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 analyse the changes of A-H premium on 196 stocks over the last week. The average A-H premium was 82.7% as of Aug 14th.</li>
<li>The average A-H premium changed by 1.0ppt week-on-week, led by consumer staples, health care, materials and offset by information technology, energy, real estate.</li>
<li>We highlight weekly changes in A-H premium for Muyuan Foods Group Co Ltd-H, Innocare Pharma Ltd-H, Luxshare Ict, China Telecom.</li>
</ul>


We analyse the changes of A-H premium on 196 stocks over the last week. The average A-H premium was 82.7% as of Aug 14th.
The average A-H premium changed by 1.0ppt week-on-week, led by consumer staples, health care, materials and offset by information technology, energy, real estate.
We highlight weekly changes in A-H premium for Muyuan Foods Group Co Ltd-H, Innocare Pharma Ltd-H, Luxshare Ict, China Telecom.


A-H Premium Weekly (Aug 14th): Muyuan Foods Group Co Ltd-H, Innocare Pharma Ltd-H, Luxshare Ict

<ul>
<li>We analyse the changes of A-H premium on 196 stocks over the last week. The average A-H premium was 81.7% as of Aug 7th.</li>
<li>The average A-H premium changed by 0.8ppt week-on-week, led by communication services, health care, utilities and offset by consumer staples, materials.</li>
<li>We highlight weekly changes in A-H premium for Remegen, Cmoc, Shandong Gold Mining Co Lt-H, Luxshare Ict, Beone Medicines.</li>
</ul>


We analyse the changes of A-H premium on 196 stocks over the last week. The average A-H premium was 81.7% as of Aug 7th.
The average A-H premium changed by 0.8ppt week-on-week, led by communication services, health care, utilities and offset by consumer staples, materials.
We highlight weekly changes in A-H premium for Remegen, Cmoc, Shandong Gold Mining Co Lt-H, Luxshare Ict, Beone Medicines.


A-H Premium Weekly (Aug 7th): Remegen, Cmoc, Shandong Gold Mining Co Lt-H, Luxshare Ict

<ul>
<li>We analyzed the changes in margin trading positions of A-share stocks as of Jul 24th. The aggregated net margin trading position is USD364,422m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in PING AN INSURANCE, QINGDAO HUICHENG ENVIRONMENTAL TECHNOLOGY, EAST MONEY INFORMATION, ZTE, MONTAGE.</li>
</ul>


We analyzed the changes in margin trading positions of A-share stocks as of Jul 24th. The aggregated net margin trading position is USD364,422m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in PING AN INSURANCE, QINGDAO HUICHENG ENVIRONMENTAL TECHNOLOGY, EAST MONEY INFORMATION, ZTE, MONTAGE.


A-Share Margin Trading Weekly (Jul 24th): PING AN INSURANCE, EAST MONEY INFORMATION, ZTE, MONTAGE

<ul>
<li>We analyse the changes of A-H premium on 195 stocks over the last week. The average A-H premium was 79.4% as of Jul 24th.</li>
<li>The average A-H premium changed by -3.6ppt week-on-week, led by consumer staples, utilities, materials and offset by communication services, energy.</li>
<li>We highlight weekly changes in A-H premium for China Longyuan, CNOOC, Fuyao Glass, ZTE, Nci.</li>
</ul>


We analyse the changes of A-H premium on 195 stocks over the last week. The average A-H premium was 79.4% as of Jul 24th.
The average A-H premium changed by -3.6ppt week-on-week, led by consumer staples, utilities, materials and offset by communication services, energy.
We highlight weekly changes in A-H premium for China Longyuan, CNOOC, Fuyao Glass, ZTE, Nci.


A-H Premium Weekly (Jul 24th): China Longyuan, CNOOC, Fuyao Glass, ZTE, Nci

China

Befar Group Co., Ltd. produces, processes and sells organic and inorganic chemical products.  The Company's products include propylene-oxide, food additives, industrial hydrochloric acid, reagent hydrocholoric acid and crude oil emulsifier.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Befar Group Co Ltd A (601678 CH)

A-H Premium Weekly (Aug 14th): Muyuan Foods Group Co Ltd-H, Innocare Pharma Ltd-H, Luxshare Ict

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Muyuan Foods Group Co Ltd-H, Innocare Pharma Ltd-H, Luxshare...

Ke Yan, CFA, FRM

A-H Premium Weekly (Aug 7th): Remegen, Cmoc, Shandong Gold Mining Co Lt-H, Luxshare Ict

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Remegen, Cmoc, Shandong Gold Mining Co Lt-H, Luxshare Ict,...

Ke Yan, CFA, FRM

A-H Premium Weekly (Jul 24th): China Longyuan, CNOOC, Fuyao Glass, ZTE, Nci

We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan, CNOOC, Fuyao Glass, ZTE, Nci.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

A-H Premium Weekly (Aug 14th): Muyuan Foods Group Co Ltd-H, Innocare Pharma Ltd-H, Luxshare Ict

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Muyuan Foods Group Co Ltd-H, Innocare Pharma Ltd-H, Luxshare...

Ke Yan, CFA, FRM

A-H Premium Weekly (Aug 7th): Remegen, Cmoc, Shandong Gold Mining Co Lt-H, Luxshare Ict

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Remegen, Cmoc, Shandong Gold Mining Co Lt-H, Luxshare Ict,...

Ke Yan, CFA, FRM

A-Share Margin Trading Weekly (Jul 24th): PING AN INSURANCE, EAST MONEY INFORMATION, ZTE, MONTAGE

We analyzed A-share margin trading positions report for the past week and highlighted PING AN INSURANCE, QINGDAO HUICHENG ENVIRONMENTAL TECHNOLOGY,...

Ke Yan, CFA, FRM

A-H Premium Weekly (Jul 24th): China Longyuan, CNOOC, Fuyao Glass, ZTE, Nci

We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan, CNOOC, Fuyao Glass, ZTE, Nci.

Ke Yan, CFA, FRM