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 monthly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>We estimate that the inflows were USD 2,169.3 million last month, led by consumer staples and industrials.</li>
<li>We highlight flows for CATL, Longi Green, Yunnan Energy New Material, Yili, Moutai, Sanhua, Sungrow, Tbea, CMB, Beijing Oriental Yuhong. </li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
We estimate that the inflows were USD 2,169.3 million last month, led by consumer staples and industrials.
We highlight flows for CATL, Longi Green, Yunnan Energy New Material, Yili, Moutai, Sanhua, Sungrow, Tbea, CMB, Beijing Oriental Yuhong. 


Northbound Flows Monthly (August): CATL, Longi, Yunnan Energy New Material

<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

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for record date as of Aug 5th.</li>
<li>Outflows from financials, industrials, materials were offset by inflows into information technology, consumer staples and health care.</li>
<li>We highlight outflows from Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High &amp; New Tech.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for record date as of Aug 5th.
Outflows from financials, industrials, materials were offset by inflows into information technology, consumer staples and health care.
We highlight outflows from Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High &amp; New Tech.


Northbound Flows: Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High

<ul>
<li>We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine. Northbound investors are selling A-share stocks worth USD 2.9bn in July.</li>
<li>The outflows were led by the financials, industrials, and materials sectors.</li>
<li>We highlight flows for Shenzhen Mindray, Zhejiang Huayou, Tianqi Lithium, Yunnan Energy New Material, Moutai, Sungrow, Ping An Bank, Wuxi Lead, Zhejiang Sanhua, Industrial Bank.</li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine. Northbound investors are selling A-share stocks worth USD 2.9bn in July.
The outflows were led by the financials, industrials, and materials sectors.
We highlight flows for Shenzhen Mindray, Zhejiang Huayou, Tianqi Lithium, Yunnan Energy New Material, Moutai, Sungrow, Ping An Bank, Wuxi Lead, Zhejiang Sanhua, Industrial Bank.


Northbound Flows Monthly (July): Financials, Industrials and Materials Led Outflows

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding as of July 29th. </li>
<li>Inflows into information technology were offset by outflows from industrials and consumer staple.</li>
<li>We highlight weekly flows for Zhejiang Huayou Cobalt, CMB, Zhongtian Tech, TCL, Zhejiang Sanhua, Sungrow Power and SF Holding.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding as of July 29th. 
Inflows into information technology were offset by outflows from industrials and consumer staple.
We highlight weekly flows for Zhejiang Huayou Cobalt, CMB, Zhongtian Tech, TCL, Zhejiang Sanhua, Sungrow Power and SF Holding.


Northbound Flows: Huayou Cobalt, CMB, Zhongtian Tech, TCL

China

Zhejiang Sanhua Intellignt Controls Co., Ltd. manufactures service valves, check valves, solenoid valves, electronic expansion valves, and ball valves.

Zhejiang Sanhua Intellignt Controls (002050 CH)

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

Zhejiang Sanhua Intellignt Controls (002050 CH)

Northbound Flows Monthly (August): CATL, Longi, Yunnan Energy New Material

We estimate $2.2bn northbound inflows into A-share in August and highlight flows for CATL, Longi Green, Yunnan Energy New Material, Yili, Moutai,...

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

Northbound Flows: Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High

Northbound Shanghai/Shenzhen connect recorded outflows of USD 114m last week. We highlight outflows from Sanhua, Baoshan Iron, Sungrow, Han's...

Ke Yan, CFA, FRM

Northbound Flows Monthly (July): Financials, Industrials and Materials Led Outflows

Northbound investors sold $2.9bn stocks last month. We highlight flows for Shenzhen Mindray, Zhejiang Huayou, Tianqi Lithium, Yunnan Energy New...

Ke Yan, CFA, FRM

Northbound Flows: Huayou Cobalt, CMB, Zhongtian Tech, TCL

Northbound connect recoreded inflows of USD 217m last week. We highlight weekly flows for Zhejiang Huayou Cobalt, CMB, Zhongtian Tech, TCL,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)