In today’s briefing:
- Northbound Flows (Dec 1st): Hygon Information, Shanghai United Imaging Healthcare, BYD
- A-H Premium Weekly (Dec 1st): CMB, Ping An Insurance, Beigene, Ganfeng Lithium
- Hong Kong Connect Flows (Dec 1st): Meituan, Tencent
- TWSE Foreign Holding Weekly (Dec 1st): TSMC, Mediatek, Umc
- HK Short Interest Weekly: Xpeng, Xiaomi, Link Reit
- Hong Kong Connect Flows (November): Five Months of Inflows Despite New Low
Northbound Flows (Dec 1st): Hygon Information, Shanghai United Imaging Healthcare, BYD
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of December 1st.
- We estimate the weekly inflows to be US$359.9 million, led by information technology, health care, utilities sectors, and offset by financials, materials.
- We highlight flows for Hygon Information Technology, Shanghai United Imaging Healthcare, BYD, CMB, Wuliangye, Midea, CATL.
A-H Premium Weekly (Dec 1st): CMB, Ping An Insurance, Beigene, Ganfeng Lithium
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 127.1% as of Dec 1st.
- The average A-H premium changed by 4.7ppt week on week, led by consumer staples, utilities, communication services.
- We highlight weekly changes in A-H premium for CMB, Ping An Insurance, Beigene, Ganfeng Lithium.
Hong Kong Connect Flows (Dec 1st): Meituan, Tencent
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of December 1st.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight weekly Hongkong connect flows for Meituan and Tencent.
TWSE Foreign Holding Weekly (Dec 1st): TSMC, Mediatek, Umc
- We analyzed the changes in foreign holdings of TWSE Stocks as of Dec 1st which has an aggregated holding worth USD684.7bn.
- 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 inflows of USD1,077mln and highlight foreign changes in TSMC, Mediatek, Umc.
HK Short Interest Weekly: Xpeng, Xiaomi, Link Reit
- We analyzed the latest HK SFC report for aggregate short position as of Nov 24th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Xpeng, Xiaomi and Link Reit.
Hong Kong Connect Flows (November): Five Months of Inflows Despite New Low
- 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 TraHK, Xpeng, SMIC, CSOP Hang Seng ETF, Ping An Insurance.
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