In today’s briefing:
- HK Short Interest Weekly: Tencent, Nongfu Spring, China Shenhua, Petrochina, New Oriental
- A-H Premium Weekly (Jul 19th):Wuxi Apptec, Air China, China Longyuan, Smic, Yofc, Flat Glass
- Hong Kong Connect Flows (Jul 19th): ICBC, China Hongqiao
- Northbound Flows (Jul 19th): Midea, Zhongji Innolight, Mindray
- TWSE Short Interest Weekly (Jul 19th): Kinpo Elec, L&K Engineering, Asia Cement, Unimicron Tech
- TWSE Foreign Holding Weekly (Jul 19th): Wiwynn, TSMC, Quanta Computer, Mediatek, Gigabyte Tech
- KRX Foreign Holding Weekly (Jul 19th): Samsung Heavy In, Samsung Electronics, Doosan Bobcat
HK Short Interest Weekly: Tencent, Nongfu Spring, China Shenhua, Petrochina, New Oriental
- We analyzed the latest HK SFC report for aggregate short position as of Jul 12th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Tencent, Nongfu Spring, China Shenhua, Petrochina, New Oriental.
A-H Premium Weekly (Jul 19th):Wuxi Apptec, Air China, China Longyuan, Smic, Yofc, Flat Glass
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 107.8% as of Jul 19th.
- The average A-H premium changed by 2.0ppt week-on-week, led by communication services, energy, utilities and offset by consumer staples, information technology, real estate.
- We highlight weekly changes in A-H premium for Wuapptec, Air China, China Longyuan, Smic, Yofc, Flat Glass, Ganfeng Lithium.
Hong Kong Connect Flows (Jul 19th): ICBC, China Hongqiao
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of July 19th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for ICBC (1398 HK), China Hongqiao (1378 HK).
Northbound Flows (Jul 19th): Midea, Zhongji Innolight, Mindray
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of July 19th.
- We estimate the weekly outflows to be US$2,388.5 million, led by consumer discretionary, industrials, financials.
- We highlight flows for Midea (000333 CH), Zhongji Innolight (300308 CH), Mindray (300760 CH).
TWSE Short Interest Weekly (Jul 19th): Kinpo Elec, L&K Engineering, Asia Cement, Unimicron Tech
- We analyzed the changes in short interest of TWSE Stocks as of Jul 19th which has an aggregated short interest worth USD21.0bn.
- 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 Kinpo Elec, L&K Engineering, Asia Cement, Yageo, Unimicron Tech, Ctbc Financial, Auo.
TWSE Foreign Holding Weekly (Jul 19th): Wiwynn, TSMC, Quanta Computer, Mediatek, Gigabyte Tech
- We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 19th which has an aggregated holding worth USD965.9bn.
- We estimate that foreign flows to be outflows of USD3,489mln. 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 Wiwynn, TSMC, Quanta Computer, Mediatek, Gigabyte Tech.
KRX Foreign Holding Weekly (Jul 19th): Samsung Heavy In, Samsung Electronics, Doosan Bobcat
- We analyzed the changes in foreign holdings of KRX stocks as of Jul 19th which has an aggregated holding worth USD563.2bn.
- We estimate that foreign flows to be outflows of USD350mln. 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 Samsung Heavy In, Sk Hynix, Samsung Electronics, Doosan Bobcat.
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