In today’s briefing:
- Hong Kong Connect Flows (Mar 1st): CNOOC, Li Auto, Tencent
- A-H Premium Weekly (Mar 1st): ZTE, China Southern, SMIC, Ganfeng Lithium, Flat Glass Group
- Northbound Flows (Mar 1st): Midea, Moutai, Chongqing Sokon Industry Group, CATL, Naura Technology
- TWSE Foreign Holding Weekly (Mar 1st): TSMC, Wiwynn, Mediatek, Asia Vital, Alchip Tech
- HK Short Interest Weekly: HSBC, Li Auto, Lenovo
- KRX Foreign Holding Weekly (Mar 1st): Sk Hynix, Samsung Electronics, Hanwha Aerospace, Kakao
Hong Kong Connect Flows (Mar 1st): CNOOC, Li Auto, Tencent
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of March 1st.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for CNOOC, Li Auto, Tencent, China Traditional Chinese Medicine Holdings.
A-H Premium Weekly (Mar 1st): ZTE, China Southern, SMIC, Ganfeng Lithium, Flat Glass Group
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 124.5% as of Mar 1st.
- The average A-H premium changed by 1.8ppt week-on-week, led by real estate, health care, information technology and offset by utilities, materials.
- We highlight weekly changes in A-H premium for ZTE, China Southern, SMIC, Ganfeng Lithium, Flat Glass Group.
Northbound Flows (Mar 1st): Midea, Moutai, Chongqing Sokon Industry Group, CATL, Naura Technology
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of March 1st.
- We estimate the weekly inflows to be US$4,463.8 million, led by information technology, materials, industrials sectors.
- We highlight flows for Midea, Moutai, Chongqing Sokon Industry Group Stock, CATL, Naura Technology.
TWSE Foreign Holding Weekly (Mar 1st): TSMC, Wiwynn, Mediatek, Asia Vital, Alchip Tech
- We analyzed the changes in foreign holdings of TWSE Stocks as of Mar 1st which has an aggregated holding worth USD3,699.8bn.
- We estimate that foreign flows to be inflows of USD1,279mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instutions.
- We highlight foreign changes in TSMC, Wiwynn, Mediatek, Asia Vital, Alchip Tech, Asustek Computer, Umc, Quanta Computer, Chunghwa Telecom, Lite-On Tech.
HK Short Interest Weekly: HSBC, Li Auto, Lenovo
- We analyzed the latest HK SFC report for aggregate short position as of Feb 23rd.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short weekly changes in HSBC, Li Auto, Lenovo.
KRX Foreign Holding Weekly (Mar 1st): Sk Hynix, Samsung Electronics, Hanwha Aerospace, Kakao
- We analyzed the changes in foreign holdings of KRX Stocks as of Mar 1st which has an aggregated holding worth USD517.4bn.
- We estimate that foreign flows to be inflows of USD1,159mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instistutions.
- We highlight foreign changes in Sk Hynix, Samsung Electronics, Hanwha Aerospace, Kakao, LG Chem.
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