Tyche Advisory

SHAREHOLDER ANALYSIS

Know who holds your shares, and who is moving.

Shareholder Analysis is Tyche’s shareholder identification report for Hong Kong-listed companies. Built on CCASS data, it tracks custodian holdings week by week and shows your IR team where to focus.

WHY IT MATTERS

Your register shows custodians. Your IR programme needs investors.

Most shares in a Hong Kong-listed company sit in CCASS, held through banks and brokers rather than in investors’ own names. The share register alone does not tell management who is buying, who is selling, or which institutions to call.

Shareholder Analysis turns CCASS data into a clear weekly picture: which custodians are adding or reducing, how positions have moved over time, and what that means for your investor outreach.

WHAT’S IN THE REPORT

Six views of your shareholder base.

Weekly holdings comparison

Every CCASS participant’s holding on the latest date, compared with the previous week.

Top 10 movers

The ten custodians with the largest net increase and decrease, charted for a quick read.

Running history

Each week is added to a cumulative record, so you can see how positions build or unwind over months.

Full participant detail

Participant names in English and Chinese, with the complete data delivered in Excel for your own analysis.

Beneficial owner identification

Support for enquiries under section 329 of the Securities and Futures Ordinance, to find the investors behind custodian holdings.

IR recommendations

What the movements mean for your outreach: which investors to meet, follow up or brief ahead of results.

HOW IT WORKS

From CCASS data to investor meetings.

01

Collect

We take your company’s CCASS shareholding data from HKEXnews every week.

02

Compare

Holdings are matched participant by participant against previous dates in your history.

03

Analyse

Our market intelligence team reviews the largest movements and flags changes worth following.

04

Act

Our IR team turns the findings into investor targeting, meetings and management briefings.

Weekly

A new report every week, with extra updates around results or corporate actions on request.

Online and in Excel

View the report at shareholderanalysis.com and receive the full data file.

Private to your company

Each report is prepared for management and your IR team only.

HOW IT IS OFFERED

An add-on to our IR retainer.

Shareholder Analysis is offered alongside Tyche’s investor relations retainer services, so the data feeds straight into your investor targeting, roadshow planning and results preparation.

IR RETAINER

Equity story, investor relations, roadshows and financial communications.

+ SHAREHOLDER ANALYSIS

Weekly shareholder identification, history and IR recommendations.

QUESTIONS

Frequently asked

Companies listed on the Hong Kong Stock Exchange, whose shares are held through CCASS.

See who is moving in your stock.

Tell us your stock code and we will walk you through how Shareholder Analysis works.