Daily BriefsIndustrials

Daily Brief Industrials: JD Logistics and more

In today’s briefing:

  • Quiddity Leaderboard HSCEI Sep 24: Final Ranks and Updated Flow Expectations


Quiddity Leaderboard HSCEI Sep 24: Final Ranks and Updated Flow Expectations

By Janaghan Jeyakumar, CFA

  • The HSCEI serves as a benchmark to reflect the overall performance of the top 50 “Mainland China” securities listed in Hong Kong.
  • In mid-June 2024, we had two expected ADDs and DELs for the September 2024 index rebal event and they remain unchanged even after the end of the reference period.
  • However, our capping flow expectations continue to change as the pro-forma post-rebalance weights change with share prices. In this insight, we have provided our latest flow estimates.

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