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

Hong Kong Buybacks Weekly (Jun 26th): Tencent, Xiaomi, Guming, Meitu

Hong Kong Buybacks Weekly (Jun 18th): Tencent, Li Auto, Xiaomi

Hong Kong Buybacks Weekly (Jun 12th): Tencent, AIA, Xiaomi, Gcl Tech, J&T Express

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 analyze the monthly Hong Kong Connect flows with our data engine for the month ended Jun 30th.</li>
<li>We estimate that the net southbound flows in June were $4.6bn Inflows.</li>
<li>We tabulate the top stocks by inflows, outflows, stake changes, and holdings, and highlight flows for Alibaba, Kingboard Laminates, Kingboard, Smic, Knowledge Atlas.</li>
</ul>


We analyze the monthly Hong Kong Connect flows with our data engine for the month ended Jun 30th.
We estimate that the net southbound flows in June were $4.6bn Inflows.
We tabulate the top stocks by inflows, outflows, stake changes, and holdings, and highlight flows for Alibaba, Kingboard Laminates, Kingboard, Smic, Knowledge Atlas.


Kingdee International Software Group (268 HK)

China Overseas Land & Investment (688 HK)

Hong Kong Exchanges and Clearing (388 HK)

Industrial and Commercial Bank of China (1398 HK)

Dynagreen Environmental Protection Group (1330 HK)

Tianjin Capital Environmental Protection (1065 HK)

SMIC (Semiconductor Manufacturing International Corp) (981 HK)

SMIC (Semiconductor Manufacturing International Corp)

Shanghai Dazhong Public Utilities (1635 HK)

Hong Kong Connect Flows (June): AI Driven $4.6bn Inflows