In today’s briefing:
- Quiddity HK Connect SOUTHBOUND Flows (Week to 8Sep23) Banks, Brokers, Telcos, Energy, and Vanke
- Hong Kong Connect Flows (Sep 8th): ICBC, CNOOC, CCB, HKEx, China Petroleum & Chemical
- Northbound Flows (Sep 8th): BYD, Longi Green
- A-H Premium Weekly (Sep 8th): Huadian Power, Huaneng Power, Shanghai Electric, China Longyuan
Quiddity HK Connect SOUTHBOUND Flows (Week to 8Sep23) Banks, Brokers, Telcos, Energy, and Vanke
- 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 and charts. We welcome feedback on how to make it more useful going forward.
Hong Kong Connect Flows (Sep 8th): ICBC, CNOOC, CCB, HKEx, China Petroleum & Chemical
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 8th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for ICBC, CNOOC, CCB, HKEx, China Petroleum & Chemical.
Northbound Flows (Sep 8th): BYD, Longi Green
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 8th.
- We estimate the weekly outflows to be US$719.1 million, led by health care, information technology, and offset by materials, consumer discretionary, energy.
- We highlight flows for BYD, Longi Green, ZTE, Zhongji Innolight.
A-H Premium Weekly (Sep 8th): Huadian Power, Huaneng Power, Shanghai Electric, China Longyuan
- We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 114.4% as of Sep 8th.
- The average A-H premium changed by -3.9ppt week on week, led by real estate, consumer staples, communication services and offset by consumer discretionary.
- We highlight weekly changes in A-H premium for Huadian Power, Huaneng Power, Shanghai Elect, China Longyuan, Aluminum Corp.
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