Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Aug 21st.</li>
<li>Top short increases and decreases were tabulated for one week and four week period.</li>
<li>We highlight short changes in Alibaba, Hua Hong Semi, Xiaomi, Kingboard Laminates, Cspc Pharma, China Life, 3Sbio.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Aug 21st.
Top short increases and decreases were tabulated for one week and four week period.
We highlight short changes in Alibaba, Hua Hong Semi, Xiaomi, Kingboard Laminates, Cspc Pharma, China Life, 3Sbio.


HK Short Interest Weekly: Alibaba, Hua Hong Semi, Xiaomi, Kingboard Laminates, Cspc Pharma, 3Sbio

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of August 28th.</li>
<li>The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.</li>
<li>We highlight flows for Alibaba, Smic, Hua Hong Semi, Akeso, Yofc, Cspc Pharma, Innovent Bio, Minimax, Kuaishou, Ping An.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of August 28th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Alibaba, Smic, Hua Hong Semi, Akeso, Yofc, Cspc Pharma, Innovent Bio, Minimax, Kuaishou, Ping An.


HK Connect Flows Weekly (Aug 28th): Alibaba, Smic, Hua Hong Semi, Akeso, Yofc, Cspc Pharma, Minimax

Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>300274SZ/300750SZ/LI/NIO/1211HK: Jan+Feb new energy export data show that wind power is picking up, and inverters has reached inflection point, while lithium batteries and electric vehicles are exchanging prices for volume(+/-/-/-/-)</li>
<li>Huazhu/Atour: Huazhu guided conservative RevPAR outlook for 2024, citing weak business travel demand.（-）</li>
<li>LI/1211 HK/XPEV/NIO: In 2024’s 11th week, BYD continued to accelerate while fell back, yet the overall acceleration of new energy vehicles bodes well for the whole year (/)</li>
</ul>


300274SZ/300750SZ/LI/NIO/1211HK: Jan+Feb new energy export data show that wind power is picking up, and inverters has reached inflection point, while lithium batteries and electric vehicles are exchanging prices for volume(+/-/-/-/-)
Huazhu/Atour: Huazhu guided conservative RevPAR outlook for 2024, citing weak business travel demand.（-）
LI/1211 HK/XPEV/NIO: In 2024’s 11th week, BYD continued to accelerate while fell back, yet the overall acceleration of new energy vehicles bodes well for the whole year (/)


[Blue Lotus Daily]300274SZ/300750SZ/LI/NIO/1211HK/Huazhu/Atour/XPEV/9926 HK

HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

<ul>
<li>A document titled "<em>Soliciting Opinions on the Implementation Plan for Supporting the Development of Innovative Drugs throughout the Whole Chain</em>" attracted widespread attention, which is significantly different from past policies. </li>
<li>Restrictions on payment end and deteriorating investment and financing situations will be improved, marking a new starting point for China’s innovative drug business. We have reasons to start being optimistic.</li>
<li>If approved and implemented, it would be a significant reversal of the previous expectation and investment logic of innovative drugs. So, investors should not overlook the importance of this document.</li>
</ul>


A document titled "Soliciting Opinions on the Implementation Plan for Supporting the Development of Innovative Drugs throughout the Whole Chain" attracted widespread attention, which is significantly different from past policies. 
Restrictions on payment end and deteriorating investment and financing situations will be improved, marking a new starting point for China’s innovative drug business. We have reasons to start being optimistic.
If approved and implemented, it would be a significant reversal of the previous expectation and investment logic of innovative drugs. So, investors should not overlook the importance of this document.


