In today’s briefing:
- A-H Premium Weekly (Jan 20th): Haier Smart Home, Weichai Power, Fuyao Glass, China Shenhua
- Hong Kong Connect Flows (Jan 20th): China Mobile, Tencent, Meituan, CCB, HKEX
- Northbound Flows (Jan 20th): $7.1bn Inflows Before CNY
A-H Premium Weekly (Jan 20th): Haier Smart Home, Weichai Power, Fuyao Glass, China Shenhua
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 106.3% as of Jan 20th.
- The average A-H premium changed by -2.6ppt week on week, led by financials, consumer staples, energy and offset by health care.
- We highlight weekly changes in A-H premium for Haier Smart Home, Weichai Power, Fuyao Glass, China Shenhua, CSSC Offshore, Huaxin Cement, China Oilfield, CICC, China Life.
Hong Kong Connect Flows (Jan 20th): China Mobile, Tencent, Meituan, CCB, HKEX
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of January 20th.
- 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, Meituan, China Construction Bank, Hong Kong Exchanges And Clearing.
Northbound Flows (Jan 20th): $7.1bn Inflows Before CNY
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of January 20th.
- We estimate the weekly inflows to be US$7,139.5 million, led by information technology, industrials, materials sectors, and offset by real estate.
- We highlight flows for Kweichow Moutai, CATL, Wuliangye, Ping An Insurance, BOE.
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