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 142 stocks over the last week. The average A-H premium was 125.5% as of Sep 30th.</li>
<li>The average A-H premium changed by 6.5ppt weeok on week, led by consumer staples, industrials, communication services.</li>
<li>We highlight weekly changes in A-H premium for Ping An, Bankcomm, Angang Steel, Remegen, Qingdao Port, China Tourism, Asymchem Lab, Flat Glass.</li>
</ul>


We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 125.5% as of Sep 30th.
The average A-H premium changed by 6.5ppt weeok on week, led by consumer staples, industrials, communication services.
We highlight weekly changes in A-H premium for Ping An, Bankcomm, Angang Steel, Remegen, Qingdao Port, China Tourism, Asymchem Lab, Flat Glass.


A-H Premium Weekly (Sep 30th): China Tourism at New Low Since Listing

<ul>
<li>We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 118.5% as of Sep 9th.</li>
<li>The average A-H premium changed by 1.3ppt week-on-week, led by utilities, consumer staples, financials and offset by health Care, consumer discretionary, communication services. </li>
<li>We highlight weekly changes in A-H premium for Huadian, CGN Power, GWM, Tigermed, Angang, CIMC, Zoomlion, Tianqi Lithium, CIMC Vehicles, CNOOC.</li>
</ul>


We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 118.5% as of Sep 9th.
The average A-H premium changed by 1.3ppt week-on-week, led by utilities, consumer staples, financials and offset by health Care, consumer discretionary, communication services. 
We highlight weekly changes in A-H premium for Huadian, CGN Power, GWM, Tigermed, Angang, CIMC, Zoomlion, Tianqi Lithium, CIMC Vehicles, CNOOC.


A-H Premium Weekly (Sep 9th): Huadian, CGN Power, GWM

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. </li>
<li>Often there is a corresponding HKEx announcement on the increase - or decrease - in the shareholding by directors. However, such disclosures are by no means an absolute. </li>
<li>These insights also flags those companies where shares have been pledged, both recently and ongoing.</li>
</ul>


The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. 
Often there is a corresponding HKEx announcement on the increase - or decrease - in the shareholding by directors. However, such disclosures are by no means an absolute. 
These insights also flags those companies where shares have been pledged, both recently and ongoing.


Hong Kong CEO & Director Dealings - 26th July 2022

<ul>
<li>We analyse the changes of A/H premium on 138 stocks over the last week.</li>
<li>Real Estate, Industrials, Utilities Led the week on week A-H premium decline of 2.7ppt. </li>
<li>We highlight stocks including Shanghai Junshi, CIMC Vehicles, and CRCC Corp.</li>
</ul>


We analyse the changes of A/H premium on 138 stocks over the last week.
Real Estate, Industrials, Utilities Led the week on week A-H premium decline of 2.7ppt. 
We highlight stocks including Shanghai Junshi, CIMC Vehicles, and CRCC Corp.


A-H Premium Weekly: Real Estate, Industrials, Utilities Led the Decline

<ul>
<li>We analyse the changes of A/H premium on 134 stocks over the last week.</li>
<li>Consumer discretionary, consumer staple and health care sectors lower the overall A/H premium. </li>
<li>Real estate and industrials sectors are the only two sectors with WoW A/H premium increases.</li>
</ul>


We analyse the changes of A/H premium on 134 stocks over the last week.
Consumer discretionary, consumer staple and health care sectors lower the overall A/H premium. 
Real estate and industrials sectors are the only two sectors with WoW A/H premium increases.


A/H Premium Weekly: Consumer and Health Care Lowered A/H Premium

China

CIMC Vehicles (Group) Co., Ltd. operates as a semi trailers and truck bodies manufacturer. The Company produces chassis trailers, flatbed trailers, fence trailers, tank trailers, refrigerated trailers, van trailers, and other equipment. CIMC Vehicles (Group) markets its products worldwide.

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CIMC Vehicle Group Co Ltd (1839 HK)

A-H Premium Weekly (Sep 30th): China Tourism at New Low Since Listing

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Ping An, Bankcomm, Angang Steel, Remegen, Qingdao Port,...

Ke Yan, CFA, FRM

A-H Premium Weekly (Sep 9th): Huadian, CGN Power, GWM

We analyzed A-H premium changes last week and highlight weekly changes in A-H premium for Huadian, CGN Power, GWM, Tigermed, Angang, CIMC,...

Ke Yan, CFA, FRM

Hong Kong CEO & Director Dealings - 26th July 2022

The data in this insight is collated from the "shareholding disclosure" link on the HKEx website. These insights also flags those companies where...

David Blennerhassett

A-H Premium Weekly: Real Estate, Industrials, Utilities Led the Decline

Real estate sector led the weekly A-H premium decline. In addition, we highlight A-H premium changes in stocks including Shanghai Junshi...

Ke Yan, CFA, FRM

A/H Premium Weekly: Consumer and Health Care Lowered A/H Premium

We highlight that the consumer discretionary, consumer staple and health care sectors are the biggest driver for lower A/H premium WoW.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)