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

HSI Index Earning Revision (May): ICBC, MEITUAN, BYD Electronic, LI AUTO, XIAOMI, CCB, Kuaishou

HSI Index Earning Revision (Jun): TENCENT, AIA, PETROCHINA, LONGFOR, TRIP.COM, MEITUAN

HSI Index Earning Revision (Jul): XINYI SOLAR, CNOOC, PING AN, HSBC, CHINA LIFE, LONGFOR, JD.COM

HSI Index Earning Revision (Mar): Oil and Tech

HSI Index Earning Revision (Feb): PING AN INSURANCE, ALIBABA, MEITUAN, TENCENT, CSPC Pharma, HSBC

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

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 HSI 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, BYD Electronic, ALIBABA, CNOOC, HSBC, LI AUTO, CCB.</li>
</ul>


We analysed the earning revision of component stocks of HSI 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, BYD Electronic, ALIBABA, CNOOC, HSBC, LI AUTO, CCB.


Industrial and Commercial Bank of China (1398 HK)

Contemporary Amperex Technology (3750 HK)

HSI Index Earning Revision (Apr): MEITUAN, BYD Electronic, ALIBABA, CNOOC, HSBC, LI AUTO, CCB