In today’s briefing:
- A-H Premium Weekly (Oct 27th): Beigene, CMS, Guangzhou Auto, China Longyuan
- Northbound Flows (Oct 27th): Moutai, CATL, Midea
- TWSE Foreign Holding Weekly (Oct 27th): Taiwan Cement, TSMC, Hon Hai
- Hong Kong Connect Flows (Oct 27th): Meituan, Semiconductor Manufacturing International, CNOOC
A-H Premium Weekly (Oct 27th): Beigene, CMS, Guangzhou Auto, China Longyuan
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 119.1% as of Oct 27th.
- The average A-H premium changed by -1.7ppt week on week, led by utilities, consumer discretionary, industrials and offset by consumer staples.
- We highlight weekly changes in A-H premium for Beigene, China Merchants Securities, Guangzhou Auto, China Longyuan.
Northbound Flows (Oct 27th): Moutai, CATL, Midea
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of October 27th.
- We estimate the weekly outflows to be US$50.4 million, led by information technology, financials, and offset by materials, utilities, communication services.
- We have highlighted northbound flows for Moutai, CATL and Midea.
TWSE Foreign Holding Weekly (Oct 27th): Taiwan Cement, TSMC, Hon Hai
- We analyzed the changes in foreign holdings of TWSE Stocks as of Oct 27th which has an aggregated holding worth USD603.3bn.
- 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 USD1,558mln and highlight foreign changes in Taiwan Cement, TSMC, Hon Hai.
Hong Kong Connect Flows (Oct 27th): Meituan, Semiconductor Manufacturing International, CNOOC
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of October 27th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Meituan, Semiconductor Manufacturing International and CNOOC.
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