In today’s briefing:
- Quiddity HK Connect SOUTHBOUND Flows (Week to 13Oct23) : Meituan Bought, Tencent Sold
- Quiddity Mainland Connect NORTHBOUND Flows (To 13Oct23) : Innolight/BYD IN, but Net Selling Again.
- TWSE Short Interest Weekly (Oct 13th): Largan Precision, Alchip Tech, Nanya Tech, Delta Electronics
Quiddity HK Connect SOUTHBOUND Flows (Week to 13Oct23) : Meituan Bought, Tencent Sold
- This is the brand spanking new Quiddity HK Connect SOUTHBOUND Monitor. We work off the same presentation as the A/H Premium Monitor and Mainland Connect NORTHBOUND Monitor.
- The data on liquid names is presented for 5 days and four weeks and anything seen can be ranked in tables or selected and charted (names, sectors, outperformance, etc).
- We like the nifty interactive tables+charts (please play with them!) and we welcome feedback. This 4-day week saw HKD 9bn+ of net buying. That makes 12 weeks of net inflows.
Quiddity Mainland Connect NORTHBOUND Flows (To 13Oct23) : Innolight/BYD IN, but Net Selling Again.
- This is the brand spanking new Quiddity Mainland Connect NORTHBOUND Monitor. We work off the same presentation as the A/H Premium Monitor and HK Connect SOUTHBOUND Monitor.
- The data on liquid names is presented for 5 days and 4 weeks and anything seen can be ranked in tables or selected and charted (names, sectors, outperformance, etc).
- Please play with nifty interactive tables+charts. We welcome feedback. This 5-day week saw RMB 13bn+ of net selling. Back to the trenches!
TWSE Short Interest Weekly (Oct 13th): Largan Precision, Alchip Tech, Nanya Tech, Delta Electronics
- We analyzed the changes in short interest of TWSE Stocks as of Oct 13th which has an aggregated short interest worth USD11.7bn.
- 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 Largan Precision, Alchip Tech, Nanya Tech, Delta Elec.