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 146 stocks over the last week. The average A-H premium was 114.4% as of Sep 8th.</li>
<li>The average A-H premium changed by -3.9ppt week on week, led by real estate, consumer staples, communication services and offset by consumer discretionary.</li>
<li>We highlight weekly changes in A-H premium for Huadian Power, Huaneng Power, Shanghai Elect, China Longyuan, Aluminum Corp.</li>
</ul>


We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 114.4% as of Sep 8th.
The average A-H premium changed by -3.9ppt week on week, led by real estate, consumer staples, communication services and offset by consumer discretionary.
We highlight weekly changes in A-H premium for Huadian Power, Huaneng Power, Shanghai Elect, China Longyuan, Aluminum Corp.


A-H Premium Weekly (Sep 8th): Huadian Power, Huaneng Power, Shanghai Electric, China Longyuan

APAC IPOs & Placements, Aequitas Research

Clarence Chu

APAC IPOs & Placements

Equity Capital Markets

Chenqi Technology Limited / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/chenqi-technology-limited" target="_blank" data-smartkarma-citation="entities:40058:1" rel="noopener">Chenqi Technology Limited (CT HK)</a> is looking to raise US$300m in its upcoming Hong Kong IPO.</li>
<li>Chenqi Technology (Chenqi) is a mobility technology and service company in China.</li>
<li>Founded by the GAC Group and Tencent, its key offerings include (i) mobility services, (ii) technology services, and (iii) ecosystem services.</li>
</ul>



Chenqi Technology Limited (CT HK) is looking to raise US$300m in its upcoming Hong Kong IPO.
Chenqi Technology (Chenqi) is a mobility technology and service company in China.
Founded by the GAC Group and Tencent, its key offerings include (i) mobility services, (ii) technology services, and (iii) ecosystem services.


Chenqi Technology Limited Pre-IPO Tearsheet

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>This week it is changed from H/A Discount to A/H Premium, by popular demand. Some Northbound data is added. We kept the unicorn.</li>
<li>Last week saw a win/loss ratio of 21:13. Average recommended pair on the week earned 0.9% if Sunday recos executed Monday close, 1.35% if executed Monday VWAP. </li>
<li>6 Unwinds and 3 new trades recommended this week. As always, feedback desired to make this even better.</li>
</ul>


This week it is changed from H/A Discount to A/H Premium, by popular demand. Some Northbound data is added. We kept the unicorn.
Last week saw a win/loss ratio of 21:13. Average recommended pair on the week earned 0.9% if Sunday recos executed Monday close, 1.35% if executed Monday VWAP. 
6 Unwinds and 3 new trades recommended this week. As always, feedback desired to make this even better.


Quiddity A/H Premium Monitor 🦄 (As of 25 Aug 2023)

<ul>
<li>This is the Brand Spanking New and Improved and Extra Spiffy H/A-Share Discount/Premium Weekly designed to help investors see H/A relationships easily. </li>
<li>We used to do it and decided to bring it back better. There are lots of cool interactive tables, and charts, heat maps, and comparative data. And 19 Trade Recommendations. </li>
<li>We hope this new version serves readers even better. Improvements this week due to popular demand, and updated format. Further feedback is welcome/appreciated. </li>
</ul>


This is the Brand Spanking New and Improved and Extra Spiffy H/A-Share Discount/Premium Weekly designed to help investors see H/A relationships easily. 
We used to do it and decided to bring it back better. There are lots of cool interactive tables, and charts, heat maps, and comparative data. And 19 Trade Recommendations. 
We hope this new version serves readers even better. Improvements this week due to popular demand, and updated format. Further feedback is welcome/appreciated. 


Week 2 of the Brand New and Extra Spiffy 🦄 H/​A-Share Discount/​Premium Weekly (As of 18 Aug 2023)

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>Flood /Cover Story: How a 140-year flood caught Beijing and nearby cities off guard</li><li>FDI /Chart of the Day: Foreign investment in China tumbles on overseas headwinds</li><li>Economy /Chinese economic officials at pains to tout efficacy of recovery stimulus</li></ul>

Flood /Cover Story: How a 140-year flood caught Beijing and nearby cities off guardFDI /Chart of the Day: Foreign investment in China tumbles on overseas headwindsEconomy /Chinese economic officials at pains to tout efficacy of recovery stimulus

CX Daily: How a 140-Year Flood Caught Beijing and Nearby Cities Off Guard

China

Guangzhou Automobile Group Company Limited manufactures and sells automobiles. The Company vehicles, motorcycles, and other products. Guangzhou Automobile Group also provides automobile parts manufacturing, automotive business services, automotive finance, and other services.

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

Guangzhou Automobile Group (601238 CH)

A-H Premium Weekly (Sep 8th): Huadian Power, Huaneng Power, Shanghai Electric, China Longyuan

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Huadian Power, Huaneng Power, Shanghai Electric, China...

Ke Yan, CFA, FRM

Chenqi Technology Limited Pre-IPO Tearsheet

Chenqi Technology Limited (CT HK) is looking to raise US$300m in its upcoming Hong Kong IPO. Chenqi Technology (Chenqi) is a mobility technology...

Clarence Chu

Quiddity A/H Premium Monitor 🦄 (As of 25 Aug 2023)

The new Quiddity A/H Premium Monitor (this week in A/H Premium rather than H/A Discount), now with Southbound AND Northbound flows. Last week was...

Travis Lundy

CX Daily: How a 140-Year Flood Caught Beijing and Nearby Cities Off Guard

Flood /Cover Story: How a 140-year flood caught Beijing and nearby cities off guard FDI /Chart of the Day: Foreign investment in China tumbles on...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

A-H Premium Weekly (Sep 8th): Huadian Power, Huaneng Power, Shanghai Electric, China Longyuan

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Huadian Power, Huaneng Power, Shanghai Electric, China...

Ke Yan, CFA, FRM

Chenqi Technology Limited Pre-IPO Tearsheet

Chenqi Technology Limited (CT HK) is looking to raise US$300m in its upcoming Hong Kong IPO. Chenqi Technology (Chenqi) is a mobility technology...

Clarence Chu

Quiddity A/H Premium Monitor 🦄 (As of 25 Aug 2023)

The new Quiddity A/H Premium Monitor (this week in A/H Premium rather than H/A Discount), now with Southbound AND Northbound flows. Last week was...

Travis Lundy

Week 2 of the Brand New and Extra Spiffy 🦄 H/​A-Share Discount/​Premium Weekly (As of 18 Aug 2023)

Week 2 of the Brand New and Extra Spiffy H/A Discount Monitor. Thanks for the requests. Some are implemented. Some are on the way. Trades were up...

Travis Lundy

CX Daily: How a 140-Year Flood Caught Beijing and Nearby Cities Off Guard

Flood /Cover Story: How a 140-year flood caught Beijing and nearby cities off guard FDI /Chart of the Day: Foreign investment in China tumbles on...

Caixin Global

Week 2 of the Brand New and Extra Spiffy 🦄 H/A-Share Discount/Premium Weekly (As of 18 Aug 2023)