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 analysed the earning revision of component stocks of CSI 100 in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on CHINA VANKE, PING AN INSURANCE, BOE TECHNOLOGY, TCL TECHNOLOGY, COSCO SHIPPING, GANFENG LITHIUM, Cosco Shipping, Ping An Insurance, China Vanke, Boe Technology, Tcl Technology.</li>
</ul>


We analysed the earning revision of component stocks of CSI 100 in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on CHINA VANKE, PING AN INSURANCE, BOE TECHNOLOGY, TCL TECHNOLOGY, COSCO SHIPPING, GANFENG LITHIUM, Cosco Shipping, Ping An Insurance, China Vanke, Boe Technology, Tcl Technology.


CSI 100 Index Earning Revision (Nov): CHINA VANKE, PING AN INSURANCE, BOE, TCL

<ul>
<li>We analyse the changes of A-H premium on 160 stocks over the last week. The average A-H premium was 62.9% as of Nov 28th.</li>
<li>The average A-H premium changed by -0.9ppt week-on-week, led by industrials, energy and offset by real estate, information technology, communication services.</li>
<li>We highlight weekly changes in A-H premium for Guangzhou Automobile, China Everbright Bank, China Southern Airlines, Cig Shanghai.</li>
</ul>


We analyse the changes of A-H premium on 160 stocks over the last week. The average A-H premium was 62.9% as of Nov 28th.
The average A-H premium changed by -0.9ppt week-on-week, led by industrials, energy and offset by real estate, information technology, communication services.
We highlight weekly changes in A-H premium for Guangzhou Automobile, China Everbright Bank, China Southern Airlines, Cig Shanghai.


A-H Premium Weekly (Nov 28th): Guangzhou Automobile, China Everbright Bank, China Southern Airlines

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: China Drafts Debut Legislation for Public Interest Litigation</li><li>Three Arrested as Hong Kong High-Rise Fire Leaves at Least 55 Dead</li><li>Vanke Seeks to Delay Repayment on 2 Billion Yuan Note as Debt Pressures Mount</li></ul>

In Depth: China Drafts Debut Legislation for Public Interest LitigationThree Arrested as Hong Kong High-Rise Fire Leaves at Least 55 DeadVanke Seeks to Delay Repayment on 2 Billion Yuan Note as Debt Pressures Mount

CX Daily: China Drafts Debut Legislation for Public Interest Litigation 

Senior Credit Analyst, Lucror Analytics

Trung Nguyen

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

<ul>
<li>In today's Morning Views publication we comment on developments of the following high yield issuers: Softbank Group, China Vanke</li>
<li>UST yields were mixed yesterday. The UST curve twisted slightly steeper, with the yield on the 2Y UST rising 2 bps to 3.48%, while the 10Y was unchanged at 4.00%. Equities rose for a fourth day, supported by a continued recovery in tech stocks. The S&amp;P 500 and Nasdaq climbed 0.7% and 0.8% to 6,813 and 23,215, respectively.</li>
<li>The Fed Beige Book for November 2025 showed that overall consumer spending had declined further since the October report.</li>
</ul>


In today's Morning Views publication we comment on developments of the following high yield issuers: Softbank Group, China Vanke
UST yields were mixed yesterday. The UST curve twisted slightly steeper, with the yield on the 2Y UST rising 2 bps to 3.48%, while the 10Y was unchanged at 4.00%. Equities rose for a fourth day, supported by a continued recovery in tech stocks. The S&amp;P 500 and Nasdaq climbed 0.7% and 0.8% to 6,813 and 23,215, respectively.
The Fed Beige Book for November 2025 showed that overall consumer spending had declined further since the October report.


<ul>
<li>We analyse the changes of A-H premium on 160 stocks over the last week. The average A-H premium was 63.5% as of Nov 21st.</li>
<li>The average A-H premium changed by 2.5ppt week-on-week, led by information technology, materials, financials and offset by health care.</li>
<li>We highlight weekly changes in A-H premium for Tianqi Lithium, BOC, CSSC O&amp;M Engineering, China Coal Energy, CATL, Sinopec.</li>
</ul>


We analyse the changes of A-H premium on 160 stocks over the last week. The average A-H premium was 63.5% as of Nov 21st.
The average A-H premium changed by 2.5ppt week-on-week, led by information technology, materials, financials and offset by health care.
We highlight weekly changes in A-H premium for Tianqi Lithium, BOC, CSSC O&amp;M Engineering, China Coal Energy, CATL, Sinopec.


A-H Premium Weekly (Nov 21st): Tianqi Lithium, BOC, CSSC O&M Engineering, China Coal Energy, CATL

China

China Vanke Co., Ltd. operates real estate development businesses.  The Company provides housing renovation, housing loans, real estate brokerage, and other businesses. China Vanke also operates logistics, material supply, and other businesses.

Price Gauge
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China Vanke (000002 CH)

CSI 100 Index Earning Revision (Nov): CHINA VANKE, PING AN INSURANCE, BOE, TCL

We analyzed CSI 100's consensus for Nov 2025 and highlighted changes of EPS in CHINA VANKE (000002 CH), PING AN INSURANCE (601318 CH), BOE...

Ke Yan, CFA, FRM

A-H Premium Weekly (Nov 28th): Guangzhou Automobile, China Everbright Bank, China Southern Airlines

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Guangzhou Automobile, China Everbright Bank, China Southern...

Ke Yan, CFA, FRM

CX Daily: China Drafts Debut Legislation for Public Interest Litigation

TOP STORIES In Depth: China Drafts Debut Legislation for Public Interest Litigation China is introducing new legislation that will enable more...

Caixin Global

Lucror Analytics - Morning Views Asia

In today's Morning Views publication we comment on developments of the following high yield issuers: Softbank Group, China Vanke

Lucror Analytics

A-H Premium Weekly (Nov 21st): Tianqi Lithium, BOC, CSSC O&M Engineering, China Coal Energy, CATL

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Tianqi Lithium, BOC, CSSC O&M Engineering, China Coal...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

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