Important New Policy for China’s Innovative Drugs – The Game Rule Is About to Change Radically

<ul>
<li>9926 HK /1801 HK /1877 HK/ BGNE/ ZLAB/9995 HK: US lobbying group distanced itself from Wuxi AppTec after being accused（/）</li>
<li>1211 HK/ XPEV/ 1810 HK：GAC AION orders surged after price cuts（/）</li>
<li>Chery Automobile:It Is Reported that Chery Automobile Is in Talks with the Italian government to build a factory（/）</li>
</ul>


9926 HK /1801 HK /1877 HK/ BGNE/ ZLAB/9995 HK: US lobbying group distanced itself from Wuxi AppTec after being accused（/）
1211 HK/ XPEV/ 1810 HK：GAC AION orders surged after price cuts（/）
Chery Automobile:It Is Reported that Chery Automobile Is in Talks with the Italian government to build a factory（/）


[Blue Lotus Daily]9926HK/1801HK/1877HK/BGNE/ZLAB/9995HK/1211HK/XPEV/1810HK/Chery Automobile/LI/NIO

China

Akeso is a biopharmaceutical company focused on the research, development, manufacturing, and commercialization of innovative antibody drugs. It develops treatments for major diseases such as cancer, autoimmune diseases, inflammation, and metabolic diseases, with key products including cadonilimab, ivonescimab, and penpulimab. The company was founded in 2012 and is headquartered in Zhongshan, Guangdong, China.

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Akeso (9926 HK)

HK Short Interest Weekly: Alibaba, Hua Hong Semi, Xiaomi, Kingboard Laminates, Cspc Pharma, 3Sbio

We analyzed the latest HK SFC report for aggregate short position as of Aug 21st and highlight short interest changes in Alibaba (9988 HK), Hua...

Ke Yan, CFA, FRM

HK Connect Flows Weekly (Aug 28th): Alibaba, Smic, Hua Hong Semi, Akeso, Yofc, Cspc Pharma, Minimax

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Smic, Hua Hong Semi, Akeso, Yofc, Cspc Pharma,...

Ke Yan, CFA, FRM

[Blue Lotus Daily]300274SZ/300750SZ/LI/NIO/1211HK/Huazhu/Atour/XPEV/9926 HK

New energy export data shows wind power growth,inverters at inflection point.BYD accelerates in 11th week,positive outlook for new energy vehicles...

Blue Lotus Research Institute

Important New Policy for China’s Innovative Drugs – The Game Rule Is About to Change Radically

A new document about China's innovative drugs would change the game rule/outlook radically. We have reasons to start being optimistic that the...

Xinyao (Criss) Wang

[Blue Lotus Daily]9926HK/1801HK/1877HK/BGNE/ZLAB/9995HK/1211HK/XPEV/1810HK/Chery Automobile/LI/NIO

US lobbying group distances from Wuxi AppTec, GAC AION orders surge after price cuts, Chery Automobile in talks with Italian government to build...

Blue Lotus Research Institute

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

HK Short Interest Weekly: Alibaba, Hua Hong Semi, Xiaomi, Kingboard Laminates, Cspc Pharma, 3Sbio

We analyzed the latest HK SFC report for aggregate short position as of Aug 21st and highlight short interest changes in Alibaba (9988 HK), Hua...

Ke Yan, CFA, FRM

HK Connect Flows Weekly (Aug 28th): Alibaba, Smic, Hua Hong Semi, Akeso, Yofc, Cspc Pharma, Minimax

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Smic, Hua Hong Semi, Akeso, Yofc, Cspc Pharma,...

Ke Yan, CFA, FRM

[Blue Lotus Daily]300274SZ/300750SZ/LI/NIO/1211HK/Huazhu/Atour/XPEV/9926 HK

​New energy export data shows wind power growth,inverters at inflection point.BYD accelerates in 11th week,positive outlook for new energy vehicles...

Blue Lotus Research Institute

Important New Policy for China’s Innovative Drugs – The Game Rule Is About to Change Radically

A new document about China's innovative drugs would change the game rule/outlook radically. We have reasons to start being optimistic that the...

Xinyao (Criss) Wang

[Blue Lotus Daily]9926HK/1801HK/1877HK/BGNE/ZLAB/9995HK/1211HK/XPEV/1810HK/Chery Automobile/LI/NIO

​US lobbying group distances from Wuxi AppTec, GAC AION orders surge after price cuts, Chery Automobile in talks with Italian government to build...

Blue Lotus Research Institute

New energy export data shows wind power growth,inverters at inflection point.BYD accelerates in 11th week,positive outlook for new energy vehicles...

US lobbying group distances from Wuxi AppTec, GAC AION orders surge after price cuts, Chery Automobile in talks with Italian government to build...