In today’s briefing:
- A-H Premium Weekly (Jan 6th): Weichai Power, Tigermed, Pharmaron, Minsheng, Junshi, YOFC
- Hong Kong Connect Flows (Jan 6th): Tencent, China Mobile, Wuxi Biologics, Kuaishou
- Northbound Flows (Jan 6th): Ping An Insurance, CATL, Wuliangye, Moutai, East Money
- TWSE Short Interest Weekly (Jan 6th): Cathay Financial, Walsin Lihwa, China Devt
A-H Premium Weekly (Jan 6th): Weichai Power, Tigermed, Pharmaron, Minsheng, Junshi, YOFC
- We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 109.2% as of Jan 6th.
- The average A-H premium changed by -2.6ppt week on week, led by utilities, real estate, financials and offset by health care, consumer discretionary.
- We highlight weekly changes in A-H premium for Weichai Power, Tigermed, Pharmaron, Minsheng, Junshi, YOFC, Huaneng Power, China Longyuan.
Hong Kong Connect Flows (Jan 6th): Tencent, China Mobile, Wuxi Biologics, Kuaishou
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of January 6th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Tencent, China Mobile, Wuxi Biologics, Kuaishou Technology.
Northbound Flows (Jan 6th): Ping An Insurance, CATL, Wuliangye, Moutai, East Money
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of January 6th.
- We estimate the weekly inflows to be US$2,907.9 million, led by financials, materials, information technology sectors.
- We highlight flows for Ping An Insurance, Contemporary Amperex Technology Co.,, Wuliangye Yibin, Kweichow Moutai, East Money Information, Shenzhen Mindray Bio-Medical Electronics, Wuxi Lead Intelligent Equipment
TWSE Short Interest Weekly (Jan 6th): Cathay Financial, Walsin Lihwa, China Devt
- We analyzed the changes in short interest of TWSE Stocks as of Jan 6th which has an aggregated short interest worth USD12.2bn.
- 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 Cathay Financial, Walsin Lihwa, China Devt.
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