In today’s briefing:
- A-H Premium Weekly (Aug 4th): Postal Savings Bank, CITIC Sec, China Rail New China Life, CRCC, BYD
- Northbound Flows (Aug 4th): CATL, Moutai, Wuxi Apptec, BYD, Hengrui, Mindray
- HK Short Interest Weekly: CPIC, AIA, Petrochina, China Mobile, Minsheng Bank
- Hong Kong Connect Flows (Aug 4th): HKEx, Tencent, Xpeng, HSBC, Xiaomi
A-H Premium Weekly (Aug 4th): Postal Savings Bank, CITIC Sec, China Rail New China Life, CRCC, BYD
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 118.3% as of Aug 4th.
- The average A-H premium changed by 3.0ppt week on week, led by real estate, communication services, consumer discretionary.
- We highlight weekly changes in A-H premium for Postal Savings Bank, Zheshang, CITIC Sec, China Rail New China Life, CRCC, BYD, China Longyuan, GWM.
Northbound Flows (Aug 4th): CATL, Moutai, Wuxi Apptec, BYD, Hengrui, Mindray
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of August 4th.
- We estimate the weekly inflows to be US$1,822.4 million, led by industrials, financials, consumer staples sectors, and offset by information technology, energy.
- We highlight flows for CATL, Moutai, Wuxi Apptec, BYD, Jiangsu Hengrui Medicine, Mindray.
HK Short Interest Weekly: CPIC, AIA, Petrochina, China Mobile, Minsheng Bank
- We analyzed the latest HK SFC report for aggregate short position as of Jul 28th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Cpic, AIA, Petrochina, China Mobile, Minsheng Bank.
Hong Kong Connect Flows (Aug 4th): HKEx, Tencent, Xpeng, HSBC, Xiaomi
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of August 4th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Hong Kong Exchanges And Clearing, Tencent, Xpeng, HSBC, Xiaomi.