Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>The ChiNext Index represents the performance of the 100 largest and most liquid A-share stocks listed on the ChiNext Market of the Shenzhen Stock Exchange.</li>
<li>The ChiNext 50 index is a subset of the ChiNext Index and it consists of the top 50 names in the ChiNext index with the highest daily average turnover.</li>
<li>In this insight, we take a look at our latest rankings for ADDs and DELs for the upcoming index rebal event in December 2024.</li>
</ul>


The ChiNext Index represents the performance of the 100 largest and most liquid A-share stocks listed on the ChiNext Market of the Shenzhen Stock Exchange.
The ChiNext 50 index is a subset of the ChiNext Index and it consists of the top 50 names in the ChiNext index with the highest daily average turnover.
In this insight, we take a look at our latest rankings for ADDs and DELs for the upcoming index rebal event in December 2024.


Quiddity Leaderboard ChiNext & ChiNext 50 Dec 24: Multiple Ranking Changes; Double-Impacts for Some

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>The monthly inflows of US$9.3bn tops the monthly inflows in the past 12 months. The inflows were led by the financials, consumer staples, and industrial sectors.</li>
<li>We highlight inflows into Moutai, Ping An, CMB, ICBC, Wuliangye.</li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
The monthly inflows of US$9.3bn tops the monthly inflows in the past 12 months. The inflows were led by the financials, consumer staples, and industrial sectors.
We highlight inflows into Moutai, Ping An, CMB, ICBC, Wuliangye.


Northbound Flows (Feb): $9.3bn Inflows in Feb

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of February 23rd.</li>
<li>We estimate the weekly inflows to be US$1,986.7 million, led by financials, consumer staples, industrials sectors, and offset by information technology, communication services.</li>
<li>We highlight flows for Moutai, CATL, Ping An Insurance, CMB, Industrial Bank, ICBC, Wuliangye, Agricultural Bank Of China, Inner Mongolia Yili Industrial, Wuxi Apptec.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of February 23rd.
We estimate the weekly inflows to be US$1,986.7 million, led by financials, consumer staples, industrials sectors, and offset by information technology, communication services.
We highlight flows for Moutai, CATL, Ping An Insurance, CMB, Industrial Bank, ICBC, Wuliangye, Agricultural Bank Of China, Inner Mongolia Yili Industrial, Wuxi Apptec.


Northbound Flows (Feb 23rd): Moutai, CATL, Ping An Insurance, CMB, Industrial Bank, ICBC, Wuliangye

China

Chengdu Santai Holding Group Co., Ltd. is a manufacturer and solutions provider in the security industry. The Company's products include QMS, note management systems, DVR, monitoring solutions, face identification, and fingerprint identification.

Shenzhen Sunlord Electronics Co.,Ltd. manufactures and markets chip passive components including chip inductor, chip ferrite bead, chip varistor, NTC thermistor and chip common mode choke coil.

Shenzhen Sunlord Electronics Co, Ltd. (002138 CH)

Guangdong Fenghua Advanced Technology (Holding) Co., Ltd. manufactures and markets electronic components and equipment.  The Company's products include capacitors, resistors, electronic materials, integrated circuits, and other related products.

Guangdong Fenghua Adv. Tech. (Hldg) Co (000636 CH)

Tianma Microelectronics Co., Ltd. manufactures and markets liquid crystal displays (LCDs) and liquid crystal display modules.

Wuhu Token Science Co., Ltd. researches, produces and sells vacuum thin film material for flat panel displays.  The Company's products are liquid crystal display conductive film glass, touch-screen conductive film glass, and mobile phone panel material.

Shenzhen Topband Co., Ltd. researches, manufactures and markets electronic intelligent controllers for electric household appliances.

Shenzhen Fastprint Circuit Tech Co.Ltd manufactures and sells printed circuit board.  The Company's products are used in telecommunication, industrial control, and medical devices.

Shenzhen Fastprint Circuit Tech Co (002436 CH)

Xiamen Faratronic Co., Ltd. manufactures and markets thin film capacitors and metallized film materials.  The Company's capacitor products include polyester, polypropylene, interference suppression, and precision capacitors.

Hengdian Group DMEGC Magnetics Co., Ltd. develops, manufactures and markets hard ferrite magnets, soft ferrite magnets as well as batteries and hard alloys.

Zhejiang Nanyang Technology Co., Ltd. manufactures and sells capacitor film, wrapping film and capacitor.  The Company's products include polypropylene film and metallized film.

