In today’s briefing:
- HK Short Interest Weekly: Meituan, Gcl Tech, Link Reit, Sensetime, Trip.Com, Hsbc, Baba, Wuxi Apptec
- A-H Premium Weekly (Mar 24th): Dongfang Electric, CEEC, Great Wall Motor
- Hong Kong Connect Flows (Mar 24th): Meituan, Tencent, Bilibili
- Northbound Flows (Mar 24th): Boe, CATL, Moutai, Shenzhen Inovance, Luxshare
HK Short Interest Weekly: Meituan, Gcl Tech, Link Reit, Sensetime, Trip.Com, Hsbc, Baba, Wuxi Apptec
- We analyzed the latest HK SFC report for aggregate short position as of Mar 17th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Meituan, Gcl Tech, Link Reit, Sensetime, Trip.Com, Hsbc, Baba, Wuxi Apptec.
A-H Premium Weekly (Mar 24th): Dongfang Electric, CEEC, Great Wall Motor
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 114.1% as of Mar 24th.
- The average A-H premium changed by 0.6ppt week on week, led by information technology, industrials, utilities and offset by communication services, consumer discretionary, energy.
- We highlight weekly changes in A-H premium for Dongfang Electric, CEEC, Great Wall Motor.
Hong Kong Connect Flows (Mar 24th): Meituan, Tencent, Bilibili
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of March 24th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We estimate that the total inflows were USD3.3bn last week and highlight flows for Meituan, Tencent, Bilibili.
Northbound Flows (Mar 24th): Boe, CATL, Moutai, Shenzhen Inovance, Luxshare
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of March 24th.
- We estimate the weekly inflows to be US$1,685.1 million, led by industrials, information technology, health care sectors, and offset by energy, financials.
- We highlight flows for Boe Technology, Contemporary Amperex Technology, Kweichow Moutai, Shenzhen Inovance Technology, Luxshare Precision Industry, Hithink Royalflush Information Network, China Shenhua Energy, Foxconn Industrial Internet, Ping An Insurance.
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