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 inflowover the past week was ~US$0.26bn, split between Shanghai (+US$0.08bn) and Shenzhen (+US$0.18bn).</li>
<li>The largest inflows were into <a href="https://www.smartkarma.com/entities/midea-group-co-ltd-a" target="_blank" data-smartkarma-citation="entities:16185:1" rel="noopener">Midea Group (000333 CH)</a> and <a href="https://www.smartkarma.com/entities/shenzhen-mindray-bio-medic-a" target="_blank" data-smartkarma-citation="entities:28017:1" rel="noopener">Shenzhen Mindray Bio-Medical Electronics (300760 CH)</a>. The largest outflows were in <a href="https://www.smartkarma.com/entities/china-yangtze-power-co-ltd" target="_blank" data-smartkarma-citation="entities:3210:1" rel="noopener">China Yangtze Power  (600900 CH)</a> and <a href="https://www.smartkarma.com/entities/kweichow-moutai-co-ltd-a" target="_blank" data-smartkarma-citation="entities:1553:1" rel="noopener">Kweichow (600519 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 inflowover the past week was ~US$0.26bn, split between Shanghai (+US$0.08bn) and Shenzhen (+US$0.18bn).
The largest inflows were into Midea Group (000333 CH) and Shenzhen Mindray Bio-Medical Electronics (300760 CH). The largest outflows were in China Yangtze Power  (600900 CH) and Kweichow (600519 CH).


Shanghai/​​​​​​​​​​​​​​​​​​​​Shenzhen Northbound Connect: Weekly Moves (11 November 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 analyzed the latest HK SFC report for aggregate short position as of Oct 28th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in CCB, Alibaba, trip.com, and AIA.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Oct 28th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in CCB, Alibaba, trip.com, and AIA.


HK Short Interest Weekly: CCB, Alibaba, Trip.com, AIA

<ul>
<li>We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 130.7% as of Nov 4th.</li>
<li>The average A-H premium changed by -4.4ppt weeok on week, led by health care, financials, utilities and offset by consumer staples, real estate, consumer discretionary.</li>
<li>We highlight weekly changes in A-H premium for First Tractor, Maanshan Iron, Datang Intl, Cansino, Jushi, Fudan Microelectronics.</li>
</ul>


We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 130.7% as of Nov 4th.
The average A-H premium changed by -4.4ppt weeok on week, led by health care, financials, utilities and offset by consumer staples, real estate, consumer discretionary.
We highlight weekly changes in A-H premium for First Tractor, Maanshan Iron, Datang Intl, Cansino, Jushi, Fudan Microelectronics.


A-H Premium Weekly (Nov 4th): First Tractor, Maanshan Iron

<ul>
<li>We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 135.0% as of Oct 28th.</li>
<li>The average A-H premium changed by 7.6ppt weeok on week, led by utilities, financials, information technology and offset by real estate.</li>
<li>We highlight weekly changes in A-H premium for Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium.</li>
</ul>


We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 135.0% as of Oct 28th.
The average A-H premium changed by 7.6ppt weeok on week, led by utilities, financials, information technology and offset by real estate.
We highlight weekly changes in A-H premium for Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium.


A-H Premium Weekly (Oct 28th): Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium

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

Equity Bottom-Up

Zijin Mining Group Co Ltd H / Equity Bottom-Up

<ul><li>China’s Zijin Mining Co. Ltd. plans to issue a 10 billion yuan ($1.4 billion) convertible bond to fund its acquisitions of gold and molybdenum ore mines</li><li>About 2.5 billion yuan of proceeds will be used to purchase an 84% stake in a molybdenum ore mine located in East China’s Anhui province – Asia’s largest mine of the rare metal which is used as an alloy to make stronger steel.</li><li>The planned deal will cost 5.9 billion yuan and will increase the company’s molybdenum reserves to 2.9 million tons from the current 920,000 tons</li></ul>

China’s Zijin Mining Co. Ltd. plans to issue a 10 billion yuan ($1.4 billion) convertible bond to fund its acquisitions of gold and molybdenum ore minesAbout 2.5 billion yuan of proceeds will be used to purchase an 84% stake in a molybdenum ore mine located in East China’s Anhui province – Asia’s largest mine of the rare metal which is used as an alloy to make stronger steel.The planned deal will cost 5.9 billion yuan and will increase the company’s molybdenum reserves to 2.9 million tons from the current 920,000 tons

Zijin Mining Plans $1.4 Billion Bond as It Buys Up Metal Used in Green Transition

China

Zijin Mining Group Company Limited operates metal mineral resources exploration and mining businesses. The Company produces gold, copper, zinc, iron, and other base metals. Zijin Mining Group also conducts metal trade and investment businesses domestically and internationally.

Price Gauge
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Zijin Mining Group (601899 CH)

Shanghai/Shenzhen Northbound Connect: Weekly Moves (11 November 2022)

Overall, net inflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$0.26bn, split between Shanghai...

David Blennerhassett

HK Short Interest Weekly: CCB, Alibaba, Trip.com, AIA

We analyzed the latest HK SFC report for aggregate short position as of Oct 28th and highlight short interest changes in CCB, Alibaba, trip.com,...

Ke Yan, CFA, FRM

A-H Premium Weekly (Nov 4th): First Tractor, Maanshan Iron

We analyzed A-H premium changes in the past week and highlight A-H premium changes for First Tractor, Maanshan Iron, Datang Intl, Cansino, Jushi,...

Ke Yan, CFA, FRM

A-H Premium Weekly (Oct 28th): Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium.

Ke Yan, CFA, FRM

Zijin Mining Plans $1.4 Billion Bond as It Buys Up Metal Used in Green Transition

China’s Zijin Mining Co. Ltd. plans to issue a 10 billion yuan ($1.4 billion) convertible bond to fund its acquisitions of gold and molybdenum ore...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Shanghai/​​​​​​​​​​​​​​​​​​​​Shenzhen Northbound Connect: Weekly Moves (11 November 2022)

Overall, net inflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$0.26bn, split between Shanghai...

David Blennerhassett

HK Short Interest Weekly: CCB, Alibaba, Trip.com, AIA

We analyzed the latest HK SFC report for aggregate short position as of Oct 28th and highlight short interest changes in CCB, Alibaba, trip.com,...

Ke Yan, CFA, FRM

A-H Premium Weekly (Nov 4th): First Tractor, Maanshan Iron

We analyzed A-H premium changes in the past week and highlight A-H premium changes for First Tractor, Maanshan Iron, Datang Intl, Cansino, Jushi,...

Ke Yan, CFA, FRM

A-H Premium Weekly (Oct 28th): Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium.

Ke Yan, CFA, FRM

Zijin Mining Plans $1.4 Billion Bond as It Buys Up Metal Used in Green Transition

China’s Zijin Mining Co. Ltd. plans to issue a 10 billion yuan ($1.4 billion) convertible bond to fund its acquisitions of gold and molybdenum ore...

Caixin Global

Shanghai/Shenzhen Northbound Connect: Weekly Moves (11 November 2022)