In today’s briefing:
- Northbound Flows (Feb 10th): Ping An Insurance, CATL, Moutai, Luzhou Lao Jiao, Hundsun
- HK Short Interest Weekly: Short Covers for Tencent, Baba, Anta, Wuxi Biologics
- Hong Kong Connect Flows (Feb 10th): Meituan, HKEx, ICBC, CCB, Kuaishou, Tencent, Li Ning
- A-H Premium Weekly (Feb 10th): Premium Compressed for Utilities
- TWSE Short Interest Weekly (Feb 10th): Evergreen Marine, Unimicron Tech, Novatek
Northbound Flows (Feb 10th): Ping An Insurance, CATL, Moutai, Luzhou Lao Jiao, Hundsun
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of February 10th.
- We estimate the weekly inflows to be US$456.0 million, led by financials, information technology, utilities sectors, and offset by materials, consumer discretionary.
- We highlight flows for Ping An Insurance, Contemporary Amperex Technology, Kweichow Moutai, Luzhou Lao Jiao, Hundsun Technologies, Byd, Midea, Tongwei, Trina Solar
HK Short Interest Weekly: Short Covers for Tencent, Baba, Anta, Wuxi Biologics
- We analyzed the latest HK SFC report for aggregate short position as of Feb 3rd.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Bidu, Manulife, Mengniu Dairy, CDF, Tencent, Baba, Anta Sports, Wuxi Bio.
Hong Kong Connect Flows (Feb 10th): Meituan, HKEx, ICBC, CCB, Kuaishou, Tencent, Li Ning
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of February 10th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Meituan, Hong Kong Exchanges And Clearing, Industrial And Commercial Bank Of China, China Construction Bank, Kuaishou Technology, Tencent, Li Ning.
A-H Premium Weekly (Feb 10th): Premium Compressed for Utilities
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 111.9% as of Feb 10th.
- The average A-H premium changed by 3.6ppt week on week, led by health care, consumer discretionary, information technology and offset by real estate.
- We highlight weekly changes in A-H premium for Great Wall Motor, Huadian, Huaneng, Datang Intl.
TWSE Short Interest Weekly (Feb 10th): Evergreen Marine, Unimicron Tech, Novatek
- We analyzed the changes in short interest of TWSE Stocks as of Feb 10th which has an aggregated short interest worth USD11.5bn.
- 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 Evergreen Marine, Unimicron Tech, Novatek.
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