In today’s briefing:
- Hong Kong Connect Flows (Jun 21st): BOC, CNOOC, CCB, BYD, Zijin Mining
- Northbound Flows (Jun 21st): Seres, Luxshare Precision, Zhongji Innolight, Eoptolink, Moutai, Midea
- KRX Foreign Holding Weekly (Jun 21st): Samsung Electronics, Kia
- A-H Premium Weekly (Jun 21st): China Tourism, Shenhua, China Telecom, CNOOC, Hua Hong Semi, YOFC
- HK Short Interest Weekly: Baba, Kuaishou, Lenovo, CCB, Yankuang Energy, AIA
- TWSE Foreign Holding Weekly (Jun 21st): Quanta Computer, Asmedia Tech, Delta Elec, Nanya Tech
- TWSE Short Interest Weekly (Jun 21st): Hon Hai, Wiwynn, Shihlin Elec&Eng, Tatung, Asia Vital
Hong Kong Connect Flows (Jun 21st): BOC, CNOOC, CCB, BYD, Zijin Mining
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 21st.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for BOC, CNOOC, CCB, BYD, Zijin Mining.
Northbound Flows (Jun 21st): Seres, Luxshare Precision, Zhongji Innolight, Eoptolink, Moutai, Midea
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of June 21st.
- We estimate the weekly outflows to be US$2,274.9 million, led by consumer staples, consumer discretionary, financials, and offset by information technology, energy.
- We highlight flows for Seres, Luxshare Precision, Zhongji Innolight, Eoptolink Technology Inc.,, Moutai, Midea, China Yangtze Power, Zijin Mining, Inner Mongolia Yili Industrial.
KRX Foreign Holding Weekly (Jun 21st): Samsung Electronics, Kia
- We analyzed the changes in foreign holdings of KRX Stocks as of Jun 21st which has an aggregated holding worth USD554.3bn.
- We estimate that foreign flows to be inflows of USD1,302mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight foreign changes in Samsung Electronics (005930 KS), Kia (000270 KS).
A-H Premium Weekly (Jun 21st): China Tourism, Shenhua, China Telecom, CNOOC, Hua Hong Semi, YOFC
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 103.3% as of Jun 21st.
- The average A-H premium changed by -1.5ppt week-on-week, led by real estate, communication services, consumer staples and offset by utilities, information technology.
- We highlight weekly changes in A-H premium for China Tourism, Shenhua, China Telecom, CNOOC, Hua Hong Semi, YOFC, Huadian.
HK Short Interest Weekly: Baba, Kuaishou, Lenovo, CCB, Yankuang Energy, AIA
- We analyzed the latest HK SFC report for aggregate short position as of Jun 14th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Baba, Kuaishou, Lenovo, CCB, Yankuang Energy, AIA.
TWSE Foreign Holding Weekly (Jun 21st): Quanta Computer, Asmedia Tech, Delta Elec, Nanya Tech
- We analyzed the changes in foreign holdings of TWSE Stocks as of Jun 21st which has an aggregated holding worth USD4,865.2bn.
- We estimate that foreign flows to be inflows of USD7,730mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight foreign changes in Quanta Computer, Asmedia Tech, Delta Elec, Nanya Tech, Wiwynn, Evergreen Marine, Asia Vital, Alchip Tech, TSMC, Chailease.
TWSE Short Interest Weekly (Jun 21st): Hon Hai, Wiwynn, Shihlin Elec&Eng, Tatung, Asia Vital
- We analyzed the changes in short interest of TWSE Stocks as of Jun 21st which has an aggregated short interest worth USD104.4bn.
- We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Hon Hai, Wiwynn, Shihlin Elec&Eng, Tatung, Asia Vital, Ctbc Financial, TSMC, Inventec, Shin Zu Shing.
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