In today’s briefing:
- Hong Kong Connect Flows (Nov 4th): Tencent, Meituan, Wuxi Biologics, Li Ning
- TWSE Short Interest Weekly (Nov 4th): Hon Hai, Evergreen Marine, Wan Hai Lines
- A-H Premium Weekly (Nov 4th): First Tractor, Maanshan Iron
- Northbound Flows (Nov 4th): Moutai, Yangtze Power, Yili, East Money, Wintech
Hong Kong Connect Flows (Nov 4th): Tencent, Meituan, Wuxi Biologics, Li Ning
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of November 4th.
- 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, Meituan, Wuxi Biologics, Li Ning.
TWSE Short Interest Weekly (Nov 4th): Hon Hai, Evergreen Marine, Wan Hai Lines
- We analyzed the changes in short interest of TWSE Stocks as of Nov 4th which has an aggregated short interest worth USD12.1bn.
- 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 Hon Hai, Evergreen Marine, Wan Hai Lines.
A-H Premium Weekly (Nov 4th): First Tractor, Maanshan Iron
- We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 130.7% as of Nov 4th.
- The average A-H premium changed by -4.4ppt weeok on week, led by health care, financials, utilities and offset by consumer staples, real estate, consumer discretionary.
- We highlight weekly changes in A-H premium for First Tractor, Maanshan Iron, Datang Intl, Cansino, Jushi, Fudan Microelectronics.
Northbound Flows (Nov 4th): Moutai, Yangtze Power, Yili, East Money, Wintech
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of November 4th.
- We estimate the weekly outflows to be US$727.6 million, led by consumer staples, utilities, and offset by materials, industrials, consumer discretionary.
- We highlight flows for CATL, BYD, Mindray, Tianqi, Moutai, Yangtze Power, Yili, East Money, Wintech.
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