Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Inside is a recap of movements in the last week relating to the Hong Kong Stock Exchange -Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry.</li>
<li>Overall, net inflow over the past week was ~US$1.9bn, split between Shanghai (+US$1.1bn) and Shenzhen (+US$0.8bn).</li>
<li>The largest inflows were into <a href="https://www.smartkarma.com/entities/kweichow-moutai-co-ltd-a" target="_blank" data-smartkarma-citation="entities:1553:1" rel="noopener">Kweichow Moutai (600519 CH)</a> and <a href="https://www.smartkarma.com/entities/maanshan-dingtai-rare-a" target="_blank" data-smartkarma-citation="entities:4128:1" rel="noopener">S.F. Holding (002352 CH)</a>. The largest outflows were in <a href="https://www.smartkarma.com/entities/china-merchants-bank-co-ltd" target="_blank" data-smartkarma-citation="entities:714:1" rel="noopener">China Merchants Bank A (600036 CH)</a> and <a href="https://www.smartkarma.com/entities/contemporary-amperex-techn-a" target="_blank" data-smartkarma-citation="entities:24404:1" rel="noopener">CATL (A) (300750 CH)</a>.</li>
</ul>


Inside is a recap of movements in the last week relating to the Hong Kong Stock Exchange -Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry.
Overall, net inflow over the past week was ~US$1.9bn, split between Shanghai (+US$1.1bn) and Shenzhen (+US$0.8bn).
The largest inflows were into Kweichow Moutai (600519 CH) and S.F. Holding (002352 CH). The largest outflows were in China Merchants Bank A (600036 CH) and CATL (A) (300750 CH).


Shanghai/​​​​​​​​​​​​Shenzhen Northbound Connect: Weekly Moves (15 September 2022)

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 weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 9th.</li>
<li>We estimate the weekly outflows to be US$32.0 million, led by consumer staples, information technology, and offset by materials, health care, financials.</li>
<li>We highlight inflows into Longi Green, Zijin, Aier Eye, and outflows from Moutai, CMB, Tongwei, Luxshare. </li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 9th.
We estimate the weekly outflows to be US$32.0 million, led by consumer staples, information technology, and offset by materials, health care, financials.
We highlight inflows into Longi Green, Zijin, Aier Eye, and outflows from Moutai, CMB, Tongwei, Luxshare. 


Northbound Flows (Sep 9th): Longi Green, Zijin, Aier Eye, Moutai, CMB, Tongwei, Luxshare

<ul>
<li>We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>We estimate that the inflows were USD 2,169.3 million last month, led by consumer staples and industrials.</li>
<li>We highlight flows for CATL, Longi Green, Yunnan Energy New Material, Yili, Moutai, Sanhua, Sungrow, Tbea, CMB, Beijing Oriental Yuhong. </li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
We estimate that the inflows were USD 2,169.3 million last month, led by consumer staples and industrials.
We highlight flows for CATL, Longi Green, Yunnan Energy New Material, Yili, Moutai, Sanhua, Sungrow, Tbea, CMB, Beijing Oriental Yuhong. 


Northbound Flows Monthly (August): CATL, Longi, Yunnan Energy New Material

<ul>
<li>Inside is a recap of movements in the last week relating to the Hong Kong Stock Exchange -Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry</li>
<li>Overall, net inflow over the past week was ~US$0.7bn, split between Shanghai (US$0.3bn) and Shenzhen (US$0.4bn).</li>
<li>The largest inflows were into <a href="https://www.smartkarma.com/entities/gree-electric-appliances-inc-of-zhuhai" target="_blank" data-smartkarma-citation="entities:7622:1" rel="noopener">Gree Electric Appliances (000651 CH)</a> and <a href="https://www.smartkarma.com/entities/contemporary-amperex-techn-a" target="_blank" data-smartkarma-citation="entities:24404:1" rel="noopener">CATL (300750 CH)</a>. The largest outflows were in <a href="https://www.smartkarma.com/entities/industrial-bank-co-ltd" target="_blank" data-smartkarma-citation="entities:19515:1" rel="noopener">Industrial Bank (601166 CH)</a> and <a href="https://www.smartkarma.com/entities/china-merchants-bank-co-ltd" target="_blank" data-smartkarma-citation="entities:714:1" rel="noopener">China Merchants Bank (600036 CH)</a>.</li>
</ul>


Inside is a recap of movements in the last week relating to the Hong Kong Stock Exchange -Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry
Overall, net inflow over the past week was ~US$0.7bn, split between Shanghai (US$0.3bn) and Shenzhen (US$0.4bn).
The largest inflows were into Gree Electric Appliances (000651 CH) and CATL (300750 CH). The largest outflows were in Industrial Bank (601166 CH) and China Merchants Bank (600036 CH).


