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.

Event-Driven

Hang Seng China Enterprises Index / Event-Driven

<ul>
<li>We analysed the earning revision of component stocks of HSCEI 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 CCB, Sinopec, BOC, Petrochina, CNOOC, China Overseas, Ping An.</li>
</ul>


We analysed the earning revision of component stocks of HSCEI 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 CCB, Sinopec, BOC, Petrochina, CNOOC, China Overseas, Ping An.


HSCEI Earning Revision Analysis (Apr): CCB, Sinopec, BOC, Petrochina, CNOOC, China Overseas, Ping An

Global Editor, Base Oil News

Iain Pocock

Global Editor

Global Base Oils and Lubricants Markets

Base Oil News

Base Oil News focuses on the interplay between fundamentals and prices in the global base oils and lubricants markets.

Baseoilnews.com combines daily, weekly and monthly base oils and lubes fundamentals data from every region of the world to build the most comprehensive and up-to-date global picture of the state of the market.

The data and analysis provide key tools to understand current market developments and opportunities and to anticipate how the market is likely to behave in the coming months.

Base oils producers, lube blenders and consumers can then better plan accordingly.

Baseoilnews.com analyses and publishes market news and data every day as it breaks.

Commodities

<ul><li>Asia’s base oils demand likely to face more downward pressure as slowing industrial activity in key regional markets start to reflect impact of US tariffs.</li><li>Demand already slowed amid uncertainty about impact of tariffs.</li><li>Slowdown in demand highlights widespread repercussion of tariffs, even for products that are not directly impacted.</li></ul>

Asia’s base oils demand likely to face more downward pressure as slowing industrial activity in key regional markets start to reflect impact of US tariffs.Demand already slowed amid uncertainty about impact of tariffs.Slowdown in demand highlights widespread repercussion of tariffs, even for products that are not directly impacted.

Asia base oils demand outlook: Week of 5 May

<ul><li>Global base oils price premium to feedstock/competing fuel prices stays higher at end-April 2025 than a month earlier.</li><li>Higher margins coincide with seasonal rise in demand and plant maintenance work.</li><li>Higher margins follow sharp fall in crude oil prices.</li></ul>

Global base oils price premium to feedstock/competing fuel prices stays higher at end-April 2025 than a month earlier.Higher margins coincide with seasonal rise in demand and plant maintenance work.Higher margins follow sharp fall in crude oil prices.

Global base oils margins outlook: Week of 28 April

<ul><li>US domestic Group I brightstock price outperforms lighter grades and Group II prices.</li><li>US export brightstock prices significantly lag brightstock prices in Europe and Asia.</li><li>Widening price-discount reflects signs of increasingly diverging supply-demand fundamentals between US and Europe and Asia.</li></ul>

US domestic Group I brightstock price outperforms lighter grades and Group II prices.US export brightstock prices significantly lag brightstock prices in Europe and Asia.Widening price-discount reflects signs of increasingly diverging supply-demand fundamentals between US and Europe and Asia.

Global base oils arb outlook: Week of 28 April

<ul><li>Asia’s Group I/II base oils price premium to feedstock/gasoil prices stays unusually high.</li><li>High premium points to tight supply-demand fundamentals.</li><li>Prospect of slowing demand could cushion impact of tight Group I base oils supply in Q2 2025.</li></ul>

Asia’s Group I/II base oils price premium to feedstock/gasoil prices stays unusually high.High premium points to tight supply-demand fundamentals.Prospect of slowing demand could cushion impact of tight Group I base oils supply in Q2 2025.

Asia base oils supply outlook: Week of 28 April

China

PetroChina Company Limited explores, develops, and produces crude oil and natural gas.  The Company also refines, transports, and distributes crude oil and petroleum products, produces and sells chemicals, and transmits, markets and sells natural gas.

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PetroChina (857 HK)

HSCEI Earning Revision Analysis (Apr): CCB, Sinopec, BOC, Petrochina, CNOOC, China Overseas, Ping An

We analyzed HSCEI component's consensus for the past month and highlighted changes of EPS in CCB, Sinopec, BOC, Petrochina, CNOOC, China Overseas,...

Ke Yan, CFA, FRM

Asia base oils demand outlook: Week of 5 May

Asia’s base oils demand likely to face more downward pressure as slowing industrial activity in key regional markets start to reflect impact of US...

Base Oil News

Global base oils margins outlook: Week of 28 April

Global base oils price premium to feedstock/competing fuel prices stays higher at end-April 2025 than a month earlier. Higher margins coincide...

Base Oil News

Global base oils arb outlook: Week of 28 April

US domestic Group I brightstock price outperforms lighter grades and Group II prices. US export brightstock prices significantly lag brightstock...

Base Oil News

Asia base oils supply outlook: Week of 28 April

Asia’s Group I/II base oils price premium to feedstock/gasoil prices stays unusually high. High premium points to tight supply-demand...

Base Oil News

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Market Cap (USDm)

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