Abstract: We screened the CSI 300 eligible universe ahead of the Jun 2026 semi-annual rebalance. ADDs: we expect 4 High Conviction ADDs, 6 Mid Conviction ADDs, and 3 Low Conviction ADDs. We also flag 2 Skip ADDs due to CG/CSRC issues. DELETEs: we expect 8 Likely DELETEs, 3 Borderline DELETEs, 4 Rank-Driven DELETEs, and 1 Potential Retain.
CHINA TUNGSTEN AND HIGHTECH MATERIALS, CHANGCHUN HIGH-TECH INDUSTRY (GROUP), BEIJING NEW BUILDING MATERIALS PUBLIC LIMITED COMPANY, NEW HOPE LIUHE, SHANXI COKING COAL ENERGY, HUAGONG TECH, SHANGHAI RAAS BLOOD PRODUCTS, YANTAI JEREH OILFIELD SERVICES, SHANDONG HONTRON ALUMINUM INDUSTRY, JA SOLAR TECHNOLOGY, GIANT NETWORK, LB, SHENZHEN ENVICOOL TECHNOLOGY, Tigermed, Wuxi Lead Intelligent, PHARMARON BEIJING, MAXSCEND MICROELECTRONICS, SHENZHEN HAN'S CNC TECHNOLOGY, SHENZHEN LONGSYS ELECTRONICS, CHINA SPACESAT, BEIJING TIANTAN BIOLOGICAL PRODUCTS, HENGTONG OPTIC-ELECTRIC, GUANGDONG HEC TECHNOLOGY, HONGTA SECURITIES, GUOLIAN MINSHENG SECURITIES, CHINA OILFIELD SERVICES, CHINA SHIPBUILDING INDUSTRY, PIOTECH, BEIJING ROBOROCK TECHNOLOGY, SHENGYI ELECTRONICS, ZHUZHOU CRRC TIMES ELECTRIC, VeriSilicon
Research on index reviews and inclusion events across Asia Pacific, including MSCI, Hang Seng (HSI, HSCEI, HSCI), HS TECH, CSI 300, STAR50, NIFTY and Stock Connect changes. Coverage runs from rebalance forecasts through post-announcement positioning, pre-implementation updates and post-implementation reviews, using the price patterns of past events.
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