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 14th): Muyuan Foods Group Co Ltd-H, Innocare Pharma Ltd-H, Luxshare Ict

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 (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

A-H Premium Weekly (Jul 17th): Hua Hong Semi, Innocare, Yofc, China Life, Zijin Mining

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

<ul>
<li>We analyse the changes of A-H premium on 196 stocks over the last week. The average A-H premium was 81.7% as of Aug 7th.</li>
<li>The average A-H premium changed by 0.8ppt week-on-week, led by communication services, health care, utilities and offset by consumer staples, materials.</li>
<li>We highlight weekly changes in A-H premium for Remegen, Cmoc, Shandong Gold Mining Co Lt-H, Luxshare Ict, Beone Medicines.</li>
</ul>


We analyse the changes of A-H premium on 196 stocks over the last week. The average A-H premium was 81.7% as of Aug 7th.
The average A-H premium changed by 0.8ppt week-on-week, led by communication services, health care, utilities and offset by consumer staples, materials.
We highlight weekly changes in A-H premium for Remegen, Cmoc, Shandong Gold Mining Co Lt-H, Luxshare Ict, Beone Medicines.


Yangtze Optical Fibre and Cable (6869 HK)

Shanghai Electric Group Company (601727 CH)

Zhengzhou Coal Mining Machinery Group Co (601717 CH)

China VAST Industrial Urban Development (CVI HK)

Datang International Power Generation (991 HK)

Shandong Molong Petroleum Machinery (568 HK)

Shanghai Dazhong Public Utilities - A (600635 CH)

Shandong Gold Mining Co., Ltd (600547 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (1349 HK)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical

Shanghai Dazhong Public Utilities (1635 HK)

Contemporary Amperex Technology (CATL) (300750 CH)

Datang International Power Gen (601991 CH)

Livzon Pharmaceutical Group In (000513 CH)

Asymchem Laboratories Tianjin (002821 CH)

Yangtze Optical Fibre & Cable (601869 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (688505 CH)

Shenzhen Han's CNC Technology (301200 CH)

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