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 analyzed the latest HK SFC report for aggregate short position as of Oct 25th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Li Auto, Xiaomi, Xinyi Solar, Geely Auto, Trip.Com.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Oct 25th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Li Auto, Xiaomi, Xinyi Solar, Geely Auto, Trip.Com.


HK Short Interest Weekly: Li Auto, Xiaomi, Xinyi Solar, Geely Auto, Trip.Com

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Nov 1st based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Swire Pacific (19 HK), Sinopec (386 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Swire Pacific (19 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Nov 1st based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Swire Pacific (19 HK), Sinopec (386 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Swire Pacific (19 HK).


Hong Kong Buybacks Weekly (Nov 1st): AIA, Swire Pacific, Sinopec

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Oct 18th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in China Overseas, Cspc Pharma, Anta Sports, Kuaishou, Jd.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Oct 18th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in China Overseas, Cspc Pharma, Anta Sports, Kuaishou, Jd.


HK Short Interest Weekly: China Overseas, Cspc Pharma, Anta Sports, Kuaishou, Jd

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Oct 25th based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Swire Pacific (19 HK), Swire Properties (1972 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Meituan (3690 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Oct 25th based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Swire Pacific (19 HK), Swire Properties (1972 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Meituan (3690 HK).


Hong Kong Buybacks Weekly (Oct 25th): AIA, Swire Pacific, Swire Properties

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Thematic (Sector/Industry)

<ul>
<li>A cyclical bull market in Chinese stocks provide a good opportunity in the sector</li>
<li>Similar upside potential as the brokers but with less volatility</li>
<li>Insurance products still have a low level of penetration in China</li>
</ul>


A cyclical bull market in Chinese stocks provide a good opportunity in the sector
Similar upside potential as the brokers but with less volatility
Insurance products still have a low level of penetration in China


Insurance Sector as a Leveraged Play on the Chinese Revival

Hong Kong

AIA Group Limited offers insurance and financial services. The Company writes life insurance for individuals, businesses, accident, and health insurance, as well as retirement planning and wealth management services.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

AIA Group Ltd (1299 HK)

HK Short Interest Weekly: Li Auto, Xiaomi, Xinyi Solar, Geely Auto, Trip.Com

We analyzed the latest HK SFC report for aggregate short position as of Oct 25th and highlight short interest changes in Li Auto, Xiaomi, Xinyi...

Ke Yan, CFA, FRM

Hong Kong Buybacks Weekly (Nov 1st): AIA, Swire Pacific, Sinopec

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were AIA (1299 HK),...

Ke Yan, CFA, FRM

HK Short Interest Weekly: China Overseas, Cspc Pharma, Anta Sports, Kuaishou, Jd

We analyzed the latest HK SFC report for aggregate short position as of Oct 18th and highlight short interest changes in China Overseas, Cspc...

Ke Yan, CFA, FRM

Hong Kong Buybacks Weekly (Oct 25th): AIA, Swire Pacific, Swire Properties

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were AIA (1299 HK),...

Ke Yan, CFA, FRM

Insurance Sector as a Leveraged Play on the Chinese Revival

Chinese stocks in a cyclical bull market offer a promising opportunity especially in the insurance sector due to a reversal of trends and a low...

Rikki Malik

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

HK Short Interest Weekly: Li Auto, Xiaomi, Xinyi Solar, Geely Auto, Trip.Com

We analyzed the latest HK SFC report for aggregate short position as of Oct 25th and highlight short interest changes in Li Auto, Xiaomi, Xinyi...

Ke Yan, CFA, FRM

Hong Kong Buybacks Weekly (Nov 1st): AIA, Swire Pacific, Sinopec

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were AIA (1299 HK),...

Ke Yan, CFA, FRM

HK Short Interest Weekly: China Overseas, Cspc Pharma, Anta Sports, Kuaishou, Jd

We analyzed the latest HK SFC report for aggregate short position as of Oct 18th and highlight short interest changes in China Overseas, Cspc...

Ke Yan, CFA, FRM

Hong Kong Buybacks Weekly (Oct 25th): AIA, Swire Pacific, Swire Properties

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were AIA (1299 HK),...

Ke Yan, CFA, FRM

Insurance Sector as a Leveraged Play on the Chinese Revival

​Chinese stocks in a cyclical bull market offer a promising opportunity especially in the insurance sector due to a reversal of trends and a low...

Rikki Malik

Chinese stocks in a cyclical bull market offer a promising opportunity especially in the insurance sector due to a reversal of trends and a low...