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

STAR50 Index Rebalance (Quantitative Event Study): Historical Patterns & Current Event Analysis

STAR50 Index Earning Revision (Mar): Xinjiang Daqo, TIANNENG BATTERY, Biwin Storage, TRANSSION

STAR50 Index Earning Revision (Apr): KINGSOFT OFFICE SOFTWARE, SUPCON TECHNOLOGY

STAR50 Index Earning Revision (Jan): TRINA SOLAR, JINKO SOLAR, BIWIN STORAGE, Ninebot

STAR50 Index Earning Revision (Nov): NATIONAL SILICON INDUSTRY, LOONGSON TECHNOLOGY

STAR50 Index Earning Revision (Oct): SUPCON TECHNOLOGY, SHENGYI ELECTRONICS, TRANSSION, TRINA SOLAR

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

<ul>
<li>We analysed the earning revision of component stocks of STAR50 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 CAMBRICON TECHNOLOGIES, TRINA SOLAR, TRANSSION, Advanced Micro, MONTAGE TECHNOLOGY, JINKO SOLAR, MGI TECH.</li>
</ul>


We analysed the earning revision of component stocks of STAR50 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 CAMBRICON TECHNOLOGIES, TRINA SOLAR, TRANSSION, Advanced Micro, MONTAGE TECHNOLOGY, JINKO SOLAR, MGI TECH.


Advanced Micro-Fabrication Equ (688012 CH)

SMIC (Semiconductor Manufacturing International Corp) (688981 CH)

SMIC (Semiconductor Manufacturing International Corp)

Shanghai United Imaging Health (688271 CH)

Hygon Information Technology C (688041 CH)

STAR50 Index Earning Revision (Feb): CAMBRICON, TRINA SOLAR, TRANSSION, Advanced Micro