In today’s briefing:
- HK Short Interest Weekly: Petrochina, Bosideng, Anta Sports
- KRX Foreign Holding Weekly (Jul 12th): Samsung Electronics
- A-H Premium Weekly (Jul 12th):Wuapptec, China Telecom, Remegen, Hua Hong Semi, Flat Glass
- Northbound Flows (Jul 12th): Moutai, Yangtze Power, Ping An Insurance, Cosco Shipping, CNNP
- TWSE Foreign Holding Weekly (Jul 12th): Umc, Alchip Tech, Quanta Computer, Chung-Hsin, TSMC
- Hong Kong Connect Flows (Jul 12th): ICBC
- TWSE Short Interest Weekly (Jul 12th): Acer, Hon Hai, Evergreen Marine, Mediatek, Silicon Integrat
HK Short Interest Weekly: Petrochina, Bosideng, Anta Sports
- We analyzed the latest HK SFC report for aggregate short position as of Jul 5th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Petrochina (857 HK), Bosideng (3998 HK), Anta Sports (2020 HK).
KRX Foreign Holding Weekly (Jul 12th): Samsung Electronics
- We analyzed the changes in foreign holdings of KRX stocks as of Jul 12th which has an aggregated holding worth USD572.7bn.
- We estimate that foreign flows to be inflows of USD2,198mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We estimate the inflows decreased by 1.0% WoW and highlight foreign changes in Samsung Electronics (005930 KS).
A-H Premium Weekly (Jul 12th):Wuapptec, China Telecom, Remegen, Hua Hong Semi, Flat Glass
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 105.7% as of Jul 12th.
- The average A-H premium changed by -2.5ppt week-on-week, led by consumer staples, energy, consumer discretionary and offset by real estate, utilities, information technology.
- We highlight weekly changes in A-H premium for Wuapptec, China Telecom, Remegen, Hua Hong Semi, Flat Glass .
Northbound Flows (Jul 12th): Moutai, Yangtze Power, Ping An Insurance, Cosco Shipping, CNNP
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of July 12th.
- We estimate the weekly inflows to be US$2,168.8 million, led by financials, information technology, utilities sectors, and offset by health care, communication services, energy.
- We highlight flows for Moutai, Yangtze Power, Ping An Insurance, Cosco Shipping, CNNP.
TWSE Foreign Holding Weekly (Jul 12th): Umc, Alchip Tech, Quanta Computer, Chung-Hsin, TSMC
- We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 12th which has an aggregated holding worth USD1,035.6bn.
- We estimate that foreign flows to be outflows of USD1,431mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight foreign changes in Umc, Alchip Tech, Quanta Computer, Chung-Hsin, Cathay Financial, TSMC, Hon Hai, Ctbc Financial, ASE.
Hong Kong Connect Flows (Jul 12th): ICBC
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of July 12th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We estimate the inflows to be USD 580m and highlight flows for ICBC (1398 HK).
TWSE Short Interest Weekly (Jul 12th): Acer, Hon Hai, Evergreen Marine, Mediatek, Silicon Integrat
- We analyzed the changes in short interest of TWSE Stocks as of Jul 12th which has an aggregated short interest worth USD22.0bn.
- 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 Acer, Hon Hai, Evergreen Marine, Mediatek, Silicon Integrat, Yang Ming Marine.
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