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 the weekly Hong Kong Connect flows with our data engine for holding position as of April 17th.</li>
<li>The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.</li>
<li>We highlight flows for Alibaba (9988 HK), Tencent (700 HK), Xiaomi (1810 HK), Meituan (3690 HK), CCB (939 HK).</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of April 17th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Alibaba (9988 HK), Tencent (700 HK), Xiaomi (1810 HK), Meituan (3690 HK), CCB (939 HK).


HK Connect Flows Weekly (Apr 17th): Alibaba, Tencent, Xiaomi, Meituan, CCB

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>Global base oils prices rise sharply vs feedstock/gasoil prices.</li><li>Price premiums climb at time of year when they typically rise strongly in response to firmer supply-demand fundamentals.</li><li>Rise in price premiums in April 2025 coincides with slump in crude oil prices.</li></ul>

Global base oils prices rise sharply vs feedstock/gasoil prices.Price premiums climb at time of year when they typically rise strongly in response to firmer supply-demand fundamentals.Rise in price premiums in April 2025 coincides with slump in crude oil prices.

Global base oils margins outlook: Week of 14 April

<ul><li>US base oils export price discount to Asia base oils prices stays wide so far this year.</li><li>Wide price discount facilitates shipment of surplus supplies to markets like India.</li><li>US base oils and lube exports to India surge in Feb 2025, reflecting that dynamic.</li></ul>

US base oils export price discount to Asia base oils prices stays wide so far this year.Wide price discount facilitates shipment of surplus supplies to markets like India.US base oils and lube exports to India surge in Feb 2025, reflecting that dynamic.

Global base oils arb outlook: Week of 14 April

<ul><li>Asia’s base oils prices surge relative to feedstock and gasoil prices.</li><li>Surge in margins include light-grade base oils, for which supply is more readily available.</li><li>Increasingly high margins and closed arbitrage to other markets by contrast points to tight supply.</li></ul>

Asia’s base oils prices surge relative to feedstock and gasoil prices.Surge in margins include light-grade base oils, for which supply is more readily available.Increasingly high margins and closed arbitrage to other markets by contrast points to tight supply.

Asia base oils supply outlook: Week of 14 April

<ul><li>Asia’s base oils demand likely to be more muted as unusually extreme market volatility boosts incentive for buyers to keep inventories at lower levels.</li><li>Uncertainty about outlook and sharp fall in crude oil prices so far this month add to incentive to hold back.</li><li>Blenders could face lower-than-usual inventories at start of Q2 2025 because of tight supply and firm demand in Q1 2025.</li></ul>

Asia’s base oils demand likely to be more muted as unusually extreme market volatility boosts incentive for buyers to keep inventories at lower levels.Uncertainty about outlook and sharp fall in crude oil prices so far this month add to incentive to hold back.Blenders could face lower-than-usual inventories at start of Q2 2025 because of tight supply and firm demand in Q1 2025.

Asia base oils demand outlook: Week of 14 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)

HK Connect Flows Weekly (Apr 17th): Alibaba, Tencent, Xiaomi, Meituan, CCB

We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, Tencent, Xiaomi, Meituan, CCB.

Ke Yan, CFA, FRM

Global base oils margins outlook: Week of 14 April

Global base oils prices rise sharply vs feedstock/gasoil prices. Price premiums climb at time of year when they typically rise strongly in...

Base Oil News

Global base oils arb outlook: Week of 14 April

US base oils export price discount to Asia base oils prices stays wide so far this year. Wide price discount facilitates shipment of surplus...

Base Oil News

Asia base oils supply outlook: Week of 14 April

Asia’s base oils prices surge relative to feedstock and gasoil prices. Surge in margins include light-grade base oils, for which supply is more...

Base Oil News

Asia base oils demand outlook: Week of 14 April

Asia’s base oils demand likely to be more muted as unusually extreme market volatility boosts incentive for buyers to keep inventories at lower...

Base Oil News

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