Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Inside is a recap of movements in the last week relating to the Hong Kong Stock Exchange -Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry.</li>
<li>Overall, net outflow over the past week was ~US$2.4bn, split between Shanghai (-US$1.15bn) and Shenzhen (-US$1.25bn).</li>
<li>The largest inflows were into <a href="https://www.smartkarma.com/entities/contemporary-amperex-techn-a" target="_blank" data-smartkarma-citation="entities:24404:1" rel="noopener">CATL (300750 CH)</a> and <a href="https://www.smartkarma.com/entities/pylon-technologies-co-ltd" target="_blank" data-smartkarma-citation="entities:33153:1" rel="noopener">Pylon Technologies (688063 CH)</a>. The largest outflows were in <a href="https://www.smartkarma.com/entities/kweichow-moutai-co-ltd-a" target="_blank" data-smartkarma-citation="entities:1553:1" rel="noopener">Kweichow Moutai (600519 CH)</a> and <a href="https://www.smartkarma.com/entities/inner-mongolia-yili-indus-a" target="_blank" data-smartkarma-citation="entities:3220:1" rel="noopener">Inner Mongolia Yili Industrial Group (600887 CH)</a>.</li>
</ul>


Inside is a recap of movements in the last week relating to the Hong Kong Stock Exchange -Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry.
Overall, net outflow over the past week was ~US$2.4bn, split between Shanghai (-US$1.15bn) and Shenzhen (-US$1.25bn).
The largest inflows were into CATL (300750 CH) and Pylon Technologies (688063 CH). The largest outflows were in Kweichow Moutai (600519 CH) and Inner Mongolia Yili Industrial Group (600887 CH).


Shanghai/​​​​​​​​​​​​​​​​​​​Shenzhen Northbound Connect: Weekly Moves (3 November 2022)

<ul>
<li>Inside is a recap of movements in the last week relating to the Hong Kong Stock Exchange -Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry.</li>
<li>Overall, net outflow over the past week was ~US$0.15bn, split between Shanghai (+US$0.05bn) and Shenzhen (-US$0.20bn).</li>
<li>The largest inflows were into <a href="https://www.smartkarma.com/entities/kweichow-moutai-co-ltd-a" target="_blank" data-smartkarma-citation="entities:1553:1" rel="noopener">Kweichow Moutai (600519 CH)</a> and <a href="https://www.smartkarma.com/entities/zhejiang-huayou-cobalt-co-ltd" target="_blank" data-smartkarma-citation="entities:25048:1" rel="noopener">Zhejiang Huayou Cobalt (603799 CH)</a>. The largest outflows were in <a href="https://www.smartkarma.com/entities/longi-green-energy-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:12703:1" rel="noopener">LONGi Green Energy Technology (601012 CH)</a> and <a href="https://www.smartkarma.com/entities/contemporary-amperex-techn-a" target="_blank" data-smartkarma-citation="entities:24404:1" rel="noopener">CATL (300750 CH)</a>.</li>
</ul>


Inside is a recap of movements in the last week relating to the Hong Kong Stock Exchange -Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry.
Overall, net outflow over the past week was ~US$0.15bn, split between Shanghai (+US$0.05bn) and Shenzhen (-US$0.20bn).
The largest inflows were into Kweichow Moutai (600519 CH) and Zhejiang Huayou Cobalt (603799 CH). The largest outflows were in LONGi Green Energy Technology (601012 CH) and CATL (300750 CH).


Shanghai/​​​​​​​​​​​​​​​Shenzhen Northbound Connect: Weekly Moves (7 October 2022)

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 the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 30th.</li>
<li>We estimate the weekly inflows to be US$994.7 million, led by consumer staples, health care, materials sectors, and offset by financials, industrials.</li>
<li>We highlight flows for Moutai, Wuliangye, Qinghai Salt Lake, Longi Green, CMB, TCL Zhonghuan, Sungrow.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 30th.
We estimate the weekly inflows to be US$994.7 million, led by consumer staples, health care, materials sectors, and offset by financials, industrials.
We highlight flows for Moutai, Wuliangye, Qinghai Salt Lake, Longi Green, CMB, TCL Zhonghuan, Sungrow.