Shanghai/​​​​​​​​​​​Shenzhen Northbound Connect: Weekly Moves (2 September 2022)

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Thematic (Sector/Industry)

<ul>
<li>While continual Covid-19 outbreaks continue to make their mark on earnings season, one commodity is still raking in cash: top-shelf baijiu.</li>
<li>Shrugging off years of official probes into the notoriously graft-plagued industry, luxury brands like Moutai and Wuliangye made a head-spinning amount of money in the first six months of 2022.</li>
<li>In the first half of 2022, Kweichow Moutai Co. Ltd. and Wuliangye Yibin Co. Ltd. retained their long-standing No. 1 and No. 2 positions in the market.</li>
</ul>


While continual Covid-19 outbreaks continue to make their mark on earnings season, one commodity is still raking in cash: top-shelf baijiu.
Shrugging off years of official probes into the notoriously graft-plagued industry, luxury brands like Moutai and Wuliangye made a head-spinning amount of money in the first six months of 2022.
In the first half of 2022, Kweichow Moutai Co. Ltd. and Wuliangye Yibin Co. Ltd. retained their long-standing No. 1 and No. 2 positions in the market.


China’s Big Brand Baijiu-Makers Have a Toast-Worthy First Half

China

Kweichow Moutai Co., Ltd. manufactures spirits.  The Company's spirit products are distilled from sorghum and wheat.  Kweichow Moutai markets its products worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Kweichow Moutai (600519 CH)

Shanghai/Shenzhen Northbound Connect: Weekly Moves (15 September 2022)

Overall, net inflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$1.9bn, split between Shanghai (+US$1.1bn)...

David Blennerhassett

Northbound Flows (Sep 9th): Longi Green, Zijin, Aier Eye, Moutai, CMB, Tongwei, Luxshare

We analyzed Northbound Shanghai/Shenzhen flows last week and highlight inflows into Longi Green, Zijin, Aier Eye, and outflows from Moutai, CMB,...

Ke Yan, CFA, FRM

Northbound Flows Monthly (August): CATL, Longi, Yunnan Energy New Material

We estimate $2.2bn northbound inflows into A-share in August and highlight flows for CATL, Longi Green, Yunnan Energy New Material, Yili, Moutai,...

Ke Yan, CFA, FRM

Shanghai/Shenzhen Northbound Connect: Weekly Moves (2 September 2022)

Overall, net inflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$0.7bn, split between Shanghai (+US$0.3bn)...

David Blennerhassett

China’s Big Brand Baijiu-Makers Have a Toast-Worthy First Half

While continual Covid-19 outbreaks continue to make their mark on earnings season, one commodity is still raking in cash: top-shelf baijiu.

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Shanghai/​​​​​​​​​​​​Shenzhen Northbound Connect: Weekly Moves (15 September 2022)

Overall, net inflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$1.9bn, split between Shanghai (+US$1.1bn)...

David Blennerhassett

Northbound Flows (Sep 9th): Longi Green, Zijin, Aier Eye, Moutai, CMB, Tongwei, Luxshare

We analyzed Northbound Shanghai/Shenzhen flows last week and highlight inflows into Longi Green, Zijin, Aier Eye, and outflows from Moutai, CMB,...

Ke Yan, CFA, FRM

Northbound Flows Monthly (August): CATL, Longi, Yunnan Energy New Material

We estimate $2.2bn northbound inflows into A-share in August and highlight flows for CATL, Longi Green, Yunnan Energy New Material, Yili, Moutai,...

Ke Yan, CFA, FRM

Shanghai/​​​​​​​​​​​Shenzhen Northbound Connect: Weekly Moves (2 September 2022)

Overall, net inflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$0.7bn, split between Shanghai (+US$0.3bn)...

David Blennerhassett

China’s Big Brand Baijiu-Makers Have a Toast-Worthy First Half

While continual Covid-19 outbreaks continue to make their mark on earnings season, one commodity is still raking in cash: top-shelf baijiu.

Caixin Global

Shanghai/Shenzhen Northbound Connect: Weekly Moves (15 September 2022)

Shanghai/Shenzhen Northbound Connect: Weekly Moves (2 September 2022)