In today’s briefing:
- A-H Premium Weekly (Oct 14th): CMB, China Pacific, Remegen, Tigermed, Shanghai Fudan, YOFC, GWM, CGS
- HK Short Interest Weekly: AIA, Yum China
- Hong Kong Connect Flows (Oct 14th): Tencent, Li Auto
- Northbound Flows (Oct 14th): Moutai, Wuliangye, Tongwei, CMB, AMEC
- TWSE Short Interest Weekly (Oct 14th): Largan Precision, Taiwan Cement
A-H Premium Weekly (Oct 14th): CMB, China Pacific, Remegen, Tigermed, Shanghai Fudan, YOFC, GWM, CGS
- We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 130.2% as of Oct 14th.
- The average A-H premium changed by 5.3ppt weeok on week, led by information technology, real estate, materials and offset by communication services, energy.
- We highlight weekly changes in A-H premium for CMB, China Pacific, Remegen, Tigermed, Shanghai Fudan, YOFC, GWM, CGS.
HK Short Interest Weekly: AIA, Yum China
- We analyzed the latest HK SFC report for aggregate short position as of Oct 7th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in AIA Group and Yum China.
Hong Kong Connect Flows (Oct 14th): Tencent, Li Auto
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of October 14th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight inflows into Tencent (700 HK), and Li Auto (2015 HK).
Northbound Flows (Oct 14th): Moutai, Wuliangye, Tongwei, CMB, AMEC
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of October 14th.
- We estimate the weekly outflows to be US$886.9 million, led by consumer staples, financials, and offset by communication services, industrials, health care.
- We highlight flows for CATL, Gigadevice, Moutai, Wuliangye, Tongwei, CMB, Advanced Micro-Fabrication Equipment (AMEC).
TWSE Short Interest Weekly (Oct 14th): Largan Precision, Taiwan Cement
- We analyzed the changes in short interest of TWSE Stocks as of Oct 14th which has an aggregated short interest worth USD11.8bn.
- 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 Largan Precision, Taiwan Cement.
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