In today’s briefing:
- Hong Kong Connect Flows (May 10th): BOC, Li Auto, Meituan, HSBC, Tencent, CNOOC, Kuaishou Technology
- A-H Premium Weekly (May 10th): 19 Stocks at 52w Low
- HK Short Interest Weekly: Li Auto, Tencent, Petrochina, BOC
- Northbound Flows (May 10th): Moutai, CMB, Inovance, Haier Smart Home, Luxshare Precision, Nari
- TWSE Foreign Holding Weekly (May 10th): TSMC, Quanta Computer, Yang Ming Marine, Tripod Tech
- TWSE Short Interest Weekly (May 10th): Evergreen Marine, Realtek Semi, Asia Vital, Elite Semi
- KRX Foreign Holding Weekly (May 10th): Samsung Electronics, Kb Financial
Hong Kong Connect Flows (May 10th): BOC, Li Auto, Meituan, HSBC, Tencent, CNOOC, Kuaishou Technology
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of May 10th.
- 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, Li Auto, Meituan, HSBC, Tencent, CNOOC, Kuaishou Technology.
A-H Premium Weekly (May 10th): 19 Stocks at 52w Low
- We analyse the changes of A-H premium on 147 stocks over the last week. The average A-H premium was 114.0% as of May 10th.
- The average A-H premium changed by -7.0ppt week-on-week, led by energy, utilities, communication services and offset by consumer staples, consumer discretionary.
- We highlight weekly changes in A-H premium for Petrochina, CGN Power, Hua Hong Semi, Huaneng Power, Cansino, Pharmaron.
HK Short Interest Weekly: Li Auto, Tencent, Petrochina, BOC
- We analyzed the latest HK SFC report for aggregate short position as of May 3rd.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Li Auto, Tencent, Petrochina, BOC.
Northbound Flows (May 10th): Moutai, CMB, Inovance, Haier Smart Home, Luxshare Precision, Nari
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of May 10th.
- We estimate the weekly inflows to be US$1,023.9 million, led by consumer staples, materials, financials sectors, and offset by information technology, communication services, consumer discretionary.
- We highlight flows for Moutai, CMB, Shenzhen Inovance Technology, Haier Smart Home, Luxshare Precision, Nari Technology, Shanghai Putailai New Energy Technology, Midea, Focus Media.
TWSE Foreign Holding Weekly (May 10th): TSMC, Quanta Computer, Yang Ming Marine, Tripod Tech
- We analyzed the changes in foreign holdings of TWSE Stocks as of May 10th which has an aggregated holding worth USD4,060.0bn.
- We estimate that foreign flows to be inflows of USD2,948mln. 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 TSMC, Quanta Computer, Yang Ming Marine, Tripod Tech, Lite-On Tech, Chailease, Lotus, Novatek, Alchip Tech, Asia Vital.
TWSE Short Interest Weekly (May 10th): Evergreen Marine, Realtek Semi, Asia Vital, Elite Semi
- We analyzed the changes in short interest of TWSE Stocks as of May 10th which has an aggregated short interest worth USD90.4bn.
- 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 Evergreen Marine, Realtek Semi, Asia Vital, Elite Semiconductor, Fitipower.
KRX Foreign Holding Weekly (May 10th): Samsung Electronics, Kb Financial
- We analyzed the changes in foreign holdings of KRX Stocks as of May 10th which has an aggregated holding worth USD540.4bn.
- We estimate that foreign flows to be inflows of USD1,299mln. 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), Kb Financial (105560 KS).
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