In today’s briefing:
- Hong Kong Connect Flows (Nov 4th): Tencent, Wuxi Biologics, HKEx, Kuaishou
- A-H Premium Weekly (Nov 11th): BYD, Dongfang Electric, Pharmaron Beijing, CSC Financial
- Northbound Flows (Nov 11th): Midea, Zijin Mining, Naura Tech
- HK Short Interest Weekly: Kuaishou, Li Ning, China Shenhua, BYD Electronic
- TWSE Short Interest Weekly (Nov 11th): Unimicron, Alchip, Lotes, King Yuan Electronics, Wistron, TXC
Hong Kong Connect Flows (Nov 4th): Tencent, Wuxi Biologics, HKEx, Kuaishou
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of November 11th.
- 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, Wuxi Biologics, HKEx, Kuaishou Technology.
A-H Premium Weekly (Nov 11th): BYD, Dongfang Electric, Pharmaron Beijing, CSC Financial
- We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 128.4% as of Nov 11th.
- The average A-H premium changed by -4.7ppt weeok on week, led by financials, materials, information technology and offset by real estate, communication services.
- We highlight weekly changes in A-H premium for BYD, Dongfang Electric, Pharmaron Beijing, CSC Financial.
Northbound Flows (Nov 11th): Midea, Zijin Mining, Naura Tech
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of November 11th.
- We estimate the weekly inflows to be US$845.8 million, led by materials, financials, consumer discretionary sectors, and offset by information technology, utilities.
- We highlight flows for Midea, Zijin Mining, Naura Tech, TCL Zhonghuan, Yangtze Power, Goertek.
HK Short Interest Weekly: Kuaishou, Li Ning, China Shenhua, BYD Electronic
- We analyzed the latest HK SFC report for aggregate short position as of Nov 4th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Kuaishou, Li Ning, China Shenhua, BYD Electronic.
TWSE Short Interest Weekly (Nov 11th): Unimicron, Alchip, Lotes, King Yuan Electronics, Wistron, TXC
- We analyzed the changes in short interest of TWSE Stocks as of Nov 11th which has an aggregated short interest worth USD13.6bn.
- 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 Unimicron, Alchip, Lotes, King Yuan Electronics, Wistron, TXC.
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