In today’s briefing:
- Hong Kong Connect Flows: Meituan Outflows Before 1H Results
- Northbound Flows (Aug 27th): Longi Green, Xinjiang Goldwind
- TWSE Short Interest Weekly (Aug 26th): EVA Airways, Alchip, Faraday
- A-H Premium Weekly (Aug 26th): China Telecom, China Life, Huaneng Power, Chongqing Iron, CICC
Hong Kong Connect Flows: Meituan Outflows Before 1H Results
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of August 26th.
- 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, Meituan and Hong Kong Exchange.
Northbound Flows (Aug 27th): Longi Green, Xinjiang Goldwind
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of August 26th. We estimate weekly outflows to be USD644m.
- Information technology, financial and health care led the outflows while consumer staples, material and utilities led the inflows.
- We highlight flows for Tongwei, Moutai, Yunan Energy New Material, Ganfeng Lithium, Longi Green and Xinjiang Goldwind.
TWSE Short Interest Weekly (Aug 26th): EVA Airways, Alchip, Faraday
- We analyzed the changes in short interest of TWSE Stocks as of Aug 26th, which has an aggregated short interest worth USD 12.9bn.
- 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 EVA Airways, Alchip, and Faraday.
A-H Premium Weekly (Aug 26th): China Telecom, China Life, Huaneng Power, Chongqing Iron, CICC
- We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 112.0% as of Aug 26th.
- The average A-H premium changed by 0.4ppt, led by Financials, Utilities and offset by Information Technology, Real Estate, Consumer Discretionary.
- We highlight weekly changes in A-H premium for China Telecom, China Life, Huaneng Power, Chongqing Iron, CICC.
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