In today’s briefing:
- Hong Kong Connect Flows (Oct 20th): Meituan
- Northbound Flows (Oct 19th): BYD, Changan Auto, Zhongji Innolight, Moutai, Wuliangye
- TWSE Foreign Holding Weekly (Oct 20th): Wistron, TSMC, Airoha Tech, Delta Elec, Taiwan Cement
- A-H Premium Weekly (Oct 20th): Postal Savings, Byd, CICC
- HK Short Interest Weekly: Wuxi Bio, AIA, Bidu
Hong Kong Connect Flows (Oct 20th): Meituan
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of October 20th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We have highlighted the flows for Meituan (3690 HK) .
Northbound Flows (Oct 19th): BYD, Changan Auto, Zhongji Innolight, Moutai, Wuliangye
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of October 19th.
- We estimate the weekly outflows to be US$3,259.2 million, led by materials, industrials, and offset by consumer discretionary, utilities.
- We highlight flows for BYD, Chongqing Changan Automobile, Zhongji Innolight, Moutai, Wuliangye, Ping An Insurance, CATL, Haitian Flavouring, Longi Green, CMB.
TWSE Foreign Holding Weekly (Oct 20th): Wistron, TSMC, Airoha Tech, Delta Elec, Taiwan Cement
- We analyzed the changes in foreign holdings of TWSE Stocks as of Oct 20th which has an aggregated holding worth USD627.4bn.
- 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 outflows of USD974mln and highlight foreign changes in Wistron, TSMC, Airoha Tech, Delta Elec, Taiwan Cement.
A-H Premium Weekly (Oct 20th): Postal Savings, Byd, CICC
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 120.6% as of Oct 20th.
- The average A-H premium changed by 2.0ppt week on week, led by consumer staples, financials, industrials and offset by information technology, communication services, consumer discretionary.
- We highlight weekly changes in A-H premium for Postal Savings, Byd and CICC.
HK Short Interest Weekly: Wuxi Bio, AIA, Bidu
- We analyzed the latest HK SFC report for aggregate short position as of Oct 13th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Wuxi Bio, AIA and Bidu.
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