In today’s briefing:
- Hong Kong Connect Flows (Sep): Weak Inflows Ex-Alibaba
- KRX Short Interest Weekly (Sep 27th): Hmm, Samsung Electronics
- Global Emerging Markets: Reporting Season Summary, 3Q2024
Hong Kong Connect Flows (Sep): Weak Inflows Ex-Alibaba
- We analyze the monthly Hong Kong Connect flows with our data engine.
- We tabulate the top stocks by inflows, outflows, and holding by mainland investors.
- We highlight inflows into Alibaba, Kuaishou, Anta, HKEx, China Resource Land, China Telecom, and outflows from Meituan, Tencent, CNOOC, Xiaomi, China Mobile.
KRX Short Interest Weekly (Sep 27th): Hmm, Samsung Electronics
- We analyzed the changes in short interest of KRX stocks as of Sep 27th which has an aggregated short interest worth USD5.3bn.
- 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 Hmm (011200 KS), Samsung Electronics (005930 KS).
Global Emerging Markets: Reporting Season Summary, 3Q2024
- During 3Q2024, the 200 largest weighted companies in the GEM index reported average EPS growth of +14.3%y/y, accelerating from the +7.1% reported during 2Q2024.
- Overall, 59% of companies delivered positive EPS surprises, and 63% delivered positive Sales surprises, a continuation of the positive trend witnessed in the previous quarter.
- Historically, there has been a significant difference in relative share price performance between the largest positive versus negative surprise generators, for 3 months after the reporting date.
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