In today’s briefing:
- A-H Premium Weekly (Dec 15th): CMB, China Tourism, Ping An Insurance, BYD
- Hong Kong Connect Flows (Dec 15th): Meituan, Tencent
- Northbound Flows (Dec 15th): China Yangtze Power, Mindray, BYD, Wuliangye
- TWSE Foreign Holding Weekly (Dec 15th): TSMC, Largan Precision, Evergreen Marine
- HK Short Interest Weekly: JD, Microport, Wuxi Apptec, AIA
A-H Premium Weekly (Dec 15th): CMB, China Tourism, Ping An Insurance, BYD
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 129.1% as of Dec 15th.
- The average A-H premium changed by 0.2ppt week on week, led by consumer staples, communication services, real estate and offset by utilities, health care, information technology.
- We highlight weekly changes in A-H premium for CMB, China Tourism, Ping An Insurance, BYD.
Hong Kong Connect Flows (Dec 15th): Meituan, Tencent
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of December 15th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight Hong Kong Conncect flows for Meituan and Tencent.
Northbound Flows (Dec 15th): China Yangtze Power, Mindray, BYD, Wuliangye
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of December 15th.
- We estimate the weekly outflows to be US$2,746.9 million, led by consumer staples, information technology, and offset by utilities, real estate.
- We highlight flows for China Yangtze Power, Mindray, BYD, Wuliangye, Inner Mongolia Yili Industrial, Chongqing Sokon Industry Group Stock, Ping An Insurance.
TWSE Foreign Holding Weekly (Dec 15th): TSMC, Largan Precision, Evergreen Marine
- We analyzed the changes in foreign holdings of TWSE Stocks as of Dec 15th which has an aggregated holding worth USD701.6bn.
- We tabulate league table for top changes by value for 1 week, one 4 weeks, 1 year and top stocks held by foreign instutions by dollar value.
- We estimate that foreign flows to be inflows of USD2,114mln and highlight foreign changes in TSMC, Largan Precision, Evergreen Marine, Far Eastone Telecom.
HK Short Interest Weekly: JD, Microport, Wuxi Apptec, AIA
- We analyzed the latest HK SFC report for aggregate short position as of Dec 8th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in JD, Microport, Wuxi Apptec, AIA.
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