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

HSCI / HK Connect Sep 2026 Inclusion Forecast and Positioning

HSCI / HK Connect Sep 2026 Rebalance: Post-Announcement Positioning

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton 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.

Index Rebalance

<ul>
<li>We screen HK stocks ahead of the HSCI September 2026 half-yearly review, with 44 ADD candidates and 26 DELETE candidates.</li>
<li>ADD candidates are mostly new listings and prior constituents, including seven A+H names already in Connect.</li>
<li>DELETE candidates include 21 MV DELETEs, three retention-line borderline names, and two velocity cases.</li>
</ul>


We screen HK stocks ahead of the HSCI September 2026 half-yearly review, with 44 ADD candidates and 26 DELETE candidates.
ADD candidates are mostly new listings and prior constituents, including seven A+H names already in Connect.
DELETE candidates include 21 MV DELETEs, three retention-line borderline names, and two velocity cases.


China Railway Signal & Communication (3969 HK)

Beijing Tong Ren Tang Chinese Medicine (3613 HK)

Yuexiu Transport Infrastructure (1052 HK)

Guangdong - Hong Kong Greater Bay (1396 HK)

Advanced Semiconductor Manufacturing (ASM HK)

Shanghai Fudan Microelectronics (1385 HK)

Datang Environment Industry Group (1272 HK)

LEPU ScienTech Medical Technology (2291 HK)

Global New Material International (6616 HK)

Shanghai Top Numerical Control Technology (7688 HK)

Shanghai Top Numerical Control Technology

Jiangsu Guofu Hydrogen Energy Equipment (2582 HK)

Victory Giant Technology (HuiZhou) (2476 HK)

New Vision Automotive Electronics (2632 HK)

Shanghai FourSemi Semiconductor (3625 HK)

Shandong Extreme Vision Technology (6636 HK)

Beijing Shougang Lanzatech Technology (2553 HK)

HSCI / HK Connect Sep 2026 Rebalance Forecast

Manycore Tech

HSCI / HK Connect Sep 2026 Rebalance Forecast