In today’s briefing:
- TWSE Short Interest Weekly (Oct 18th): Ase Industrial, Asia Vital Components, Taishin Financial
- TWSE Foreign Holding Weekly (Oct 18th): Hon Hai Precision Industry, TSMC, Quanta Computer
- KRX Foreign Holding Weekly (Oct 18th): Sk Hynix, Samsung Electronics, Korzinc, Kia
- Northbound Flows (3Q2024): Wait and See Mode
TWSE Short Interest Weekly (Oct 18th): Ase Industrial, Asia Vital Components, Taishin Financial
- We analyzed the changes in short interest of TWSE Stocks as of Oct 18th which has an aggregated short interest worth USD20.7bn.
- 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 Ase Industrial, Asia Vital Components, Taishin Financial, Century Iron And Steel Industrial, Quanta Computer, Wistron, Via Technologies, Mediatek.
TWSE Foreign Holding Weekly (Oct 18th): Hon Hai Precision Industry, TSMC, Quanta Computer
- We analyzed the changes in foreign holdings of TWSE Stocks as of Oct 18th which has an aggregated holding worth USD1,053.9bn.
- We estimate that foreign flows to be inflows of USD1,488mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight changes of foreign holdings in Hon Hai Precision Industry, TSMC, Quanta Computer, Delta Electronics, Fubon Financial, United Microelectronics.
KRX Foreign Holding Weekly (Oct 18th): Sk Hynix, Samsung Electronics, Korzinc, Kia
- We analyzed the changes in foreign holdings of KRX stocks as of Oct 18th which has an aggregated holding worth USD524.8bn.
- We estimate that foreign flows to be outflows of USD1,097mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight changes of foreign holdings in Sk Hynix, Samsung Electronics, Korzinc, Kia.
Northbound Flows (3Q2024): Wait and See Mode
- We analyze the 3Q2024 Shanghai/Shenzhen northbound Connect flows with our data engine as the exchange changed the rule to only disclose north bound position once a quarter.
- We estimate that the inflows in 3Q were US$7,684 million and holdings were USD340bn.
- We highlight flows for Midea, Moutai, Ping An Insurance, Catl, Yangtze Power.
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