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

Qingtao KUNSHAN ENERGY DEVELOPMENT / Equity Capital Markets

Qingtao KUNSHAN ENERGY DEVELOPMENT (2648330D HK)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/qingtao-kunshan-energy-development" target="_blank" data-smartkarma-citation="entities:48116:1" rel="noopener">Qingtao KUNSHAN ENERGY DEVELOPMENT</a> (QEDG) plans to raise around US$900m in its upcoming Hong Kong IPO.</li>
<li>QEDG manufactures solid-liquid hybrid and all solid-state batteries for electric vehicle (EV) and energy storage system (ESS) applications.</li>
<li>In this note, we look at its past performance and other deal dynamics that might impact the listing.</li>
</ul>



Qingtao KUNSHAN ENERGY DEVELOPMENT (QEDG) plans to raise around US$900m in its upcoming Hong Kong IPO.
QEDG manufactures solid-liquid hybrid and all solid-state batteries for electric vehicle (EV) and energy storage system (ESS) applications.
In this note, we look at its past performance and other deal dynamics that might impact the listing.


Aequitas: Qingtao Energy Development Group Pre-IPO - Solid Lead but Others Planning to Enter

Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>
OVERSEAS. US Yields spike to hit 16 year high; Stocks rise SPX closed +0.7% with Tech leading; China woes continue as forecasts cut; NVDIA and TSLA rebound on street optimism</li>
<li>
JAPAN.  NKY Futures +0.7% vs Cash; USDJPY 146.2;  BOJ on pace to buy record amt of bonds under new YCC regime;  Foreigners unloading JGBs; Japan DX market &gt; 2trn yen</li>
<li>
Japan X.  Flying Cars - investments pouring into the space globally. Skydrive, Japan's Flying Car beacon bearer, partners with Suzuki to to push the boundries in the space.  </li>
</ul>



OVERSEAS. US Yields spike to hit 16 year high; Stocks rise SPX closed +0.7% with Tech leading; China woes continue as forecasts cut; NVDIA and TSLA rebound on street optimism

JAPAN.  NKY Futures +0.7% vs Cash; USDJPY 146.2;  BOJ on pace to buy record amt of bonds under new YCC regime;  Foreigners unloading JGBs; Japan DX market &gt; 2trn yen

Japan X.  Flying Cars - investments pouring into the space globally. Skydrive, Japan's Flying Car beacon bearer, partners with Suzuki to to push the boundries in the space.  


Ohayo Japan|Yields Spike and Stocks UP?! Japan X: Flying Cars-Suzuki and SkyDrive's Aerial Ambitions

<ul>
<li>OVERSEAS.  Fed Minutes Rekindle Propsects for Futher Rate Hikes;  Equities continue fall as UST Yield continue to rise;  Investors Flee China; EU: Holland in recession; TESLA cuts px in China</li>
<li>JAPAN. NKY Futures -0.4% vs Cash; USDJPY 146.4; USDJPY hits 9 month low - MoF intervention watch on;  Japan Inbound recovers to ~80% vs Pre-COVID;  Japan Corp Profits Rise Again</li>
<li>NUGGET.  Toyota has kept its hydrogen fuel-cell vechicle push alive, despite the fact the world has moved en-mass to battery electric vehicles. We think this side bet is worth keeping.</li>
</ul>


OVERSEAS.  Fed Minutes Rekindle Propsects for Futher Rate Hikes;  Equities continue fall as UST Yield continue to rise;  Investors Flee China; EU: Holland in recession; TESLA cuts px in China
JAPAN. NKY Futures -0.4% vs Cash; USDJPY 146.4; USDJPY hits 9 month low - MoF intervention watch on;  Japan Inbound recovers to ~80% vs Pre-COVID;  Japan Corp Profits Rise Again
NUGGET.  Toyota has kept its hydrogen fuel-cell vechicle push alive, despite the fact the world has moved en-mass to battery electric vehicles. We think this side bet is worth keeping.


Ohayo Japan|Fed Minutes Rekindle Fears of More Hikes; NUGGET: Toyota & FCVs - A Side Bet to Keep ?

