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 150 stocks over the last week. The average A-H premium was 83.3% as of Mar 21st.</li>
<li>The average A-H premium changed by -0.4ppt week-on-week, led by utilities, consumer discretionary, communication services and offset by consumer staples, financials.</li>
<li>We highlight weekly changes in A-H premium for Huadian Power, Livzon Pharma, Joinn Lab, Maanshan Iron&amp;Steel, Datang Intl Power.</li>
</ul>


We analyse the changes of A-H premium on 150 stocks over the last week. The average A-H premium was 83.3% as of Mar 21st.
The average A-H premium changed by -0.4ppt week-on-week, led by utilities, consumer discretionary, communication services and offset by consumer staples, financials.
We highlight weekly changes in A-H premium for Huadian Power, Livzon Pharma, Joinn Lab, Maanshan Iron&amp;Steel, Datang Intl Power.


A-H Premium Weekly (Mar 21st): 47 Stocks at 52 Week High A-H Premium

Derivatives and Quantitative Strategist

Gaudenz Schneider

Equity Derivatives

<ul>
<li>
<a href="https://www.smartkarma.com/entities/china-mobile-ltd" target="_blank" data-smartkarma-citation="entities:27:1" rel="noopener">China Mobile (941 HK)</a> / <a href="https://www.smartkarma.com/entities/china-mobile-ltd-cca8f162-fa93-4d59-944e-86bad7251e5c" target="_blank" data-smartkarma-citation="entities:35371:1" rel="noopener">China Mobile (600941 CH)</a> will release 2024 results on Thursday 20 March 2025. </li>
<li>Historically, the stock shows minimal post-earnings volatility, with rare exceptions. Options markets project moderate movement. Opportunities exist for investors with strong directional conviction.</li>
<li>Given China Mobile's recent history of dividend increases and strong stock performance, a significant dividend boost is possible.</li>
</ul>



China Mobile (941 HK) / China Mobile (600941 CH) will release 2024 results on Thursday 20 March 2025. 
Historically, the stock shows minimal post-earnings volatility, with rare exceptions. Options markets project moderate movement. Opportunities exist for investors with strong directional conviction.
Given China Mobile's recent history of dividend increases and strong stock performance, a significant dividend boost is possible.


China Mobile (941 HK): Expected Move on Profit Announcement and Option Insights

<ul>
<li>We analyse the changes of A-H premium on 150 stocks over the last week. The average A-H premium was 95.0% as of Jan 3rd.</li>
<li>The average A-H premium changed by -2.1ppt week-on-week, led by information technology, utilities, materials and offset by consumer staples, communication services.</li>
<li>We highlight weekly changes in A-H premium for TEC, CanSinoBIO, SD GOLD, CRRC.</li>
</ul>


We analyse the changes of A-H premium on 150 stocks over the last week. The average A-H premium was 95.0% as of Jan 3rd.
The average A-H premium changed by -2.1ppt week-on-week, led by information technology, utilities, materials and offset by consumer staples, communication services.
We highlight weekly changes in A-H premium for TEC, CanSinoBIO, SD GOLD, CRRC.


A-H Premium Weekly (Jan 3rd):TEC, CanSinoBIO, SD GOLD, CRRC.

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Humanoid robot development is rapidly advancing with improvements in AI, mobility, and interaction capabilities, exciting progress being made.</li><li>China's cloud service spending expected to surge 20% by 2024, with the country leading the hydrogen race through policies and demand.</li><li>Former TSMC R&amp;D director sheds light on Taiwan chip industry facing geopolitical shifts, reaching a crucial crossroads amidst declining semiconductor market.</li></ul>

Humanoid robot development is rapidly advancing with improvements in AI, mobility, and interaction capabilities, exciting progress being made.China's cloud service spending expected to surge 20% by 2024, with the country leading the hydrogen race through policies and demand.Former TSMC R&amp;D director sheds light on Taiwan chip industry facing geopolitical shifts, reaching a crucial crossroads amidst declining semiconductor market.

Tech Supply Chain Tracker (28-Jun-2024): Humanoid robot develpment status.

<ul>
<li>We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 103.3% as of Jun 21st.</li>
<li>The average A-H premium changed by -1.5ppt week-on-week, led by real estate, communication services, consumer staples and offset by utilities, information technology.</li>
<li>We highlight weekly changes in A-H premium for China Tourism, Shenhua, China Telecom, CNOOC, Hua Hong Semi, YOFC, Huadian.</li>
</ul>


We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 103.3% as of Jun 21st.
The average A-H premium changed by -1.5ppt week-on-week, led by real estate, communication services, consumer staples and offset by utilities, information technology.
We highlight weekly changes in A-H premium for China Tourism, Shenhua, China Telecom, CNOOC, Hua Hong Semi, YOFC, Huadian.


A-H Premium Weekly (Jun 21st): China Tourism, Shenhua, China Telecom, CNOOC, Hua Hong Semi, YOFC

China

China Telecom Corporation Limited offers wireline telecom services. The Company provides internet access, mobile communications connecting, and other services. China Telecom also offers information consulting services.

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

China Telecom (601728 CH)

A-H Premium Weekly (Mar 21st): 47 Stocks at 52 Week High A-H Premium

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Huadian Power, Livzon Pharma, Joinn Lab, Maanshan...

Ke Yan, CFA, FRM

China Mobile (941 HK): Expected Move on Profit Announcement and Option Insights

China Mobile to release 2024 results with potential for significant dividend boost and opportunities for investors with strong directional...

Gaudenz Schneider

A-H Premium Weekly (Jan 3rd):TEC, CanSinoBIO, SD GOLD, CRRC.

We analyzed A-H premium changes in the past week and highlight A-H premium changes for TEC (688187 CH/3898 HK), CanSinoBIO (688185 CH/6185 HK), SD...

Ke Yan, CFA, FRM

Tech Supply Chain Tracker (28-Jun-2024): Humanoid robot develpment status.

Robot development advances with AI, mobility, and interaction improvements; China cloud spending to surge; Polish photonics foundation solidified;...

Tech Supply Chain Tracker

A-H Premium Weekly (Jun 21st): China Tourism, Shenhua, China Telecom, CNOOC, Hua Hong Semi, YOFC

We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Tourism, Shenhua, China Telecom, CNOOC, Hua Hong Semi,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

A-H Premium Weekly (Mar 21st): 47 Stocks at 52 Week High A-H Premium

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Huadian Power, Livzon Pharma, Joinn Lab, Maanshan...

Ke Yan, CFA, FRM

China Mobile (941 HK): Expected Move on Profit Announcement and Option Insights

​China Mobile to release 2024 results with potential for significant dividend boost and opportunities for investors with strong directional...

Gaudenz Schneider

A-H Premium Weekly (Jan 3rd):TEC, CanSinoBIO, SD GOLD, CRRC.

We analyzed A-H premium changes in the past week and highlight A-H premium changes for TEC (688187 CH/3898 HK), CanSinoBIO (688185 CH/6185 HK), SD...

Ke Yan, CFA, FRM

Tech Supply Chain Tracker (28-Jun-2024): Humanoid robot develpment status.

Robot development advances with AI, mobility, and interaction improvements; China cloud spending to surge; Polish photonics foundation solidified;...

Tech Supply Chain Tracker

A-H Premium Weekly (Jun 21st): China Tourism, Shenhua, China Telecom, CNOOC, Hua Hong Semi, YOFC

We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Tourism, Shenhua, China Telecom, CNOOC, Hua Hong Semi,...

Ke Yan, CFA, FRM

China Mobile to release 2024 results with potential for significant dividend boost and opportunities for investors with strong directional...