In today’s briefing:
- Hong Kong Connect Flows (Jun 30th): ICBC
- HK Short Interest Weekly: Sunny Optical, JS Global Life, Trip.Com, Meituan
- A-H Premium Weekly (Jun 30th): Healthcare Led Premium Decline
- Northbound Flows (Jun 30th): Moutai, Wuliangye, China Tourism, CATL, Longi Green
Hong Kong Connect Flows (Jun 30th): ICBC
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 30th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We estimate that the outflows were USD 20 million and highlight flows for ICBC.
HK Short Interest Weekly: Sunny Optical, JS Global Life, Trip.Com, Meituan
- We analyzed the latest HK SFC report for aggregate short position as of Jun 23rd.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Sunny Optical, Js Global Life, Trip.Com, Meituan.
A-H Premium Weekly (Jun 30th): Healthcare Led Premium Decline
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 114.6% as of Jun 30th.
- The average A-H premium changed by -5.2ppt week on week, led by health care, information technology, consumer discretionary and offset by consumer staples.
- We analyzed A-H premium changes in the past week and highlight A-H premium changes for Tianqi Lithium, CQRC Bank, Shanghai Fudan, Joinn Lab, Remegen, Cansino Biologics.
Northbound Flows (Jun 30th): Moutai, Wuliangye, China Tourism, CATL, Longi Green
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of June 30th.
- We estimate the weekly outflows to be US$1,252.3 million, led by consumer staples, financials, and offset by materials, consumer discretionary, industrials.
- We highlight flows for Midea, Kunlun Tech, Tcl Technology Group, Moutai, Wuliangye, China Tourism, CATL, Longi Green.
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