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

In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by our proprietary data engine, and highlight interesting observations. We split the stocks eligible for the Hong Kong Connect trade into three groups: component stocks in the HSCEI index, stocks with a market capitalization between USD 1 billion and USD 5 billion, and stocks with a market capitalization between USD 500 million and USD 1 billion.In this insight, we will highlight the three weeks' consecutive inflow into HK Stocks via the southbound trade, led by Financials sector. Inflows into Tencent have been consistently positive. We also highlight outflows from auto manufacturers, such as Geely, Great Wall, and BYD. In the mid-cap space, we highlight Kingsoft, a leading mobile game and office software provider.

In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by our proprietary data engine, and highlight interesting observations. We split the stocks eligible for the Hong Kong Connect trade into three groups: component stocks in the HSCEI index, stocks with a market capitalization between USD 1 billion and USD 5 billion, and stocks with a market capitalization between USD 500 million and USD 1 billion.In this insight, we will highlight the three weeks' consecutive inflow into HK Stocks via the southbound trade, led by Financials sector. Inflows into Tencent have been consistently positive. We also highlight outflows from auto manufacturers, such as Geely, Great Wall, and BYD. In the mid-cap space, we highlight Kingsoft, a leading mobile game and office software provider. 

HK Connect Snippet: Auto Manufacturers, Kingsoft (2019-05-31)

Founder, Supreme Peoples Court Monitor

Susan Finder

Founder

Supreme Peoples Court Monitor

Thematic (Sector/Industry)

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/024/749/original/Screen%20Shot%202017-04-21%20at%208.49.13%20PM.png?1492779009" class="editor-image img-responsive" data-smartkarma-image-id="24749"></figure><div class="content-caption">CBRC penalty decision</div>I recently wrote about penalties imposed by China's securities regulator, the China Securities Regulatory Commission (CSRC).  It has been widely reported by the business and legal press in greater China that China's bank regulator, the China Banking Regulatory Commission (CBRC) has launched a <a href="http://www.caixinglobal.com/2017-04-17/101079381.html" target="_blank">regulatory frenzy</a> and <a href="http://newscontent.cctv.com/NewJsp/news.jsp?fileId=403998" target="_blank">inspection campaign</a> to crack down on abuses in the banking sector.  The regulator revealed in an announcement on its <a href="http://www.cbrc.gov.cn/chinese/home/docView/4D9893F514B14E0894CA1B85335C7017.html" target="_blank">website</a> early April penalties that it had…

CBRC penalty decisionI recently wrote about penalties imposed by China's securities regulator, the China Securities Regulatory Commission (CSRC).  It has been widely reported by the business and legal press in greater China that China's bank regulator, the China Banking Regulatory Commission (CBRC) has launched a regulatory frenzy and inspection campaign to crack down on abuses in the banking sector.  The regulator revealed in an announcement on its website early April penalties that it had…

China's Bank Regulator Launches Regulatory Campaign

Special Situations, Content Strategist, Smartkarma

Crispin Francis

Special Situations, Content Strategist

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Event-Driven

<a href="https://www.smartkarma.com/entities/6527" target="_blank" data-smartkarma-citation="entities:6527:1">Goldin Properties Holdings ("Goldin", 283 HK)</a> went into a <a href="http://www.hkexnews.hk/listedco/listconews/SEHK/2017/0313/LTN20170313081.PDF" target="_blank">trading halt</a> on 13 March 2017 pending the release of an announcement pursuant to the Code on Takeovers and Mergers. Last night, it was <a href="http://www.hkexnews.hk/listedco/listconews/SEHK/2015/1216/LTN20151216584.pdf" target="_blank">announced</a> that Chairman Pan Sutong had proposed to privatize the company by making a voluntary conditional cash offer. This has some similarities to the events through 2015 when a possible privatization was announced but ultimately no offer was forthcoming.In this insight, we take a look at Goldin's property portfolio and dive into the happenings of 2015.

Goldin Properties Holdings ("Goldin", 283 HK) went into a trading halt on 13 March 2017 pending the release of an announcement pursuant to the Code on Takeovers and Mergers. Last night, it was announced that Chairman Pan Sutong had proposed to privatize the company by making a voluntary conditional cash offer. This has some similarities to the events through 2015 when a possible privatization was announced but ultimately no offer was forthcoming.In this insight, we take a look at Goldin's property portfolio and dive into the happenings of 2015. 

Goldin Properties Holdings Limited (283 HK): Non-Binding Privatization Proposal, Again

Head of Research at Fusion Wealth Management Ltd

Michael McGaughy

In my research and investing I stress three things: people, structure, and value.  I look for companies that are controlled and managed by quality people, have corporate structures that align minority and majority shareholder interests and trade at valuations that are below fair value if not outright cheap. This note is actually not about any of that and instead just a quick one about bitcoin and how my initial skepticism may have been wrong.  I usually don’t write “macro” or ‘thought pieces’…

In my research and investing I stress three things: people, structure, and value.  I look for companies that are controlled and managed by quality people, have corporate structures that align minority and majority shareholder interests and trade at valuations that are below fair value if not outright cheap. This note is actually not about any of that and instead just a quick one about bitcoin and how my initial skepticism may have been wrong.  I usually don’t write “macro” or ‘thought pieces’…

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

One of America's most prestigious investment banks was fined hundreds of millions of dollars last year for bribing Chinese officials through its 'Sons and Daughters Program'. The silence since then from Chinese anti-corruption officials has been deafening.

One of America's most prestigious investment banks was fined hundreds of millions of dollars last year for bribing Chinese officials through its 'Sons and Daughters Program'. The silence since then from Chinese anti-corruption officials has been deafening.

Chinese Officials Turn a Blind Eye to Corruption

China

China Cinda Asset Management Company Ltd. provides asset management services. The Company invests, disposes, and manages non-performing assets and equity. China Cinda Asset Management also provides consulting, investment, financial, and risk management services to individuals and businesses.

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China Cinda Asset Management (1359 HK)

HK Connect Snippet: Auto Manufacturers, Kingsoft (2019-05-31)

In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...

Ke Yan, CFA, FRM

China's Bank Regulator Launches Regulatory Campaign

I recently wrote about penalties imposed by China's securities regulator, the China Securities Regulatory Commission (CSRC). It has been widely...

Susan Finder

Goldin Properties Holdings Limited (283 HK): Non-Binding Privatization Proposal, Again

Goldin Properties Holdings ("Goldin", 283 HK) went into a trading halt on 13 March 2017 pending the release of an announcement pursuant to the Code...

Crispin Francis

Bitcoin - The View From Lagos

In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...

Michael McGaughy

Chinese Officials Turn a Blind Eye to Corruption

One of America's most prestigious investment banks was fined hundreds of millions of dollars last year for bribing Chinese officials through its...

Bixmoor

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