Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Inside is a recap of movements in the last week relating to the Hong Kong Stock Exchange -Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry.</li>
<li>Overall, net inflow over the past week was ~US$1bn, split between Shanghai (-US$0.2bn) and Shenzhen (+US$1.0bn).</li>
<li>The largest inflows were into <a href="https://www.smartkarma.com/entities/ganfeng-lithium-co-ltd" target="_blank" data-smartkarma-citation="entities:26795:1" rel="noopener">Ganfeng Lithium (002460 SZ)</a> and <a href="https://www.smartkarma.com/entities/china-tourism-group-duty-free-corp-ltd" target="_blank" data-smartkarma-citation="entities:12278:1" rel="noopener">China Tourism Group (601888 CH)</a>. The largest outflows were in <a href="https://www.smartkarma.com/entities/wuxi-lead-intelligent-equi-a" target="_blank" data-smartkarma-citation="entities:27971:1" rel="noopener">Wuxi Lead Intelligent (300450 CH)</a> and <a href="https://www.smartkarma.com/entities/zijin-mining-group-co-ltd" target="_blank" data-smartkarma-citation="entities:24628:1" rel="noopener">Zijin Mining (601899 CH)</a>.</li>
</ul>


Inside is a recap of movements in the last week relating to the Hong Kong Stock Exchange -Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry.
Overall, net inflow over the past week was ~US$1bn, split between Shanghai (-US$0.2bn) and Shenzhen (+US$1.0bn).
The largest inflows were into Ganfeng Lithium (002460 SZ) and China Tourism Group (601888 CH). The largest outflows were in Wuxi Lead Intelligent (300450 CH) and Zijin Mining (601899 CH).


Shanghai/​​​​​​​Shenzhen Northbound Connect: Weekly Moves (8 July 2022)

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>We estimate that inflows for June was USD 11bn, led by consumer staple and financial sectors.</li>
<li>We highlight monthly inflows into Moutai, Yili, East Money, Tongwei, and Inovance.</li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
We estimate that inflows for June was USD 11bn, led by consumer staple and financial sectors.
We highlight monthly inflows into Moutai, Yili, East Money, Tongwei, and Inovance.


Northbound Flows Monthly (June): $11bn Inflows

Hongfa Technology Co Ltd A / Event-Driven

<ul>
<li>Inside is a recap of movements in the last week relating to the Hong Kong Stock Exchange -Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry.</li>
<li>Overall, net inflow over the past week was ~US$3.9bn, split between Shanghai (+US$2.2bn) and Shenzhen (+US$1.7bn).</li>
<li>The largest inflows were into <a href="https://www.smartkarma.com/entities/kweichow-moutai-co-ltd-a" target="_blank" data-smartkarma-citation="entities:1553:1" rel="noopener">Kweichow Moutai (600519 CH)</a> and <a href="https://www.smartkarma.com/entities/hongfa-technology-co-ltd-a" target="_blank" data-smartkarma-citation="entities:11660:1" rel="noopener">Hongfa Technology (600885 CH)</a>. The largest outflows were in <a href="https://www.smartkarma.com/entities/zijin-mining-group-co-ltd" target="_blank" data-smartkarma-citation="entities:24628:1" rel="noopener">Zijin Mining (601899 CH)</a>and <a href="https://www.smartkarma.com/entities/zhejiang-sanhua-intellignt-controls-co-ltd" target="_blank" data-smartkarma-citation="entities:12940:1" rel="noopener">Zhejiang Sanhua Intellignt Controls (002050 CH)</a>.</li>
</ul>


Inside is a recap of movements in the last week relating to the Hong Kong Stock Exchange -Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry.
Overall, net inflow over the past week was ~US$3.9bn, split between Shanghai (+US$2.2bn) and Shenzhen (+US$1.7bn).
The largest inflows were into Kweichow Moutai (600519 CH) and Hongfa Technology (600885 CH). The largest outflows were in Zijin Mining (601899 CH)and Zhejiang Sanhua Intellignt Controls (002050 CH).


Shanghai/​​​​​​Shenzhen Northbound Connect: Weekly Moves (24 June 2022)

China

Hongfa Technology Co Ltd. researches, manufactures and sells solar energy conversion materials, solar energy systems and a borosilicate glass material.

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

Hongfa Technology Co Ltd A (600885 CH)

Shanghai/Shenzhen Northbound Connect: Weekly Moves (8 July 2022)

Inside is a recap of movements in the HK--Shanghai/Shenzhen Northbound Connect facilities. Net inflow over the past week was ~US$1bn, split between...

David Blennerhassett

Northbound Flows Monthly (June): $11bn Inflows

We estimate $11bn inflow into A-share market through northbound in June and highlight monthly inflows into Moutai, Yili, East Money, Tongwei, and...

Ke Yan, CFA, FRM

Shanghai/Shenzhen Northbound Connect: Weekly Moves (24 June 2022)

Inside is a recap of movements in the last week in the HKEx-Shanghai-Shenzhen Northbound Connect facilities. Net inflow was ~US$3.9bn, split...

David Blennerhassett

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Shanghai/​​​​​​​Shenzhen Northbound Connect: Weekly Moves (8 July 2022)

Inside is a recap of movements in the HK--Shanghai/Shenzhen Northbound Connect facilities. Net inflow over the past week was ~US$1bn, split between...

David Blennerhassett

Northbound Flows Monthly (June): $11bn Inflows

We estimate $11bn inflow into A-share market through northbound in June and highlight monthly inflows into Moutai, Yili, East Money, Tongwei, and...

Ke Yan, CFA, FRM

Shanghai/​​​​​​Shenzhen Northbound Connect: Weekly Moves (24 June 2022)

Inside is a recap of movements in the last week in the HKEx-Shanghai-Shenzhen Northbound Connect facilities. Net inflow was ~US$3.9bn, split...

David Blennerhassett

Shanghai/Shenzhen Northbound Connect: Weekly Moves (8 July 2022)

Shanghai/Shenzhen Northbound Connect: Weekly Moves (24 June 2022)