In today’s briefing:
- A-H Premium Weekly (Oct 28th): Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium
- Hong Kong Connect Flows (Oct 28th): Tencent, Meituan, Wuxi Biologics, Kuaishou
- Northbound Flows (Oct 28th): Moutai, Ping An Bank, Wuxi Apptec, Ping An Insurance, CATL
- HK Short Interest Weekly: BYD, Conch Venture, Shandong Weigao.
A-H Premium Weekly (Oct 28th): Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium
- We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 135.0% as of Oct 28th.
- The average A-H premium changed by 7.6ppt weeok on week, led by utilities, financials, information technology and offset by real estate.
- We highlight weekly changes in A-H premium for Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium.
Hong Kong Connect Flows (Oct 28th): Tencent, Meituan, Wuxi Biologics, Kuaishou
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of October 28th.
- 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 Holding, Meituan, Wuxi Biologics, Kuaishou.
Northbound Flows (Oct 28th): Moutai, Ping An Bank, Wuxi Apptec, Ping An Insurance, CATL
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of October 28th.
- We estimate the weekly outflows to be US$1,807.3 million, led by consumer staples, financials, and offset by information technology, energy, real estate.
- We highlight flows for Tianqi Lithium, Longi Green, Shenzhen Mindray, Moutai, Ping An Bank, Wuxi Apptec, Ping An Insurance, CATL.
HK Short Interest Weekly: BYD, Conch Venture, Shandong Weigao.
- We analyzed the latest HK SFC report for aggregate short position as of Oct 21st.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in BYD, Conch Venture, Shandong Weigao.
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