In today’s briefing:
- A-H Premium Weekly (Dec 23rd): Xinjiang Gold Wind, Haier Smart Home
- HK Short Interest Weekly: SITC, CMB, Hua Hong Semiconductor, Yum China, Wharf Real Estate
- Hong Kong Connect Flows (Dec 23rd): Tencent, Kuaishou
- Northbound Flows (Dec 23rd): Inflows into Liquor Names
A-H Premium Weekly (Dec 23rd): Xinjiang Gold Wind, Haier Smart Home
- We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 111.8% as of Dec 23rd.
- The average A-H premium changed by -1.6ppt weeok on week, led by consumer staples, communication services, energy and offset by information technology, real estate.
- We highlight weekly changes in A-H premium for Xinjiang Gold Wind, Haier Smart Home, Weichai Power, Fuyao Glass, Shenhua, China Minsheng, Shanghai Junshi, Luoyang Glass.
HK Short Interest Weekly: SITC, CMB, Hua Hong Semiconductor, Yum China, Wharf Real Estate
- We analyzed the latest HK SFC report for aggregate short position as of Dec 16th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in SITC, CMB, Hua Hong Semiconductor, Yum China, Wharf Real Estate.
Hong Kong Connect Flows (Dec 23rd): Tencent, Kuaishou
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of December 23rd.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We estimate that the outflow last week was USD 258m. Tencent, Kuaishou led the outflows.
Northbound Flows (Dec 23rd): Inflows into Liquor Names
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of December 23rd.
- We estimate the weekly inflows to be US$680.7 million, led by consumer staples, health care, financials sectors, and offset by information technology, materials.
- We highlight flows for Wulianye, Moutai, Sichuan Swell, Ping An, Yiling, China Tourism, CATL, Goertek, BYD.
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