<ul>
<li>OVERSEAS.  US Equities close July a winning note as markets continue to price in the Goldilocks economy; Rally has broadened out beyond a few select tech stocks</li>
<li>JAPAN. NKY Futures +0.3% vs Cash; USDJPY 142.3; NKY powers above 33k level despite prospect of higher rates;  Earnings in full swing - generally supportive; Nintendo-next Gen Console Coming ?</li>
<li>NUGGET. Nintendo(7974)- rumour of a Next Gen Console in 2024 is gaining traction. If true, would completely reboot the company's earnings and share price outlook </li>
</ul>


OVERSEAS.  US Equities close July a winning note as markets continue to price in the Goldilocks economy; Rally has broadened out beyond a few select tech stocks
JAPAN. NKY Futures +0.3% vs Cash; USDJPY 142.3; NKY powers above 33k level despite prospect of higher rates;  Earnings in full swing - generally supportive; Nintendo-next Gen Console Coming ?
NUGGET. Nintendo(7974)- rumour of a Next Gen Console in 2024 is gaining traction. If true, would completely reboot the company's earnings and share price outlook 


Ohayo Japan| Goldilocks in Play Everywhere; NUGGET: New Console? Can't Keep a Super Mario Down!

<ul>
<li>OVERSEAS. US Stocks continue relentless run; Consumer Confidence hits 2 year high; New Resolve from China to help the economy; Alphabet reports strong earnings; MSFT AI biz growing </li>
<li>JAPAN. NKY Futures -0.3% Discount to Cash; USDJPY 140.9; Earnings in full swing:  Otsuka HD beats; Shimano Misses;   Broker Changes: Nintendo cut to Sell at UBS</li>
<li>NUGGET. Globally competitive wages - An National Security Issue. More evidence emerges: Now out of Vietnam </li>
</ul>


OVERSEAS. US Stocks continue relentless run; Consumer Confidence hits 2 year high; New Resolve from China to help the economy; Alphabet reports strong earnings; MSFT AI biz growing 
JAPAN. NKY Futures -0.3% Discount to Cash; USDJPY 140.9; Earnings in full swing:  Otsuka HD beats; Shimano Misses;   Broker Changes: Nintendo cut to Sell at UBS
NUGGET. Globally competitive wages - An National Security Issue. More evidence emerges: Now out of Vietnam 


Ohayo Japan| US Consumer Confidence; China Resolve Fuels Stocks; NUGGET:IT Talent Issue - A Priority

Japan

Panasonic Corporation manufactures electric and electronic products. The Company produces home appliances, car navigation systems, digital devices, computer peripherals, telecommunications, industrial equipment, and electronic parts. Panasonic has associated companies around the world.

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Panasonic Corp (6752 JP)

Aequitas: Qingtao Energy Development Group Pre-IPO - Solid Lead but Others Planning to Enter

Qingtao Kunshan Energy Development (QEDG) plans to raise around US$900m in its upcoming Hong Kong IPO. In this note, we look at the company's past...

Sumeet Singh

Ohayo Japan|Yields Spike and Stocks UP?! Japan X: Flying Cars-Suzuki and SkyDrive's Aerial Ambitions

Yields Spike and Stocks Up?! Huh? NKY Futures +0.7% vs Cash; USDJPY 146.2; BOJ on pace to buy record amt of bonds under new YCC regime; ...

Mark Chadwick

Ohayo Japan|Fed Minutes Rekindle Fears of More Hikes; NUGGET: Toyota & FCVs - A Side Bet to Keep ?

Fed Minutes rekindle spectre of further hikes; NKY Futures -0.4% vs Cash; USDJPY 146.4; USDJPY hits 9 month low - MoF intervention watch on; Japan...

Mark Chadwick

Ohayo Japan| Goldilocks in Play Everywhere; NUGGET: New Console? Can't Keep a Super Mario Down!

SPX Up(agaiin); NKY Futures +0.3% vs Cash; USDJPY 142.3; NKY powers above 33k level despite prospect of higher rates; Earnings in full swing -...

Mark Chadwick

Ohayo Japan| US Consumer Confidence; China Resolve Fuels Stocks; NUGGET:IT Talent Issue - A Priority

Strong consumer confidence; Chinese govt resolve to support economy fuels stocks; NKY Futures -0.3% Discount to Cash; Earnings: Otsuka HD beats;...

Mark Chadwick

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