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.

Index Rebalance

<ul>
<li>We analyzed the performance of Hong Kong Connect implementation in March 2026.</li>
<li>ADD stocks reversed their bridge window drawdown at implementation. The bounce faded by week 3 to 4.</li>
<li>DELETE stocks fell through first week, exceeding Sep 2025. Within the DELETE basket, the names where connect investors sold the most also fell the most.</li>
</ul>


We analyzed the performance of Hong Kong Connect implementation in March 2026.
ADD stocks reversed their bridge window drawdown at implementation. The bounce faded by week 3 to 4.
DELETE stocks fell through first week, exceeding Sep 2025. Within the DELETE basket, the names where connect investors sold the most also fell the most.


HSCI / HK Connect (March 2026) Post-Event Review: What Worked, What Didn't

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

<p>The decision to build two new nuclear power stations At Hinkley C in Somerset, England, has rightly been called in for review. It cannot be supported on cost, environmental, political or security grounds. It should be dropped.</p>

The decision to build two new nuclear power stations At Hinkley C in Somerset, England, has rightly been called in for review. It cannot be supported on cost, environmental, political or security grounds. It should be dropped.

Good Reasons Not to Go Ahead with Hinkley C

Quantitative Analysis

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of April 2nd.</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 Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC, China Life, Alibaba, CK Asset.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of April 2nd.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC, China Life, Alibaba, CK Asset.


HK Connect Flows Weekly (Apr 2nd): Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC

<ul>
<li>Mainland investors drove $8.7bn into Hong Kong stocks in March via the Connect Scheme, marking 11 consecutive months of inflows.</li>
<li>Southbound inflows were 23.5 pct lower than Februarys $11.4bn, coinciding with a 5.3 pct decline in HSCEI over the same period.</li>
<li>We highlight monthly southbound flow trends for the top stocks by cumulative inflow and analyse sector-level positioning changes.</li>
</ul>


Mainland investors drove $8.7bn into Hong Kong stocks in March via the Connect Scheme, marking 11 consecutive months of inflows.
Southbound inflows were 23.5 pct lower than Februarys $11.4bn, coinciding with a 5.3 pct decline in HSCEI over the same period.
We highlight monthly southbound flow trends for the top stocks by cumulative inflow and analyse sector-level positioning changes.


Hong Kong Connect Flows (March): $8.7bn Inflows

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of March 20th.</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 CNOOC, Alibaba, CCB, Tencent, Lingbao Gold, SMIC, CHALCO, Sinopec, HSBC, Cmoc.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of March 20th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for CNOOC, Alibaba, CCB, Tencent, Lingbao Gold, SMIC, CHALCO, Sinopec, HSBC, Cmoc.


HK Connect Flows Weekly (Mar 20th): CNOOC, Alibaba, CCB, Tencent, Lingbao Gold, SMIC, CHALCO

China

China Datang Renewable Power is a leading operator in China's renewable energy sector, primarily engaged in the development, investment, construction, and management of wind and solar power projects. The company also focuses on low-carbon technology research and renewable energy equipment services. It was founded in 2004 and is headquartered in Beijing, People's Republic of China.

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China Datang Renewable Power (1798 HK)

HSCI / HK Connect (March 2026) Post-Event Review: What Worked, What Didn't

HK Connect Mar 2026 implementation cycle is completing. ADD reversed the WAI drawdown at implementation. DELETE continuation worked post...

Ke Yan, CFA, FRM

Good Reasons Not to Go Ahead with Hinkley C

The decision to build two new nuclear power stations At Hinkley C in Somerset, England, has rightly been called in for review. It cannot be...

Bixmoor

HK Connect Flows Weekly (Apr 2nd): Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC,...

Ke Yan, CFA, FRM

Hong Kong Connect Flows (March): $8.7bn Inflows

We estimate inflows to be $8.7bn from mainland investors to HK stocks in March. We highlight flows for Tencent, Xiaomi, China Life, CNOOC, SMIC.

Ke Yan, CFA, FRM

HK Connect Flows Weekly (Mar 20th): CNOOC, Alibaba, CCB, Tencent, Lingbao Gold, SMIC, CHALCO

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for CNOOC, Alibaba, CCB, Tencent, Lingbao Gold, SMIC, CHALCO,...

Ke Yan, CFA, FRM

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