In today’s briefing:
- Hong Kong Connect Flows (Feb 23rd): CNOOC, China Mobile
- Northbound Flows (Feb 23rd): Moutai, CATL, Ping An Insurance, CMB, Industrial Bank, ICBC, Wuliangye
- A-H Premium Weekly (Feb 23rd): SMIC, Flat Glass Group, GWM, China Longyuan, Wuxi Apptec
- HK Short Interest Weekly: Boc Aviation, Link Reit
- TWSE Foreign Holding Weekly (Feb 23rd): Mediatek, TSMC, Evergreen Marine, Unimicron Tech, Novatek
- KRX Foreign Holding Weekly (Feb 23rd): Hanwha Ocean, Sk Hynix, Posco Holdings, Samsung C&T
Hong Kong Connect Flows (Feb 23rd): CNOOC, China Mobile
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of February 23rd.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight the weekly Hong Kong Connect flows for CNOOC, China Mobile.
Northbound Flows (Feb 23rd): Moutai, CATL, Ping An Insurance, CMB, Industrial Bank, ICBC, Wuliangye
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of February 23rd.
- We estimate the weekly inflows to be US$1,986.7 million, led by financials, consumer staples, industrials sectors, and offset by information technology, communication services.
- We highlight flows for Moutai, CATL, Ping An Insurance, CMB, Industrial Bank, ICBC, Wuliangye, Agricultural Bank Of China, Inner Mongolia Yili Industrial, Wuxi Apptec.
A-H Premium Weekly (Feb 23rd): SMIC, Flat Glass Group, GWM, China Longyuan, Wuxi Apptec
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 122.6% as of Feb 23rd.
- The average A-H premium changed by -2.1ppt week-on-week, led by utilities, materials, health care and offset by consumer staples, consumer discretionary, information technology.
- We highlight weekly changes in A-H premium for SMIC, Flat Glass Group, GWM, China Longyuan, Wuxi Apptec, Shandong Gold.
HK Short Interest Weekly: Boc Aviation, Link Reit
- We analyzed the latest HK SFC report for aggregate short position as of Feb 16th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Boc Aviation, and Link Reit.
TWSE Foreign Holding Weekly (Feb 23rd): Mediatek, TSMC, Evergreen Marine, Unimicron Tech, Novatek
- We analyzed the changes in foreign holdings of TWSE Stocks as of Feb 23rd which has an aggregated holding worth USD3,723.6bn.
- We estimate that foreign flows to be inflows of USD4,330mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instutions.
- We highlight foreign changes in Mediatek, TSMC, Evergreen Marine, Unimicron Tech, Novatek, Wistron, Faraday Tech, Umc, Global Unichip, Quanta Computer.
KRX Foreign Holding Weekly (Feb 23rd): Hanwha Ocean, Sk Hynix, Posco Holdings, Samsung C&T
- We analyzed the changes in foreign holdings of KRX Stocks as of Feb 23rd which has an aggregated holding worth USD519.8bn.
- We estimate that foreign flows to be inflows of USD2,484mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instistutions.
- We highlight foreign changes in Hanwha Ocean, Sk Hynix, Posco Holdings, Samsung C&T.
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