In today’s briefing:
- Hong Kong Connect Flows (Jun 28th): CCB, ICBC, Tencent
- A-H Premium Weekly (Jun 28th): China Tourism, Ganfeng Lithium, Air China, PetroChina, China Telecom
- Northbound Flows (Jun 28th): Foxconn Industrial Internet, Wanhua Chemical, BYD
- KRX Foreign Holding Weekly (Jun 28th): Samsung Electronics, Sk Hynix, Samsung SDI, Celltrion
- HK Short Interest Weekly: Zijin Mining, Lenovo, HSBC, Kuaishou, CK Asset, Yankuang Energy
- TWSE Short Interest Weekly (Jun 28th): Innolux, Evergreen Marine, Largan Precision, Ap Memory Tech
- TWSE Foreign Holding Weekly (Jun 28th): Highwealth, Acer, King Yuan Elec, Bora Pharma, Auo, TSMC
Hong Kong Connect Flows (Jun 28th): CCB, ICBC, Tencent
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 28th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for CCB (939 HK), ICBC (1398 HK), Tencent (700 HK).
A-H Premium Weekly (Jun 28th): China Tourism, Ganfeng Lithium, Air China, PetroChina, China Telecom
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 104.9% as of Jun 28th.
- The average A-H premium changed by 1.3ppt week-on-week, led by materials, consumer discretionary, energy and offset by real estate, health care, consumer staples.
- We highlight weekly changes in A-H premium for China Tourism, Ganfeng Lithium, Air China, PetroChina, China Telecom.
Northbound Flows (Jun 28th): Foxconn Industrial Internet, Wanhua Chemical, BYD
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of June 28th.
- We estimate the weekly outflows to be US$1,763.0 million, led by information technology, consumer staples, consumer discretionary, and offset by utilities.
- We highlight flows for Foxconn Industrial Internet, Zhejiang Sanhua Intelligent Controls, Wanhua Chemical, BYD.
KRX Foreign Holding Weekly (Jun 28th): Samsung Electronics, Sk Hynix, Samsung SDI, Celltrion
- We analyzed the changes in foreign holdings of KRX Stocks as of Jun 28th which has an aggregated holding worth USD564.4bn.
- We estimate that foreign flows to be inflows of USD33mln. 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, Sk Hynix, Samsung SDI, Celltrion.
HK Short Interest Weekly: Zijin Mining, Lenovo, HSBC, Kuaishou, CK Asset, Yankuang Energy
- We analyzed the latest HK SFC report for aggregate short position as of Jun 21st.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Zijin Mining, Lenovo, HSBC, Kuaishou, CK Asset, Yankuang Energy, China Longyuan.
TWSE Short Interest Weekly (Jun 28th): Innolux, Evergreen Marine, Largan Precision, Ap Memory Tech
- We analyzed the changes in short interest of TWSE Stocks as of Jun 28th which has an aggregated short interest worth USD100.9bn.
- 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 Innolux, Evergreen Marine, Largan Precision, Ap Memory Tech, Wistron, Highwealth, Hon Hai, Synnex Tech Intl, Inventec.
TWSE Foreign Holding Weekly (Jun 28th): Highwealth, Acer, King Yuan Elec, Bora Pharma, Auo, TSMC
- We analyzed the changes in foreign holdings of TWSE Stocks as of Jun 28th which has an aggregated holding worth USD4,832.6bn.
- We estimate that foreign flows to be outflows of USD11,267mln. 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 Highwealth, Acer, King Yuan Elec, Bora Pharma, Auo, TSMC, Novatek, Mediatek, Chailease, Umc.
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