Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>This is the Brand Spanking New and Extra Spiffy H/A-Share Discount/Premium Weekly designed to help investors see the relationships easily. We used to do it. </li>
<li>We decided to bring it back better. There are lots of cool interactive tables, and charts, heat maps, and comparative data. And 19 Trade Recommendations. </li>
<li>We hope this new version serves readers even better. Feedback is actively solicited to see if we can improve it from here. </li>
</ul>


This is the Brand Spanking New and Extra Spiffy H/A-Share Discount/Premium Weekly designed to help investors see the relationships easily. We used to do it. 
We decided to bring it back better. There are lots of cool interactive tables, and charts, heat maps, and comparative data. And 19 Trade Recommendations. 
We hope this new version serves readers even better. Feedback is actively solicited to see if we can improve it from here. 


The Brand Spanking New Extra Spiffy 🦄H/A-Share Discount/Premium Weekly (As of 11 Aug 2023)

HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Equity Bottom-Up

<ul>
<li>2024 is the year when CanSino achieves a fundamental reversal. Based on the current sales performance of meningococcal vaccines, 2024 full-year revenue is expected to reach about RMB840 million.</li>
<li>Under normal circumstances, PCV13i is expected to be approved in Q1-Q2 next year. If everything goes smoothly, PCV13i would be approved at the beginning of next year at the earliest.</li>
<li>Market value of RMB8-10 billion is reasonable range for CanSino. If a new virus causes a pandemic in the future, this will be a powerful catalyst for stock price.</li>
</ul>


2024 is the year when CanSino achieves a fundamental reversal. Based on the current sales performance of meningococcal vaccines, 2024 full-year revenue is expected to reach about RMB840 million.
Under normal circumstances, PCV13i is expected to be approved in Q1-Q2 next year. If everything goes smoothly, PCV13i would be approved at the beginning of next year at the earliest.
Market value of RMB8-10 billion is reasonable range for CanSino. If a new virus causes a pandemic in the future, this will be a powerful catalyst for stock price.


CanSino Biologics (6185.HK/688185.CH) - From 2025 Onwards, Cansino Will Bring Decent Returns

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 analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 59.9% as of Oct 24th.</li>
<li>The average A-H premium changed by -1.1ppt week-on-week, led by financials, information technology, industrials and offset by energy, utilities.</li>
<li>We highlight weekly changes in A-H premium for China Oilfield Services, Cgn Power, Anhui Expressway, Air China.</li>
</ul>


We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 59.9% as of Oct 24th.
The average A-H premium changed by -1.1ppt week-on-week, led by financials, information technology, industrials and offset by energy, utilities.
We highlight weekly changes in A-H premium for China Oilfield Services, Cgn Power, Anhui Expressway, Air China.


A-H Premium Weekly (Oct 24th): China Oilfield Services, Cgn Power, Anhui Expressway, Air China

<ul>
<li>We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 57.8% as of Sep 12th.</li>
<li>The average A-H premium changed by -2.5ppt week-on-week, led by information technology, consumer staples, financials and offset by consumer discretionary.</li>
<li>We highlight weekly changes in A-H premium for China Longyuan Power, Fudan Microelectronics, Zijin Mining, CSSC O&amp;M Engineering, Baiyunshan Pharma, SMIC.</li>
</ul>


We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 57.8% as of Sep 12th.
The average A-H premium changed by -2.5ppt week-on-week, led by information technology, consumer staples, financials and offset by consumer discretionary.
We highlight weekly changes in A-H premium for China Longyuan Power, Fudan Microelectronics, Zijin Mining, CSSC O&amp;M Engineering, Baiyunshan Pharma, SMIC.


A-H Premium Weekly (Sep 12th): China Longyuan Power, Fudan Microelectronics, Zijin Mining

<ul>
<li>We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 60.1% as of Sep 5th.</li>
<li>The average A-H premium changed by -0.9ppt week-on-week, led by utilities, energy, health care and offset by real estate, consumer discretionary.</li>
<li>We highlight weekly changes in A-H premium for China Zheshang Bank, China Communications Construction, Goldwind, Weichai Power.</li>
</ul>


We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 60.1% as of Sep 5th.
The average A-H premium changed by -0.9ppt week-on-week, led by utilities, energy, health care and offset by real estate, consumer discretionary.
We highlight weekly changes in A-H premium for China Zheshang Bank, China Communications Construction, Goldwind, Weichai Power.


A-H Premium Weekly (Sep 5th): China Zheshang Bank, China Communications Construction, Goldwind

China

CanSino Biologics Inc. develops and manufactures biological vaccine products. The Company discovers quadrivalence meningococcal conjugate, pneumococcal polysaccharide, and adenovirus vector-based tuberculosis vaccines for human use. CanSino Biologics serves customers worldwide.

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CanSino Biologics (6185 HK)