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

CSI 300 Index Earning Revision (May): Xinjiang Daqo, TONGWEI, SERES, CHINA VANKE, Wuliangye, CSSC

CSI 300 Index Earning Revision (Jun): INDUSTRIAL BANK, YANTAI JEREH OILFIELD SERVICES, KUNLUN TECH

CSI 300 Index Earning Revision (Jul): ZHONGJI INNOLIGHT, GUANGZHOU AUTOMOBILE, INDUSTRIAL BANK

CSI 300 Index Earning Revision (Mar): ZIJIN MINING, YUNNAN ALUMINIUM, PING AN INSURANCE

CSI 300 Index Earning Revision (Feb): CMB, JIANGSU EASTERN SHENGHONG, ZIJIN MINING

CSI 300 Index Earning Revision (Jan): CHINA VANKE, PING AN INSURANCE, WENS FOODSTUFF, CMOC

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 300 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 KUNLUN TECH, WENS FOODSTUFF, GIGADEVICE SEMICONDUCTOR, Moutai, CHONGQING ZHIFEI BIOLOGICAL PRODUCTS, GUANGZHOU AUTOMOBILE, MUYUAN FOODS, ZHONGJI INNOLIGHT.</li>
</ul>


We analysed the earning revision of component stocks of CSI 300 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 KUNLUN TECH, WENS FOODSTUFF, GIGADEVICE SEMICONDUCTOR, Moutai, CHONGQING ZHIFEI BIOLOGICAL PRODUCTS, GUANGZHOU AUTOMOBILE, MUYUAN FOODS, ZHONGJI INNOLIGHT.


Chongqing Zhifei Biological Products (300122 CH)

Wens Foodstuff Group Co., Ltd. (300498 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

China Merchants Expressway Net (001965 CH)

Beijing Wantai Biological Phar (603392 CH)

National Silicon Industry Grou (688126 CH)

CSI 300 Index Earning Revision (Apr): KUNLUN TECH, WENS FOODSTUFF, GIGADEVICE SEMICONDUCTOR, Moutai