In today’s briefing:
- TWSE Short Interest Weekly (Aug 16th): TSMC, Fortune Elec, Hon Hai, Far Eastone Tele
- Hong Kong Connect Flows (Aug 16th): Tencent, China Mobile
- KRX Foreign Holding Weekly (Aug 16th): Samsung Electronics, Sk Hynix, Naver
- Northbound Flows (Aug 16th): CATL
- HK Short Interest Weekly: Baba, HSBC, Ntes, AIA, Bidu, Galaxy Ent
- TWSE Foreign Holding Weekly (Aug 16th): TSMC, Umc, Yageo, Evergreen Marine
- A-H Premium Weekly (Aug 16th):Asymchem Lab, Air China, GAC Group, Hua Hong Semi
TWSE Short Interest Weekly (Aug 16th): TSMC, Fortune Elec, Hon Hai, Far Eastone Tele
- We analyzed the changes in short interest of TWSE Stocks as of Aug 16th which has an aggregated short interest worth USD19.4bn.
- 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 TSMC, Fortune Elec, Hon Hai, Far Eastone Tele, Chunghwa Telecom.
Hong Kong Connect Flows (Aug 16th): Tencent, China Mobile
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of August 16th.
- 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 (700 HK) , China Mobile (941 HK) .
KRX Foreign Holding Weekly (Aug 16th): Samsung Electronics, Sk Hynix, Naver
- We analyzed the changes in foreign holdings of KRX stocks as of Aug 16th which has an aggregated holding worth USD550.5bn.
- We estimate that foreign flows to be inflows of USD260mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight foreign changes in Samsung Electronics, Sk Hynix, Naver.
Northbound Flows (Aug 16th): CATL
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of August 16th.
- We estimate the weekly outflows to be US$600.9 million, led by materials, industrials, consumer discretionary, and offset by financials, communication services, health care.
- Outflows were driven by Material, Industries and Consumer Discretionary sectors. We highlight flows for CATL (300750 CH).
HK Short Interest Weekly: Baba, HSBC, Ntes, AIA, Bidu, Galaxy Ent
- We analyzed the latest HK SFC report for aggregate short position as of Aug 9th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Baba, HSBC, Ntes, AIA, Bidu, Galaxy Ent.
TWSE Foreign Holding Weekly (Aug 16th): TSMC, Umc, Yageo, Evergreen Marine
- We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 16th which has an aggregated holding worth USD955.9bn.
- We estimate that foreign flows to be inflows of USD2,501mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight foreign changes in TSMC, Umc, Yageo, Evergreen Marine.
A-H Premium Weekly (Aug 16th):Asymchem Lab, Air China, GAC Group, Hua Hong Semi
- We analyse the changes of A-H premium on 145 stocks over the last week. The average A-H premium was 112.2% as of Aug 16th.
- The average A-H premium changed by 0.9ppt week-on-week, led by health care, financials, utilities and offset by communication services, real estate.
- We highlight weekly changes in A-H premium for Asymchem Lab, Air China, GAC Group, Hua Hong Semi.
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