In today’s briefing:
- A-H Premium Weekly (Dec 29th): China Tourism, ZTE, Datang Intl, First Tractor, Hua Hong Semi
- Hong Kong Connect Flows (Dec 29th): China Mobile, Tencent
- Northbound Flows (Dec 29th): Longi Green, Wuliangye, Changan Automobile
- TWSE Foreign Holding Weekly (Dec 29th): Foreign Insti Increased Holdings
- TWSE Short Interest Weekly (Dec 29th): Short Covering Towards Year End
A-H Premium Weekly (Dec 29th): China Tourism, ZTE, Datang Intl, First Tractor, Hua Hong Semi
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 123.1% as of Dec 29th.
- The average A-H premium changed by -4.6ppt week on week, led by communication services, health care, consumer discretionary and offset by consumer staples.
- We highlight weekly changes in A-H premium for China Tourism, ZTE, Datang Intl, First Tractor, Hua Hong Semi.
Hong Kong Connect Flows (Dec 29th): China Mobile, Tencent
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of December 29th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for China Mobile, and Tencent Holdings Limited.
Northbound Flows (Dec 29th): Longi Green, Wuliangye, Changan Automobile
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of December 29th.
- We estimate the weekly inflows to be US$2,840.5 million, led by information technology, materials, industrials sectors, and offset by communication services.
- We highlight flows for Longi Green, Wuliangye, Chongqing Changan Automobile.
TWSE Foreign Holding Weekly (Dec 29th): Foreign Insti Increased Holdings
- We analyzed the changes in foreign holdings of TWSE Stocks as of Dec 29th which has an aggregated holding worth USD730.2bn.
- We estimate that foreign flows to be inflows of USD2,532mln. We tabulate the league table for top changes by value for 1W/4W/1Y.
- We highlight foreign changes in TSMC, Umc, and Asia Vital.
TWSE Short Interest Weekly (Dec 29th): Short Covering Towards Year End
- We analyzed the changes in short interest of TWSE Stocks as of Dec 29th which has an aggregated short interest worth USD14.1bn.
- We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Acer, China Airlines, Chung-Hsin, Quanta Computer, Yang Ming Marine, Wiwynn, Realtek Semi, Umc.
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