Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

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Research Reinvented

Equity Bottom-Up

Jiangsu Lihua Animal Husbandry / Equity Bottom-Up

Jiangsu Lihua Animal Husbandry (300761 CH)

<ul>
  <li>Jiangsu Lihua is a significant, vertically integrated player in China's animal husbandry sector, primarily focused on yellow-feathered broiler chickens and, to a lesser extent, pigs and geese. The company's operations span breeding, feed processing, slaughtering, and sales.</li>
  <li>The company exhibits high financial volatility, characteristic of the agricultural sector. After a net loss in 2023, it saw a strong rebound in profitability in 2024, followed by more moderate performance. This cyclicality is driven by fluctuating feed costs and meat prices.</li>
  <li>Forward-looking success hinges on managing commodity price risks, navigating potential animal disease outbreaks, and capitalizing on China's long-term demand for protein. The company's investments in technology and biosecurity are critical differentiators.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Jiangsu Lihua is a significant, vertically integrated player in China's animal husbandry sector, primarily focused on yellow-feathered broiler chickens and, to a lesser extent, pigs and geese. The company's operations span breeding, feed processing, slaughtering, and sales.
  The company exhibits high financial volatility, characteristic of the agricultural sector. After a net loss in 2023, it saw a strong rebound in profitability in 2024, followed by more moderate performance. This cyclicality is driven by fluctuating feed costs and meat prices.
  Forward-looking success hinges on managing commodity price risks, navigating potential animal disease outbreaks, and capitalizing on China's long-term demand for protein. The company's investments in technology and biosecurity are critical differentiators.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Jiangsu Lihua Animal Husbandry (300761 CH) - Aug 2026

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We are starting to see early signs of a potential bottom on MSCI EM (EEM-US).</li>
<li>Specifically, the EEM-US has reversed topside its 6-month downtrend. If MSCI EM has indeed bottomed, we want to be buying the leaders; that is where this report comes in.</li>
<li>Specific themes include attractive opportunities in India and Thailand, and also many in Taiwan and South Korea. Attractive Sectors include Energy, Financials, Materials, and Industrials.</li>
</ul>


We are starting to see early signs of a potential bottom on MSCI EM (EEM-US).
Specifically, the EEM-US has reversed topside its 6-month downtrend. If MSCI EM has indeed bottomed, we want to be buying the leaders; that is where this report comes in.
Specific themes include attractive opportunities in India and Thailand, and also many in Taiwan and South Korea. Attractive Sectors include Energy, Financials, Materials, and Industrials.


Finding Leadership Within Emerging Markets

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Guangzhou Wondfo Biotech C-A / Index Rebalance

<ul>
<li>CSI Medical Service represents the top 50 largest and most-liquid stocks involved in medical devices, medical care, medical informatization, and other medical themes from the Shanghai, Shenzhen, and Beijing Exchanges.</li>
<li>In this insight, we have presented our expectations for ADDs and DELs for the upcoming semiannual index rebal event in June 2026.</li>
<li>We expect three ADDs/DELs for the CSI Medical Service index during this index review event based on the latest available data.</li>
</ul>


CSI Medical Service represents the top 50 largest and most-liquid stocks involved in medical devices, medical care, medical informatization, and other medical themes from the Shanghai, Shenzhen, and Beijing Exchanges.
In this insight, we have presented our expectations for ADDs and DELs for the upcoming semiannual index rebal event in June 2026.
We expect three ADDs/DELs for the CSI Medical Service index during this index review event based on the latest available data.


Quiddity Leaderboard CSI Medical Jun26: 3 ADDs/DELs Expected For Now But It Could Become 4

<ul>
<li>CSI Medical Service represents the top 50 largest and most-liquid stocks involved in medical devices, medical care, medical informatization, and other medical themes from the Shanghai, Shenzhen, and Beijing Exchanges.</li>
<li>In this insight, we have presented our final expectations for ADDs and DELs for the upcoming semiannual index rebal event in June 2026.</li>
<li>We expect up to four ADDs and four DELs for the CSI Medical Service index during this index review event based on the latest available data.</li>
</ul>


CSI Medical Service represents the top 50 largest and most-liquid stocks involved in medical devices, medical care, medical informatization, and other medical themes from the Shanghai, Shenzhen, and Beijing Exchanges.
In this insight, we have presented our final expectations for ADDs and DELs for the upcoming semiannual index rebal event in June 2026.
We expect up to four ADDs and four DELs for the CSI Medical Service index during this index review event based on the latest available data.


