In today’s briefing:
- HK Short Interest Weekly: Ping An, Meituan, China Mobile, HSBC, Haidilao, Picc P&C, Gwmotor, Psbc
- Hong Kong Connect Flows (Jul 26th): Tencent, China Petroleum & Chemical Corporation, Meituan
- TWSE Foreign Holding Weekly (Jul 26th): Gigabyte Tech, TSMC, Quanta Computer, ASE, Mediatek
- Northbound Flows (Jul 26th): Zijin Mining, Moutai, Zhongji Innolight, Wuliangye, Boe Technology
- KRX Foreign Holding Weekly (Jul 26th): Sk Hynix, Samsung Electronics
- A-H Premium Weekly (Jul 26th):Asymchem, Livzon Pharm, Shanghai Pharm, Pharmaron
- TWSE Short Interest Weekly (Jul 26th): Auo, Wiwynn, Ctbc Financial, Global Unichip, Faraday Tech
HK Short Interest Weekly: Ping An, Meituan, China Mobile, HSBC, Haidilao, Picc P&C, Gwmotor, Psbc
- We analyzed the latest HK SFC report for aggregate short position as of Jul 19th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Ping An, Meituan, China Mobile, HSBC, Haidilao, Picc P&C, Gwmotor, Psbc.
Hong Kong Connect Flows (Jul 26th): Tencent, China Petroleum & Chemical Corporation, Meituan
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of July 26th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Tencent, China Petroleum & Chemical Corporation, Meituan.
TWSE Foreign Holding Weekly (Jul 26th): Gigabyte Tech, TSMC, Quanta Computer, ASE, Mediatek
- We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 26th which has an aggregated holding worth USD924.5bn.
- We estimate that foreign flows to be outflows of USD1,653mln. 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 Gigabyte Tech, TSMC, Quanta Computer, ASE, Mediatek.
Northbound Flows (Jul 26th): Zijin Mining, Moutai, Zhongji Innolight, Wuliangye, Boe Technology
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of July 26th.
- We estimate the weekly outflows to be US$1,578.2 million, led by consumer staples, information technology, financials, and offset by consumer discretionary, health care, utilities.
- We highlight flows for Zijin Mining, Moutai, CATL, Zhongji Innolight, Wuliangye, Boe Technology.
KRX Foreign Holding Weekly (Jul 26th): Sk Hynix, Samsung Electronics
- We analyzed the changes in foreign holdings of KRX stocks as of Jul 26th which has an aggregated holding worth USD549.0bn.
- We estimate that foreign flows to be outflows of USD854mln. 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 Sk Hynix (000660 KS), Samsung Electronics (005930 KS).
A-H Premium Weekly (Jul 26th):Asymchem, Livzon Pharm, Shanghai Pharm, Pharmaron
- We analyse the changes of A-H premium on 145 stocks over the last week. The average A-H premium was 111.5% as of Jul 26th.
- The average A-H premium changed by 3.6ppt week-on-week, led by utilities, information technology, financials and offset by consumer staples, communication services.
- We highlight weekly changes in A-H premium for Asymchem Labor, Livzon Pharm, Shanghai Pharm, Pharmaron Beij, Hua Hong Semi, CICC.
TWSE Short Interest Weekly (Jul 26th): Auo, Wiwynn, Ctbc Financial, Global Unichip, Faraday Tech
- We analyzed the changes in short interest of TWSE Stocks as of Jul 26th which has an aggregated short interest worth USD19.5bn.
- 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 Auo, Wiwynn, Yageo, Ctbc Financial, Global Unichip, Faraday Tech.
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