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 (May 8th): Datang Power, Eastroc, Montage Tech, China Life, Midea, Fuyao Glass

A-H Premium Weekly (May 15th): Datang Power, CIMC, Beone Medicines, Midea, Weichai Power

A-H Premium Weekly (May 22nd): China Longyuan Power, Eastroc, CIMC, Remegen

A-H Premium Weekly (Apr 24th): China Longyuan Power, BYD, Hua Hong Semiconductor, YOFC

A-H Premium Weekly (Apr 17th): China Longyuan Power, PICC, China Coal Energy, Hans Cnc

A-H Premium Weekly (Apr 10th): ABC, Weichai Power, CICC, ICBC

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 Consumer discretionary / Quantitative Analysis

<ul>
<li>We analyse the changes of A-H premium on 179 stocks over the last week. The average A-H premium was 70.1% as of May 1st.</li>
<li>The average A-H premium changed by 1.5ppt week-on-week, led by real estate, consumer discretionary, health care and offset by utilities, energy.</li>
<li>We highlight weekly changes in A-H premium for Great Wall Motor, China Oilfield Services, China Life, CATL, China Railway, CMB.</li>
</ul>


We analyse the changes of A-H premium on 179 stocks over the last week. The average A-H premium was 70.1% as of May 1st.
The average A-H premium changed by 1.5ppt week-on-week, led by real estate, consumer discretionary, health care and offset by utilities, energy.
We highlight weekly changes in A-H premium for Great Wall Motor, China Oilfield Services, China Life, CATL, China Railway, CMB.


Yangtze Optical Fibre and Cable (6869 HK)

Industrial and Commercial Bank of China (1398 HK)

China VAST Industrial Urban Development (CVI HK)

Beijing Jingcheng Machinery Electric (187 HK)

China International Marine Containers (2039 HK)

Zhejiang Sanhua Intellignt Controls (002050 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (1349 HK)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical

China International Marine Containers A (000039 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

Huaneng Power International In (600011 CH)

Hainan Drinda Automotive Trim (002865 CH)

Yangtze Optical Fibre & Cable (601869 CH)

Beijing Jingcheng Machinery Electric (600860 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (688505 CH)

China Suntien Green Energy Cor (600956 CH)

Jiangsu Hengrui Pharmaceuticals (1276 HK)

Fortior Technology (Shenzhen) (688279 CH)

Contemporary Amperex Technology (3750 HK)

Hainan Drinda New Energy Technology (2865 HK)

A-H Premium Weekly (May 1st): Great Wall Motor, China Oilfield Services, China Life, CATL