Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

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.

Equity Capital Markets

Midea Group Co Ltd A / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/midea-group-co-ltd-a" target="_blank" data-smartkarma-citation="entities:16185:1" rel="noopener">Midea Group Co Ltd A (000333 CH)</a>, one of the world’s largest home appliance producers, aims to raise up to  US$5bn in its H-share listing.</li>
<li>Midea Group is one of the world’s largest home appliance manufacturing companies with a presence in over 200 countries. Its A-shares have been listed since 2013.</li>
<li>In this note, we look at its past performance and other deal dynamics that might impact the listing.</li>
</ul>



Midea Group Co Ltd A (000333 CH), one of the world’s largest home appliance producers, aims to raise up to  US$5bn in its H-share listing.
Midea Group is one of the world’s largest home appliance manufacturing companies with a presence in over 200 countries. Its A-shares have been listed since 2013.
In this note, we look at its past performance and other deal dynamics that might impact the listing.


Midea A/H Listing - Early Look - Probably Raising Acquisition Currency

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>In Depth: The Hidden Crisis of China’s Boom in Premature Births</li>
<li>China to Formulate Domestic Demand Strategy Through 2030</li>
<li>China Rolls Out Loan Subsidy Package to Boost Domestic Demand</li>
<li>China Expands Consumer Loan Subsidies to Boost Spending</li>
</ul>


In Depth: The Hidden Crisis of China’s Boom in Premature Births
China to Formulate Domestic Demand Strategy Through 2030
China Rolls Out Loan Subsidy Package to Boost Domestic Demand
China Expands Consumer Loan Subsidies to Boost Spending


CX Daily: The Hidden Crisis of China’s Boom in Premature Births 

<ul><li>In Depth: How an Acclaimed Education Experiment in Beijing Ended Up on the Brink</li><li>On the newly renovated campus of ETU Enlighten School, the laughter of a dozen students playing on a crisp early winter day belies a profound crisis.</li><li>Inside, their teachers are waiting on months of unpaid salaries.</li></ul>

In Depth: How an Acclaimed Education Experiment in Beijing Ended Up on the BrinkOn the newly renovated campus of ETU Enlighten School, the laughter of a dozen students playing on a crisp early winter day belies a profound crisis.Inside, their teachers are waiting on months of unpaid salaries.

CX Daily: How an Acclaimed Education Experiment in Beijing Ended Up on the Brink 

Thematic (Sector/Industry)

<ul><li>China’s tropical island province of Hainan is to hand out 24 million yuan ($3.4 million) in spending vouchers to encourage tourists to splash out and reverse falling retail sales in the duty-free haven.</li><li>The provincial government said it will distribute the vouchers, including 9 million yuan to buy airline tickets and 15 million yuan for tax-free shopping, between late August and October.</li><li>The initial batch of flight ticket vouchers will apply to Hainan Airlines’ services, but other carriers can request to join the program, the government said.</li></ul>

China’s tropical island province of Hainan is to hand out 24 million yuan ($3.4 million) in spending vouchers to encourage tourists to splash out and reverse falling retail sales in the duty-free haven.The provincial government said it will distribute the vouchers, including 9 million yuan to buy airline tickets and 15 million yuan for tax-free shopping, between late August and October.The initial batch of flight ticket vouchers will apply to Hainan Airlines’ services, but other carriers can request to join the program, the government said.

China’s Duty-Free Haven Hands Out $3.4 Million Vouchers to Spur Spending 

Equity Long-Short

Mo Aziz

<ul>
<li>We compiled the share price movements of 183 global travel/mobility stocks to uncover general trends and identify rotation and laggard plays   </li>
<li>Tourist countries like Greece, Spain and Turkey did very well. The U.S. also performed well, almost all names closed the year higher except for those with unique problems  </li>
<li>China and anything that is China-focused performed the worst, even companies that delivered great results are not spared and currently trading at cheap valuations </li>
</ul>


We compiled the share price movements of 183 global travel/mobility stocks to uncover general trends and identify rotation and laggard plays   
Tourist countries like Greece, Spain and Turkey did very well. The U.S. also performed well, almost all names closed the year higher except for those with unique problems  
China and anything that is China-focused performed the worst, even companies that delivered great results are not spared and currently trading at cheap valuations 


2023 Winners & Losers: Laggards and Rotation Plays for Global Travel/Mobility Stocks

China

China Tourism Group Duty Free Corporation Limited engages in sales of duty free goods and tax goods. The Company sells tobacco, wine and spirits, perfume, cosmetics, fashion and accessories, watches, jewelry, food, luggage products,and other products. China Tourism Group Duty Free also engages in investment and development of tourism destination commercial complexes.

China Tourism Group Duty Free Corp Ltd (601888 CH)

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China Tourism Group Duty Free Corp Ltd (601888 CH)

Midea A/H Listing - Early Look - Probably Raising Acquisition Currency

Midea officially filed for an H-share listing yesterday. As per media reports the company is looking to raise up to US$3bn in Hong Kong.

Sumeet Singh

CX Daily: The Hidden Crisis of China’s Boom in Premature Births

In Depth: The Hidden Crisis of China’s Boom in Premature Births China to Formulate Domestic Demand Strategy Through 2030 China Rolls Out Loan...

Caixin Global

CX Daily: How an Acclaimed Education Experiment in Beijing Ended Up on the Brink

In Depth: How an Acclaimed Education Experiment in Beijing Ended Up on the Brink On the newly renovated campus of ETU Enlighten...

Caixin Global

China’s Duty-Free Haven Hands Out $3.4 Million Vouchers to Spur Spending

China’s tropical island province of Hainan is to hand out 24 million yuan ($3.4 million) in spending vouchers to encourage tourists to splash out...

Caixin Global

2023 Winners & Losers: Laggards and Rotation Plays for Global Travel/Mobility Stocks

This report provides a quick peek on the best and worst performers in the world of global aviation and the industries that revolve around it. We...

Mo Aziz

Price Gauge

52-week Range

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