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 (Jan 2nd): Goldwind, Jiangxi Copper, Fudan Microelectronics, Guangzhou Automobile

A-H Premium Weekly (Jan 9th): Hua Hong Semiconductor, China Coal Energy, Wuxi Apptec, Joinn Lab

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

A-H Premium Weekly (Dec 19th): BankComm, Anjoy Foods, Cosco Shipping Development, Shanghai Electric

A-H Premium Weekly (Dec 12th): MCC, China Merchants Securities, Chongqing Rural Commercial Bank

A-H Premium Weekly (Dec 5th): Jiangsu Expressway, China Vanke, Fibocom Wireless, Fuyao Glass

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 160 stocks over the last week. The average A-H premium was 65.7% as of Dec 19th.</li>
<li>The average A-H premium changed by 2.0ppt week-on-week, led by consumer discretionary, information technology, utilities.</li>
<li>We highlight weekly changes in A-H premium for BankComm, Anjoy Foods, Cosco Shipping Development, Shanghai Electric.</li>
</ul>


We analyse the changes of A-H premium on 160 stocks over the last week. The average A-H premium was 65.7% as of Dec 19th.
The average A-H premium changed by 2.0ppt week-on-week, led by consumer discretionary, information technology, utilities.
We highlight weekly changes in A-H premium for BankComm, Anjoy Foods, Cosco Shipping Development, Shanghai Electric.


Shanghai Electric Group Company (601727 CH)

China Railway Signal & Communication (3969 HK)

China International Capital Corporation (3908 HK)

Beijing Jingcheng Machinery Electric (187 HK)

Dongfang Electric Corporation (600875 CH)

China International Marine Containers (2039 HK)

China Tourism Group Duty Free Corp Ltd (601888 CH)

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

Foshan Haitian Flavouring & Food (603288 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (1349 HK)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical

Shanghai Fudan Microelectronics (1385 HK)

China International Marine Containers A (000039 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

China Petroleum & Chemical Cor (600028 CH)

China Railway Signal & Communi (688009 CH)

Hainan Drinda Automotive Trim (002865 CH)

Shanghai Fudan Microelectronic (688385 CH)

Beijing Jingcheng Machinery Electric (600860 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (688505 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 프리미엄 주간 추천 종목 (12월 19일): BankComm, Anjoy Foods, Cosco Shipping Development, Shanghai Electric