Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Highly experienced ex-Delta One trader with 17 years of experience trading arbitrage and related strategies across Asian markets.

Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd.

It is important to note that the information provided by Periscope Analytics is based on publicly available data and own knowledge, which has been gathered and synthesized from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions.

All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include, but are not limited to, company announcements, exchange filings, ETF and other passive investment vehicle holdings, and free float and volume data from third-party data providers. Periscope Analytics does not guarantee the accuracy and completeness of the forecasts, estimates and/or other information.

Pan-Asia Index Rebalances/ Events/ Delta One

HK - Action in Anta, China Gas, Sunny Optical, Ascletis Pharma, Sa Sa, CMS

HK - Shorts Pile Into Tencent, CCB, Ping An, Sunny Optical, AIA; Cover Mobile, China Tower, BYD

Impact of Coronavirus on 30 Key Korean Stocks

Quantitative Analysis

Hong kong Consumer discretionary / Quantitative Analysis

<p>With trading on mainland China stock exchanges suspended for the rest of this week while trading in Hong Kong begins tomorrow, we take a look at Consumer Discretionary and Consumer Staples stocks with high Southbound Shareholding.</p>
<p>These stocks could see selling pressure as investors unload their positions in Hong Kong before mainland investors could start to sell via the Southbound Connect link.</p>

With trading on mainland China stock exchanges suspended for the rest of this week while trading in Hong Kong begins tomorrow, we take a look at Consumer Discretionary and Consumer Staples stocks with high Southbound Shareholding.
These stocks could see selling pressure as investors unload their positions in Hong Kong before mainland investors could start to sell via the Southbound Connect link.

Bosideng International Holdings (3998 HK)

HK - Consumer Discretionary and Consumer Staples Stocks with High Southbound Shareholding