In today’s briefing:
- HK Short Interest Weekly: ABC, ICBC, Li Ning
- A-H Premium Weekly (Jul 14th): 52 Week High A-H for Banks
- Hong Kong Connect Flows (Jul 14th): Meituan, BYD
- Northbound Flows (Jul 14th): Moutai, CATL, Wuliangye, Yangtze Power, China Telecom, Haitian
HK Short Interest Weekly: ABC, ICBC, Li Ning
- We analyzed the latest HK SFC report for aggregate short position as of Jul 7th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight changes of short interests in ABC, ICBC, Li Ning.
A-H Premium Weekly (Jul 14th): 52 Week High A-H for Banks
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 117.2% as of Jul 14th.
- The average A-H premium changed by -3.0ppt week on week, led by consumer discretionary, consumer staples, utilities and offset by real estate, communication services.
- We highlight weekly changes in A-H premium for BankComm, ICBC, ABC, CCB, Remegen.
Hong Kong Connect Flows (Jul 14th): Meituan, BYD
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of July 14th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We estimate the outflows to be USD 538m and highlight flows for Meituan, BYD.
Northbound Flows (Jul 14th): Moutai, CATL, Wuliangye, Yangtze Power, China Telecom, Haitian
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of July 14th.
- We estimate the weekly inflows to be US$2,869.4 million, led by consumer discretionary, consumer staples, financials sectors.
- We highlight flows for Moutai, CATL, Wuliangye, China Yangtze Power, China Telecom, Inspur Electronic Information Industry, Tcl Technology, China Mobile, BYD, Haitian Flavouring, Wus Printed Circuit (Kunshan).
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