Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of March 28th.</li>
<li>The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.</li>
<li>We highlight flows for Xiaomi, CMB, Meituan, Ke, Li Auto, Tencent, BYD Electronic, SMIC, HKEx, Alibaba.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of March 28th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Xiaomi, CMB, Meituan, Ke, Li Auto, Tencent, BYD Electronic, SMIC, HKEx, Alibaba.


HK Connect Flows Weekly (Mar 28th): Xiaomi, CMB, Meituan, Ke, Li Auto, Tencent, BYD Electronic, SMIC

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Mar 21st.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Trip.Com, Zto Express, Wuxi Apptec, Anta Sports, Midea.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Mar 21st.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Trip.Com, Zto Express, Wuxi Apptec, Anta Sports, Midea.


HK Short Interest Weekly: Trip.Com, Zto Express, Wuxi Apptec, Anta Sports, Midea

Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Equity Bottom-Up

<ul>
<li>Warren Buffett is investing more in Japan's trading companies for a variety of reasons but Itochu stands alone in its dominance of Japan's fashion sector.</li>
<li>Itochu continues to emphasise investment in consumer brands, particularly fashion and sports, but will now adjust its decades-old playbook, introducing more direct oversight of subsidiaries and affiliates.</li>
<li>This will include a big new push to turn Vivienne Westwood into a luxury brand, upgrading Paul Smith and bringing <a href="https://www.smartkarma.com/entities/descente-ltd" target="_blank" data-smartkarma-citation="entities:8225:1" rel="noopener">Descente Ltd (8114 JP)</a> in-house</li>
</ul>


Warren Buffett is investing more in Japan's trading companies for a variety of reasons but Itochu stands alone in its dominance of Japan's fashion sector.
Itochu continues to emphasise investment in consumer brands, particularly fashion and sports, but will now adjust its decades-old playbook, introducing more direct oversight of subsidiaries and affiliates.
This will include a big new push to turn Vivienne Westwood into a luxury brand, upgrading Paul Smith and bringing Descente Ltd (8114 JP) in-house


Itochu the Fashion Giant Doubles Down on Brand Business

Equity Derivatives and Volatility Specialist, Clifton Derivatives

John Ley

Equity Derivatives and Volatility Specialist

Clifton Derivatives

Independent derivative and volatility research firm focusing on events/catalysts, earnings, relative value and cross asset volatility strategies.

Equity Derivatives

Hang Seng China Enterprises Index / Equity Derivatives

<ul>
<li>Weekly recap of key option metrics across single stocks, including most active names and strikes, largest volume increases, biggest movers, and key earnings reports.</li>
<li>Post-Earnings performance of Tencent, Xiaomi, Anta, and China Tower analyzed.</li>
<li>Financials take center stage with several major earnings releases on deck this week.</li>
</ul>


Weekly recap of key option metrics across single stocks, including most active names and strikes, largest volume increases, biggest movers, and key earnings reports.
Post-Earnings performance of Tencent, Xiaomi, Anta, and China Tower analyzed.
Financials take center stage with several major earnings releases on deck this week.


Hong Kong Single Stock Options Weekly (Mar 17–21): Tencent, Xiaomi, and Financials in the Spotlight

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Mar 14th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Trip.Com (9961 HK), ABC (1288 HK), BYD (1211 HK).</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Mar 14th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Trip.Com (9961 HK), ABC (1288 HK), BYD (1211 HK).


HK Short Interest Weekly: Trip.Com, ABC, BYD

China

ANTA Sports Products Limited designs, develops, manufactures, and markets sportswear, including sports footwear and apparel for professionals and the general public.

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Anta Sports Products (2020 HK)

HK Connect Flows Weekly (Mar 28th): Xiaomi, CMB, Meituan, Ke, Li Auto, Tencent, BYD Electronic, SMIC

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Xiaomi, CMB, Meituan, Ke, Li Auto, Tencent, BYD...

Ke Yan, CFA, FRM

HK Short Interest Weekly: Trip.Com, Zto Express, Wuxi Apptec, Anta Sports, Midea

We analyzed the latest HK SFC report for aggregate short position as of Mar 21st and highlight short interest changes in Trip.Com, Zto Express,...

Ke Yan, CFA, FRM

Itochu the Fashion Giant Doubles Down on Brand Business

Warren Buffett is investing in Japan's trading companies for good reason but only Itochu has a big share of the fashion sector through Itochu...

Michael Causton

Hong Kong Single Stock Options Weekly (Mar 17–21): Tencent, Xiaomi, and Financials in the Spotlight

Weekly recap of key option metrics for single stocks, analysis of post-earnings performance for Tencent, Xiaomi, Anta, and China Tower, and focus...

John Ley

HK Short Interest Weekly: Trip.Com, ABC, BYD

We analyzed the latest HK SFC report for aggregate short position as of Mar 14th and highlight short interest changes in Trip.Com (9961 HK), ABC...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

HK Connect Flows Weekly (Mar 28th): Xiaomi, CMB, Meituan, Ke, Li Auto, Tencent, BYD Electronic, SMIC

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Xiaomi, CMB, Meituan, Ke, Li Auto, Tencent, BYD...

Ke Yan, CFA, FRM

HK Short Interest Weekly: Trip.Com, Zto Express, Wuxi Apptec, Anta Sports, Midea

We analyzed the latest HK SFC report for aggregate short position as of Mar 21st and highlight short interest changes in Trip.Com, Zto Express,...

Ke Yan, CFA, FRM

Itochu the Fashion Giant Doubles Down on Brand Business

​Warren Buffett is investing in Japan's trading companies for good reason but only Itochu has a big share of the fashion sector through Itochu...

Michael Causton

Hong Kong Single Stock Options Weekly (Mar 17–21): Tencent, Xiaomi, and Financials in the Spotlight

​Weekly recap of key option metrics for single stocks, analysis of post-earnings performance for Tencent, Xiaomi, Anta, and China Tower, and focus...

John Ley

HK Short Interest Weekly: Trip.Com, ABC, BYD

We analyzed the latest HK SFC report for aggregate short position as of Mar 14th and highlight short interest changes in Trip.Com (9961 HK), ABC...

Ke Yan, CFA, FRM

Warren Buffett is investing in Japan's trading companies for good reason but only Itochu has a big share of the fashion sector through Itochu...

Weekly recap of key option metrics for single stocks, analysis of post-earnings performance for Tencent, Xiaomi, Anta, and China Tower, and focus...