Abstract: We screen the Mainland Securities ahead of the HSCEI review result, due on 20 Nov 2026 after market close. One ADD and one DELETE are screened as high-conviction calls this cycle. The second ADD is mid conviction, and the buffer trim it would trigger is low conviction.
HUA HONG GRACE, WUXI BIO, PSBC, HORIZONROBOT, SHENZHOU INTL, ZTO EXPRESS, HAIER SMARTHOME, CATL, MINIMAX, KUAISHOU, ANTA SPORTS, LENOVO, NONGFU SPRING, INNOVENT BIO, CHINA RES LAND, GEELY AUTO, CHINA SHENHUA, BANKCOMM, YUM CHINA, PICC P&C, BEKE, SINOPEC, HANSOH PHARMA, LI AUTO, XPENG, CHINA UNICOM, JD HEALTH, AKESO, SBP, CITIC BANK, CHINA OVERSEAS, CSPC PHARMA, CPIC, SENSETIME, J&T EXPRESS, WUXI APPTEC, CMOC, CHINA TELECOM, SINO LAND, CITIC SEC, ZJ INNOLIGHT, SITC, CHINA RES POWER, KB LAMINATES
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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