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 (Jan 23rd): Chifeng Jilong Gold Mining, Flat Glass, Maanshan Iron & Steel

A-H Premium Weekly (Jan 30th): China Railway, CNOOC, Ningbo Joyson Electronic, YOFC, Tianqi Lithium

A-H Premium Weekly (Feb 6th): China Oilfield Services, Huaxin Building Materials

A-H Premium Weekly (Jan 9th): Hua Hong Semiconductor, China Coal Energy, Wuxi Apptec, Joinn Lab

A-H Premium Weekly (Jan 2nd): Goldwind, Jiangxi Copper, Fudan Microelectronics, Guangzhou Automobile

A-H Premium Weekly (Dec 19th): BankComm, Anjoy Foods, Cosco Shipping Development, Shanghai Electric

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 analyse the changes of A-H premium on 162 stocks over the last week. The average A-H premium was 62.6% as of Jan 16th.</li>
<li>The average A-H premium changed by 0.0ppt week-on-week, led by financials, consumer discretionary and offset by energy, communication services, consumer staples.</li>
<li>We highlight weekly changes in A-H premium for COSCO Shipping Energy, Ganfeng Lithium, China Oilfield Services, Hua Hong Semiconductor, China Everbright Bank, Weichai Power.</li>
</ul>


We analyse the changes of A-H premium on 162 stocks over the last week. The average A-H premium was 62.6% as of Jan 16th.
The average A-H premium changed by 0.0ppt week-on-week, led by financials, consumer discretionary and offset by energy, communication services, consumer staples.
We highlight weekly changes in A-H premium for COSCO Shipping Energy, Ganfeng Lithium, China Oilfield Services, Hua Hong Semiconductor, China Everbright Bank, Weichai Power.


Yangtze Optical Fibre and Cable (6869 HK)

Hangzhou Tigermed Consulting (A) (300347 CH)

Shanghai Haohai Biological Technology (6826 HK)

Xinjiang Goldwind Science & Technology (002202 CH)

COSCO SHIPPING Energy Transportation (1138 HK)

China International Capital Corporation (3908 HK)

China VAST Industrial Urban Development (CVI HK)

Beijing Jingcheng Machinery Electric (187 HK)

Shandong Molong Petroleum Machinery (568 HK)

Shanghai Dazhong Public Utilities - A (600635 CH)

Shandong Gold Mining Co., Ltd (600547 CH)

SMIC (Semiconductor Manufacturing International Corp) (981 HK)

SMIC (Semiconductor Manufacturing International Corp)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (1349 HK)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical

Shanghai Fudan Microelectronics (1385 HK)

Shanghai Dazhong Public Utilities (1635 HK)

Contemporary Amperex Technology (CATL) (300750 CH)

Shanghai Haohai Biological Tec (688366 CH)

COSCO SHIPPING Energy Transpor (600026 CH)

Yangtze Optical Fibre & Cable (601869 CH)

SMIC (Semiconductor Manufacturing International Corp) (688981 CH)

Shanghai Fudan Microelectronic (688385 CH)

Beijing Jingcheng Machinery Electric (600860 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (688505 CH)

Jiangsu Hengrui Pharmaceuticals (1276 HK)

A-H Premium Weekly (Jan 16th): COSCO Shipping Energy, Ganfeng Lithium, China Oilfield Services