Asia Pac ECM and Index Rebal, DZT 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 (Feb 6th): China Oilfield Services, Huaxin Building Materials

A-H Premium Weekly (Feb 13th): Shanghai Electric, China Energy Engineering, Sinotrans, BYD

A-H Premium Weekly (Jan 23rd): Chifeng Jilong Gold Mining, Flat Glass, Maanshan Iron & Steel

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

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

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 Industrials / Quantitative Analysis

<ul>
<li>We analyse the changes of A-H premium on 170 stocks over the last week. The average A-H premium was 59.2% as of Jan 30th.</li>
<li>The average A-H premium changed by 0.7ppt week-on-week, led by consumer discretionary, utilities, industrials and offset by energy, real estate, financials.</li>
<li>We highlight weekly changes in A-H premium for China Railway, CNOOC, Ningbo Joyson Electronic, YOFC, Tianqi Lithium, Foshan Haitian Flavouring And Food.</li>
</ul>


We analyse the changes of A-H premium on 170 stocks over the last week. The average A-H premium was 59.2% as of Jan 30th.
The average A-H premium changed by 0.7ppt week-on-week, led by consumer discretionary, utilities, industrials and offset by energy, real estate, financials.
We highlight weekly changes in A-H premium for China Railway, CNOOC, Ningbo Joyson Electronic, YOFC, Tianqi Lithium, Foshan Haitian Flavouring And Food.


Yangtze Optical Fibre and Cable (6869 HK)

Hangzhou Tigermed Consulting (A) (300347 CH)

Xinjiang Goldwind Science & Technology (002202 CH)

COSCO SHIPPING Energy Transportation (1138 HK)

Industrial and Commercial Bank of China (1398 HK)

Beijing Jingcheng Machinery Electric (187 HK)

Beijing Chunlizhengda Medical Instruments (1858 HK)

Beijing Chunlizhengda Medical Instruments

Shanghai Dazhong Public Utilities - A (600635 CH)

Dongfang Electric Corporation (600875 CH)

China Tourism Group Duty Free Corp Ltd (601888 CH)

Shandong Gold Mining Co., Ltd (600547 CH)

Zhejiang Sanhua Intellignt Controls (002050 CH)

Foshan Haitian Flavouring & Food (603288 CH)

China Aluminum International Engineering (2068 HK)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (1349 HK)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical

Shanghai Dazhong Public Utilities (1635 HK)

Contemporary Amperex Technology (CATL) (300750 CH)

China Petroleum & Chemical Cor (600028 CH)

Shenzhen Hepalink Pharmaceutical (9989 HK)

COSCO SHIPPING Energy Transpor (600026 CH)

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