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.

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Cross Asset Strategy

<ul><li>Autos / In Depth: Desperate for Smart Driving Tech, State Carmakers Turn to Huawei</li><li>HKMA /Interview: HKMA’s Fintech Chief on Forging Hong Kong’s Digital Asset Future</li><li>Policy /Beijing Fast-Tracks $42 Billion Through Policy Banks to Revive Growth</li></ul>

Autos / In Depth: Desperate for Smart Driving Tech, State Carmakers Turn to HuaweiHKMA /Interview: HKMA’s Fintech Chief on Forging Hong Kong’s Digital Asset FuturePolicy /Beijing Fast-Tracks $42 Billion Through Policy Banks to Revive Growth

CX Daily: Desperate for Smart Driving Tech, State Carmakers Turn to Huawei 

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 Sep 24th. The aggregated net margin trading position is USD352,843m.</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 CHINA MINSHENG BANKING, BOE, FUJIAN STAR-NET COMMUNICATION, CATL, JIANGSU HENGRUI MEDICINE.</li>
</ul>


We analyzed the changes in margin trading positions of A-share stocks as of Sep 24th. The aggregated net margin trading position is USD352,843m.
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 CHINA MINSHENG BANKING, BOE, FUJIAN STAR-NET COMMUNICATION, CATL, JIANGSU HENGRUI MEDICINE.


A-Share Margin Trading Weekly (Sep 24th): CHINA MINSHENG BANKING, BOE, FUJIAN STAR-NET COMMUNICATION

<ul>
<li>We analyse the changes of A-H premium on 195 stocks over the last week. The average A-H premium was 85.5% as of Sep 25th.</li>
<li>The average A-H premium changed by 0.5ppt week-on-week, led by communication services, real estate, materials and offset by industrials.</li>
<li>We highlight weekly changes in A-H premium for Innocare Pharma, Vgt, ABC, Yofc.</li>
</ul>


We analyse the changes of A-H premium on 195 stocks over the last week. The average A-H premium was 85.5% as of Sep 25th.
The average A-H premium changed by 0.5ppt week-on-week, led by communication services, real estate, materials and offset by industrials.
We highlight weekly changes in A-H premium for Innocare Pharma, Vgt, ABC, Yofc.


A-H Premium Weekly (Sep 25th): Innocare Pharma, Vgt, ABC, Yofc

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Sep 18th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period.</li>
<li>We highlight short changes in Lenovo, Knowledge Atlas, ABC, AIA, HKEx, China Resources Land, Trip.Com, Bidu, Cicc.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Sep 18th.
Top short increases and decreases were tabulated for one week and four week period.
We highlight short changes in Lenovo, Knowledge Atlas, ABC, AIA, HKEx, China Resources Land, Trip.Com, Bidu, Cicc.


HK Short Interest Weekly: Lenovo, Knowledge Atlas, ABC, AIA, HKEx, China Resources Land, Trip.Com

<ul><li>Visa / China to Launch New Visa to Lure Young Tech Talent Amid U.S. Curbs</li><li>Wahaha /Exclusive: Wahaha Heiress’s Confidant Investigated for Disciplinary Violations</li><li><p>China-India /: India and China to Resume Direct Flights After Five-Year Suspension</p></li></ul>

Visa / China to Launch New Visa to Lure Young Tech Talent Amid U.S. CurbsWahaha /Exclusive: Wahaha Heiress’s Confidant Investigated for Disciplinary ViolationsChina-India /: India and China to Resume Direct Flights After Five-Year Suspension

CX Daily: China to Launch New Visa to Lure Young Tech Talent Amid U.S. Curbs 

China

Contemporary Amperex Technology Co., Limited (CATL) is a Chinese battery manufacturer and technology company specializing in lithium-ion batteries for electric vehicles and energy storage systems. It is the world's largest producer of EV and energy storage batteries, also offering battery materials and recycling services. The company was founded in 2011 and is headquartered in Ningde, Fujian province, China.

Contemporary Amperex Technology (3750 HK)

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Contemporary Amperex Technology (3750 HK)

CX Daily: Desperate for Smart Driving Tech, State Carmakers Turn to Huawei

TOP STORIES Autos / In Depth: Desperate for Smart Driving Tech, State Carmakers Turn to Huawei China’s state-owned automakers are deepening ties...

Caixin Global

A-H Premium Weekly (Sep 25th): Innocare Pharma, Vgt, ABC, Yofc

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Innocare Pharma, Victory Giant Technology, ABC, Yofc.

Ke Yan, CFA, FRM

HK Short Interest Weekly: Lenovo, Knowledge Atlas, ABC, AIA, HKEx, China Resources Land, Trip.Com

We analyzed the latest HK SFC report for aggregate short position as of Sep 18th and highlight short interest changes in Lenovo (992 HK), Knowledge...

Ke Yan, CFA, FRM

CX Daily: China to Launch New Visa to Lure Young Tech Talent Amid U.S. Curbs

TOP STORIES Visa / China to Launch New Visa to Lure Young Tech Talent Amid U. S. Curbs China is launching a new visa category for young foreign...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

CX Daily: Desperate for Smart Driving Tech, State Carmakers Turn to Huawei

TOP STORIES Autos / In Depth: Desperate for Smart Driving Tech, State Carmakers Turn to Huawei China’s state-owned automakers are deepening ties...

Caixin Global

A-Share Margin Trading Weekly (Sep 24th): CHINA MINSHENG BANKING, BOE, FUJIAN STAR-NET COMMUNICATION

We analyzed A-share margin trading positions report for the past week and highlighted CHINA MINSHENG BANKING, BOE, FUJIAN STAR-NET COMMUNICATION,...

Ke Yan, CFA, FRM

A-H Premium Weekly (Sep 25th): Innocare Pharma, Vgt, ABC, Yofc

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Innocare Pharma, Victory Giant Technology, ABC, Yofc.

Ke Yan, CFA, FRM

HK Short Interest Weekly: Lenovo, Knowledge Atlas, ABC, AIA, HKEx, China Resources Land, Trip.Com

We analyzed the latest HK SFC report for aggregate short position as of Sep 18th and highlight short interest changes in Lenovo (992 HK), Knowledge...

Ke Yan, CFA, FRM

CX Daily: China to Launch New Visa to Lure Young Tech Talent Amid U.S. Curbs

TOP STORIES Visa / China to Launch New Visa to Lure Young Tech Talent Amid U. S. Curbs China is launching a new visa category for young foreign...

Caixin Global