Northbound Flows (Sep 30th): Moutai, Wuliangye, Qinghai Salt Lake

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 2nd.</li>
<li>We estimate inflows to be US D158m, led by information technology, Consumer Discretionary, industrials and offset materials, and consumer staples.</li>
<li>We highlight flows for GREE, CATL, Longi Green, BOE Technology, China Tourism, and Xinghuacun.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 2nd.
We estimate inflows to be US D158m, led by information technology, Consumer Discretionary, industrials and offset materials, and consumer staples.
We highlight flows for GREE, CATL, Longi Green, BOE Technology, China Tourism, and Xinghuacun.


Northbound Flows (Sep 2nd): GREE, CATL, Longi Green, BOE Technology

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for connect holding as of Aug 12th.</li>
<li>Information, financials, and consumer discretionary sectors led the inflows of USD 1.2bn last week. </li>
<li>We highlight inflows into Longi Green, Yili, BYD, Moutai, and outflows from Tongwei, Sanhua, TBEA, TCL Zhonghuan.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for connect holding as of Aug 12th.
Information, financials, and consumer discretionary sectors led the inflows of USD 1.2bn last week. 
We highlight inflows into Longi Green, Yili, BYD, Moutai, and outflows from Tongwei, Sanhua, TBEA, TCL Zhonghuan.


Northbound Flows: Longi Green, Yili, BYD, Moutai

China

Tianjin Zhonghuan Semiconductor Co., Ltd. manufactures discrete semiconductor devices. The Company's main products are High Voltage Diode, Silicon Rectifier Diode, Silicon Bridge Rectifier, MWO High Voltage Silicon Diode and special High Voltage Silicon Diode .

Tianjin Zhonghuan Semiconductor (002129 CH)

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

Tianjin Zhonghuan Semiconductor (002129 CH)

Shanghai/Shenzhen Northbound Connect: Weekly Moves (3 November 2022)

Overall, net outflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$2.4bn, split between Shanghai (...

David Blennerhassett

Shanghai/Shenzhen Northbound Connect: Weekly Moves (7 October 2022)

Overall, net outflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$0.15bn, split between Shanghai...

David Blennerhassett

Northbound Flows (Sep 30th): Moutai, Wuliangye, Qinghai Salt Lake

We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, Wuliangye, Qinghai Salt Lake, Longi Green,...

Ke Yan, CFA, FRM

Northbound Flows (Sep 2nd): GREE, CATL, Longi Green, BOE Technology

We analyzed northbound Shanghai/Shenzhen Connect last week and highlight flows for GREE, CATL, Longi Green, BOE Technology, China Tourism, and...

Ke Yan, CFA, FRM

Northbound Flows: Longi Green, Yili, BYD, Moutai

We highlight weekly northbound Shanghai/Shenzhen connect inflows into Longi Green, Yili, BYD, Moutai, and outflows from Tongwei, Sanhua, TBEA, TCL...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Shanghai/​​​​​​​​​​​​​​​​​​​Shenzhen Northbound Connect: Weekly Moves (3 November 2022)

Overall, net outflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$2.4bn, split between Shanghai (...

David Blennerhassett

Shanghai/​​​​​​​​​​​​​​​Shenzhen Northbound Connect: Weekly Moves (7 October 2022)

Overall, net outflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$0.15bn, split between Shanghai...

David Blennerhassett

Northbound Flows (Sep 30th): Moutai, Wuliangye, Qinghai Salt Lake

We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, Wuliangye, Qinghai Salt Lake, Longi Green,...

Ke Yan, CFA, FRM

Northbound Flows (Sep 2nd): GREE, CATL, Longi Green, BOE Technology

We analyzed northbound Shanghai/Shenzhen Connect last week and highlight flows for GREE, CATL, Longi Green, BOE Technology, China Tourism, and...

Ke Yan, CFA, FRM

Northbound Flows: Longi Green, Yili, BYD, Moutai

We highlight weekly northbound Shanghai/Shenzhen connect inflows into Longi Green, Yili, BYD, Moutai, and outflows from Tongwei, Sanhua, TBEA, TCL...

Ke Yan, CFA, FRM

Shanghai/Shenzhen Northbound Connect: Weekly Moves (3 November 2022)

Shanghai/Shenzhen Northbound Connect: Weekly Moves (7 October 2022)