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

Inner Mongolia Yili Industrial Group (A) (600887 CH)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. We split the stocks eligible for the Shanghai/Shenzhen Connect trade into two groups: stocks with a market capitalization above USD 5 billion, as well as between USD 1 billion and USD 5 billion.In this insight, we will highlight inflows into pork producers including <a href="https://www.smartkarma.com/entities/guangdong-wens-foodstuffs-group-co-ltd" target="_blank" data-smartkarma-citation="entities:22859:1" rel="noopener">Guangdong Wens Foodstuffs Group Co. (300498 CH)</a> and <a href="https://www.smartkarma.com/entities/muyuan-foodstuff-co-ltd-a" target="_blank" data-smartkarma-citation="entities:3705:1" rel="noopener">Muyuan Foodstuff Co Ltd A (002714 CH)</a>, leading data center provider <a href="https://www.smartkarma.com/entities/beijing-sinnet-technology-a" target="_blank" data-smartkarma-citation="entities:15540:1" rel="noopener">Beijing Sinnet Technology A (300383 CH)</a>, and other names including <a href="https://www.smartkarma.com/entities/shenzhen-inovance-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:18170:1" rel="noopener">Shenzhen Inovance Technology Co., (300124 CH)</a>, <a href="https://www.smartkarma.com/entities/chongqing-zhifei-biological-prdct-co-ltd" target="_blank" data-smartkarma-citation="entities:6245:1" rel="noopener">Chongqing Zhifei Biological Prdct (300122 CH)</a>. We will also highlight outflows from <a href="https://www.smartkarma.com/entities/inner-mongolia-yili-energy-company-ltd" target="_blank" data-smartkarma-citation="entities:7877:1" rel="noopener">Inner Mongolia Yili Energy Company Ltd (600277 CH)</a>, <a href="https://www.smartkarma.com/entities/kweichow-moutai-co-ltd-a" target="_blank" data-smartkarma-citation="entities:1553:1" rel="noopener">Kweichow Moutai Co Ltd A (600519 CH)</a>, <a href="https://www.smartkarma.com/entities/ping-an-insurance-group-co-of" target="_blank" data-smartkarma-citation="entities:24682:1" rel="noopener">Ping An Insurance Group Co Of (601318 CH)</a>, <a href="https://www.smartkarma.com/entities/luxshare-precision-industry-co-ltd" target="_blank" data-smartkarma-citation="entities:12310:1" rel="noopener">Luxshare Precision Industry (002475 CH)</a>, and <a href="https://www.smartkarma.com/entities/risesun-real-estate-devel-a" target="_blank" data-smartkarma-citation="entities:12140:1" rel="noopener">Risesun Real Estate Devel A (002146 CH)</a>.

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. We split the stocks eligible for the Shanghai/Shenzhen Connect trade into two groups: stocks with a market capitalization above USD 5 billion, as well as between USD 1 billion and USD 5 billion.In this insight, we will highlight inflows into pork producers including Guangdong Wens Foodstuffs Group Co. (300498 CH) and Muyuan Foodstuff Co Ltd A (002714 CH), leading data center provider Beijing Sinnet Technology A (300383 CH), and other names including Shenzhen Inovance Technology Co., (300124 CH), Chongqing Zhifei Biological Prdct (300122 CH). We will also highlight outflows from Inner Mongolia Yili Energy Company Ltd (600277 CH), Kweichow Moutai Co Ltd A (600519 CH), Ping An Insurance Group Co Of (601318 CH), Luxshare Precision Industry (002475 CH), and Risesun Real Estate Devel A (002146 CH).

Shanghai/​Shenzhen Connect Ideas: Pork Producers, Data Center, Yili (2019-08-02)

China

Shanxi Meijin Energy Co., Ltd. produces coal and related products.

Shanxi Meijin Energy Co, Ltd. (000723 CH)

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

Shanxi Meijin Energy Co, Ltd. (000723 CH)

Shanghai/Shenzhen Connect Ideas: Pork Producers, Data Center, Yili (2019-08-02)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Shanghai/​Shenzhen Connect Ideas: Pork Producers, Data Center, Yili (2019-08-02)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...

Ke Yan, CFA, FRM

Shanghai/Shenzhen Connect Ideas: Pork Producers, Data Center, Yili (2019-08-02)