Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

An inquisitive investment analyst with background in both finance and computing. Covering ECM research, biotech, market data analytics.

Asia Pac ECM and Index Rebal

A-H Premium Weekly (Apr 10th): ABC, Weichai Power, CICC, ICBC

A-H Premium Weekly (Apr 17th): China Longyuan Power, PICC, China Coal Energy, Hans Cnc

A-H Premium Weekly (Apr 24th): China Longyuan Power, BYD, Hua Hong Semiconductor, YOFC

A-H Premium Weekly (Mar 27th): Hans Cnc, Air China, CATL, Chongqing Rural Commercial Bank, Cgn Power

A-H Premium Weekly (Mar 20th): CATL, China Longyuan Power, Yankuang Energy, Shenzhen Woer Heat, CIMC

A-H Premium Weekly (Mar 13th): CNOOC, BYD, Great Wall Motor, Crrc, CATL, Huaneng Power International

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

China Consumer discretionary / Quantitative Analysis

<ul>
<li>We analyse the changes of A-H premium on 181 stocks over the last week. The average A-H premium was 70.1% as of Apr 3rd.</li>
<li>The average A-H premium changed by 0.7ppt week-on-week, led by energy, financials, health care and offset by industrials, consumer discretionary.</li>
<li>We highlight weekly changes in A-H premium for Great Wall Motor, China Coal Energy, China Minsheng Banking, China Everbright Bank, CHALCO, Crrc.</li>
</ul>


We analyse the changes of A-H premium on 181 stocks over the last week. The average A-H premium was 70.1% as of Apr 3rd.
The average A-H premium changed by 0.7ppt week-on-week, led by energy, financials, health care and offset by industrials, consumer discretionary.
We highlight weekly changes in A-H premium for Great Wall Motor, China Coal Energy, China Minsheng Banking, China Everbright Bank, CHALCO, Crrc.


Yangtze Optical Fibre and Cable (6869 HK)

Xinjiang Goldwind Science & Technology (002202 CH)

China Railway Signal & Communication (3969 HK)

Beijing Jingcheng Machinery Electric (187 HK)

Datang International Power Generation (991 HK)

Dynagreen Environmental Protection Group (1330 HK)

Shandong Molong Petroleum Machinery (568 HK)

Dongfang Electric Corporation (600875 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (1349 HK)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical

Contemporary Amperex Technology (CATL) (300750 CH)

Datang International Power Gen (601991 CH)

Huaneng Power International In (600011 CH)

China Railway Signal & Communi (688009 CH)

Hainan Drinda Automotive Trim (002865 CH)

Yangtze Optical Fibre & Cable (601869 CH)

Beijing Jingcheng Machinery Electric (600860 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (688505 CH)

Shenzhen Han's CNC Technology (301200 CH)

China Suntien Green Energy Cor (600956 CH)

Jiangsu Hengrui Pharmaceuticals (1276 HK)

Contemporary Amperex Technology (3750 HK)

Hainan Drinda New Energy Technology (2865 HK)

Shenzhen Zhaowei Machinery & Electronics (2692 HK)

A-H Premium Weekly (Apr 3rd): Great Wall Motor, China Coal Energy, China Minsheng Banking