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 (Aug 21st): Smic, China South Air, Gtht, Yankuang Energy, China Telecom

A-H Premium Weekly (Aug 28th): Gwmotor, China Mobile, Remegen, Fuyao Glass, Minsheng Bank

A-H Premium Weekly (Sep 4th): China South Air, Remegen, China Telecom, Muyuan Foods, Conch Cement

A-H Premium Weekly (Aug 7th): Remegen, Cmoc, Shandong Gold Mining Co Lt-H, Luxshare Ict

A-H Premium Weekly (Jul 31st): Hua Hong Semi, CMB, Shandong Gold Mining Co Lt-H, Eastroc

A-H Premium Weekly (Jul 24th): China Longyuan, CNOOC, Fuyao Glass, ZTE, Nci

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton 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 staples / Quantitative Analysis

<ul>
<li>We analyse the changes of A-H premium on 196 stocks over the last week. The average A-H premium was 82.7% as of Aug 14th.</li>
<li>The average A-H premium changed by 1.0ppt week-on-week, led by consumer staples, health care, materials and offset by information technology, energy, real estate.</li>
<li>We highlight weekly changes in A-H premium for Muyuan Foods Group Co Ltd-H, Innocare Pharma Ltd-H, Luxshare Ict, China Telecom.</li>
</ul>


We analyse the changes of A-H premium on 196 stocks over the last week. The average A-H premium was 82.7% as of Aug 14th.
The average A-H premium changed by 1.0ppt week-on-week, led by consumer staples, health care, materials and offset by information technology, energy, real estate.
We highlight weekly changes in A-H premium for Muyuan Foods Group Co Ltd-H, Innocare Pharma Ltd-H, Luxshare Ict, China Telecom.


Beijing Jingcheng Machinery Electric (187 HK)

Foshan Haitian Flavouring & Food (603288 CH)

Shenzhen Woer Heat Shrinkable Mat (002130 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (1349 HK)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical

Contemporary Amperex Technology (CATL) (300750 CH)

Hisense Home Appliances Group (000921 CH)

Asymchem Laboratories Tianjin (002821 CH)

Hainan Drinda Automotive Trim (002865 CH)

Suzhou Novosense Microelectron (688052 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)

Foshan Haitian Flavouring and Food (3288 HK)

Contemporary Amperex Technology (3750 HK)

Hainan Drinda New Energy Technology (2865 HK)

Suzhou Novosense Microelectronics (2676 HK)

Shenzhen Woer Heat-Shrinkable Material (9981 HK)

Circuit Fabology Microelectronics Equipment (9630 HK)

Circuit Fabology Microelectronics Equipment

A-H Premium Weekly (Aug 14th): Muyuan Foods Group Co Ltd-H, Innocare Pharma Ltd-H, Luxshare Ict