In today’s briefing:
- Hong Kong Connect Flows (Jan 12th): CNOOC, Tencent
- A-H Premium Weekly (Jan 12th): China Tourism, Ccb, Fuyao Glass, China Longyuan, Flat Glass Gro, SMIC
- HK Short Interest Weekly: Baba, Petrochina, China Mobile
- Northbound Flows (Jan 12th): Moutai, Longi Green
Hong Kong Connect Flows (Jan 12th): CNOOC, Tencent
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of January 12th.
- 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, Tencent.
A-H Premium Weekly (Jan 12th): China Tourism, Ccb, Fuyao Glass, China Longyuan, Flat Glass Gro, SMIC
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 122.2% as of Jan 12th.
- The average A-H premium changed by -0.9ppt week-on-week, led by communication services, information technology, financials and offset by consumer staples, real estate, utilities.
- We highlight weekly changes in A-H premium for China Tourism, Ccb, Fuyao Glass In, China Longyuan, Flat Glass Gro, Smic.
HK Short Interest Weekly: Baba, Petrochina, China Mobile
- We analyzed the latest HK SFC report for aggregate short position as of Jan 5th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Baba, Petrochina, and China Mobile.
Northbound Flows (Jan 12th): Moutai, Longi Green
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of January 12th.
- We estimate the weekly outflows to be US$374.5 million, led by financials, consumer staples, and offset by consumer discretionary, information technology, industrials.
- We highlight northbound connect flows for Moutai and Longi Green.
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