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

CSI 100 Index Earning Revision (Mar): ZIJIN MINING, PING AN INSURANCE

CSI 100 Index Earning Revision (Apr): TONGWEI, GIGADEVICE SEMICONDUCTOR, Moutai

CSI 100 Index Earning Revision (May): CHINA STATE CONSTRUCTION ENGINEERING, TONGWEI, SERES, CSSC

CSI 100 Index Earning Revision (Jan): CHINA VANKE, CMOC, TONGWEI, ZIJIN MINING, PING AN INSURANCE

CSI 100 Index Earning Revision (Dec): PING AN INSURANCE, CITIC SECURITIES, SHANDONG GOLD MINING

CSI 100 Index Earning Revision (Nov): CHINA VANKE, PING AN INSURANCE, BOE, TCL

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 analysed the earning revision of component stocks of CSI 100 in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on CMB, ZIJIN MINING, ZHONGJI INNOLIGHT, PING AN INSURANCE, GIGADEVICE SEMICONDUCTOR, CATL, GANFENG LITHIUM.</li>
</ul>


We analysed the earning revision of component stocks of CSI 100 in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on CMB, ZIJIN MINING, ZHONGJI INNOLIGHT, PING AN INSURANCE, GIGADEVICE SEMICONDUCTOR, CATL, GANFENG LITHIUM.


Shandong Gold Mining Co., Ltd (600547 CH)

Hengli Petrochemical Co.,Ltd. A (600346 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

Semiconductor Manufacturing International Corporation (SMIC) (688981 CH)

Semiconductor Manufacturing International Corporation (SMIC)

CSI 100 Index Earning Revision (Feb): CMB, ZIJIN MINING, ZHONGJI INNOLIGHT, PING AN INSURANCE