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 Forecast

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>The September 2026 HSCI review adds 53 names to southbound Connect, 49 new and 4 returning, and removes 15, all effective 7 Sep 2026.</li>
<li>The announced list ran wider than our forecast. 33 of our 36 ADD calls and 14 of 25 DELETE calls were announced.</li>
<li>Current ADDs rose into the announcement and DELETEs fell. Historically, ADD-NEWs outperformed ADD-REJOINs over the bridge, while DELETEs fell further after announcement.</li>
</ul>


The September 2026 HSCI review adds 53 names to southbound Connect, 49 new and 4 returning, and removes 15, all effective 7 Sep 2026.
The announced list ran wider than our forecast. 33 of our 36 ADD calls and 14 of 25 DELETE calls were announced.
Current ADDs rose into the announcement and DELETEs fell. Historically, ADD-NEWs outperformed ADD-REJOINs over the bridge, while DELETEs fell further after announcement.


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)

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: Post-Announcement Positioning

Sigenergy Technology

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