In today’s briefing:
- Hong Kong Connect Flows (Nov 10th): Tencent, China Mobile, CNOOC
- TWSE Foreign Holding Weekly (Nov 10th): TSMC, Taiwan Cement, Wistron
- HK Short Interest Weekly: HSBC, Haidilao, China Mobile
- Northbound Flows (Nov 10th): BYD, Ping An Insurance, Eoptolink Technology, Zhongji Innolight
- A-H Premium Weekly (Nov 10th): Ping An Insurance, Ganfeng Lithium, GWM, China Longyuan
Hong Kong Connect Flows (Nov 10th): Tencent, China Mobile, CNOOC
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of November 10th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight the flows for Tencent, China Mobile and CNOOC.
TWSE Foreign Holding Weekly (Nov 10th): TSMC, Taiwan Cement, Wistron
- We analyzed the changes in foreign holdings of TWSE Stocks as of Nov 10th which has an aggregated holding worth USD633.0bn.
- We tabulate league table for top changes by value for 1 week, one 4 weeks, 1 year and top stocks held by foreign instutions by dollar value.
- We estimate that foreign flows to be inflows of USD512mln and highlight foreign changes in TSMC, Taiwan Cement, Wistron.
HK Short Interest Weekly: HSBC, Haidilao, China Mobile
- We analyzed the latest HK SFC report for aggregate short position as of Nov 3rd.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in HSBC, Haidilao and China Mobile.
Northbound Flows (Nov 10th): BYD, Ping An Insurance, Eoptolink Technology, Zhongji Innolight
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of November 10th.
- We estimate the weekly outflows to be US$1,078.3 million, led by information technology, industrials, and offset by consumer staples, communication services, real estate.
- We highlight flows for BYD, Ping An Insurance, Eoptolink Technology, Zhongji Innolight.
A-H Premium Weekly (Nov 10th): Ping An Insurance, Ganfeng Lithium, GWM, China Longyuan
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 121.6% as of Nov 10th.
- The average A-H premium changed by 3.1ppt week on week, led by information technology, utilities, communication services and offset by consumer discretionary, real estate.
- We highlight weekly changes in A-H premium for Ping An Insurance, Ganfeng Lithium, Gwmotor, China Longyuan.
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