In today’s briefing:
- ASX Short Interest Weekly (Aug 18th): Macquarie, Aurizon, Suncorp, Computershare, Igo, Rio Tinto
- A-H Premium Weekly (Aug 25th): Wuxi Apptec, CICC, China Telecom, China Longyuan, Hua Hong
- Hong Kong Connect Flows (Aug 25th): Tencent, CCB, Xpeng, China Mobile, Meituan, CNOOC
- Northbound Flows (Aug 25th): Wuxi Apptec, Iflytek, Foxconn Industrial Internet, Moutai, CMB
- TWSE Short Interest Weekly (Aug 25th): Quanta Computer, Global Unichip, Asustek Computer, Inventec
ASX Short Interest Weekly (Aug 18th): Macquarie, Aurizon, Suncorp, Computershare, Igo, Rio Tinto
- We analyzed the changes in short interest of ASX Stocks as of Aug 18th (reported today) which has an aggregated short interest worth USD15.4bn.
- We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in BHP, Aurizon, Wisetech Global, Suncorp, Macquarie, Rio Tinto, Evolution Mining, ANZ.
A-H Premium Weekly (Aug 25th): Wuxi Apptec, CICC, China Telecom, China Longyuan, Hua Hong
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 116.7% as of Aug 25th.
- The average A-H premium changed by -3.6ppt week on week, led by health care, information technology, financials and offset by communication services.
- We highlight weekly changes in A-H premium for Wuxi Apptec, CICC, China Telecom, China Longyuan, Hua Hong Semiconductor.
Hong Kong Connect Flows (Aug 25th): Tencent, CCB, Xpeng, China Mobile, Meituan, CNOOC
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of August 25th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Tencent, CCB, Xpeng, China Mobile, Meituan, CNOOC, Ping An Insurance (Group) Company Of China, Ltd.-Hkd Traded Shares.
Northbound Flows (Aug 25th): Wuxi Apptec, Iflytek, Foxconn Industrial Internet, Moutai, CMB
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of August 25th.
- We estimate the weekly outflows to be US$3,207.8 million, led by consumer staples, industrials, and offset by communication services.
- We highlight flows for Wuxi Apptec, Iflytek, Foxconn Industrial Internet, Moutai, CMB, Ping An Insurance, Longi Green, Mindray, Wuliangye, ZTE, Inner Mongolia Yili Industrial, Luxshare Precision, Ping An Bank.
TWSE Short Interest Weekly (Aug 25th): Quanta Computer, Global Unichip, Asustek Computer, Inventec
- We analyzed the changes in short interest of TWSE Stocks as of Aug 25th which has an aggregated short interest worth USD13.5bn.
- We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Quanta Computer, Global Unichip, Asustek Computer, Inventec, Lite-On Tech, Asia Vital, Chunghwa Telecom, Delta Elec.
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