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 analyze the weekly Hong Kong Connect flows with our data engine for holding position as of July 31st.</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 Alibaba, Smic, Xiaomi, Knowledge Atlas, Yofc, Kingboard Hldg, CCB, J&amp;T Express, China Hongqiao, China Mobile.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of July 31st.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Alibaba, Smic, Xiaomi, Knowledge Atlas, Yofc, Kingboard Hldg, CCB, J&amp;T Express, China Hongqiao, China Mobile.


HK Connect Flows Weekly (Jul 31st): Alibaba, Smic, Xiaomi, Knowledge Atlas, Yofc, Kingboard Hldg

Chief Executive Officer, Emmer Capital Partners Limited

Manishi Raychaudhuri

Chief Executive Officer

Emmer Capital Partners Limited

Emmer Capital Partners is an Asia Pacific focused financial advisory firm engaging in strategic financial asset allocation advice, bespoke thematic research and advising early-stage companies and connecting them to investors. Emmer Capital provides macro-economic and multi-asset investment strategy inputs to institutions, family offices, private wealth managers, private equity, and corporate boards directly and through independent research platforms. Emmer Capital also advises a wide range of startup companies on fund raising and business strategy. Emmer Capital's active engagement with the print and electronic media reaches a broad spectrum of investors across the globe.

Equity Bottom-Up

<ul>
<li>Following our Large Cap basket (<a href="https://www.smartkarma.com/insights/asian-equities-the-asian-large-cap-focus-list-73-stocks-with-growth-value-quality-balance-sheet" target="_blank" data-smartkarma-citation="insights:240767" rel="noopener">Asian Equities: The Asian Large Cap Focus List - 73 Stocks with Growth, Value, Quality Balance Sheet</a>), we screen Asian Small Caps (US$1-5bn market cap).</li>
<li>93 small caps across Hong Kong (34), Korea (18), Taiwan (18), Indonesia (9), India (8) and Singapore-Malaysia (6) come up on our screen. </li>
<li>The HK and Singapore-Malaysia stocks are the most diversified across sectors. Korea is moderately so. India is dominated by financials, Taiwan by electronic hardware and Indonesia by energy and minerals.</li>
</ul>


Following our Large Cap basket (Asian Equities: The Asian Large Cap Focus List - 73 Stocks with Growth, Value, Quality Balance Sheet), we screen Asian Small Caps (US$1-5bn market cap).
93 small caps across Hong Kong (34), Korea (18), Taiwan (18), Indonesia (9), India (8) and Singapore-Malaysia (6) come up on our screen. 
The HK and Singapore-Malaysia stocks are the most diversified across sectors. Korea is moderately so. India is dominated by financials, Taiwan by electronic hardware and Indonesia by energy and minerals.


Asian Equities: Small Caps with Strong Growth, Reasonable Valuations, and Strong Balance Sheets

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.

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 5th.</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 Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi, Lenovo, Zijin Mining, Alibaba, Power Assets.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 5th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi, Lenovo, Zijin Mining, Alibaba, Power Assets.


HK Connect Flows Weekly (Jun 5th): Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi, Lenovo

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of May 29th.</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 Alibaba, SMIC, Tencent, Petrochina, Yofc, China Resources Land, AIA.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of May 29th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Alibaba, SMIC, Tencent, Petrochina, Yofc, China Resources Land, AIA.


HK Connect Flows Weekly (May 29th): Alibaba, SMIC, Tencent, Petrochina, Yofc, China Resources Land

<ul>
<li>Mainland investors drove $8.7bn into Hong Kong stocks in March via the Connect Scheme, marking 11 consecutive months of inflows.</li>
<li>Southbound inflows were 23.5 pct lower than Februarys $11.4bn, coinciding with a 5.3 pct decline in HSCEI over the same period.</li>
<li>We highlight monthly southbound flow trends for the top stocks by cumulative inflow and analyse sector-level positioning changes.</li>
</ul>


Mainland investors drove $8.7bn into Hong Kong stocks in March via the Connect Scheme, marking 11 consecutive months of inflows.
Southbound inflows were 23.5 pct lower than Februarys $11.4bn, coinciding with a 5.3 pct decline in HSCEI over the same period.
We highlight monthly southbound flow trends for the top stocks by cumulative inflow and analyse sector-level positioning changes.


Hong Kong Connect Flows (March): $8.7bn Inflows

China

Mao Geping Cosmetics is a Chinese beauty company primarily engaged in the research, development, production, and sale of color cosmetics and skincare products. The company operates two main brands, MAOGEPING (targeting the high-end market) and Love Keeps (a mass-market brand), offering a range of products including foundations, eye makeup, lip products, and various skincare items. Additionally, it provides professional makeup artistry training services. The company was founded in 2000 and is headquartered in Hangzhou, Zhejiang, China.

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Mao Geping Cosmetics (1318 HK)

HK Connect Flows Weekly (Jul 31st): Alibaba, Smic, Xiaomi, Knowledge Atlas, Yofc, Kingboard Hldg

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Smic, Xiaomi, Knowledge Atlas, Yofc, Kingboard...

Ke Yan, CFA, FRM

Asian Equities: Small Caps with Strong Growth, Reasonable Valuations, and Strong Balance Sheets

Screening Asian Small Caps reveals 93 stocks across markets. HK & SG-Malaysia are the most diversified. India is dominated by financials, TW by...

Manishi Raychaudhuri

HK Connect Flows Weekly (Jun 5th): Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi, Lenovo

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi,...

Ke Yan, CFA, FRM

HK Connect Flows Weekly (May 29th): Alibaba, SMIC, Tencent, Petrochina, Yofc, China Resources Land

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, SMIC, Tencent, Petrochina, Yofc, China Resources...

Ke Yan, CFA, FRM

Hong Kong Connect Flows (March): $8.7bn Inflows

We estimate inflows to be $8.7bn from mainland investors to HK stocks in March. We highlight flows for Tencent, Xiaomi, China Life, CNOOC, SMIC.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

HK Connect Flows Weekly (Jul 31st): Alibaba, Smic, Xiaomi, Knowledge Atlas, Yofc, Kingboard Hldg

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Smic, Xiaomi, Knowledge Atlas, Yofc, Kingboard...

Ke Yan, CFA, FRM

Asian Equities: Small Caps with Strong Growth, Reasonable Valuations, and Strong Balance Sheets

​Screening Asian Small Caps reveals 93 stocks across markets. HK & SG-Malaysia are the most diversified. India is dominated by financials, TW by...

Manishi Raychaudhuri

HK Connect Flows Weekly (Jun 5th): Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi, Lenovo

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi,...

Ke Yan, CFA, FRM

HK Connect Flows Weekly (May 29th): Alibaba, SMIC, Tencent, Petrochina, Yofc, China Resources Land

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, SMIC, Tencent, Petrochina, Yofc, China Resources...

Ke Yan, CFA, FRM

Hong Kong Connect Flows (March): $8.7bn Inflows

We estimate inflows to be $8.7bn from mainland investors to HK stocks in March. We highlight flows for Tencent, Xiaomi, China Life, CNOOC, SMIC.

Ke Yan, CFA, FRM

Screening Asian Small Caps reveals 93 stocks across markets. HK & SG-Malaysia are the most diversified. India is dominated by financials, TW by...