In today’s briefing:
- HK Short Interest Weekly: Baidu, Country Garden, Zhongsheng, Alibaba, Li Ning
- Hong Kong Connect Flows (Feb 17th): Meituan, Xiaomi, Tencent
- A-H Premium Weekly (Feb 17th): China Shenhua, PetroChina, GWM, First Tractor
- Northbound Flows (Feb 17th): CATL, Sany Heavy, Hundsun, Ping An Insurance, CMB, Eve Energy
- TWSE Short Interest Weekly (Feb 17th): Yageo, Yulon Motor, Nuvoton Tech, Airtac
HK Short Interest Weekly: Baidu, Country Garden, Zhongsheng, Alibaba, Li Ning
- We analyzed the latest HK SFC report for aggregate short position as of Feb 10th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Bidu, Country Garden, Zhongsheng, Baba, Li Ning.
Hong Kong Connect Flows (Feb 17th): Meituan, Xiaomi, Tencent
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of February 17th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We estimate the total inflows to be USD 960m and highlight flows for Meituan, Xiaomi, Tencent.
A-H Premium Weekly (Feb 17th): China Shenhua, PetroChina, GWM, First Tractor
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 109.6% as of Feb 17th.
- The average A-H premium changed by -2.3ppt week on week, led by consumer discretionary, health care, energy and offset by communication services, consumer staples, materials.
- We highlight weekly changes in A-H premium for China Shenhua, PetroChina, GWM, First Tractor.
Northbound Flows (Feb 17th): CATL, Sany Heavy, Hundsun, Ping An Insurance, CMB, Eve Energy
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of February 17th.
- We estimate the weekly inflows to be US$1,241.6 million, led by industrials, consumer discretionary, information technology sectors, and offset by financials, utilities.
- We highlight flows for Contemporary Amperex Technology, Sany Heavy Industry, Hundsun Technologies, Ping An Insurance, China Merchants Bank, Eve Energy.
TWSE Short Interest Weekly (Feb 17th): Yageo, Yulon Motor, Nuvoton Tech, Airtac
- We analyzed the changes in short interest of TWSE Stocks as of Feb 17th which has an aggregated short interest worth USD11.5bn.
- 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 Yageo, Yulon Motor, Nuvoton Tech, Airtac.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
