In today’s briefing:
- Hong Kong Connect Flows (Jun 23rd): Tencent, Meituan, ICBC
- A-H Premium Weekly (Jun 23rd): BYD, CMOC, China Southern, Cansino Biologics, Xinjiang Gold
- Northbound Flows (Jun 23rd): China Cssc, Dahua
Hong Kong Connect Flows (Jun 23rd): Tencent, Meituan, ICBC
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 23rd.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Tencent, Meituan, Industrial And Commercial Bank Of China.
A-H Premium Weekly (Jun 23rd): BYD, CMOC, China Southern, Cansino Biologics, Xinjiang Gold
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 119.0% as of Jun 23rd.
- The average A-H premium changed by 4.9ppt week on week, led by information technology, health care, industrials and offset by communication services, financials.
- We highlight weekly changes in A-H premium for BYD, CMOC, China Southern, Cansino Biologics, Xinjiang Gold.
Northbound Flows (Jun 23rd): China Cssc, Dahua
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of June 23rd.
- We estimate the weekly inflows to be US$43.7 million, led by industrials, information technology, communication services sectors, and offset by materials, financials.
- We estimate the inflows to be USD 43 mil last week and highlight flows for China Cssc, Dahua.
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