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

HSCEI Index Earning Revision (Mar): Tech De-Ratings

HSCEI Index Earning Revision (Apr): MEITUAN, HORIZON ROBOTICS, ALIBABA, CCB, ICBC, LI AUTO, CNOOC

HSCEI Index Earning Revision (May): ICBC, HORIZON ROBOTICS, MEITUAN, LI AUTO, XIAOMI, CCB, Kuaishou

HSCEI Index Earning Revision (Jan): ZIJIN MINING, XPENG, ALIBABA, JD.COM, LI AUTO, China Life

HSCEI Index Earning Revision (Dec): XIAOMI, INNOVENT BIOLOGICS, YUM CHINA, CCB, LI AUTO, CNOOC

HSCEI Index Earning Revision (Nov): PICC P&C, BEONE MEDICINES, CCB, China Life, JD.COM, TRIP.COM

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 Consumer discretionary / Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of HSCEI 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 MEITUAN, TENCENT, China Life, ABC, CSPC Pharma, XPENG, PING AN INSURANCE.</li>
</ul>


We analysed the earning revision of component stocks of HSCEI 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 MEITUAN, TENCENT, China Life, ABC, CSPC Pharma, XPENG, PING AN INSURANCE.


Industrial and Commercial Bank of China (1398 HK)

SMIC (Semiconductor Manufacturing International Corp) (981 HK)

SMIC (Semiconductor Manufacturing International Corp)

HSCEI Index Earning Revision (Feb): MEITUAN, TENCENT, China Life, ABC, CSPC Pharma, XPENG