In today’s briefing:
- Hong Kong Connect Flows (Sep 16th): Chinese Buying Wuxi Biologics After Biden’s New Executive Order
- A-H Premium Weekly (Sep 16th): Angang, CIMC, Zoomlion, Huatai, Tianqi Lithium
- Northbound Flows (Sep 16th): Ping An Insurance, Shaanxi Coal, CMB and CATL
- TWSE Short Interest Weekly (Sep 16th): Short Spikes For Formosa Plastics, Hon Hai
Hong Kong Connect Flows (Sep 16th): Chinese Buying Wuxi Biologics After Biden’s New Executive Order
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 16th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight inflows into Wuxi Biologics (Cayman) Inc and CNOOC.
A-H Premium Weekly (Sep 16th): Angang, CIMC, Zoomlion, Huatai, Tianqi Lithium
- We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 113.9% as of Sep 16th.
- The average A-H premium changed by -4.6ppt weeok on week, led by financials, communication services, health care, and offset by consumer staples, consumer discretionary, utilities.
- We highlight weekly changes in A-H premium for Angang, CIMC, Zoomlion, Huatai securities, Tianqi Lithium, China Telecom.
Northbound Flows (Sep 16th): Ping An Insurance, Shaanxi Coal, CMB and CATL
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 16th.
- We estimate the weekly outflows to be US$850.0 million, led by financials, industrials, and offset by information technology, energy.
- We highlight flows for Ping An Insurance, Shaanxi Coal, CMB and CATL.
TWSE Short Interest Weekly (Sep 16th): Short Spikes For Formosa Plastics, Hon Hai
- We analyzed the changes in short interest of TWSE Stocks as of Sep 16th which has an aggregated short interest worth USD12.7bn.
- 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 China Airlines, Powerchip, Formasa Plastics, Hon Hai, Alchip, Asustek, Yageo, Innolux.
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