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 (Jul 17th): Hua Hong Semi, Innocare, Yofc, China Life, Zijin Mining

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

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

A-H Premium Weekly (Jul 3rd): China Longyuan, Psbc, Cicc, Yangtze Optical Fibre And-H, Midea

A-H Premium Weekly (Jun 26th): Midea, Cmoc, Htsc, China Longyuan, Times Electric, Innocare

A-H Premium Weekly (Jun 19th): China Longyuan, China Coal, Remegen, Yangtze Optical Fibre And-H

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 190 stocks over the last week. The average A-H premium was 85.5% as of Jul 10th.</li>
<li>The average A-H premium changed by 0.3ppt week-on-week, led by real estate, information technology, communication services and offset by utilities, health care, consumer discretionary.</li>
<li>We highlight weekly changes in A-H premium for Hua Hong Semi, Smic, Yangtze Optical Fibre And-H, Innocare.</li>
</ul>


We analyse the changes of A-H premium on 190 stocks over the last week. The average A-H premium was 85.5% as of Jul 10th.
The average A-H premium changed by 0.3ppt week-on-week, led by real estate, information technology, communication services and offset by utilities, health care, consumer discretionary.
We highlight weekly changes in A-H premium for Hua Hong Semi, Smic, Yangtze Optical Fibre And-H, Innocare.


Yangtze Optical Fibre and Cable (6869 HK)

Shanghai Haohai Biological Technology (6826 HK)

Xinjiang Goldwind Science & Technology (002202 CH)

Zhengzhou Coal Mining Machinery Group Co (601717 CH)

China VAST Industrial Urban Development (CVI HK)

Datang International Power Generation (991 HK)

Tianjin Capital Environmental Protection (1065 HK)

Zhejiang Sanhua Intellignt Controls (002050 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)

Contemporary Amperex Technology (CATL) (300750 CH)

Datang International Power Gen (601991 CH)

Hisense Home Appliances Group (000921 CH)

Postal Savings Bank of China C (601658 CH)

Shanghai Haohai Biological Tec (688366 CH)

Hainan Drinda Automotive Trim (002865 CH)

Yangtze Optical Fibre & Cable (601869 CH)

SMIC (Semiconductor Manufacturing International Corp) (688981 CH)

Shanghai Fudan Microelectronic (688385 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (688505 CH)

Shenzhen Han's CNC Technology (301200 CH)

A-H Premium Weekly (Jul 10th): Hua Hong Semi, Smic, Yangtze Optical Fibre And-H, Innocare