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 analyse the changes of A-H premium on 149 stocks over the last week. The average A-H premium was 83.5% as of May 16th.</li>
<li>The average A-H premium changed by -0.8ppt week-on-week, led by energy, communication services, financials and offset by consumer staples.</li>
<li>We highlight weekly changes in A-H premium for Cosco Shipping Development, Qingdao Port International, Cosco Shipping, BYD.</li>
</ul>


We analyse the changes of A-H premium on 149 stocks over the last week. The average A-H premium was 83.5% as of May 16th.
The average A-H premium changed by -0.8ppt week-on-week, led by energy, communication services, financials and offset by consumer staples.
We highlight weekly changes in A-H premium for Cosco Shipping Development, Qingdao Port International, Cosco Shipping, BYD.


A-H Premium Weekly (May 16th): Cosco Shipping Development, Qingdao Port International

<ul>
<li>We analyse the changes of A-H premium on 150 stocks over the last week. The average A-H premium was 100.8% as of Dec 20th.</li>
<li>The average A-H premium changed by 0.3ppt week-on-week, led by health care, financials, information technology and offset by real estate, consumer staples, industrials.</li>
<li>We highlight weekly changes in A-H premium for BeiGene, Chalco, ZOOMLION, MA STEEL, ZTE, CCCC.</li>
</ul>


We analyse the changes of A-H premium on 150 stocks over the last week. The average A-H premium was 100.8% as of Dec 20th.
The average A-H premium changed by 0.3ppt week-on-week, led by health care, financials, information technology and offset by real estate, consumer staples, industrials.
We highlight weekly changes in A-H premium for BeiGene, Chalco, ZOOMLION, MA STEEL, ZTE, CCCC.


A-H Premium Weekly (Dec 20th):BeiGene, Chalco, ZOOMLION, MA STEEL, ZTE, CCCC

<ul>
<li>We analyse the changes of A-H premium on 150 stocks over the last week. The average A-H premium was 101.0% as of Dec 13th.</li>
<li>The average A-H premium changed by -1.9ppt week-on-week, led by consumer staples, consumer discretionary, industrials and offset by real estate.</li>
<li>We highlight weekly changes in A-H premium for ZOOMLION, QDP, BeiGene, INNOCARE, TEC, MA STEEL, AIR CHINA.</li>
</ul>


We analyse the changes of A-H premium on 150 stocks over the last week. The average A-H premium was 101.0% as of Dec 13th.
The average A-H premium changed by -1.9ppt week-on-week, led by consumer staples, consumer discretionary, industrials and offset by real estate.
We highlight weekly changes in A-H premium for ZOOMLION, QDP, BeiGene, INNOCARE, TEC, MA STEEL, AIR CHINA.


A-H Premium Weekly (Dec 13th):ZOOMLION, QDP, BeiGene, INNOCARE, TEC, MA STEEL, AIR CHINA

<ul>
<li>We analyze the monthly Hong Kong Connect flows with our data engine.</li>
<li>We tabulate the top stocks by inflows, outflows, and holding by mainland investors.</li>
<li>We highlight inflows into Alibaba, Tencent, Xiaomi, CCB, Ping An, and outflows from PICC P&amp;C, BYD, CNOOC.</li>
</ul>


We analyze the monthly Hong Kong Connect flows with our data engine.
We tabulate the top stocks by inflows, outflows, and holding by mainland investors.
We highlight inflows into Alibaba, Tencent, Xiaomi, CCB, Ping An, and outflows from PICC P&amp;C, BYD, CNOOC.


Hong Kong Connect Flows (November): Top Monthly Inflows in 12 Months

<ul>
<li>We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 105.7% as of Jul 12th.</li>
<li>The average A-H premium changed by -2.5ppt week-on-week, led by consumer staples, energy, consumer discretionary and offset by real estate, utilities, information technology.</li>
<li>We highlight weekly changes in A-H premium for Wuapptec, China Telecom, Remegen, Hua Hong Semi, Flat Glass .</li>
</ul>


We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 105.7% as of Jul 12th.
The average A-H premium changed by -2.5ppt week-on-week, led by consumer staples, energy, consumer discretionary and offset by real estate, utilities, information technology.
We highlight weekly changes in A-H premium for Wuapptec, China Telecom, Remegen, Hua Hong Semi, Flat Glass .


A-H Premium Weekly (Jul 12th):Wuapptec, China Telecom, Remegen, Hua Hong Semi, Flat Glass

China

COSCO SHIPPING Development is a financial services company focused on shipping logistics. Its core businesses include container manufacturing, shipping leasing, and container leasing, alongside investment management and marine insurance brokerage. The company was founded in 1997 and is headquartered in Shanghai, China.

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

COSCO SHIPPING Development (2866 HK)

A-H Premium Weekly (May 16th): Cosco Shipping Development, Qingdao Port International

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Cosco Shipping Development, Qingdao Port International,...

Ke Yan, CFA, FRM

A-H Premium Weekly (Dec 20th):BeiGene, Chalco, ZOOMLION, MA STEEL, ZTE, CCCC

We analyzed A-H premium changes in the past week and highlight A-H premium changes for BeiGene, Chalco, ZOOMLION, MA STEEL, ZTE, CCCC.

Ke Yan, CFA, FRM

A-H Premium Weekly (Dec 13th):ZOOMLION, QDP, BeiGene, INNOCARE, TEC, MA STEEL, AIR CHINA

We analyzed A-H premium changes in the past week and highlight A-H premium changes for ZOOMLION, QDP, BeiGene, INNOCARE, TEC, MA STEEL, AIR CHINA.

Ke Yan, CFA, FRM

Hong Kong Connect Flows (November): Top Monthly Inflows in 12 Months

We analyzed the Hong Kong Connect Scheme for November and highlighted flows for Alibaba, Tencent, Xiaomi, CCB, Ping An, PICC P&C, BYD, CNOOC.

Ke Yan, CFA, FRM

A-H Premium Weekly (Jul 12th):Wuapptec, China Telecom, Remegen, Hua Hong Semi, Flat Glass

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Wuapptec, China Telecom, Remegen, Hua Hong Semi, Flat Glass .

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)