In today’s briefing:
- HK Short Interest Weekly: Li Ning, Ccb, Beigene, Hworld, Hutchmed
- A-H Premium Weekly (Feb 3rd): Great Wall Motor, CICC, Shanghai Haohai, Chalieco, Cosco Ship
- Hong Kong Connect Flows (Feb 3rd): Meituan, Sensetime, Tencent, CCB, HKEx
- Northbound Flows (Feb 3rd): CATL, CMB, Longi Green, Ping An Insurance, Byd, Kweichow Moutai
- TWSE Short Interest Weekly (Feb 3rd): Cathay Financial, Novatek, Evergreen Marine, Mediatek
HK Short Interest Weekly: Li Ning, Ccb, Beigene, Hworld, Hutchmed
- We analyzed the latest HK SFC report for aggregate short position as of Jan 27th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Li Ning, Ccb, Beigene, Hworld, Hutchmed.
A-H Premium Weekly (Feb 3rd): Great Wall Motor, CICC, Shanghai Haohai, Chalieco, Cosco Ship
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 109.4% as of Feb 3rd.
- The average A-H premium changed by 6.3ppt week on week, led by consumer staples, real estate, materials.
- We highlight weekly changes in A-H premium for Great Wall Motor, CICC, Shanghai Haohai, Chalieco, Cosco Ship.
Hong Kong Connect Flows (Feb 3rd): Meituan, Sensetime, Tencent, CCB, HKEx
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of February 3rd.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Meituan, Sensetime, Tencent, China Construction Bank, Hong Kong Exchanges And Clearing.
Northbound Flows (Feb 3rd): CATL, CMB, Longi Green, Ping An Insurance, Byd, Kweichow Moutai
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of February 3rd.
- We estimate the weekly inflows to be US$5,078.8 million, led by industrials, financials, information technology sectors, and offset by utilities, real estate.
- We highlight flows for CATL, CMB, Longi Green, Ping An Insurance, Byd, Kweichow Moutai.
TWSE Short Interest Weekly (Feb 3rd): Cathay Financial, Novatek, Evergreen Marine, Mediatek
- We analyzed the changes in short interest of TWSE Stocks as of Feb 3rd which has an aggregated short interest worth USD12.1bn.
- 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 Cathay Financial, Novatek, Evergreen Marine, Mediatek, China Devt.
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