Abstract: Primary conversion. NetEase (9999 HK) announced on 26 Jun 2026 that its HK primary conversion will be effective on 30 Jun 2026. This note assesses the Connect eligibility path and inclusion timeline. Inclusion timing. NetEase has no WVR, but Alibaba's recent regular-cycle ADD keeps September as the base case. Trading perspective. Prior Connect ADD cases show southbound inflows after ADD and positive returns post inclusion.
PONY, BILIBILI, ZAI LAB, YUM CHINA, ALIBABA, NTES
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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