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

Index Rebalance

Jiangsu Hengrui Pharmaceuticals / Index Rebalance

<ul>
<li>We see 21 potential and close adds and 34 potential and close deletes for the Hang Seng Composite Index in September. Some of the stocks are close on market cap/liquidity.</li>
<li>There have been some big listings in the last couple of months and those stocks should be added to the index in September. That increases the number of potential deletions.</li>
<li>There are stocks that have a very high percentage of holdings via Stock Connect and there could be some unwinding prior to the stocks becoming Sell-only.</li>
</ul>


We see 21 potential and close adds and 34 potential and close deletes for the Hang Seng Composite Index in September. Some of the stocks are close on market cap/liquidity.
There have been some big listings in the last couple of months and those stocks should be added to the index in September. That increases the number of potential deletions.
There are stocks that have a very high percentage of holdings via Stock Connect and there could be some unwinding prior to the stocks becoming Sell-only.


HSCI Index Rebalance Preview and Stock Connect: Potential Changes in September 2025

HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Equity Capital Markets

Shanghai Conant Optical / Equity Capital Markets

<p>On April 1, 2021, <a href="https://www.smartkarma.com/entities/shanghai-conant-optical-co-ltd" target="_blank" data-smartkarma-citation="entities:33004:1" rel="noopener">Shanghai Conant Optical (SCO CH)</a> submitted its IPO prospectus to the Hong Kong Stock Exchange. Actually, <a href="https://www.smartkarma.com/entities/shanghai-conant-optics-co-a" target="_blank" data-smartkarma-citation="entities:8902:1" rel="noopener">Shanghai Conant Optics Co A (300061 CH)</a> became listed in the Shenzhen Stock Exchange in March 2010. At the time of listing, the Company enjoyed high reputation as the leading resin spectacle lens manufacturer in China and also had wide business exposure in the global market. However, after becoming a public company, the net profit attributed to shareholders of Conant Optical was RMB16 million in 2010 (down 25% YoY), RMB9.56 million in 2011 (down 40% YoY) and RMB(-840,000) in 2012 (down 109% YoY), decreasing for three consecutive years. So, how about Conant Optical after more than a decade? The following mainly analyzed the strength and concerns for the Company.</p>

On April 1, 2021, Shanghai Conant Optical (SCO CH) submitted its IPO prospectus to the Hong Kong Stock Exchange. Actually, Shanghai Conant Optics Co A (300061 CH) became listed in the Shenzhen Stock Exchange in March 2010. At the time of listing, the Company enjoyed high reputation as the leading resin spectacle lens manufacturer in China and also had wide business exposure in the global market. However, after becoming a public company, the net profit attributed to shareholders of Conant Optical was RMB16 million in 2010 (down 25% YoY), RMB9.56 million in 2011 (down 40% YoY) and RMB(-840,000) in 2012 (down 109% YoY), decreasing for three consecutive years. So, how about Conant Optical after more than a decade? The following mainly analyzed the strength and concerns for the Company.

Pre-IPO Shanghai Conant Optical - Here Are the Strength and the Concerns

China

Shanghai Conant Opitical Co Ltd manufactures and distributes resin spectacle lens. The COmpany produces flat lens, single-vision lens, multifocal lens, progressive lens, and more. Shanghai Conant Optical markets its products across the United States, Japan, India, Australia, Thailand Germany and Brazil.

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

Shanghai Conant Optical (2276 HK)

HSCI Index Rebalance Preview and Stock Connect: Potential Changes in September 2025

There could be 55 changes for the HSCI in September. That could result in 46 changes to the Southbound Stock Connect list and also have...

Brian Freitas

Pre-IPO Shanghai Conant Optical - Here Are the Strength and the Concerns

This article analyzed both the strength and concerns for Shanghai Conant Optical, and whether it could get rid of the declining performance...

Xinyao (Criss) Wang

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)