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 125.5% as of Sep 30th.</li>
<li>The average A-H premium changed by 6.5ppt weeok on week, led by consumer staples, industrials, communication services.</li>
<li>We highlight weekly changes in A-H premium for Ping An, Bankcomm, Angang Steel, Remegen, Qingdao Port, China Tourism, Asymchem Lab, Flat Glass.</li>
</ul>


We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 125.5% as of Sep 30th.
The average A-H premium changed by 6.5ppt weeok on week, led by consumer staples, industrials, communication services.
We highlight weekly changes in A-H premium for Ping An, Bankcomm, Angang Steel, Remegen, Qingdao Port, China Tourism, Asymchem Lab, Flat Glass.


A-H Premium Weekly (Sep 30th): China Tourism at New Low Since Listing

<ul>
<li>We analyse the changes of A/H premium on 141 stocks over the last week. The average A/H premium changed by -1.7ppt over the past one week.</li>
<li>A-H Premium decline was led by consumer discretionary, consumer staples, and real estates, offset by the A-H premium increase of health care sector.</li>
<li>We highlight changes in A-H premium for Angang Steel, Chongqing Ireon, China Merchants Securities, COSCO Ship Eng, Joinn Lab, Zoomlion, Shandong Xinhua, Zheshang Bank, Sinopec Shanghai Petrochem.</li>
</ul>


We analyse the changes of A/H premium on 141 stocks over the last week. The average A/H premium changed by -1.7ppt over the past one week.
A-H Premium decline was led by consumer discretionary, consumer staples, and real estates, offset by the A-H premium increase of health care sector.
We highlight changes in A-H premium for Angang Steel, Chongqing Ireon, China Merchants Securities, COSCO Ship Eng, Joinn Lab, Zoomlion, Shandong Xinhua, Zheshang Bank, Sinopec Shanghai Petrochem.


A-H Premium Weekly: Joinn Lab, Zoomlion, Shandong Xinhua, Zheshang Bank, Sinopec Shanghai Petrochem

<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 142 stocks over the last week. </li>
<li>A/H premium declined by 0.6ppt week on week. The decline was led by Information Technology,  consumer discretionary, and communication services. </li>
<li>We highlight A-H premium changes of Asymchem Lab, Shanghai Junshi, Great Wall Motor, Shandong Xinhua, Conch Cement, BBMG, and Sinopec Oilfield.</li>
</ul>


We analyse the changes of A/H premium on 142 stocks over the last week. 
A/H premium declined by 0.6ppt week on week. The decline was led by Information Technology,  consumer discretionary, and communication services. 
We highlight A-H premium changes of Asymchem Lab, Shanghai Junshi, Great Wall Motor, Shandong Xinhua, Conch Cement, BBMG, and Sinopec Oilfield.


A-H Premium Weekly: Asymchem Lab, Shanghai Junshi, Great Wall Motor

<ul>
<li>As of Friday Nov 19, the average A/H premium of 134 A/H stocks are 109.3%. The average A/H premium changed by -1.4ppt over the past one week.</li>
<li>The sector with the biggest A/H premium increase was Utilities (ΔA/H premium=5.1ppt) while the sector with the biggest A/H premium decrease was Consumer Discretionary (ΔA/H premium=-13.1ppt).</li>
<li>The top 3 stocks based on increase in A/H premium in the past week were SINOPEC SHANG, YANTAI NORTH, and SINOPEC OILFIELD.</li>
</ul>


As of Friday Nov 19, the average A/H premium of 134 A/H stocks are 109.3%. The average A/H premium changed by -1.4ppt over the past one week.
The sector with the biggest A/H premium increase was Utilities (ΔA/H premium=5.1ppt) while the sector with the biggest A/H premium decrease was Consumer Discretionary (ΔA/H premium=-13.1ppt).
The top 3 stocks based on increase in A/H premium in the past week were SINOPEC SHANG, YANTAI NORTH, and SINOPEC OILFIELD.


A/H Premium Weekly: Utility Led the Premium Increase

China

Sinopec Shanghai Petrochemical Co., Ltd. processes crude oil into a broad range of synthetic fibers, resins and plastics, intermediate petrochemical products and petroleum products.

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Sinopec Shanghai Petroche A (600688 CH)

A-H Premium Weekly (Sep 30th): China Tourism at New Low Since Listing

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Ping An, Bankcomm, Angang Steel, Remegen, Qingdao Port,...

Ke Yan, CFA, FRM

A-H Premium Weekly: Joinn Lab, Zoomlion, Shandong Xinhua, Zheshang Bank, Sinopec Shanghai Petrochem

A-H premium declined by 1.7ppt last week. We highlight changes in A-H premium for Joinn Lab, Zoomlion, Shandong Xinhua, Zheshang Bank, Sinopec...

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: Asymchem Lab, Shanghai Junshi, Great Wall Motor

We highlight A-H premium changes of Asymchem Lab, Shanghai Junshi, Great Wall Motor, Shandong Xinhua, Conch Cement, BBMG, and Sinopec Oilfield last...

Ke Yan, CFA, FRM

A/H Premium Weekly: Utility Led the Premium Increase

We highlight the utility sector as the biggest A/H premium gainer and the Consumer Discretionary as the biggest A/H premium lager.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)