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 monthly Hong Kong Connect flows with our data engine.</li>
<li>We tabulate the top stocks by inflows, outlfows, and holding by mainland investors.</li>
<li>We highlight inflows into Tencent, Meituan, Wuxi Biologics, Li Auto, Kuaishou, and outflows from Tsingtao Brewery.</li>
</ul>


We analyze the monthly Hong Kong Connect flows with our data engine.
We tabulate the top stocks by inflows, outlfows, and holding by mainland investors.
We highlight inflows into Tencent, Meituan, Wuxi Biologics, Li Auto, Kuaishou, and outflows from Tsingtao Brewery.


Hong Kong Connect Flows Monthly: $8.1bn Inflows in October

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul>
<li>
Crimes / Cover Story: The evolution of crime in China. 
</li>
<li>
Seoul / Chinese nationals among scores dead in Seoul crush. 
</li>
<li>
Personnel / Rising Communist Party star Yin Yong named acting mayor of Beijing. .
</li>
</ul>



Crimes / Cover Story: The evolution of crime in China. 


Seoul / Chinese nationals among scores dead in Seoul crush. 


Personnel / Rising Communist Party star Yin Yong named acting mayor of Beijing. .



CX Daily: The Evolution Of Crime In China

<ul>
<li>We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 135.0% as of Oct 28th.</li>
<li>The average A-H premium changed by 7.6ppt weeok on week, led by utilities, financials, information technology and offset by real estate.</li>
<li>We highlight weekly changes in A-H premium for Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium.</li>
</ul>


We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 135.0% as of Oct 28th.
The average A-H premium changed by 7.6ppt weeok on week, led by utilities, financials, information technology and offset by real estate.
We highlight weekly changes in A-H premium for Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium.


A-H Premium Weekly (Oct 28th): Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Oct 21st.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in BYD, Conch Venture, Shandong Weigao.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Oct 21st.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in BYD, Conch Venture, Shandong Weigao.


HK Short Interest Weekly: BYD, Conch Venture, Shandong Weigao.

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Bottom-Up

<ul>
<li>In this insight, we discuss a pair trade between LG Chem Ltd (051910 KS) (go long) and LG Energy Solution (373220 KS) (go short). </li>
<li>LG Chem's shares are trading at nearly 66% discount to its NAV which we believe to be excessive. </li>
<li>Another major factor that could negatively impact LGES' shares in the next several months is the end of the lock-up period for the company's ESOA shares in about three months. </li>
</ul>


In this insight, we discuss a pair trade between LG Chem Ltd (051910 KS) (go long) and LG Energy Solution (373220 KS) (go short). 
LG Chem's shares are trading at nearly 66% discount to its NAV which we believe to be excessive. 
Another major factor that could negatively impact LGES' shares in the next several months is the end of the lock-up period for the company's ESOA shares in about three months. 


Closing the Gap Between LG Energy Solution & LG Chem Pair Trade

China

BYD Company Limited manufactures automotive products. The Company produces ordinary passenger cars, commercial vehicles, and other products. BYD also operates battery making, rail transportation construction, and other businesses.

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BYD (002594 CH)

Hong Kong Connect Flows Monthly: $8.1bn Inflows in October

We analyzed the Hong Kong Connect Scheme for October and highlight flows for Tencent, Meituan, Wuxi Biologics, Li Auto, Kuaishou, Tsingtao Brewery.

Ke Yan, CFA, FRM

CX Daily: The Evolution Of Crime In China

Crimes / Cover Story: The evolution of crime in China. Seoul / Chinese nationals among scores dead in Seoul crush. Personnel / Rising Communist...

Caixin Global

A-H Premium Weekly (Oct 28th): Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium.

Ke Yan, CFA, FRM

HK Short Interest Weekly: BYD, Conch Venture, Shandong Weigao.

We analyzed the latest HK SFC report for aggregate short position as of {} and highlight short interest changes in BYD, Conch Venture, Shandong...

Ke Yan, CFA, FRM

Closing the Gap Between LG Energy Solution & LG Chem Pair Trade

In this insight, we discuss a pair trade between LG Chem Ltd (051910 KS) (go long) and LG Energy Solution (373220 KS) (go short).

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)