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

MS-China Index Earning Revision (Jun): XPENG, COSCO SHIP ENGY, MEITUAN, TENCENT, PDD, GCL TECHNOLOGY

MS-China Index Earning Revision (May): Xinjiang Daqo, TENCENT, MEITUAN, TONGWEI, XIAOMI, PDD, NTES

MS-China Index Earning Revision (Apr): KUNLUN TECH, ICBC, CCB, TENCENT, JD.COM, BOC, MEITUAN

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.

Quantitative Analysis

China Industrials / Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of MS-China 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 TENCENT, MAXSCEND MICROELECTRONICS, MEITUAN, XIAOMI, JD.COM, JIANGSU ETERN, NCI, CHINA LIFE.</li>
</ul>


We analysed the earning revision of component stocks of MS-China 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 TENCENT, MAXSCEND MICROELECTRONICS, MEITUAN, XIAOMI, JD.COM, JIANGSU ETERN, NCI, CHINA LIFE.


Chongqing Zhifei Biological Products (300122 CH)

BAIC BluePark New Energy Techn (600733 CH)

LONGi Green Energy Technology (601012 CH)

China Merchants Securities Co Ltd (A) (600999 CH)

Sichuan Kelun-Biotech Biopharmaceutical (6990 HK)

Shanghai Allist Pharmaceuticals (688578 CH)

MS-China Index Earning Revision (Jul): TENCENT, MAXSCEND MICROELECTRONICS, MEITUAN, XIAOMI, JD.COM