In today’s briefing:
- Hong Kong Connect Flows (Jul 7th): China Mobile, ICBC, ABC, Tencent, HSBC, BYD
- A-H Premium Weekly (Jul 7th): BankComm, ICBC, CCB, BYD, Asymchem, Hisense, Baiyunshan
- HK Short Interest Weekly: Luye Pharma, Baba, Li Auto
- Northbound Flows (Jul 7th): ZTE, BYD, Goertek, CATL, CMB, Moutai, Focus Media
Hong Kong Connect Flows (Jul 7th): China Mobile, ICBC, ABC, Tencent, HSBC, BYD
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of July 7th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We analyzed southbound Hong Kong connect flows in the past week and highlight flows for China Mobile, ICBC, ABC, Tencent, HSBC, BYD.
A-H Premium Weekly (Jul 7th): BankComm, ICBC, CCB, BYD, Asymchem, Hisense, Baiyunshan
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 120.6% as of Jul 7th.
- The average A-H premium changed by 5.9ppt week on week, led by consumer staples, consumer discretionary, energy.
- We highlight weekly changes in A-H premium for BankComm, ICBC, CCB, BYD, Asymchem, Hisense, Baiyunshan, Yankuang Energy, New China Life.
HK Short Interest Weekly: Luye Pharma, Baba, Li Auto
- We analyzed the latest HK SFC report for aggregate short position as of Jun 30th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Luye Pharma, Baba, Li Auto.
Northbound Flows (Jul 7th): ZTE, BYD, Goertek, CATL, CMB, Moutai, Focus Media
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of July 7th.
- We estimate the weekly outflows to be US$1,104.6 million, led by consumer staples, financials, and offset by consumer discretionary, communication services, utilities.
- We highlight flows for Zte, BYD, Goertek, CATL, CMB, Moutai, Focus Media Information Technology.
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