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 analyzed the latest HK SFC report for aggregate short position as of May 8th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period.</li>
<li>We highlight short changes in Tencent, Bidu, CATL, Midea, Meituan, Anta.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of May 8th.
Top short increases and decreases were tabulated for one week and four week period.
We highlight short changes in Tencent, Bidu, CATL, Midea, Meituan, Anta.


HK Short Interest Weekly: Tencent, Bidu, CATL, Midea, Meituan, Anta

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of May 15th.</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 Tencent, China Mobile, Meituan, PICC P&amp;C, Kuaishou, Petrochina, Zijin Mining, Hua Hong Semiconductor, Xiaomi, Ping An Insurance.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of May 15th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Tencent, China Mobile, Meituan, PICC P&amp;C, Kuaishou, Petrochina, Zijin Mining, Hua Hong Semiconductor, Xiaomi, Ping An Insurance.


HK Connect Flows Weekly (May 15th): Tencent, China Mobile, Meituan, PICC P&C, Kuaishou, Petrochina

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Apr 30th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period.</li>
<li>We highlight short changes in CATL, Alibaba, CMB, Xiaomi, Wuxi Apptec, Petrochina.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Apr 30th.
Top short increases and decreases were tabulated for one week and four week period.
We highlight short changes in CATL, Alibaba, CMB, Xiaomi, Wuxi Apptec, Petrochina.


HK Short Interest Weekly: CATL, Alibaba, CMB, Xiaomi, Wuxi Apptec, Petrochina

<ul>
<li>We analyse the changes of A-H premium on 180 stocks over the last week. The average A-H premium was 70.1% as of May 8th.</li>
<li>The average A-H premium changed by 0.2ppt week-on-week, led by utilities, energy, communication services and offset by financials.</li>
<li>We highlight weekly changes in A-H premium for Datang Power, Eastroc, Montage Tech, China Life, Midea, Fuyao Glass.</li>
</ul>


We analyse the changes of A-H premium on 180 stocks over the last week. The average A-H premium was 70.1% as of May 8th.
The average A-H premium changed by 0.2ppt week-on-week, led by utilities, energy, communication services and offset by financials.
We highlight weekly changes in A-H premium for Datang Power, Eastroc, Montage Tech, China Life, Midea, Fuyao Glass.


A-H Premium Weekly (May 8th): Datang Power, Eastroc, Montage Tech, China Life, Midea, Fuyao Glass

Equity Derivatives and Volatility Specialist, Clifton Derivatives

John Ley

Equity Derivatives and Volatility Specialist

Clifton Derivatives

Independent derivative and volatility research firm focusing on events/catalysts, earnings, relative value and cross asset volatility strategies.

Equity Derivatives

<ul>
<li>Broad-Based strength in Hong Kong equities pushed HSI higher despite seasonal trends that have historically pointed toward weaker May performance.</li>
<li>Option activity remained concentrated in select names, with Pop Mart continuing to see elevated Put trading and unusually large open interest.</li>
<li>Heavyweight earnings from Tencent and Alibaba remain the key focus next week with both having declined significantly from their October highs.</li>
</ul>


Broad-Based strength in Hong Kong equities pushed HSI higher despite seasonal trends that have historically pointed toward weaker May performance.
Option activity remained concentrated in select names, with Pop Mart continuing to see elevated Put trading and unusually large open interest.
Heavyweight earnings from Tencent and Alibaba remain the key focus next week with both having declined significantly from their October highs.


Hong Kong Single Stock Options Weekly (May 04–07): Earnings and Pop Mart Flows (Again) In Focus

China

Hua Hong Semiconductor is a global pure-play semiconductor foundry specializing in embedded/standalone non-volatile memory, power discrete, analog & power management, and logic & RF technologies. The company provides diversified wafer fabrication and supporting services for various specialty process platforms. It is headquartered in Shanghai, China, and was founded in 2005.

Price Gauge
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Hua Hong Semiconductor (1347 HK)

HK Short Interest Weekly: Tencent, Bidu, CATL, Midea, Meituan, Anta

We analyzed the latest HK SFC report for aggregate short position as of May 8th and highlight short interest changes in Tencent, Bidu, CATL, Midea,...

Ke Yan, CFA, FRM

HK Connect Flows Weekly (May 15th): Tencent, China Mobile, Meituan, PICC P&C, Kuaishou, Petrochina

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), China Mobile (941 HK), Meituan (3690...

Ke Yan, CFA, FRM

HK Short Interest Weekly: CATL, Alibaba, CMB, Xiaomi, Wuxi Apptec, Petrochina

We analyzed the latest HK SFC report for aggregate short position as of Apr 30th and highlight short interest changes in CATL, Alibaba, CMB,...

Ke Yan, CFA, FRM

A-H Premium Weekly (May 8th): Datang Power, Eastroc, Montage Tech, China Life, Midea, Fuyao Glass

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Datang Power, Eastroc, Montage Tech, China Life, Midea,...

Ke Yan, CFA, FRM

Hong Kong Single Stock Options Weekly (May 04–07): Earnings and Pop Mart Flows (Again) In Focus

HSI strength and broad market participation continued this week as attention shifts toward heavyweight earnings and another surge in Pop Mart...

John Ley

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)