In today’s briefing:
- A-H Premium Weekly (Feb 24th): Xinjiang Gold Wind, China Shenhua, CICC, GWM, Shanghai Fudan
- Hong Kong Connect Flows (Feb 24th): China Mobile, Tencent, Byd, CCB
- Northbound Flows (Feb 24th): Muyuan Foods, Shaanxi Coal Industry, Byd, Ping An Insurance
- TWSE Short Interest Weekly (Feb 24th): Novatek, Unimicron, Realtek, Alchip Tech, Evergreen Marine
A-H Premium Weekly (Feb 24th): Xinjiang Gold Wind, China Shenhua, CICC, GWM, Shanghai Fudan
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 111.6% as of Feb 24th.
- The average A-H premium changed by 2.0ppt week on week, led by utilities, health care, financials and offset by information technology, industrials.
- We highlight weekly changes in A-H premium for Xinjiang Gold Wind, China Shenhua, CICC, GWM, Shanghai Fudan.
Hong Kong Connect Flows (Feb 24th): China Mobile, Tencent, Byd, CCB
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of February 24th.
- 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, Tencent, Byd, China Construction Bank.
Northbound Flows (Feb 24th): Muyuan Foods, Shaanxi Coal Industry, Byd, Ping An Insurance
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of February 24th.
- We estimate the weekly outflows to be US$582.6 million, led by information technology, health care, and offset by industrials, materials, consumer staples.
- We highlight flows for Muyuan Foods, Shaanxi Coal Industry, Byd, Ping An Insurance.
TWSE Short Interest Weekly (Feb 24th): Novatek, Unimicron, Realtek, Alchip Tech, Evergreen Marine
- We analyzed the changes in short interest of TWSE Stocks as of Feb 24th which has an aggregated short interest worth USD11.7bn.
- 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 Novatek, Unimicron Tech, Realtek Semi, Alchip Tech, Evergreen Marine.
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