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 (Jul): TENCENT, MAXSCEND MICROELECTRONICS, MEITUAN, XIAOMI, JD.COM

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

MS-China Index Earning Revision (Mar): PDD, UNITED NOVA TECHNOLOGY, MEITUAN, TENCENT, ALIBABA

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 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 XPENG, COSCO SHIP ENGY, MEITUAN, TENCENT, PDD, GCL TECHNOLOGY, Full Truck Alliance, KUNLUN TECH.</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 XPENG, COSCO SHIP ENGY, MEITUAN, TENCENT, PDD, GCL TECHNOLOGY, Full Truck Alliance, KUNLUN TECH.


COSCO SHIPPING Energy Transportation (1138 HK)

Industrial and Commercial Bank of China (1398 HK)

Chongqing Zhifei Biological Products (300122 CH)

Tianjin Zhonghuan Semiconductor (002129 CH)

Zhejiang Weiming Environment Protection Co Ltd (603568 CH)

Zhejiang Weiming Environment Protection Co Ltd

iSoftStone Information Technology Group (301236 CH)

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