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 142 stocks over the last week. The average A-H premium was 130.7% as of Nov 4th.</li>
<li>The average A-H premium changed by -4.4ppt weeok on week, led by health care, financials, utilities and offset by consumer staples, real estate, consumer discretionary.</li>
<li>We highlight weekly changes in A-H premium for First Tractor, Maanshan Iron, Datang Intl, Cansino, Jushi, Fudan Microelectronics.</li>
</ul>


We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 130.7% as of Nov 4th.
The average A-H premium changed by -4.4ppt weeok on week, led by health care, financials, utilities and offset by consumer staples, real estate, consumer discretionary.
We highlight weekly changes in A-H premium for First Tractor, Maanshan Iron, Datang Intl, Cansino, Jushi, Fudan Microelectronics.


A-H Premium Weekly (Nov 4th): First Tractor, Maanshan Iron

<ul>
<li>We analyse the changes of A/H premium on 142 stocks over the last week. The average A/H premium of 142 A/H stocks are 116.5%, increased by 3.0ppt over last week.</li>
<li>The average A/H premium changed by 3.0ppt week on week, led by Real Estate, financials, and consumer discretionary sectors.</li>
<li>We highlight A/H premium changes of Great Wall Motor, Guangzhou Auto, Hisense Home, Tianqi Lithium, Jiangxi Copper, Angang Steel, Maanshan Iron, BBMG, Alcoa, Zoomlion, Cansino, Holly Futures, and ABC. </li>
</ul>


We analyse the changes of A/H premium on 142 stocks over the last week. The average A/H premium of 142 A/H stocks are 116.5%, increased by 3.0ppt over last week.
The average A/H premium changed by 3.0ppt week on week, led by Real Estate, financials, and consumer discretionary sectors.
We highlight A/H premium changes of Great Wall Motor, Guangzhou Auto, Hisense Home, Tianqi Lithium, Jiangxi Copper, Angang Steel, Maanshan Iron, BBMG, Alcoa, Zoomlion, Cansino, Holly Futures, and ABC. 


A-H Premium Weekly: Tianqi Lithium at New Low Post H-Share IPO

<ul>
<li>We analyse the changes of A/H premium on 140 stocks over the last week.</li>
<li>A-H premium declined by 0.5ppt week on week, mainly due to consumer discretionary, communication services and financials, offset by consumer staple and material. </li>
<li>We highlight A-H premium for Steel &amp; Cement companies, Great Wall Motor, and Longyuan.</li>
</ul>


We analyse the changes of A/H premium on 140 stocks over the last week.
A-H premium declined by 0.5ppt week on week, mainly due to consumer discretionary, communication services and financials, offset by consumer staple and material. 
We highlight A-H premium for Steel &amp; Cement companies, Great Wall Motor, and Longyuan.


A-H Premium Weekly: Steel & Cement at 52w High, Great Wall Motor, Longyuan

<ul>
<li>We analyse the changes of A/H premium on 140 stocks over the last week. </li>
<li>Week on week A-H premium decline was mainly due to the information technology, utilities and health care sector and offset by the increase of premium in consumer discretionary.</li>
<li>We highlight A-H premium changes in Shandong Xinhua, Shenhua, Huaxin Cement, Ganfeng Lithium, Tsingtao Brewery, and Baiyunshan.</li>
</ul>


We analyse the changes of A/H premium on 140 stocks over the last week. 
Week on week A-H premium decline was mainly due to the information technology, utilities and health care sector and offset by the increase of premium in consumer discretionary.
We highlight A-H premium changes in Shandong Xinhua, Shenhua, Huaxin Cement, Ganfeng Lithium, Tsingtao Brewery, and Baiyunshan.


A-H Premium Weekly: Shandong Xinhua, Shenhua, Ganfeng Lithium

<ul>
<li>We analyse the changes of A/H premium on 138 stocks over the last week.</li>
<li>Consumer staple, consumer discretionary and heathcare led the 3.0ppt weekly A-H premium decline. </li>
<li>We highlight names including Shenzhen HepaLink, Shandong Xinhua Pharm, and Shanghai Haohai Biological Technology.</li>
</ul>


We analyse the changes of A/H premium on 138 stocks over the last week.
Consumer staple, consumer discretionary and heathcare led the 3.0ppt weekly A-H premium decline. 
We highlight names including Shenzhen HepaLink, Shandong Xinhua Pharm, and Shanghai Haohai Biological Technology.


A-H Premium Weekly: Healthcare Led Premium Decline

China

Maanshan Iron and Steel Company Limited manufactures and markets iron and steel products which can be divided into four categories, wire rods, steel section, medium or thick steel plates, and train wheels and tires.  The production process mainly comprises coking, sintering, iron smelting, steel smelting, and steel rolling.

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

Maanshan Iron & Steel A (600808 CH)

A-H Premium Weekly (Nov 4th): First Tractor, Maanshan Iron

We analyzed A-H premium changes in the past week and highlight A-H premium changes for First Tractor, Maanshan Iron, Datang Intl, Cansino, Jushi,...

Ke Yan, CFA, FRM

A-H Premium Weekly: Steel & Cement at 52w High, Great Wall Motor, Longyuan

We highlight week on week A-H premium changes for Steel & Cement companies (Angang, Maanshan, Huaxin, Chongqing), Great Wall Motor, and Longyuan.

Ke Yan, CFA, FRM

A-H Premium Weekly: Shandong Xinhua, Shenhua, Ganfeng Lithium

We highlight weekly A-H premium changes in Shandong Xinhua, Shenhua, Huaxin Cement, Ganfeng Lithium, Tsingtao Brewery, and Baiyunshan.

Ke Yan, CFA, FRM

A-H Premium Weekly: Healthcare Led Premium Decline

A-H premium declined by 3.0ppt last week, led by consumer staple, consumer discretionary and heathcare. We highlight names including Shenzhen...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

A-H Premium Weekly (Nov 4th): First Tractor, Maanshan Iron

We analyzed A-H premium changes in the past week and highlight A-H premium changes for First Tractor, Maanshan Iron, Datang Intl, Cansino, Jushi,...

Ke Yan, CFA, FRM

A-H Premium Weekly: Tianqi Lithium at New Low Post H-Share IPO

The average A/H premium changed by 3.0ppt wow with stock highlight for Great Wall Motor, Guangzhou Auto, Hisense Home, Tianqi Lithium, Jiangxi...

Ke Yan, CFA, FRM

A-H Premium Weekly: Steel & Cement at 52w High, Great Wall Motor, Longyuan

We highlight week on week A-H premium changes for Steel & Cement companies (Angang, Maanshan, Huaxin, Chongqing), Great Wall Motor, and Longyuan.

Ke Yan, CFA, FRM

A-H Premium Weekly: Shandong Xinhua, Shenhua, Ganfeng Lithium

We highlight weekly A-H premium changes in Shandong Xinhua, Shenhua, Huaxin Cement, Ganfeng Lithium, Tsingtao Brewery, and Baiyunshan.

Ke Yan, CFA, FRM

A-H Premium Weekly: Healthcare Led Premium Decline

A-H premium declined by 3.0ppt last week, led by consumer staple, consumer discretionary and heathcare. We highlight names including Shenzhen...

Ke Yan, CFA, FRM