In today’s briefing:
- A-H Premium Weekly (Jul 28th): China Vanke, CITIC Sec, China Pacific, BYD, CMOC, GF Sec, CICC
- Hong Kong Connect Flows (Jul 28th): Kuaishou Technology, Tencent, HSBC
- Northbound Flows (Jul 28th): $5.2bn Inflows
- HK Short Interest Weekly: Byd Company, China Mobile, Wuxi Apptec, Bidu
A-H Premium Weekly (Jul 28th): China Vanke, CITIC Sec, China Pacific, BYD, CMOC, GF Sec, CICC
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 115.0% as of Jul 28th.
- The average A-H premium changed by 0.8ppt week on week, led by information technology, communication services, energy and offset by health care, consumer staples.
- We highlight weekly changes in A-H premium for China Vanke, CITIC Sec, China Pacific, BYD, CMOC, GF Sec, CICC.
Hong Kong Connect Flows (Jul 28th): Kuaishou Technology, Tencent, HSBC
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of July 28th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We estimate the outflows to be USD 65.0 million and highlight flows for Kuaishou Technology, Tencent, HSBC.
Northbound Flows (Jul 28th): $5.2bn Inflows
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of July 28th.
- We estimate the weekly inflows to be US$5,187.1 million, led by financials, consumer staples, industrials sectors, and offset by information technology.
- We highlight flows for Moutai, CATL, East Money Information, Wuliangye, Ping An Insurance, Haitian Flavouring, LUxshare, BOE.
HK Short Interest Weekly: Byd Company, China Mobile, Wuxi Apptec, Bidu
- We analyzed the latest HK SFC report for aggregate short position as of Jul 21st.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Byd Company, China Mobile, Wuxi Apptec, Bidu.
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