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

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

Sunwoda Electronic Co Ltd A / Technical Analysis

<ul>
<li>We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass), with Int’l Compass reports all echoing this sentiment.</li>
<li>Market dynamics remain overwhelmingly risk-on; with plenty of global liquidity, we expect upside to continue into year-end and the early part of 2026.</li>
<li>Remain Overweight Taiwan, China, Korea, U.S., and Greece. Many buys in these countries, and also Europe and Japan. EURO STOXX 50 on the cusp of major breakout above 5500</li>
</ul>


We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass), with Int’l Compass reports all echoing this sentiment.
Market dynamics remain overwhelmingly risk-on; with plenty of global liquidity, we expect upside to continue into year-end and the early part of 2026.
Remain Overweight Taiwan, China, Korea, U.S., and Greece. Many buys in these countries, and also Europe and Japan. EURO STOXX 50 on the cusp of major breakout above 5500


Buys Focused in China, Taiwan, and Korea; Bullish Outlook Intact

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.

News from Caixin

Cross Asset Strategy

<ul><li>Jobs /In Depth: Coding jobs no longer sure thing for U.S.-educated Chinese</li><li>Commodity/: Hong Kong joins LME’s global delivery system with eight certified warehouses</li><li>Delivery /: Couriers hike prices in face of toxic competition crackdown</li></ul>

Jobs /In Depth: Coding jobs no longer sure thing for U.S.-educated ChineseCommodity/: Hong Kong joins LME’s global delivery system with eight certified warehousesDelivery /: Couriers hike prices in face of toxic competition crackdown

CX Daily: Coding Jobs No Longer Sure Thing for U.S.-Educated Chinese 

<ul>
<li>We analyzed the changes in margin trading positions of A-share stocks as of Sep 18th. 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 18th. 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 18th): CHINA MINSHENG BANKING, BOE, FUJIAN STAR-NET COMMUNICATION

China

Luxshare Precision Industry Co., Ltd. researches, manufactures and sells connectors. The Company's products are widely used in computers, communication devices, consumer electronics products and automobiles.

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

Luxshare Precision Industry (002475 CH)

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

Buys Focused in China, Taiwan, and Korea; Bullish Outlook Intact

Buys Focused in China, Taiwan, and Korea; Bullish Outlook Intact. Actionable Themes: Communications, Manufacturing (Robotics and Batteries),...

Vermilion Research

CX Daily: Coding Jobs No Longer Sure Thing for U.S.-Educated Chinese

Jobs /In Depth: Coding jobs no longer sure thing for U.S.-educated Chinese Commodity/: Hong Kong joins LME’s global delivery system with eight...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

Buys Focused in China, Taiwan, and Korea; Bullish Outlook Intact

Buys Focused in China, Taiwan, and Korea; Bullish Outlook Intact. Actionable Themes: Communications, Manufacturing (Robotics and Batteries),...

Vermilion Research

CX Daily: Coding Jobs No Longer Sure Thing for U.S.-Educated Chinese

Jobs /In Depth: Coding jobs no longer sure thing for U.S.-educated Chinese Commodity/: Hong Kong joins LME’s global delivery system with eight...

Caixin Global

A-Share Margin Trading Weekly (Sep 18th): 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