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>We see seven change for the ChiNext index and five changes for the ChiNext 50 index.</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.
We see seven change for the ChiNext index and five changes for the ChiNext 50 index.


Quiddity Leaderboard ChiNext & ChiNext 50 Dec 24: Expected ADDs Could Outperform Expected DELs

HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Thematic (Sector/Industry)

<ul>
<li>Due to the decline in China's marriage/fertility rates, pets will play an important role in childless/dink families. Single economy is another driving force for the increase in pet penetration rate.</li>
<li>Pet food, as a high-frequency and rigid-demand area, is the largest market.As increasing China’s pet owners are attracted by domestic brands, import substitution space in staple food subsector is significant.</li>
<li>As an important incremental market with high certainty, the investment opportunities in China’s pet food market cannot be missed. We analyzed three companies worth investors’ attention. </li>
</ul>


Due to the decline in China's marriage/fertility rates, pets will play an important role in childless/dink families. Single economy is another driving force for the increase in pet penetration rate.
Pet food, as a high-frequency and rigid-demand area, is the largest market.As increasing China’s pet owners are attracted by domestic brands, import substitution space in staple food subsector is significant.
As an important incremental market with high certainty, the investment opportunities in China’s pet food market cannot be missed. We analyzed three companies worth investors’ attention. 


China’s Pet Food Market – Attractive Investment Opportunities Would Bring Handsome Returns

China

Gambol Pet Group Co., Ltd. manufactures and distributes pet food products. The Company produces vitality pork, barf natural food, goat's milk bun, freeze dried goat milk bars, goat's milk bolognese cat strips, fregat high meat grain, dog and cat food, and other related products. Gambol Pet Group markets its products worldwide.

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Gambol Pet Group (301498 CH)

Quiddity Leaderboard ChiNext & ChiNext 50 Dec 24: Expected ADDs Could Outperform Expected DELs

We estimate one-way turnover to be US$343mn for the ChiNext index rebalance and US$130mn for the ChiNext 50 index rebalance in December 2024.

Janaghan Jeyakumar, CFA

China’s Pet Food Market – Attractive Investment Opportunities Would Bring Handsome Returns

China's pet food market will be an important incremental market in the future. The import substitution logic for staple food business is very...

Xinyao (Criss) Wang

Price Gauge

52-week Range

Market Cap (USDm)

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Dividend (Yield)