In today’s briefing:
- A-H Premium Weekly (Dec 30th): Xinjiang Goldwind, Weichai Power, Baiyunshan
- Hong Kong Connect Flows (Dec 30th): Tencent, Meituan
- TWSE Short Interest Weekly (Dec 30th): Biggest Short Covers in a Year
- Northbound Flows (Dec 30th): Ping An, Wuliangye, CATL
A-H Premium Weekly (Dec 30th): Xinjiang Goldwind, Weichai Power, Baiyunshan
- 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 30th.
- The average A-H premium changed by -0.0ppt weeok on week, led by utilities, real estate, consumer discretionary and offset by communication services, consumer staples, energy.
- We highlight weekly changes in A-H premium for Xinjiang Goldwind, Weichai Power, Baiyunshan, China Telecom, Sinopec Oilfield, Cosco Shipping.
Hong Kong Connect Flows (Dec 30th): Tencent, Meituan
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of December 30th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight inflows into Tencent (700 HK) and Meituan (3690 HK).
TWSE Short Interest Weekly (Dec 30th): Biggest Short Covers in a Year
- We analyzed the changes in short interest of TWSE Stocks as of Dec 30th which has an aggregated short interest worth USD12.1bn.
- 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 China Steel, Taiwan Cement, Cathay Financial, Yang Ming Marine.
Northbound Flows (Dec 30th): Ping An, Wuliangye, CATL
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of December 30th.
- We estimate the weekly inflows to be US$457.7 million, led by financials, consumer staples, utilities sectors, and offset by industrials, materials.
- We highlight flows for Ping An Insurance, Yibin Wuliangye, CATL.
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