In today’s briefing:
- A-H Premium Weekly (Sep 9th): Huadian, CGN Power, GWM
- Hong Kong Connect Flows (Sep 9th): Tencent, BYD, Sensetime, Meituan
- Northbound Flows (Sep 9th): Longi Green, Zijin, Aier Eye, Moutai, CMB, Tongwei, Luxshare
A-H Premium Weekly (Sep 9th): Huadian, CGN Power, GWM
- We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 118.5% as of Sep 9th.
- The average A-H premium changed by 1.3ppt week-on-week, led by utilities, consumer staples, financials and offset by health Care, consumer discretionary, communication services.
- We highlight weekly changes in A-H premium for Huadian, CGN Power, GWM, Tigermed, Angang, CIMC, Zoomlion, Tianqi Lithium, CIMC Vehicles, CNOOC.
Hong Kong Connect Flows (Sep 9th): Tencent, BYD, Sensetime, Meituan
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 9th.
- 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, BYD, Sensetime and outflows from Meituan.
Northbound Flows (Sep 9th): Longi Green, Zijin, Aier Eye, Moutai, CMB, Tongwei, Luxshare
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 9th.
- We estimate the weekly outflows to be US$32.0 million, led by consumer staples, information technology, and offset by materials, health care, financials.
- We highlight inflows into Longi Green, Zijin, Aier Eye, and outflows from Moutai, CMB, Tongwei, Luxshare.
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