In today’s briefing:
- A-H Premium Weekly: Tianqi Lithium at New Lost Post H-Share IPO
- Hong Kong Connect Flows: Tencent, China Mobile, Meituan and Kuaishou
- HK Short Interest: Alibaba, AIA, Country Garden Short Covers
- Northbound Flows: Longi Green, Yili, BYD, Moutai
A-H Premium Weekly: Tianqi Lithium at New Lost Post H-Share IPO
- We analyse the changes of A/H premium on 142 stocks over the last week. The average A/H premium of 142 A/H stocks are 116.5%, increased by 3.0ppt over last week.
- The average A/H premium changed by 3.0ppt week on week, led by Real Estate, financials, and consumer discretionary sectors.
- We highlight A/H premium changes of Great Wall Motor, Guangzhou Auto, Hisense Home, Tianqi Lithium, Jiangxi Copper, Angang Steel, Maanshan Iron, BBMG, Alcoa, Zoomlion, Cansino, Holly Futures, and ABC.
Hong Kong Connect Flows: Tencent, China Mobile, Meituan and Kuaishou
- We analyze the weekly Hong Kong Connect flows with our data engine for connect holding position as of Aug 12th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight weekly inflows into Tencent, China Mobile and outflows from Meituan and Kuaishou.
HK Short Interest: Alibaba, AIA, Country Garden Short Covers
- We analyzed the latest HK SFC report for aggregate short position as of Aug 5th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short covers for Alibaba, AIA and Country Garden.
Northbound Flows: Longi Green, Yili, BYD, Moutai
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for connect holding as of Aug 12th.
- Information, financials, and consumer discretionary sectors led the inflows of USD 1.2bn last week.
- We highlight inflows into Longi Green, Yili, BYD, Moutai, and outflows from Tongwei, Sanhua, TBEA, TCL Zhonghuan.
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