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 analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Aug 15th based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were Hang Seng Bank, Mgm China, Yum China.</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were Hang Seng Bank (11 HK), Yum China (9987 HK), Vitasoy (345 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Aug 15th based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were Hang Seng Bank, Mgm China, Yum China.
In the past 30 days, the top 3 companies that repurchased the most shares from the market were Hang Seng Bank (11 HK), Yum China (9987 HK), Vitasoy (345 HK).


Hong Kong Buybacks Weekly (Aug 15th): Hang Seng Bank, Mgm China, Yum China

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Aug 8th based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were HSB (11 HK), Xinyi Glass (868 HK), Yum China (9987 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Tencent (700 HK), Wuxi Biologics (2269 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Aug 8th based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were HSB (11 HK), Xinyi Glass (868 HK), Yum China (9987 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), Tencent (700 HK), Wuxi Biologics (2269 HK).


Hong Kong Buybacks Weekly (Aug 8th): Hang Seng Bank, Xinyi Glass, Yum China

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Aug 1st based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were Vitasoy (345 HK), Shoucheng (697 HK), Yum China (9987 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Wuxi Biologics (2269 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Aug 1st based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were Vitasoy (345 HK), Shoucheng (697 HK), Yum China (9987 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Wuxi Biologics (2269 HK).


Hong Kong Buybacks Weekly (Aug 1st): Vitasoy, Shoucheng, Yum China

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Jul 25th based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were China Eastern Airlines (670 HK), Yum China (9987 HK), Vitasoy (345 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Wuxi Biologics (2269 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Jul 25th based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were China Eastern Airlines (670 HK), Yum China (9987 HK), Vitasoy (345 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Wuxi Biologics (2269 HK).


Hong Kong Buybacks Weekly (Jul 25th): China Eastern Airlines, Yum China, Vitasoy International

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Thematic (Sector/Industry)

<ul>
<li>A big structural change to underpin consumer demand goes unnoticed</li>
<li>Efforts to prop up retail sales this year have had the desired effect</li>
<li>We change up the members of the original consumer basket</li>
</ul>


A big structural change to underpin consumer demand goes unnoticed
Efforts to prop up retail sales this year have had the desired effect
We change up the members of the original consumer basket


Low Bar, High Bounce: China’s Consumer Comeback

China

MINISO Group Holding Limited operates as a holding company. The Company, through its subsidiaries, retails home decor, small electronics, textile, accessories, beauty tools, toys, cosmetics, personal care, snacks, fragrance and perfumes, and stationery and gifts. MINISO Group Holding serves customers worldwide.

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MINISO Group Holding (9896 HK)

Hong Kong Buybacks Weekly (Aug 15th): Hang Seng Bank, Mgm China, Yum China

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Hang Seng Bank (11...

Ke Yan, CFA, FRM

Hong Kong Buybacks Weekly (Aug 8th): Hang Seng Bank, Xinyi Glass, Yum China

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Hang Seng Bank (11...

Ke Yan, CFA, FRM

Hong Kong Buybacks Weekly (Aug 1st): Vitasoy, Shoucheng, Yum China

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Vitasoy (345 HK),...

Ke Yan, CFA, FRM

Hong Kong Buybacks Weekly (Jul 25th): China Eastern Airlines, Yum China, Vitasoy International

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were China Eastern...

Ke Yan, CFA, FRM

Low Bar, High Bounce: China’s Consumer Comeback

One of the members of our consumer basket, China Duty Free $1880, is up 16% today and 28% since we published, highlighting the asymmetric nature of...

Rikki Malik

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)