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

Hong Kong Connect Flows (April): $5.6bn Inflows

Tencent (700 HK): Option Traders Position Ahead of 13 May Earnings

Tencent (700 HK) Tactical Outlook: Is the Selloff Over? Model Signals Reversal Ahead of Earnings

Hong Kong Connect Flows (February): USD 11bn Inflows

Hong Kong Connect Flows (January): China Mobile, Xiaomi, Tencent

Hong Kong Connect Flows (December): Lowest Monthly Inflows in a Year

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 Communication services / Quantitative Analysis

<ul>
<li>Mainland investors drove $8.7bn into Hong Kong stocks in March via the Connect Scheme, marking 11 consecutive months of inflows.</li>
<li>Southbound inflows were 23.5 pct lower than Februarys $11.4bn, coinciding with a 5.3 pct decline in HSCEI over the same period.</li>
<li>We highlight monthly southbound flow trends for the top stocks by cumulative inflow and analyse sector-level positioning changes.</li>
</ul>


Mainland investors drove $8.7bn into Hong Kong stocks in March via the Connect Scheme, marking 11 consecutive months of inflows.
Southbound inflows were 23.5 pct lower than Februarys $11.4bn, coinciding with a 5.3 pct decline in HSCEI over the same period.
We highlight monthly southbound flow trends for the top stocks by cumulative inflow and analyse sector-level positioning changes.


Hong Kong Exchanges and Clearing (388 HK)

COSCO SHIPPING Energy Transportation (1138 HK)

Industrial and Commercial Bank of China (1398 HK)

Beijing Jingcheng Machinery Electric (187 HK)

Dynagreen Environmental Protection Group (1330 HK)

Shandong Molong Petroleum Machinery (568 HK)

Tianjin Capital Environmental Protection (1065 HK)

Beijing Capital International Airport (694 HK)

Semiconductor Manufacturing International (981 HK)

Semiconductor Manufacturing International

Shanghai Dazhong Public Utilities (1635 HK)

Jiaxin International Resources Investment (3858 HK)

Jiaxin International Resources Investment

Hainan Drinda New Energy Technology (2865 HK)

Hao Tian International Construction Investment (1341 HK)

Hao Tian International Construction Investment

Shenzhen Woer Heat-Shrinkable Material (9981 HK)

Hong Kong Connect Flows (March): $8.7bn Inflows