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 the weekly Hong Kong Connect flows with our data engine for holding position as of June 5th.</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 Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi, Lenovo, Zijin Mining, Alibaba, Power Assets.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 5th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi, Lenovo, Zijin Mining, Alibaba, Power Assets.


HK Connect Flows Weekly (Jun 5th): Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi, Lenovo

<ul>
<li>We analyze the monthly Hong Kong Connect flows with our data engine for the month ended May 29th.</li>
<li>We estimate that the net southbound flows in May were $0.6bn Outflows.</li>
<li>We tabulate the top stocks by inflows, outflows, stake changes, and holdings, and highlight flows for SMIC, Alibaba, Tencent, China Mobile, Petrochina.</li>
</ul>


We analyze the monthly Hong Kong Connect flows with our data engine for the month ended May 29th.
We estimate that the net southbound flows in May were $0.6bn Outflows.
We tabulate the top stocks by inflows, outflows, stake changes, and holdings, and highlight flows for SMIC, Alibaba, Tencent, China Mobile, Petrochina.


Hong Kong Connect Flows (May): End of Continuous Monthly Inflows

<ul>
<li>We analysed the earning revision of component stocks of HSI in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on ICBC, MEITUAN, BYD Electronic, LI AUTO, XIAOMI, CCB, Kuaishou.</li>
</ul>


We analysed the earning revision of component stocks of HSI in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on ICBC, MEITUAN, BYD Electronic, LI AUTO, XIAOMI, CCB, Kuaishou.


HSI Index Earning Revision (May): ICBC, MEITUAN, BYD Electronic, LI AUTO, XIAOMI, CCB, Kuaishou

<ul>
<li>We analysed the earning revision of component stocks of HSCEI in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on ICBC, HORIZON ROBOTICS, MEITUAN, LI AUTO, XIAOMI, CCB, Kuaishou.</li>
</ul>


We analysed the earning revision of component stocks of HSCEI in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on ICBC, HORIZON ROBOTICS, MEITUAN, LI AUTO, XIAOMI, CCB, Kuaishou.


HSCEI Index Earning Revision (May): ICBC, HORIZON ROBOTICS, MEITUAN, LI AUTO, XIAOMI, CCB, Kuaishou

LNG, Oil & Gas, M&A Market Intelligence Specialist

Massimo Bellino

Thematic (Sector/Industry)

<p>Asian LNG spot prices have dropped for a short time below the UK NBP gas price, reversing the established trend that sees Asian LNG offering a premium to the European LNG price benchmarks. This note takes a look at the latest trends in the LNG markets and the renewed plans unveiled by Qatar to challenge its competitors, in particular, those from the US.</p>

Asian LNG spot prices have dropped for a short time below the UK NBP gas price, reversing the established trend that sees Asian LNG offering a premium to the European LNG price benchmarks. This note takes a look at the latest trends in the LNG markets and the renewed plans unveiled by Qatar to challenge its competitors, in particular, those from the US.

Quick Take: Asian LNG Spot Prices Fall Below the UK NBP Gas Price

China

CNOOC Limited, through its subsidiaries, explores, develops, produces, and sells crude oil and natural gas. The Company focuses in the areas such as Bohai, Western South China Sea, Eastern South China Sea and East China Sea in offshore China. Internationally, the Group has oil and gas assets in Asia, Africa, North America, South America, and Oceania.

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

CNOOC Ltd (ADR) (CEO US)

HK Connect Flows Weekly (Jun 5th): Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi, Lenovo

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi,...

Ke Yan, CFA, FRM

Hong Kong Connect Flows (May): End of Continuous Monthly Inflows

We estimate outflows to be $0.6bn from mainland investors to HK stocks in May. We highlight flows for SMIC, Alibaba, Tencent, China Mobile,...

Ke Yan, CFA, FRM

HSI Index Earning Revision (May): ICBC, MEITUAN, BYD Electronic, LI AUTO, XIAOMI, CCB, Kuaishou

We analyzed HSI's consensus for May 2026 and highlighted changes of EPS in ICBC, MEITUAN, BYD Electronic, LI AUTO, XIAOMI, CCB, Kuaishou.

Ke Yan, CFA, FRM

HSCEI Index Earning Revision (May): ICBC, HORIZON ROBOTICS, MEITUAN, LI AUTO, XIAOMI, CCB, Kuaishou

We analyzed HSCEI's consensus for May 2026 and highlighted changes of EPS in ICBC, HORIZON ROBOTICS, MEITUAN, LI AUTO, XIAOMI, CCB, Kuaishou.

Ke Yan, CFA, FRM

Quick Take: Asian LNG Spot Prices Fall Below the UK NBP Gas Price

Asian LNG spot prices have dropped for a short time below the UK NBP gas price, reversing the established trend that sees Asian LNG offering a...

Massimo Bellino

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)