In today’s briefing:
- A-H Premium Weekly: Joinn Lab, Zoomlion, Shandong Xinhua, Zheshang Bank, Sinopec Shanghai Petrochem
- Northbound Flows: Sanhua, Baoshan Iron, Sungrow, Han’s Laser, Changchun High
- Hong Kong Connect Flows: Tencent, Ganfeng Lithium, Meituan, Kuaishou, Wuxi Biologics
- HK Short Interest: Kuaishou, Alibaba, Cifi, Netease
A-H Premium Weekly: Joinn Lab, Zoomlion, Shandong Xinhua, Zheshang Bank, Sinopec Shanghai Petrochem
- We analyse the changes of A/H premium on 141 stocks over the last week. The average A/H premium changed by -1.7ppt over the past one week.
- A-H Premium decline was led by consumer discretionary, consumer staples, and real estates, offset by the A-H premium increase of health care sector.
- We highlight changes in A-H premium for Angang Steel, Chongqing Ireon, China Merchants Securities, COSCO Ship Eng, Joinn Lab, Zoomlion, Shandong Xinhua, Zheshang Bank, Sinopec Shanghai Petrochem.
Northbound Flows: Sanhua, Baoshan Iron, Sungrow, Han’s Laser, Changchun High
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for record date as of Aug 5th.
- Outflows from financials, industrials, materials were offset by inflows into information technology, consumer staples and health care.
- We highlight outflows from Sanhua, Baoshan Iron, Sungrow, Han’s Laser, Changchun High & New Tech.
Hong Kong Connect Flows: Tencent, Ganfeng Lithium, Meituan, Kuaishou, Wuxi Biologics
- We analyze the weekly Hong Kong Connect flows with our data engine for record date as of August 5th.
- 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, Ganfeng Lithium, Meituan, Kuaishou, Wuxi Biologics.
HK Short Interest: Kuaishou, Alibaba, Cifi, Netease
- We analyzed the latest HK SFC report for aggregate short position as of Jul 29th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short interest changes in Kuaishou, Alibaba, Cifi, and Netease.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
