In today’s briefing:
- A-H Premium Weekly (Jun 9th): CCB, China Longyuan, BYD
- Hong Kong Connect Flows (Jun 9th): Tencent, China Mobile, CCB
- Northbound Flows (Jun 9th): Midea, China Pacific Insurance, Advanced Micro, Huatai Securities, Dahua
- TWSE Short Interest Weekly (Jun 9th): Alchip Tech, Mediatek, Gigabyte Tech, Walsin Lihwa, Yageo
A-H Premium Weekly (Jun 9th): CCB, China Longyuan, BYD
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 113.9% as of Jun 9th.
- The average A-H premium changed by -1.9ppt week on week, led by consumer discretionary, materials, industrials and offset by consumer staples, information technology, communication services.
- We highlight weekly changes in A-H premium for CCB, China Longyuan and BYD.
Hong Kong Connect Flows (Jun 9th): Tencent, China Mobile, CCB
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 9th.
- 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 345 million and highlight flows for Tencent, China Mobile, CCB.
Northbound Flows (Jun 9th): Midea, China Pacific Insurance, Advanced Micro, Huatai Securities, Dahua
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of June 9th.
- We estimate the weekly inflows to be US$265.3 million, led by financials, consumer discretionary, industrials sectors, and offset by information technology, materials.
- We highlight flows for Midea, China Pacific Insurance, Advanced Micro, Huatai Securities, Zhejiang Dahua Technology, Anhui Conch Cement, East Money Information, Asr Microelectronics, Wuliangye.
TWSE Short Interest Weekly (Jun 9th): Alchip Tech, Mediatek, Gigabyte Tech, Walsin Lihwa, Yageo
- We analyzed the changes in short interest of TWSE Stocks as of Jun 9th which has an aggregated short interest worth USD14.8bn.
- 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 Alchip Tech, Mediatek, Gigabyte Tech, Walsin Lihwa, Yageo, Unimicron Tech, Eva Airways, Nanya Tech.
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