Asia Pac ECM and Index Rebal, DZT 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

A-H Premium Weekly (Feb 13th): Shanghai Electric, China Energy Engineering, Sinotrans, BYD

A-H Premium Weekly (Jan 30th): China Railway, CNOOC, Ningbo Joyson Electronic, YOFC, Tianqi Lithium

A-H Premium Weekly (Jan 23rd): Chifeng Jilong Gold Mining, Flat Glass, Maanshan Iron & Steel

A-H Premium Weekly (Jan 16th): COSCO Shipping Energy, Ganfeng Lithium, China Oilfield Services

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 analyse the changes of A-H premium on 170 stocks over the last week. The average A-H premium was 68.0% as of Feb 6th.</li>
<li>The average A-H premium changed by 1.6ppt week-on-week, led by utilities, information technology, industrials and offset by consumer staples, energy, communication services.</li>
<li>We highlight weekly changes in A-H premium for China Oilfield Services, Huaxin Building Materials, Cngr Advanced Material, China Suntien Green Energy, Cgn Power, BYD.</li>
</ul>


We analyse the changes of A-H premium on 170 stocks over the last week. The average A-H premium was 68.0% as of Feb 6th.
The average A-H premium changed by 1.6ppt week-on-week, led by utilities, information technology, industrials and offset by consumer staples, energy, communication services.
We highlight weekly changes in A-H premium for China Oilfield Services, Huaxin Building Materials, Cngr Advanced Material, China Suntien Green Energy, Cgn Power, BYD.


Yangtze Optical Fibre and Cable (6869 HK)

Xinjiang Goldwind Science & Technology (002202 CH)

China VAST Industrial Urban Development (CVI HK)

Beijing Jingcheng Machinery Electric (187 HK)

Shandong Molong Petroleum Machinery (568 HK)

Shanghai Dazhong Public Utilities - A (600635 CH)

Dongfang Electric Corporation (600875 CH)

Zhejiang Sanhua Intellignt Controls (002050 CH)

Xinhua Winshare Publishing & Media (811 HK)

Foshan Haitian Flavouring & Food (603288 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (1349 HK)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical

Shanghai Dazhong Public Utilities (1635 HK)

Contemporary Amperex Technology (CATL) (300750 CH)

Huaneng Power International In (600011 CH)

Hainan Drinda Automotive Trim (002865 CH)

Yangtze Optical Fibre & Cable (601869 CH)

Suzhou Novosense Microelectron (688052 CH)

Beijing Jingcheng Machinery Electric (600860 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (688505 CH)

China Suntien Green Energy Cor (600956 CH)

Jiangsu Hengrui Pharmaceuticals (1276 HK)

Foshan Haitian Flavouring and Food (3288 HK)

Contemporary Amperex Technology (3750 HK)

Hainan Drinda New Energy Technology (2865 HK)

AHプレミアムウィークリー（2月6日）：中国油田サービス、華新建材