In today’s briefing:
- A-H Premium Weekly (Jul 21st): China Vanke, New China Life, BYD, CMOC, Asymchem, Huaneng
- Hong Kong Connect Flows (Jul 21st): Tencent, HSBC
- Northbound Flows (Jul 21st): ZTE, Moutai, Zhongji Innolight, Longi Green, CATL
A-H Premium Weekly (Jul 21st): China Vanke, New China Life, BYD, CMOC, Asymchem, Huaneng
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 115.2% as of Jul 21st.
- The average A-H premium changed by -1.8ppt week on week, led by consumer staples, communication services, information technology and offset by real estate, utilities.
- We highlight weekly changes in A-H premium for China Vanke, New China Life, BYD, CMOC, Asymchem, Huaneng, China Longyuan.
Hong Kong Connect Flows (Jul 21st): Tencent, HSBC
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of July 21st.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We estimate the inflows to be USD 2.1billion and highlight flows for Tencent, Hsbc.
Northbound Flows (Jul 21st): ZTE, Moutai, Zhongji Innolight, Longi Green, CATL
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of July 21st.
- We estimate the weekly outflows to be US$1,012.2 million, led by information technology, financials, and offset by consumer discretionary, communication services, real estate.
- We highlight flows for ZTE, Moutai, Zhongji Innolight, Longi Green, CATL.
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