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 7th): Remegen, Cmoc, Shandong Gold Mining Co Lt-H, Luxshare Ict

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 (Jul 24th): China Longyuan, CNOOC, Fuyao Glass, ZTE, Nci

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

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

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

Yangtze Optical Fibre and Cable (6869 HK)

<ul>
<li>We analyse the changes of A-H premium on 195 stocks over the last week. The average A-H premium was 81.4% as of Jul 31st.</li>
<li>The average A-H premium changed by 1.9ppt week-on-week, led by real estate, materials, energy and offset by communication services, information technology.</li>
<li>We highlight weekly changes in A-H premium for Hua Hong Semi, CMB, Shandong Gold Mining Co Lt-H, Eastroc.</li>
</ul>


We analyse the changes of A-H premium on 195 stocks over the last week. The average A-H premium was 81.4% as of Jul 31st.
The average A-H premium changed by 1.9ppt week-on-week, led by real estate, materials, energy and offset by communication services, information technology.
We highlight weekly changes in A-H premium for Hua Hong Semi, CMB, Shandong Gold Mining Co Lt-H, Eastroc.


Shanghai Electric Group Company (601727 CH)

China Railway Signal & Communication (3969 HK)

Zhengzhou Coal Mining Machinery Group Co (601717 CH)

China VAST Industrial Urban Development (CVI HK)

Datang International Power Generation (991 HK)

CSSC Offshore & Marine Engineering (317 HK)

Shandong Molong Petroleum Machinery (568 HK)

Shandong Gold Mining Co., Ltd (600547 CH)

Foshan Haitian Flavouring & Food (603288 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (1349 HK)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical

Contemporary Amperex Technology (CATL) (300750 CH)

China Railway Construction Cor (601186 CH)

Datang International Power Gen (601991 CH)

CSSC Offshore and Marine Engin (600685 CH)

Hisense Home Appliances Group (000921 CH)

China Railway Signal & Communi (688009 CH)

Shenzhen Hepalink Pharmaceutical (9989 HK)

Yangtze Optical Fibre & Cable (601869 CH)

Suzhou Novosense Microelectron (688052 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (688505 CH)

Jiangsu Hengrui Pharmaceuticals (1276 HK)

Foshan Haitian Flavouring and Food (3288 HK)

Contemporary Amperex Technology (3750 HK)

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