Quiddity Leaderboard CSI Medical Jun26: Four Changes Possible; US$262mn One-Way

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

Broadex Technologies Co Ltd / Event-Driven

<ul>
<li>With the review period complete, we forecast 10 changes for the <a href="https://www.smartkarma.com/entities/chinext-index" target="_blank" data-smartkarma-citation="entities:25483:1" rel="noopener">ChiNext Index (SZ399006 INDEX)</a> and 5 changes for the ChiNext 50 Index in December.</li>
<li>The largest flows will be in 2 stocks that are forecast adds for both indices. There are 14 stocks with over 0.5x ADV to trade from passive trackers.</li>
<li>The forecast adds outperformed the forecast deletes from June to August, but there has been significant underperformance since then. Outperformance could resume as positioning kicks in prior to announcement.</li>
</ul>


With the review period complete, we forecast 10 changes for the ChiNext Index (SZ399006 INDEX) and 5 changes for the ChiNext 50 Index in December.
The largest flows will be in 2 stocks that are forecast adds for both indices. There are 14 stocks with over 0.5x ADV to trade from passive trackers.
The forecast adds outperformed the forecast deletes from June to August, but there has been significant underperformance since then. Outperformance could resume as positioning kicks in prior to announcement.


ChiNext/​​​ChiNext50 Index Rebalance Preview: Maxing Out the Changes

China

Jiangsu Lihua Animal Husbandry Stock Co., Ltd. operates as an agricultural company. The Company provides animal feeding, meat processing, and other services. Jiangsu Lihua Animal Husbandry Stock serves customers in China.

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Jiangsu Lihua Animal Husbandry (300761 CH)

Primer: Jiangsu Lihua Animal Husbandry (300761 CH) - Aug 2026

Jiangsu Lihua is a significant, vertically integrated player in China's animal husbandry sector, primarily focused on yellow-feathered broiler...

αSK Primers

Finding Leadership Within Emerging Markets

We are starting to see early signs of a potential bottom on $EEM. Specifically, the EEM has reversed topside its 6-month downtrend. If EEM has...

Vermilion Research

Quiddity Leaderboard CSI Medical Jun26: 3 ADDs/DELs Expected For Now But It Could Become 4

One potential ADD and one potential DEL are still close to the border and those names could trigger an extra index change depending on relative...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard CSI Medical Jun26: Four Changes Possible; US$262mn One-Way

We estimate the CSI Medical June 2026 index rebalance to trigger flows of ~US$262mn one-way. Some names have multiple days to trade.

Janaghan Jeyakumar, CFA

ChiNext/ChiNext50 Index Rebalance Preview: Maxing Out the Changes

There could be 10/5 changes for the Chinext/Chinext50 indices in Dec. Largest flows in the 2 stocks that are adds for both indices. Adds...

Brian Freitas

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Primer: Jiangsu Lihua Animal Husbandry (300761 CH) - Aug 2026

Jiangsu Lihua is a significant, vertically integrated player in China's animal husbandry sector, primarily focused on yellow-feathered broiler...

αSK Primers

Finding Leadership Within Emerging Markets

We are starting to see early signs of a potential bottom on $EEM. Specifically, the EEM has reversed topside its 6-month downtrend. If EEM has...

Vermilion Research

Quiddity Leaderboard CSI Medical Jun26: 3 ADDs/DELs Expected For Now But It Could Become 4

One potential ADD and one potential DEL are still close to the border and those names could trigger an extra index change depending on relative...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard CSI Medical Jun26: Four Changes Possible; US$262mn One-Way

We estimate the CSI Medical June 2026 index rebalance to trigger flows of ~US$262mn one-way. Some names have multiple days to trade.

Janaghan Jeyakumar, CFA

ChiNext/​​​ChiNext50 Index Rebalance Preview: Maxing Out the Changes

There could be 10/5 changes for the Chinext/Chinext50 indices in Dec. Largest flows in the 2 stocks that are adds for both indices. Adds...

Brian Freitas

ChiNext/ChiNext50 Index Rebalance Preview: Maxing Out the Changes