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 (Apr): MEITUAN, BYD Electronic, ALIBABA, CNOOC, HSBC, LI AUTO, CCB

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 (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

HSI Index Earning Revision (Dec): MEITUAN, CCB, China Life, HENGAN INTERNATIONAL, LI AUTO, ICBC

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 ALIBABA, XIAOMI, HSBC, MEITUAN, LI AUTO, CNOOC.</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 ALIBABA, XIAOMI, HSBC, MEITUAN, LI AUTO, CNOOC.


Industrial and Commercial Bank of China (1398 HK)

SMIC (Semiconductor Manufacturing International Corp) (981 HK)

SMIC (Semiconductor Manufacturing International Corp)

Contemporary Amperex Technology (3750 HK)

HSI Index Earning Revision (Mar): Oil and Tech