In today’s briefing:
- A-H Premium Weekly (Nov 3rd): Ganfeng Lithium, CMS, Wuxi Apptec
- Hong Kong Connect Flows (Nov 3rd): Li Ning, SMIC, Xiaomi
- TWSE Foreign Holding Weekly (Nov 3rd): Alchip Tech, TSMC, Hon Hai, Taiwan Cement
- HK Short Interest Weekly: Yankuang Energy, CCB, Bidu, Petrochina
- Northbound Flows (Nov 3rd): Moutai, China Yangtze Power, Maxscend Microelectronics, Mindray
A-H Premium Weekly (Nov 3rd): Ganfeng Lithium, CMS, Wuxi Apptec
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 117.6% as of Nov 3rd.
- The average A-H premium changed by -1.5ppt week on week, led by utilities, information technology, communication services and offset by energy.
- We highlight weekly changes in A-H premium for Ganfeng Lithium, China Merchant Securities and Wuapptec.
Hong Kong Connect Flows (Nov 3rd): Li Ning, SMIC, Xiaomi
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of November 3rd.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Li Ning, Semiconductor Manufacturing International, Xiaomi, Wuxi Biologics, Kuaishou Technology.
TWSE Foreign Holding Weekly (Nov 3rd): Alchip Tech, TSMC, Hon Hai, Taiwan Cement
- We analyzed the changes in foreign holdings of TWSE Stocks as of Nov 3rd which has an aggregated holding worth USD625.6bn.
- We tabulate league table for top changes by value for 1 week, one 4 weeks, 1 year and top stocks held by foreign instutions by dollar value.
- We estimate that foreign flows to be outflows of USD137mln and highlight foreign changes in Alchip Tech, TSMC, Hon Hai, Taiwan Cement.
HK Short Interest Weekly: Yankuang Energy, CCB, Bidu, Petrochina
- We analyzed the latest HK SFC report for aggregate short position as of Oct 27th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Yankuang Energy, CCB, Bidu, Petrochina.
Northbound Flows (Nov 3rd): Moutai, China Yangtze Power, Maxscend Microelectronics, Mindray
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of November 3rd.
- We estimate the weekly inflows to be US$100.5 million, led by consumer staples, information technology, health care sectors, and offset by industrials, consumer discretionary.
- We highlight flows for Moutai, China Yangtze Power, Maxscend Microelectronics, Mindray, Wuliangye, BYD.
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