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 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 analyzed the latest HK SFC report for aggregate short position as of Mar 20th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period.</li>
<li>We highlight short changes in Zijin Mining, Alibaba, BYD, China Hongqiao, Zhaojin Mining Industry, Shandong Gold Mining, ICBC, Cam Csi300.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Mar 20th.
Top short increases and decreases were tabulated for one week and four week period.
We highlight short changes in Zijin Mining, Alibaba, BYD, China Hongqiao, Zhaojin Mining Industry, Shandong Gold Mining, ICBC, Cam Csi300.


HK Short Interest Weekly: Zijin Mining, Alibaba, BYD, China Hongqiao, Zhaojin Mining Industry

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of March 27th.</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 Alibaba, Xiaomi, Pop Mart Intl, HSBC, Tencent, Meituan, SMIC, China Life, CHALCO, Zijin Mining.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of March 27th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Alibaba, Xiaomi, Pop Mart Intl, HSBC, Tencent, Meituan, SMIC, China Life, CHALCO, Zijin Mining.


HK Connect Flows Weekly (Mar 27th): Alibaba, Xiaomi, Pop Mart Intl, HSBC, Tencent, Meituan, SMIC

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Mar 13th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period.</li>
<li>We highlight short changes in Tencent, Alibaba, CNOOC, Petrochina, Cmoc, Yankuang Energy, Sinopec, CSPC Pharma.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Mar 13th.
Top short increases and decreases were tabulated for one week and four week period.
We highlight short changes in Tencent, Alibaba, CNOOC, Petrochina, Cmoc, Yankuang Energy, Sinopec, CSPC Pharma.


HK Short Interest Weekly: Tencent, Alibaba, CNOOC, Petrochina, Cmoc, Yankuang Energy, Sinopec

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>In the past two weeks we have had higher Southbound volumes, averaging US$18bn a day for the past ten days. The past week saw BIG inflows. The week before negative.</li>
<li>ETFs are seeing a LOT of two-way trade on certain days. Often, inbound ETF flows turn into single stock buying on the follow. "China-in-the-name" names are getting sold.</li>
<li>The data tables below update daily in the <a href="https://www.smartkarma.com/tools" target="_blank" rel="noopener">Tools</a> section of Smartkarma. The <a href="https://www.smartkarma.com/tools/quiddity/south-flow-monitor" target="_blank" rel="noopener">Southbound Flow Monitor</a> and <a href="https://www.smartkarma.com/tools/quiddity/ah-shares-monitor" target="_blank" rel="noopener">AH Pairs Monitor</a> are both there - free for all SK readers. Recently used tools are now sticky.</li>
</ul>


In the past two weeks we have had higher Southbound volumes, averaging US$18bn a day for the past ten days. The past week saw BIG inflows. The week before negative.
ETFs are seeing a LOT of two-way trade on certain days. Often, inbound ETF flows turn into single stock buying on the follow. "China-in-the-name" names are getting sold.
The data tables below update daily in the Tools section of Smartkarma. The Southbound Flow Monitor and AH Pairs Monitor are both there - free for all SK readers. Recently used tools are now sticky.


HK Connect SOUTHBOUND Flows (2 Wks to 13Mar2026) - Higher Volumes, Lots of ETF Trading, Net Inflows

Hong Kong

Tracker Fund of Hong Kong (TraHK) is an ETF registered in Hong Kong. The Fund seeks to provide investment results that closely correspond to the performance of the Hang Seng Index through investing all, or substantially all, of the Fund's assets in Index Shares in substantially the same weightings as they appear in the Hang Seng Index.

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Tracker Fund of Hong Kong (2800 HK)

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

HK Short Interest Weekly: Zijin Mining, Alibaba, BYD, China Hongqiao, Zhaojin Mining Industry

We analyzed the latest HK SFC report for aggregate short position as of Mar 20th and highlight short interest changes in Zijin Mining (2899 HK),...

Ke Yan, CFA, FRM

HK Connect Flows Weekly (Mar 27th): Alibaba, Xiaomi, Pop Mart Intl, HSBC, Tencent, Meituan, SMIC

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Xiaomi, Pop Mart Intl, HSBC, Tencent, Meituan,...

Ke Yan, CFA, FRM

HK Short Interest Weekly: Tencent, Alibaba, CNOOC, Petrochina, Cmoc, Yankuang Energy, Sinopec

We analyzed the latest HK SFC report for aggregate short position as of Mar 13th and highlight short interest changes in Tencent, Alibaba, CNOOC,...

Ke Yan, CFA, FRM

HK Connect SOUTHBOUND Flows (2 Wks to 13Mar2026) - Higher Volumes, Lots of ETF Trading, Net Inflows

Southbound volumes are up. SOEs are getting sold. ETFs, Consumer Discretionary, and Tech are getting bought. Tis the season.

Travis Lundy

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)