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 changes in margin trading positions of A-share stocks as of Oct 9th. The aggregated net margin trading position is USD341,906m.</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 ANHUI JIANGHUAI AUTOMOBILE, SHARETRONIC DATA TECHNOLOGY, YUANJIE SEMI, SUZHOU EVERBRIGHT PHOTONICS, GIGADEVICE SEMICONDUCTOR.</li>
</ul>


We analyzed the changes in margin trading positions of A-share stocks as of Oct 9th. The aggregated net margin trading position is USD341,906m.
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 ANHUI JIANGHUAI AUTOMOBILE, SHARETRONIC DATA TECHNOLOGY, YUANJIE SEMI, SUZHOU EVERBRIGHT PHOTONICS, GIGADEVICE SEMICONDUCTOR.


A-Share Margin Trading Weekly (Oct 9th): ANHUI JIANGHUAI AUTOMOBILE, SHARETRONIC DATA TECHNOLOGY

<ul>
<li>We analyse the changes of A-H premium on 200 stocks over the last week. The average A-H premium was 92.3% as of Oct 9th.</li>
<li>The average A-H premium changed by 3.7ppt week-on-week, led by materials, industrials, utilities.</li>
<li>We highlight weekly changes in A-H premium for Innocare, Ganfenglithium, China East Air, Yofc.</li>
</ul>


We analyse the changes of A-H premium on 200 stocks over the last week. The average A-H premium was 92.3% as of Oct 9th.
The average A-H premium changed by 3.7ppt week-on-week, led by materials, industrials, utilities.
We highlight weekly changes in A-H premium for Innocare, Ganfenglithium, China East Air, Yofc.


A-H Premium Weekly (Oct 9th): Innocare, Ganfenglithium, China East Air, Yofc

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul><li>M&amp;G partners with Stockland to enter the senior living market in Australia, expanding its portfolio.</li><li>Sun Hung Kai has secured JP Morgan as a major tenant in the West Kowloon area, enhancing its presence.</li><li>LogiSpace launches a $167 million logistics project in Sydney, backed by Macquarie's financial support.</li></ul>

M&amp;G partners with Stockland to enter the senior living market in Australia, expanding its portfolio.Sun Hung Kai has secured JP Morgan as a major tenant in the West Kowloon area, enhancing its presence.LogiSpace launches a $167 million logistics project in Sydney, backed by Macquarie's financial support.

Asia Real Estate Tracker (17-Mar-2026): M&G partners with Stockland in Australia senior living.

<ul><li>BGO has acquired an office building in North Sydney from Dexus for a total of $395 million.</li><li>Charter Hall Fund has purchased three shopping centers in Australia for $254 million from LaSalle.</li><li>Goodman reported a 1.5% decline in operating profit, amounting to $850 million in recent developments.</li></ul>

BGO has acquired an office building in North Sydney from Dexus for a total of $395 million.Charter Hall Fund has purchased three shopping centers in Australia for $254 million from LaSalle.Goodman reported a 1.5% decline in operating profit, amounting to $850 million in recent developments.

Asia Real Estate Tracker (20-Feb-2026): BGO buys North Sydney office for $395M.

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>In Depth: Where China Stands in the Nuclear Medicine Gold Rush </li><li>China Approves New Asset Investment Arms for CITIC Bank, China Merchants Bank </li><li>Top Sovereign Lending Official at Exim Bank Under Investigation</li></ul>

In Depth: Where China Stands in the Nuclear Medicine Gold Rush China Approves New Asset Investment Arms for CITIC Bank, China Merchants Bank Top Sovereign Lending Official at Exim Bank Under Investigation

CX Daily: Where China Stands in the Nuclear Medicine Gold Rush 

China

China Merchants Bank is a joint-stock commercial bank offering comprehensive financial services, including corporate and retail banking, investment banking, wealth management, and insurance. It provides products such as deposits, loans, credit cards, and online banking services. The bank was founded in 1987 and is headquartered in Shenzhen, China.

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

China Merchants Bank (3968 HK)

A-H Premium Weekly (Oct 9th): Innocare, Ganfenglithium, China East Air, Yofc

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Innocare, Ganfenglithium, China East Air, Yofc.

Ke Yan, CFA, FRM

Asia Real Estate Tracker (17-Mar-2026): M&G partners with Stockland in Australia senior living.

M&G enters Australia's senior living market with Stockland, Sun Hung Kai secures JP Morgan in West Kowloon, LogiSpace launches a $167M project in...

Asia Real Estate Tracker

Asia Real Estate Tracker (20-Feb-2026): BGO buys North Sydney office for $395M.

BGO bought a North Sydney office for $395M, Charter Hall acquired three Aussie shopping centers for $254M, and Goodman reported an $850M operating...

Asia Real Estate Tracker

CX Daily: Where China Stands in the Nuclear Medicine Gold Rush

TOP STORIES In Depth: Where China Stands in the Nuclear Medicine Gold Rush Often tucked in out-of-the way corners of Chinese hospitals, nuclear...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

A-Share Margin Trading Weekly (Oct 9th): ANHUI JIANGHUAI AUTOMOBILE, SHARETRONIC DATA TECHNOLOGY

We analyzed A-share margin trading positions report for the past week and highlighted ANHUI JIANGHUAI AUTOMOBILE (600418 CH), SHARETRONIC DATA...

Ke Yan, CFA, FRM

A-H Premium Weekly (Oct 9th): Innocare, Ganfenglithium, China East Air, Yofc

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Innocare, Ganfenglithium, China East Air, Yofc.

Ke Yan, CFA, FRM

Asia Real Estate Tracker (17-Mar-2026): M&G partners with Stockland in Australia senior living.

M&G enters Australia's senior living market with Stockland, Sun Hung Kai secures JP Morgan in West Kowloon, LogiSpace launches a $167M project in...

Asia Real Estate Tracker

Asia Real Estate Tracker (20-Feb-2026): BGO buys North Sydney office for $395M.

BGO bought a North Sydney office for $395M, Charter Hall acquired three Aussie shopping centers for $254M, and Goodman reported an $850M operating...

Asia Real Estate Tracker

CX Daily: Where China Stands in the Nuclear Medicine Gold Rush

TOP STORIES In Depth: Where China Stands in the Nuclear Medicine Gold Rush Often tucked in out-of-the way corners of Chinese hospitals, nuclear...

Caixin Global