In today’s briefing:
- Northbound Flows (Oct 13th): Longi Green, China Tourism, Iflytek, Ping An Insurance
- A-H Premium Weekly (Oct 13th): Wuapptec, Tsingtao Brew, China Telecom, China Southern
- TWSE Foreign Holding Weekly (Oct 13th): TSMC, Mediatek, Quanta Computer, Wistron
- HK Short Interest Weekly: Wuxi Bio, Xpeng, Mnso, Bidu, Meituan, China Mobile, Baba
- Hong Kong Connect Flows (Oct 13th): Meituan, Tencent
Northbound Flows (Oct 13th): Longi Green, China Tourism, Iflytek, Ping An Insurance
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of October 13th.
- We estimate the weekly outflows to be US$1,898.6 million, led by industrials, information technology, and offset by consumer discretionary, health care.
- We highlight flows for Longi Green, China Tourism, Iflytek, Ping An Insurance.
A-H Premium Weekly (Oct 13th): Wuapptec, Tsingtao Brew, China Telecom, China Southern
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 118.6% as of Oct 13th.
- The average A-H premium changed by -6.8ppt week on week, led by energy, health care, materials and offset by consumer staples.
- We highlight weekly changes in A-H premium for Wuapptec, Tsingtao Brew, China Telecom and China Southern.
TWSE Foreign Holding Weekly (Oct 13th): TSMC, Mediatek, Quanta Computer, Wistron
- We analyzed the changes in foreign holdings of TWSE Stocks as of Oct 13th which has an aggregated holding worth USD638.7bn.
- 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 USD1,177mln and highlight foreign changes in TSMC, Mediatek, Quanta Computer, Wistron.
HK Short Interest Weekly: Wuxi Bio, Xpeng, Mnso, Bidu, Meituan, China Mobile, Baba
- We analyzed the latest HK SFC report for aggregate short position as of Sep 29th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Wuxi Bio, Xpeng, Mnso, Bidu, Meituan, China Mobile, Baba.
Hong Kong Connect Flows (Oct 13th): Meituan, Tencent
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of October 13th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight weekly Hong Kong Connect flows for Meituan and Tencent.
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