In today’s briefing:
- TWSE Short Interest Weekly (Sep 2nd): Yang Ming, Evergreen, Largan
- A-H Premium Weekly (Sep 2nd): Remegen, Huaxin, Huatai, Tianqi Lithium
- Hong Kong Connect Flows: Tencent, Kuaishou
- Northbound Flows (Sep 2nd): GREE, CATL, Longi Green, BOE Technology
- HK Short Interest: BYD, China Power Intl
TWSE Short Interest Weekly (Sep 2nd): Yang Ming, Evergreen, Largan
- We analyzed the changes in short interest of TWSE Stocks as of Sep 2nd which has an aggregated short interest worth USD12.4bn.
- 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 Yang Ming, Alchip, Catcher, Faraday, Via Tech, Evergreen Marine, Largan.
A-H Premium Weekly (Sep 2nd): Remegen, Huaxin, Huatai, Tianqi Lithium
- We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 116.6% as of Sep 2nd.
- The average A-H premium changed by 4.9ppt, led by Communication Services, Financials, Health Care and offset by Energy, Consumer Staples.
- We highlight weekly changes in A-H premium for Remegen, Huaxin, Huatai, Tianqi Lithium, Shandong Gold.
Hong Kong Connect Flows: Tencent, Kuaishou
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 2nd.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight inflows for Tencent Holdings and outflows for Kuaishou Technology.
Northbound Flows (Sep 2nd): GREE, CATL, Longi Green, BOE Technology
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 2nd.
- We estimate inflows to be US D158m, led by information technology, Consumer Discretionary, industrials and offset materials, and consumer staples.
- We highlight flows for GREE, CATL, Longi Green, BOE Technology, China Tourism, and Xinghuacun.
HK Short Interest: BYD, China Power Intl
- We analyzed the latest HK SFC report for aggregate short position as of Aug 26th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short interest changes in BYD and China Power Intl.
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