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 Connect Flows (April): $5.6bn Inflows

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

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

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 May 29th.</li>
<li>We estimate that the net southbound flows in May were $0.6bn Outflows.</li>
<li>We tabulate the top stocks by inflows, outflows, stake changes, and holdings, and highlight flows for SMIC, Alibaba, Tencent, China Mobile, Petrochina.</li>
</ul>


We analyze the monthly Hong Kong Connect flows with our data engine for the month ended May 29th.
We estimate that the net southbound flows in May were $0.6bn Outflows.
We tabulate the top stocks by inflows, outflows, stake changes, and holdings, and highlight flows for SMIC, Alibaba, Tencent, China Mobile, Petrochina.


Yangtze Optical Fibre and Cable (6869 HK)

Hong Kong Exchanges and Clearing (388 HK)

COSCO SHIPPING Energy Transportation (1138 HK)

Industrial and Commercial Bank of China (1398 HK)

China VAST Industrial Urban Development (CVI HK)

Dynagreen Environmental Protection Group (1330 HK)

Shandong Molong Petroleum Machinery (568 HK)

Tianjin Capital Environmental Protection (1065 HK)

SMIC (Semiconductor Manufacturing International Corp) (981 HK)

SMIC (Semiconductor Manufacturing International Corp)

Shanghai Fudan Microelectronics (1385 HK)

Shanghai Dazhong Public Utilities (1635 HK)

Hainan Drinda New Energy Technology (2865 HK)

Suzhou Novosense Microelectronics (2676 HK)

Victory Giant Technology (HuiZhou) (2476 HK)

Hong Kong Connect Flows (May): End of Continuous Monthly Inflows