In today’s briefing:
- Hong Kong Connect Flows (Dec 2nd): Meituan, Country Garden, China Mobile, Longfor, Tencent
- A-H Premium Weekly (Dec 2nd): China Longyuan, Ganfeng Lithium
- HK Short Interest Weekly: Ganfeng Lithium, Netease, Tencent, Li Ning
- Northbound Flows (Dec 2nd): Wuliangye, CATL, Mindray, Longi Green
Hong Kong Connect Flows (Dec 2nd): Meituan, Country Garden, China Mobile, Longfor, Tencent
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of December 2nd.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight inflows into Meituan, Country Garden, China Mobile and outflows from Longfor, Tencent.
A-H Premium Weekly (Dec 2nd): China Longyuan, Ganfeng Lithium
- We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 118.8% as of Dec 2nd.
- The average A-H premium changed by 0.6ppt week on week, led by consumer staples, real estate, information technology and offset by consumer discretionary, materials.
- We highlight weekly changes in A-H premium for China Longyuan, Ganfeng Lithium, China Minsheng, Guolian Securities, Shanghai Fudan, Red Star Macalline, Joinn Lab, Cosco Shipping Energy, Great Wall Mortor.
HK Short Interest Weekly: Ganfeng Lithium, Netease, Tencent, Li Ning
- We analyzed the latest HK SFC report for aggregate short position as of Nov 25th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Ganfeng Lithium, Netease, Tencent, Li Ning.
Northbound Flows (Dec 2nd): Wuliangye, CATL, Mindray, Longi Green
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of December 2nd.
- We estimate the weekly inflows to be US$3,984.1 million, led by information technology, consumer discretionary, industrials sectors, and offset by utilities, energy.
- We highlight flows for Wuliangye, CATL, Shenzhen Mindray, Longi Green.
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