bullish
A/H Premium Tracker (To 12 Jul 2024): Roughly Flat Week Ahead of 3rd Plenum, Possible A Short-Covers
338 Views14 Jul 2024 17:00
SUMMARY
- The New/Better A-H Premium Tracker has tables, charts, measures galore to track A/H premium positioning, southbound and northbound positioning/volatility in pairs over time, etc.
- SOUTHBOUND inflow continues, albeit smaller. SOE Banks/Energy/Telecoms remain a big net buy. Percentage of volume is large. NORTHBOUND saw finance buying. Possible short-covering ahead of new short-selling restrictions/access.
- AH Premia were up small on average, down small on the liquid pairs. But HSI/HSCEI vs CSI300/500 performance spreads were higher. Third Plenum this week may drive "sentiment."
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- Mainland Connect NORTHBOUND Flows (To 19 July 2024): A Big Broad Sell in Third Plenum Week28 Jul 2024
- A/H Premium Tracker (To 26 Jul 2024): SB Bought, NB Sold, HK/China Markets Weak, Spreads Volatile27 Jul 2024
- A/H Premium Tracker (To 19 Jul 2024): SB Bought, NB Sold, HK Crushed Vs A-Shares21 Jul 2024
- Mainland Connect NORTHBOUND Flows (To 12 July 2024): Finance, Industry, Infotech Bought14 Jul 2024
- HK Connect SOUTHBOUND Flows (To 12 Jul 2024); Slower Flows Gross and Net (Buy), Still SOEs14 Jul 2024
- A/H Premium Tracker (To 5 Jul 2024): Spread Curve Torsion Still Strong07 Jul 2024
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