In today’s briefing:
- Hong Kong Connect Flows (Aug 9th): Tencent, Xiaomi Corporation, CCB, CNOOC, HSBC
- A-H Premium Weekly (Aug 9th): Asymchem Lab, Shanghai Pharm, China Eastern, Air China, Smic, Hepalink
- Northbound Flows (Aug 9th): Suzhou Dongshan Precision Manufacturing, Midea, CATL, Zhongji Innolight
- KRX Foreign Holding Weekly (Aug 9th): Samsung Electronics, Sk Hynix
- TWSE Foreign Holding Weekly (Aug 9th): TSMC, Hon Hai, Quanta Computer, Unimicron Tech, Mediatek
- TWSE Short Interest Weekly (Aug 9th): Hon Hai, Quanta Computer, TSMC, Elite Material, Asia Vital
Hong Kong Connect Flows (Aug 9th): Tencent, Xiaomi Corporation, CCB, CNOOC, HSBC
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of August 9th.
- 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, Xiaomi Corporation, CCB, CNOOC, HSBC.
A-H Premium Weekly (Aug 9th): Asymchem Lab, Shanghai Pharm, China Eastern, Air China, Smic, Hepalink
- We analyse the changes of A-H premium on 144 stocks over the last week. The average A-H premium was 112.4% as of Aug 9th.
- The average A-H premium changed by 1.5ppt week-on-week, led by consumer discretionary, information technology, energy and offset by utilities, health care.
- We highlight weekly changes in A-H premium for Asymchem Lab, Shanghai Pharm, China Eastern, Air China, Smic, Hepalink, WuXi AppTec, Pharmaron, Hangzhou Tiger.
Northbound Flows (Aug 9th): Suzhou Dongshan Precision Manufacturing, Midea, CATL, Zhongji Innolight
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of August 9th.
- We estimate the weekly outflows to be US$2,018.4 million, led by information technology, consumer discretionary, financials, and offset by health care, consumer staples, utilities.
- We highlight flows for Suzhou Dongshan Precision Manufacturing, Midea, CATL, Zhongji Innolight.
KRX Foreign Holding Weekly (Aug 9th): Samsung Electronics, Sk Hynix
- We analyzed the changes in foreign holdings of KRX stocks as of Aug 9th which has an aggregated holding worth USD518.5bn.
- We estimate that foreign flows to be outflows of USD1,842mln. 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 Electronics (005930 KS), Sk Hynix (000660 KS).
TWSE Foreign Holding Weekly (Aug 9th): TSMC, Hon Hai, Quanta Computer, Unimicron Tech, Mediatek
- We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 9th which has an aggregated holding worth USD914.4bn.
- We estimate that foreign flows to be outflows of USD1,693mln. 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 TSMC, Hon Hai, Quanta Computer, Unimicron Tech, Mediatek, Wiwynn.
TWSE Short Interest Weekly (Aug 9th): Hon Hai, Quanta Computer, TSMC, Elite Material, Asia Vital
- We analyzed the changes in short interest of TWSE Stocks as of Aug 9th which has an aggregated short interest worth USD18.6bn.
- 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 Hon Hai, Quanta Computer, TSMC, Elite Material, Asia Vital, Gigabyte Tech, Zhen Ding Tech, Tcc Group Holdin, Global Unichip.
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