Zhejiang Nanyang Technology Co,Ltd. (002389 CH)

Cowell e Holdings Inc, is a holding company, which operates electronics and optical components manufacturing entities. The products include camera modules, optical lens and prisms.

OSI Systems, Inc. produces medical monitoring and anesthesia systems; security and inspection systems; and lasers, optics, and optoelectronic components.  The Company's products include blood pressure monitors, anesthesia machines and hemoglobin saturation monitors; systems for inspecting baggage, people, and vehicles; and lasers, lenses, prisms, and microelectronic components.

IsuPetasys Co., Ltd. manufactures printed circuit boards (PCBs) specializing in high multilayer PCBs.  The Company exports its products to Cisco Systems, Brocade Communications Systems, and Sun Microsystems in the United States.

Nippon Electric Glass Co., Ltd. manufactures a wide range of glass related products.  The Company's products include fluorescent light tubes, lenses for light-emitting diodes (LEDs), ceramic integrated circuits (IC) packages, bulbs for cathode ray tube (CRT) displays, and precision sheet glass for liquid crystal displays (LCDs).

PC Connection, Inc. is a direct marketer of personal computers and related peripherals, software, accessories, and networking products. The Company sells to small and medium-sized businesses. PC Connection carries high turnover products in inventory, and in addition provides customer service and technical support.

Sinbon Electronics Co., Ltd. markets cable, connectors, and modems.  The Company exports its products mainly to other Asian countries, America, and Europe.

TTM Technologies, Inc. is an independent provider of time-critical, one-stop manufacturing services for printed circuit boards.  The circuit boards serve as a foundation for electronic products such as routers, switches, servers, memory modules, and cellular base stations. The Company's customers include original equipment manufacturers and electronic manufacturing services companies.

Simplo Technology Co., Ltd. manufactures and markets lithium batteries. The Company's products are used in notebook computers.

Agilysys, Inc. is a developer and marketer of proprietary enterprise software, services and solutions to the hospitality and retail industries. The Company specializes in market-leading point-of-sale, property management, inventory & procurement and mobile & wireless solutions that are designed to streamline operations, improve efficiency and enhance the consumer's experience.

Kingboard Holdings Ltd, through its subsidiaries, manufactures laminates, copper foil, glass fabric, glass yarn, bleached kraft paper, printed circuit boards, and chemicals.

DBG Technology Co., Ltd. operates as an electronics manufacturing service (EMS) provider. The Company provides assembly, testing, product logistics, fabrication, and engineering development services. DBG Technology serves customers in China.

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Dbg Technology (300735 CH)

Quiddity Leaderboard ChiNext & ChiNext 50 Dec 24: Multiple Ranking Changes; Double-Impacts for Some

There could be US$474mn one-way flows collectively for the ChiNext and ChiNext 50 December 2024 index rebal events. We see 9 changes for ChiNext...

Janaghan Jeyakumar, CFA

Northbound Flows (Feb): $9.3bn Inflows in Feb

Analysis of Shanghai/Shenzhen northbound Connect flows shows record monthly inflows of US$9.3bn, led by financials, consumer staples, and...

Ke Yan, CFA, FRM

Northbound Flows (Feb 23rd): Moutai, CATL, Ping An Insurance, CMB, Industrial Bank, ICBC, Wuliangye

We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, CATL, Ping An Insurance, CMB, Industrial...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Quiddity Leaderboard ChiNext & ChiNext 50 Dec 24: Multiple Ranking Changes; Double-Impacts for Some

There could be US$474mn one-way flows collectively for the ChiNext and ChiNext 50 December 2024 index rebal events. We see 9 changes for ChiNext...

Janaghan Jeyakumar, CFA

Northbound Flows (Feb): $9.3bn Inflows in Feb

​Analysis of Shanghai/Shenzhen northbound Connect flows shows record monthly inflows of US$9.3bn, led by financials, consumer staples, and...

Ke Yan, CFA, FRM

Northbound Flows (Feb 23rd): Moutai, CATL, Ping An Insurance, CMB, Industrial Bank, ICBC, Wuliangye

We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, CATL, Ping An Insurance, CMB, Industrial...

Ke Yan, CFA, FRM

Analysis of Shanghai/Shenzhen northbound Connect flows shows record monthly inflows of US$9.3bn, led by financials, consumer staples, and...