In today’s briefing:
- A-H Premium Weekly: Steel & Cement at 52w High, Great Wall Motor, Longyuan
- Hong Kong Connect Flows: Tencent, Geely, Meituan, Wuxi Biologics
- HK Short Interest: Innovent Biologics, Yeahka, CR Beer, Great Wall Motor
- Northbound Flows: Mindray, Tianjin Zhonghuan, BYD, Banks
A-H Premium Weekly: Steel & Cement at 52w High, Great Wall Motor, Longyuan
- We analyse the changes of A/H premium on 140 stocks over the last week.
- A-H premium declined by 0.5ppt week on week, mainly due to consumer discretionary, communication services and financials, offset by consumer staple and material.
- We highlight A-H premium for Steel & Cement companies, Great Wall Motor, and Longyuan.
Hong Kong Connect Flows: Tencent, Geely, Meituan, Wuxi Biologics
- We analyze the weekly Hong Kong Connect flows with our data engine.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight weekly flows of Tencent, Geely, Meituan, Wuxi Biologics.
HK Short Interest: Innovent Biologics, Yeahka, CR Beer, Great Wall Motor
- We analyzed the latest HK SFC report for aggregate short position as of Jul 8th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short interest changes in Innovent Biologics, Yeahka, CR Beer, Great Wall Motor.
Northbound Flows: Mindray, Tianjin Zhonghuan, BYD, Banks
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine.
- Banks led the outflow as offshore investors are concerned about the risk from property sectors.
- We highlight inflows into Mindray, Tianjin Zhonghuan, BYD and outflows from banks.
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