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 June 6th.</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 Meituan, CCB, CSPC Pharma, Alibaba, Petrochina, Tencent, Xiaomi.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of June 6th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Meituan, CCB, CSPC Pharma, Alibaba, Petrochina, Tencent, Xiaomi.


HK Connect Flows Weekly (Jun 6th): Meituan, CCB, CSPC Pharma, Alibaba, Petrochina, Tencent, Xiaomi

Global Editor, Base Oil News

Iain Pocock

Global Editor

Global Base Oils and Lubricants Markets

Base Oil News

Base Oil News focuses on the interplay between fundamentals and prices in the global base oils and lubricants markets.

Baseoilnews.com combines daily, weekly and monthly base oils and lubes fundamentals data from every region of the world to build the most comprehensive and up-to-date global picture of the state of the market.

The data and analysis provide key tools to understand current market developments and opportunities and to anticipate how the market is likely to behave in the coming months.

Base oils producers, lube blenders and consumers can then better plan accordingly.

Baseoilnews.com analyses and publishes market news and data every day as it breaks.

Commodities

<ul><li>Global base oils prices mostly hold firm vs feedstock/competing fuel prices, especially in Europe and Asia.</li><li>Firm price differentials point to strong supply-demand fundamentals, incentivize refiners to supply more volumes for those markets.</li><li>Demand would need to hold firm to absorb any such pick-up in supplies.</li></ul>

Global base oils prices mostly hold firm vs feedstock/competing fuel prices, especially in Europe and Asia.Firm price differentials point to strong supply-demand fundamentals, incentivize refiners to supply more volumes for those markets.Demand would need to hold firm to absorb any such pick-up in supplies.

Global base oils margins outlook: Week of 2 June

<ul><li>US domestic Group I SN 500 price rises to premium to Group II N600 price in May 2025 for first time in more than four years.</li><li>In Middle East, CFR UAE Group I SN 500 price discount to Group II N500 shrinks to narrowest in more than seven months.</li><li>In Asia, FOB Asia Group I SN 500 price strengthens vs Group II N500 in May 2025 to firmest level in six months.</li></ul>

US domestic Group I SN 500 price rises to premium to Group II N600 price in May 2025 for first time in more than four years.In Middle East, CFR UAE Group I SN 500 price discount to Group II N500 shrinks to narrowest in more than seven months.In Asia, FOB Asia Group I SN 500 price strengthens vs Group II N500 in May 2025 to firmest level in six months.

Global base oils arb outlook: Week of 2 June

<ul><li>Asia’s heavy-grade base oils price-premium to Singapore gasoil stays unusually high.</li><li>Firm base oils premium suggests supply remains tight and demand firm, incentivizing refiners to raise output.</li><li>Gap between Group II light and heavy-grade base oils prices widens more even after restart of growing number of base oils units following scheduled maintenance work.</li></ul>

Asia’s heavy-grade base oils price-premium to Singapore gasoil stays unusually high.Firm base oils premium suggests supply remains tight and demand firm, incentivizing refiners to raise output.Gap between Group II light and heavy-grade base oils prices widens more even after restart of growing number of base oils units following scheduled maintenance work.

Asia base oils supply outlook: Week of 2 June

<ul><li>Asia’s base oils demand could soften as weakening supply-demand fundamentals incentivize buyers to maintain lower stocks.</li><li>Seasonal slowdown in lube consumption set to coincide with pick-up in supply following restart of growing number of plants after maintenance work.</li><li>Weaker demand in markets like Japan frees up more surplus volumes for export, adding to supply.</li></ul>

Asia’s base oils demand could soften as weakening supply-demand fundamentals incentivize buyers to maintain lower stocks.Seasonal slowdown in lube consumption set to coincide with pick-up in supply following restart of growing number of plants after maintenance work.Weaker demand in markets like Japan frees up more surplus volumes for export, adding to supply.

Asia base oils demand outlook: Week of 2 June

China

PetroChina Company Limited explores, develops, and produces crude oil and natural gas.  The Company also refines, transports, and distributes crude oil and petroleum products, produces and sells chemicals, and transmits, markets and sells natural gas.

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PetroChina (857 HK)

HK Connect Flows Weekly (Jun 6th): Meituan, CCB, CSPC Pharma, Alibaba, Petrochina, Tencent, Xiaomi

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Meituan, CCB, CSPC Pharma, Alibaba, Petrochina, Tencent,...

Ke Yan, CFA, FRM

Global base oils margins outlook: Week of 2 June

Global base oils prices mostly hold firm vs feedstock/competing fuel prices, especially in Europe and Asia. Firm price differentials point to...

Base Oil News

Global base oils arb outlook: Week of 2 June

US domestic Group I SN 500 price rises to premium to Group II N600 price in May 2025 for first time in more than four years. In Middle East, CFR...

Base Oil News

Asia base oils supply outlook: Week of 2 June

Asia’s heavy-grade base oils price-premium to Singapore gasoil stays unusually high. Firm base oils premium suggests supply remains tight and...

Base Oil News

Asia base oils demand outlook: Week of 2 June

Asia’s base oils demand could soften as weakening supply-demand fundamentals incentivize buyers to maintain lower stocks. Seasonal slowdown in...

Base Oil News

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)