In today’s briefing:
- Hang Seng TECH Sep23 Index Review – A Few BIGLY Events and One-Way Flow of 3.4%
- Taiwan Dual Listings Monitor: ADR Premiums Easing Down With Markets
Hang Seng TECH Sep23 Index Review – A Few BIGLY Events and One-Way Flow of 3.4%
- The Sep 23 review results for the Hang Seng Tech Index were announced on Friday 18 August after the close.
- East Buy Holding (1797 HK) (formerly Koolearn) was an ADD. AAC Technologies Holdings (2018 HK) is a DELETE.
- AAC is a significant flow event, and worth looking at. There are a few odds and ends too.
Taiwan Dual Listings Monitor: ADR Premiums Easing Down With Markets
- We have seen a general easing in ADR premiums since end-July, coming down as global markets have fallen.
- TSMC’s premium is easing down from the highs of June.
- UMC and ChipMos ADR discounts appear to be bottoming given their historical range.
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