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

DZT Research

DZT 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 analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on May 8th based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were China Hongqiao (1378 HK), AIA (1299 HK), Xiaomi (1810 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Xiaomi (1810 HK), Tencent (700 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on May 8th based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were China Hongqiao (1378 HK), AIA (1299 HK), Xiaomi (1810 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Xiaomi (1810 HK), Tencent (700 HK).


Hong Kong Buybacks Weekly (May 8th): China Hongqiao, AIA, Xiaomi, Cosco Shipping

Transport Sector, China and Asia-focused Research

Charles De Trenck

Thematic (Sector/Industry)

People who bought China, <a href="https://www.smartkarma.com/entities/5891" target="_blank" data-smartkarma-citation="entities:5891:1">Nvidia Corp (NVDA US)</a>, <a href="https://www.smartkarma.com/entities/438" target="_blank" data-smartkarma-citation="entities:438:1">iShares MSCI Emerging Markets Indx (ETF) (EEM US)</a> somewhere in 2017 performed well. A bit below the radar is that commodities started doing well too from mid-17. There is more to come. A recent chance to add right around my EV pieces a month ago were materials like aluminum.My core 2017 into 2018 stocks are: <a href="https://www.smartkarma.com/entities/929" target="_blank" data-smartkarma-citation="entities:929:1">Pacific Basin Shipping Ltd (2343 HK)</a> (continued accumulate on pullbacks, most recently a little more at HK$1.6 levels, recall some lightening…

People who bought China, Nvidia Corp (NVDA US), iShares MSCI Emerging Markets Indx (ETF) (EEM US) somewhere in 2017 performed well. A bit below the radar is that commodities started doing well too from mid-17. There is more to come. A recent chance to add right around my EV pieces a month ago were materials like aluminum.My core 2017 into 2018 stocks are: Pacific Basin Shipping Ltd (2343 HK) (continued accumulate on pullbacks, most recently a little more at HK$1.6 levels, recall some lightening…

Strategy: Around the Horn 2018, the Long and Short of It. Pacific Basin Initial Notes

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on May 1st based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), China Hongqiao (1378 HK), Xiaomi (1810 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Tencent (700 HK), Xiaomi (1810 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on May 1st based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), China Hongqiao (1378 HK), Xiaomi (1810 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Tencent (700 HK), Xiaomi (1810 HK).


Hong Kong Buybacks Weekly (May 1st): AIA, China Hongqiao, Xiaomi

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

Supply-demand balance still delicate, but better than last two years. The balance between supply and demand is still wafer-thin, which has had its impact, despite the peak season being underway. Our latest numbers suggest that the peak season freight rate growth is expected to be moderate this year. On the Asia-Europe trade, the late summer lull in shipments was a headwind, while the Transpacific still suffers the overhang of excess supply. In addition, massive factory closure in China…

Supply-demand balance still delicate, but better than last two years. The balance between supply and demand is still wafer-thin, which has had its impact, despite the peak season being underway. Our latest numbers suggest that the peak season freight rate growth is expected to be moderate this year. On the Asia-Europe trade, the late summer lull in shipments was a headwind, while the Transpacific still suffers the overhang of excess supply. In addition, massive factory closure in China…

Container Shipping - A Rising Tide Floats All Boats

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Equity Bottom-Up

<ul>
<li>For both carriers, rates and OP margins surged in H224, but have fallen ever since then</li>
<li>Though it's a distinct market, Intra-Asia conditions are impacted by deep-sea conditions</li>
<li>TS Lines' strong share outperformance vs market leader Wan Hai Lines is not justified</li>
</ul>


For both carriers, rates and OP margins surged in H224, but have fallen ever since then
Though it's a distinct market, Intra-Asia conditions are impacted by deep-sea conditions
TS Lines' strong share outperformance vs market leader Wan Hai Lines is not justified


Intra-Asia Container Carriers Wan Hai Lines, TS Lines Also Feeling the Pain of Lower Freight Rates

China

COSCO SHIPPING Holdings is a global leader in container shipping and terminal operations, offering maritime container transportation, terminal management, and container leasing services. The company also provides digital supply chain solutions. It was founded on March 3, 2005, and is headquartered in Shanghai, China.

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COSCO SHIPPING Holdings (1919 HK)

Hong Kong Buybacks Weekly (May 8th): China Hongqiao, AIA, Xiaomi, Cosco Shipping

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were China Hongqiao...

Ke Yan, CFA, FRM

Strategy: Around the Horn 2018, the Long and Short of It. Pacific Basin Initial Notes

People who bought China, Nvidia Corp (NVDA US), iShares MSCI Emerging Markets Indx (ETF) (EEM US) somewhere in 2017 performed well. A bit below the...

Charles De Trenck

Hong Kong Buybacks Weekly (May 1st): AIA, China Hongqiao, Xiaomi

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were AIA (1299 HK),...

Ke Yan, CFA, FRM

Container Shipping - A Rising Tide Floats All Boats

Supply-demand balance still delicate, but better than last two years. The balance between supply and demand is still wafer-thin, which has had its...

Drewry Maritime Financial Research

Intra-Asia Container Carriers Wan Hai Lines, TS Lines Also Feeling the Pain of Lower Freight Rates

Revenue and OP margins for Intra-Asia container carriers Wan Hai Lines and TS Lines surged in H224 but have fallen sharply since then. We expect...

Tracking Traffic

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