In today’s briefing:
- Factor Olympics 2022
- Hong Kong Connect Flows Monthly: 12 Months of Inflows
- Northbound Flows Monthly: $4.6bn of Inflows
- HK Short Interest Weekly: Li Ning, Country Garden, HKEX, JD.com, Longfor
Factor Olympics 2022
- 2022 is the best year for factor investing over the last decade
- The value generated the best and size the worst return in 2022
- Despite the strong returns, investors remain cautious on factor investing
Hong Kong Connect Flows Monthly: 12 Months of Inflows
- We analyze the monthly Hong Kong Connect flows with our data engine.
- We tabulate the top stocks by inflows, outlfows, and holding by mainland investors.
- We highlight inflows into Meituan, HKEX, China Unicom, Shenzhou Intl, Sensetime, and outflows from Xiaomi, HSBC, Anta Sports, China Pacific.
Northbound Flows Monthly: $4.6bn of Inflows
- We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
- Consumer Staples, Financials, Health Care led the inflows while Industrials , Information Technology led the outflows.
- We highlight inflows into Wuliangye, Moutai, Ping An Insurance, China Tourism, Shenzhen Mindray, and outflows from Yunnan Energy New Material, BJ-SH HSR, Nari Technology, Goertek.
HK Short Interest Weekly: Li Ning, Country Garden, HKEX, JD.com, Longfor
- We analyzed the latest HK SFC report for aggregate short position as of Dec 23rd.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Li Ning, Country Garden, HKEX, JD.com, Longfor.
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