In today’s briefing:
- Hong Kong Buybacks Weekly (Dec 9th): Tencent, AIA, PetroChina
- HK Short Interest Weekly: Kuaishou, GCL, Haidilao
- ASX Short Interest Weekly (Dec 2nd): IGO, Pilbara Mineral, Seek, Carsales.com, Allkem
- Northbound Flows (Dec 9th): Midea, Wuliangye, Shenzhen Mindray, CATL, BYD
- Hong Kong Connect Flows (Dec 9th): HKEx, Ping An H&T, Tencent, Xiaomi, Li Ning, Meituan
- A-H Premium Weekly (Dec 9th): Weichai Power, Shanghai Fudan, Guolian, Joinn Lab, GWC, Tsingtao
- TWSE Short Interest Weekly (Dec 9th): Yageo, Walsin Lihwa, Evergreen Marine
Hong Kong Buybacks Weekly (Dec 9th): Tencent, AIA, PetroChina
- We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Dec 9th based on HKEx daily reports.
- In the past 7 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Aia (1299 HK), China Petroleum & Chemical (386 HK).
- In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Aia (1299 HK), China Petroleum & Chemical (386 HK).
HK Short Interest Weekly: Kuaishou, GCL, Haidilao
- We analyzed the latest HK SFC report for aggregate short position as of Dec 2nd.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Kuaishou, GCL, Haidilao, Wharf, Haichang Ocean Park, Xiaomi, China Gas, Netease.
ASX Short Interest Weekly (Dec 2nd): IGO, Pilbara Mineral, Seek, Carsales.com, Allkem
- We analyzed the changes in short interest of ASX Stocks as of Dec 2nd (reported today) which has an aggregated short interest worth USD17.4bn.
- 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 IGO, Pilbara Mineral, Seek, Carsales.com, Allkem, Woodside Energy, Domino’s Pizza, Westfarmers, Evolution Mining.
Northbound Flows (Dec 9th): Midea, Wuliangye, Shenzhen Mindray, CATL, BYD
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of December 9th.
- We estimate the weekly inflows to be US$1,068.5 million, led by consumer staples, consumer discretionary, health care sectors, and offset by information technology, industrials.
- We highlight flows for Midea, Wuliangye, Shenzhen Mindray, CATL, BYD, Yunnan Energy New Material, BJ-SH High Speed Rail, Goertek, Goodwe, Nari.
Hong Kong Connect Flows (Dec 9th): HKEx, Ping An H&T, Tencent, Xiaomi, Li Ning, Meituan
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of December 9th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight inflows into HKEx, Ping An H&T, and outflows from Tencent, Xiaomi, Li Ning, Meituan, Country Garden Service.
A-H Premium Weekly (Dec 9th): Weichai Power, Shanghai Fudan, Guolian, Joinn Lab, GWC, Tsingtao
- We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 115.3% as of Dec 9th.
- The average A-H premium changed by -2.6ppt weeok on week, led by health care, real estate, materials and offset by consumer discretionary, information technology.
- We highlight weekly changes in A-H premium for Weichai Power, Shanghai Fudan, Guolian Securities, Joinn Lab, Great Wall Motor, Tsingtao Brewery.
TWSE Short Interest Weekly (Dec 9th): Yageo, Walsin Lihwa, Evergreen Marine
- We analyzed the changes in short interest of TWSE Stocks as of Dec 9th which has an aggregated short interest worth USD14.2bn.
- 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 Yageo, Walsin Lihwa, Evergreen Marine.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
