Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Highly experienced ex-Delta One trader with 17 years of experience trading arbitrage and related strategies across Asian markets.

Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd.

It is important to note that the information provided by Periscope Analytics is based on publicly available data and own knowledge, which has been gathered and synthesized from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions.

All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include, but are not limited to, company announcements, exchange filings, ETF and other passive investment vehicle holdings, and free float and volume data from third-party data providers. Periscope Analytics does not guarantee the accuracy and completeness of the forecasts, estimates and/or other information.

Pan-Asia Index Rebalances/ Events/ Delta One

HSCEI Dividends - China Banks Asked to 'Sacrifice' Profits, One Does Quickly

HSCEI Dividend Futures - 2020 Oversold, 20/21 Spread Closer to Fair Value

HSCEI Dividend Futures - Sell The 20/21 Spread

Event-Driven

Hang Seng China Enterprises Index / Event-Driven

Hang Seng China Enterprises Index (HSCEI INDEX)

<p>The companies in the <a href="https://www.smartkarma.com/entities/hang-seng-china-enterprises-index" target="_blank" rel="noopener" data-smartkarma-citation="entities:22900:1">Hang Seng China Enterprises Index (HSCEI INDEX)</a> have announced their FY2019 final results and have announced dividends that will go ex in the next couple of months and be paid soon after. The 2020 dividend futures rose as companies announced their dividends and then sold off suddenly once dividend cancellations by banks started to come through in Europe.</p><p>In this Insight, we look at recent market moves, the dividends declared by constituent companies, probability of cancellation of announced dividends by the banks, outlook for interim dividends for the rest of the year, and the impact of the upcoming index rebalance in June.</p>

The companies in the Hang Seng China Enterprises Index (HSCEI INDEX) have announced their FY2019 final results and have announced dividends that will go ex in the next couple of months and be paid soon after. The 2020 dividend futures rose as companies announced their dividends and then sold off suddenly once dividend cancellations by banks started to come through in Europe.In this Insight, we look at recent market moves, the dividends declared by constituent companies, probability of cancellation of announced dividends by the banks, outlook for interim dividends for the rest of the year, and the impact of the upcoming index rebalance in June.

China Communications Construction (1800 HK)

HSCEI Dividend Futures - Fear Is In The Air