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 analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Apr 10th based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Xiaomi (1810 HK), AIA (1299 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), China Hongqiao (1378 HK), Xiaomi (1810 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Apr 10th based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Xiaomi (1810 HK), AIA (1299 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), China Hongqiao (1378 HK), Xiaomi (1810 HK).


Hong Kong Buybacks Weekly (Apr 10th): Tencent, Xiaomi, AIA

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

<p>China has been building very fast supercomputers for some years, but now it has developed a new machine that only uses Chinese-designed and manufactured chips. This is one area in which China leads the world</p>

China has been building very fast supercomputers for some years, but now it has developed a new machine that only uses Chinese-designed and manufactured chips. This is one area in which China leads the world

Chinese Supercomputers Outstrip the Competition

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of April 2nd.</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 Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC, China Life, Alibaba, CK Asset.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of April 2nd.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC, China Life, Alibaba, CK Asset.


HK Connect Flows Weekly (Apr 2nd): Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Apr 3rd based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Pop Mart Intl (9992 HK), AIA (1299 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were China Hongqiao (1378 HK), Tencent (700 HK), Pop Mart Intl (9992 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Apr 3rd based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), Pop Mart Intl (9992 HK), AIA (1299 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were China Hongqiao (1378 HK), Tencent (700 HK), Pop Mart Intl (9992 HK).


Hong Kong Buybacks Weekly (Apr 3rd): Tencent, Pop Mart Intl, AIA

Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

<ul>
<li>In today's Morning Views publication we comment on developments of the following high yield issuers: China Oil &amp; Gas, Sunny Optical</li>
<li>US treasuries rallied yesterday, with the UST curve bull steepening, after Fed Chairman Jerome Powell indicated his preference to hold rates steady. The market switched to price in a small rate cut by end-2026 (reversing the rate hike premium in the market last week). The yield on the 2Y and 10Y UST both declined 8 bps to 3.83% and 4.35%, respectively. Equities ended lower, led by declines in semiconductor stocks. The S&amp;P 500 and Nasdaq fell 0.4% and 0.7% to 6,344 and 20,795, respectively.</li>
<li>US President Donald Trump wrote on Truth Social that Washington is in “serious discussions” with a new regime to end military operations in Iran, but added threats to blow up and completely obliterate Iran’s power plants, oil wells and Kharg Island if the Strait of Hormuz is not immediately “open for business”.</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: China Oil &amp; Gas, Sunny Optical
US treasuries rallied yesterday, with the UST curve bull steepening, after Fed Chairman Jerome Powell indicated his preference to hold rates steady. The market switched to price in a small rate cut by end-2026 (reversing the rate hike premium in the market last week). The yield on the 2Y and 10Y UST both declined 8 bps to 3.83% and 4.35%, respectively. Equities ended lower, led by declines in semiconductor stocks. The S&amp;P 500 and Nasdaq fell 0.4% and 0.7% to 6,344 and 20,795, respectively.
US President Donald Trump wrote on Truth Social that Washington is in “serious discussions” with a new regime to end military operations in Iran, but added threats to blow up and completely obliterate Iran’s power plants, oil wells and Kharg Island if the Strait of Hormuz is not immediately “open for business”.


China

Sunny Optical Technology (Group) Co., Ltd. is a leading global manufacturer of integrated optical components and products. The company designs, researches, develops, manufactures, and sells optical and optical-related products, including lenses for handsets, vehicles, and security, as well as camera modules, vehicle modules, microscopes, and intelligent inspection equipment. It is headquartered in Yuyao, Zhejiang, China, and was founded in 1984.

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

Sunny Optical Technology (2382 HK)

Hong Kong Buybacks Weekly (Apr 10th): Tencent, Xiaomi, AIA

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...

Ke Yan, CFA, FRM

Chinese Supercomputers Outstrip the Competition

China has been building very fast supercomputers for some years, but now it has developed a new machine that only uses Chinese-designed and...

Bixmoor

HK Connect Flows Weekly (Apr 2nd): Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC,...

Ke Yan, CFA, FRM

Hong Kong Buybacks Weekly (Apr 3rd): Tencent, Pop Mart Intl, AIA

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Tencent (700 HK),...

Ke Yan, CFA, FRM

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: China Oil & Gas, Sunny Optical

Lucror Analytics

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)