In today’s briefing:
- Northbound Flows (Mar 1st): Longi Green Energy Technology
- A-H Premium Weekly (Mar 3rd): Xinjiang Goldwind, ZTE, China Southern, CRRC, GWM, China Telecom
- HK Short Interest Weekly: Greatwall Motor, Yum China, Meitu, Techtronic
- Hong Kong Connect Flows (Mar 1st): Tencent, Great Wall Motor, CCB, HKEx
Northbound Flows (Mar 1st): Longi Green Energy Technology
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of March 1st.
- We estimate the weekly inflows to be US$560.9 million, led by information technology, financials, communication services sectors, and offset by materials, energy.
- We estimate that the inflows was USD 561m and highlight flows for Longi Green Energy Technology.
A-H Premium Weekly (Mar 3rd): Xinjiang Goldwind, ZTE, China Southern, CRRC, GWM, China Telecom
- 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 Mar 3rd.
- The average A-H premium changed by 0.3ppt week on week, led by communication services, consumer discretionary, financials and offset by real estate, information technology, industrials.
- We highlight weekly changes in A-H premium for Xinjiang Goldwind, ZTE, China Southern, CRRC, GWM, China Telecom, CCCC, China Oilfield.
HK Short Interest Weekly: Greatwall Motor, Yum China, Meitu, Techtronic
- We analyzed the latest HK SFC report for aggregate short position as of Feb 24th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Greatwall Motor, Yum China, Meitu, Techtronic.
Hong Kong Connect Flows (Mar 1st): Tencent, Great Wall Motor, CCB, HKEx
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of March 1st.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for Tencent, Great Wall Motor, China Construction Bank, Hong Kong Exchanges And Clearing.
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