Index Rebalance

HSI Sep 2026 Rebalance Forecast

29 Jul 2026 By Ke Yan, CFA
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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 (1099 HK) MMG (1208 HK) CHINA RESOURCES MIXC LIFESTYLE SERVICES (1209 HK) HUA HONG SEMI (1347 HK) J&T EXPRESS (1519 HK) INNOVENT BIOLOGICS (1801 HK) ZIJIN GOLD INTL (2259 HK) WUXI XDC (2268 HK) KE (2423 HK) CHALCO (2600 HK) CATL (3750 HK) BEONE MEDICINES LTD-H (6160 HK) HKT-SS (6823 HK) SINO LAND (83 HK)

Highlighted Stocks

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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