, Powerchip, Unimicron, and Evergreen Marine.
- Top shorts in the market were UMC, Taiwan Cement, and Yang Ming Marine.
Hong Kong Connect Flows: Meituan, Kuaishou
- We analyze the weekly Hong Kong Connect flows with our data engine for holding as of Aug 19th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight weekly outflows from Meituan (3690 HK) and Kuaishou Technology (1024 HK).
Northbound Flows: CATL, Longi Green
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding as of Aug 19th.
- We estimate the inflows were $940m, led by industrial, financial and material led the inflow, and offset by outflows in from health care stocks.
- We highlight northbound inflows into CATL and Longi Green from offshore investors.
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