In today’s briefing:
- Hong Kong Connect Flows (Nov 18th): Tencent, HKEx, Country Garden, Meituan
- HK Short Interest Weekly: AIA, Li Ning, SHK PPT, CSPC Pharma, Fosun Pharma, Kingsoft
- Northbound Flows (Nov 18th): Moutai, Midea, China Merchants Bank, Ping An Insurance, Zijin Mining
- TWSE Short Interest Weekly (Nov 18th): Wiwynn, Yageo, Evergreen Marine, UMC, ASE, Powerchip
- A-H Premium Weekly (Nov 18th): China Longyuan, GF Securities, Great Wall Motor
Hong Kong Connect Flows (Nov 18th): Tencent, HKEx, Country Garden, Meituan
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of November 18th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight inflows into Tencent, HKEx, Country Garden and outflows from Meituan.
HK Short Interest Weekly: AIA, Li Ning, SHK PPT, CSPC Pharma, Fosun Pharma, Kingsoft
- We analyzed the latest HK SFC report for aggregate short position as of Nov 11th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in AIA, Li Ning, SHK PPT, CSPC Pharma, Fosun Pharma, Kingsoft.
Northbound Flows (Nov 18th): Moutai, Midea, China Merchants Bank, Ping An Insurance, Zijin Mining
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of November 18th.
- We estimate the weekly inflows to be US$4,809.9 million, led by financials, consumer staples, consumer discretionary sectors.
- We highlight flows for Moutai, Midea, China Merchants Bank, Ping An Insurance, Zijin Mining.
TWSE Short Interest Weekly (Nov 18th): Wiwynn, Yageo, Evergreen Marine, UMC, ASE, Powerchip
- We analyzed the changes in short interest of TWSE Stocks as of Nov 18th which has an aggregated short interest worth USD13.9bn.
- 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 Wiwynn, Yageo, Evergreen Marine, UMC, ASE, Powerchip.
A-H Premium Weekly (Nov 18th): China Longyuan, GF Securities, Great Wall Motor
- We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 121.4% as of Nov 18th.
- The average A-H premium changed by -7.0ppt weeok on week, led by consumer discretionary, industrials, communication services and offset by consumer staples.
- We highlight weekly changes in A-H premium for China Longyuan, GF Securities, Great Wall Motor, COSCO Shipping Energy.
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