In today’s briefing:
- A-H Premium Weekly: COSCO Ship Eng, YOFC, CSSC Offshore, Shanghai Fudan, China Suntien
- HK Short Interest: BYD, Fosun Pharma, GF Securities
- Hong Kong Connect Flows: 11 Weeks of Inflows
- Northbound Flows: Yunnan Energy New Material, Zhejiang Huayou Cobalt, BOE Technology
A-H Premium Weekly: COSCO Ship Eng, YOFC, CSSC Offshore, Shanghai Fudan, China Suntien
- We analyse the changes of A/H premium on 141 stocks over the last week.
- Increase in the A-H premium in Utilities (+4.4ppt) and Real Estate (+2.1ppt) were offset by the decline of A-H premium in Consumer Discretionary (+6.1ppt) and Health Care (-2.1ppt) sectors.
- We highlight A-H premium changes in COSCO Ship Eng, YOFC, CSSC Offshore, Shanghai Fudan, China Suntien.
HK Short Interest: BYD, Fosun Pharma, GF Securities
- We analyzed the latest HK SFC report for aggregate short position as of Jul 15th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight week on week short interest increases in BYD, Fosun Pharma, GF Securities.
Hong Kong Connect Flows: 11 Weeks of Inflows
- We analyze the weekly Hong Kong Connect flows with our data engine.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight Tencent and BYD that dominated the inflows last week.
Northbound Flows: Yunnan Energy New Material, Zhejiang Huayou Cobalt, BOE Technology
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine.
- Outflows from consumer discretionary and consumer staple were offset by the inflows into material and energy.
- We highlight inflows into Yunnan Energy New Material, Zhejiang Huayou Cobalt, BOE Technology and etc.
💡 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
