In today’s briefing:
- A-H Premium Weekly (May 19th): China Zheshang, Shandong Gold, China Longyuan, BYD, Shenhua
- Hong Kong Connect Flows (May 19th): Tencent, China Construction Bank, China Mobile, Li Auto
- Northbound Flows (May 19th): CATL, Advanced Micro, Kunlun Tech, Tianqi Lithium, Sungrow
- HK Short Interest Weekly: Longfor, Cosco Ship Holding, CCB
A-H Premium Weekly (May 19th): China Zheshang, Shandong Gold, China Longyuan, BYD, Shenhua
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 111.4% as of May 19th.
- The average A-H premium changed by -0.0ppt week on week, led by communication services, utilities, financials and offset by health care, information technology, energy.
- We highlight weekly changes in A-H premium for China Zheshang, Shandong Gold, China Longyuan, BYD, Shenhua, China Life, Citic Bank, CEEC, China Telecom.
Hong Kong Connect Flows (May 19th): Tencent, China Construction Bank, China Mobile, Li Auto
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of May 19th.
- 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 Construction Bank, China Mobile, Li Auto.
Northbound Flows (May 19th): CATL, Advanced Micro, Kunlun Tech, Tianqi Lithium, Sungrow
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of May 19th.
- We estimate the weekly outflows to be US$152.9 million, led by financials, consumer staples, and offset by industrials, information technology, health care.
- We highlight flows for CATL, Advanced Micro, Kunlun Tech, Tianqi Lithium, Sungrow Power Supply, Moutai, Longi Green, Ping An Insurance, Haitian Flavouring.
HK Short Interest Weekly: Longfor, Cosco Ship Holding, CCB
- We analyzed the latest HK SFC report for aggregate short position as of May 12th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Longfor, Cosco Ship Holding, CCB.
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