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
Interested in the full report? Get in touch with our team.