In today’s briefing:
- Hong Kong Connect Flows (Jan 5th): China Mobile, CNOOC
- A-H Premium Weekly (Jan 5th): BYD, Fuyao Glass, China Southern, China Longyuan
- Northbound Flows (Jan 5th): Chongqing Changan Automobile, CATL, Moutai
- HK Short Interest Weekly: Link Reit, Kuaishou, Ntes, Wuxi Bio
- Hong Kong Connect Flows (December): Six Months of Inflows
- Northbound Flows (December): Five Months of Outflows
Hong Kong Connect Flows (Jan 5th): China Mobile, CNOOC
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of January 5th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight HK Connect flows for China Mobile, and CNOOC.
A-H Premium Weekly (Jan 5th): BYD, Fuyao Glass, China Southern, China Longyuan
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 122.8% as of Jan 5th.
- The average A-H premium changed by -0.5ppt week-on-week, led by information technology, consumer staples, communication services and offset by utilities.
- We highlight weekly changes in A-H premium for BYD, Fuyao Glass, China Southern, China Longyuan.
Northbound Flows (Jan 5th): Chongqing Changan Automobile, CATL, Moutai
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of January 5th.
- We estimate the weekly outflows to be US$719.9 million, led by information technology, consumer staples, and offset by utilities, financials, energy.
- We highlight flows for Chongqing Changan Automobile, CATL and Moutai.
HK Short Interest Weekly: Link Reit, Kuaishou, Ntes, Wuxi Bio
- We analyzed the latest HK SFC report for aggregate short position as of Dec 22nd.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Link Reit, Kuaishou, Ntes, Wuxi Bio.
Hong Kong Connect Flows (December): Six Months of Inflows
- We analyze the monthly Hong Kong Connect flows with our data engine.
- We tabulate the top stocks by inflows, outflows, and holding by mainland investors.
- We highlight inflows into Meituan, CNOOC, PICC P&C, China Mobile, and outflows from Tencent, Xiaomi, HKEx, Wuxi Biologics, CCB.
Northbound Flows (December): Five Months of Outflows
- We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
- Financials ($1,425 million worth of outflows), and Consumer Staples ($854 million worth of outflows) led the outflows (first chart below).
- We highlight inflows into CATL, Mindray, Will Semi, BYD, Wuxi Apptec, and outflows from CMB, Wuliangye, Shanghai United, Midea, Hygon.
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