Abstract: We review the HSLMI universe for potential candidates for the upcoming HSI August 2026 review. Three stocks stand out as ADD candidates this cycle, one of them high conviction. We also highlight substantial FF and weight changes for CATL.
SINOPHARM, MMG, CHINA RESOURCES MIXC LIFESTYLE SERVICES, HUA HONG SEMI, J&T EXPRESS, INNOVENT BIOLOGICS, ZIJIN GOLD INTL, WUXI XDC, KE, CHALCO, CATL, BEONE MEDICINES LTD-H, HKT-SS, SINO LAND
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