APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC 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

Jiangsu Zenergy Battery Technologies Group / Equity Capital Markets

Jiangsu Zenergy Battery Technologies Group

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jiangsu-zenergy-battery-technologies" target="_blank" data-smartkarma-citation="entities:43855:1" rel="noopener">Jiangsu Zenergy Battery Technologies (JSZENERGY CH)</a> raised US$130m in its Hong Kong IPO.</li>
<li>Zenergy is an EV and energy storage system battery manufacturer providing integrated battery solutions, encompassing battery cells, modules, packs and battery management systems dedicated to large-scale applications of electrochemical products.</li>
<li>We have covered various aspects of the deal in our previous note. In this note, we will talk about the demand and trading dynamics.</li>
</ul>



Jiangsu Zenergy Battery Technologies (JSZENERGY CH) raised US$130m in its Hong Kong IPO.
Zenergy is an EV and energy storage system battery manufacturer providing integrated battery solutions, encompassing battery cells, modules, packs and battery management systems dedicated to large-scale applications of electrochemical products.
We have covered various aspects of the deal in our previous note. In this note, we will talk about the demand and trading dynamics.


Jiangsu Zenergy Battery Technologies IPO Trading - Muted Overall Demand, No Stabilisation

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jiangsu-zenergy-battery-technologies" target="_blank" data-smartkarma-citation="entities:43855:1" rel="noopener">Jiangsu Zenergy Battery Technologies (JSZENERGY CH)</a>  is looking to raise US$130m in its Hong Kong IPO.</li>
<li>Zenergy is an EV and energy storage system battery manufacturer providing integrated battery solutions, encompassing battery cells, modules, packs and battery management systems dedicated to large-scale applications of electrochemical products.</li>
<li>In our previous note, we looked at the firm’s past performance. In this note, we talk about the IPO valuations.</li>
</ul>



Jiangsu Zenergy Battery Technologies (JSZENERGY CH)  is looking to raise US$130m in its Hong Kong IPO.
Zenergy is an EV and energy storage system battery manufacturer providing integrated battery solutions, encompassing battery cells, modules, packs and battery management systems dedicated to large-scale applications of electrochemical products.
In our previous note, we looked at the firm’s past performance. In this note, we talk about the IPO valuations.


Jiangsu Zenergy Battery Technologies IPO - PHIP Updates & Quick Thoughts on Peer Comp and Valuation

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jiangsu-zenergy-battery-technologies" target="_blank" data-smartkarma-citation="entities:43855:1" rel="noopener">Jiangsu Zenergy Battery Technologies (JSZENERGY CH)</a> is looking to raise up to US$300m in its upcoming HK IPO.</li>
<li>Zenergy is an EV and energy storage system battery manufacturer providing integrated battery solutions, encompassing battery cells, modules, packs and battery management systems dedicated to large-scale applications of electrochemical products.</li>
<li>In this note, we talk about the not-so-positive aspects of the deal.</li>
</ul>



Jiangsu Zenergy Battery Technologies (JSZENERGY CH) is looking to raise up to US$300m in its upcoming HK IPO.
Zenergy is an EV and energy storage system battery manufacturer providing integrated battery solutions, encompassing battery cells, modules, packs and battery management systems dedicated to large-scale applications of electrochemical products.
In this note, we talk about the not-so-positive aspects of the deal.


Jiangsu Zenergy Battery Technologies Pre-IPO- The Negatives - Margin Pressures & Concentration Risks

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jiangsu-zenergy-battery-technologies" target="_blank" data-smartkarma-citation="entities:43855:1" rel="noopener">Jiangsu Zenergy Battery Technologies (JSZENERGY CH)</a> (Zenergy) is looking to raise up to US$300m in its upcoming HK IPO.</li>
<li>Zenergy is an EV and energy storage system battery manufacturer providing integrated battery solutions, encompassing battery cells, modules, packs and battery management systems dedicated to large-scale applications of electrochemical products.</li>
<li>In this note, we talk about the positive aspects of the deal.</li>
</ul>



Jiangsu Zenergy Battery Technologies (JSZENERGY CH) (Zenergy) is looking to raise up to US$300m in its upcoming HK IPO.
Zenergy is an EV and energy storage system battery manufacturer providing integrated battery solutions, encompassing battery cells, modules, packs and battery management systems dedicated to large-scale applications of electrochemical products.
In this note, we talk about the positive aspects of the deal.


Jiangsu Zenergy Battery Technologies Pre- IPO - The Positives - Brisk Volume-Led Growth

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Equity Bottom-Up

<ul>
<li>SDI Corporation (2351 TT) and Jih Lin Technology (5285 TT) are well positioned to generate significant long-term business from automotive end-market chip demand.</li>
<li>The companies are the #1 and #2 leaders globally by market share respectively for power lead frames.</li>
<li>Could receive earnings upgrades if CEV to EV market expectations are pulled forward.</li>
</ul>


SDI Corporation (2351 TT) and Jih Lin Technology (5285 TT) are well positioned to generate significant long-term business from automotive end-market chip demand.
The companies are the #1 and #2 leaders globally by market share respectively for power lead frames.
Could receive earnings upgrades if CEV to EV market expectations are pulled forward.


Two Niche Semiconductor Industry Stocks Highly Exposed to EV Acceleration

Taiwan

SDI Corporation manufactures and markets stationery and lead frames for semiconductors. The Company produces a variety of blades, stationery, hardware, office accessories and steel byproducts.

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SDI Corporation (2351 TT)

Jiangsu Zenergy Battery Technologies IPO Trading - Muted Overall Demand, No Stabilisation

Jiangsu Zenergy Battery Technologies (Zenergy) raised US$130m in its Hong Kong IPO. In this note, we will talk about the demand and trading dynamics.

Akshat Shah

Jiangsu Zenergy Battery Technologies IPO - PHIP Updates & Quick Thoughts on Peer Comp and Valuation

Jiangsu Zenergy Battery Technologies is looking to raise US$130m in its Hong Kong IPO. In this note, we talk about the PHIP updates, peer comp and...

Akshat Shah

Jiangsu Zenergy Battery Technologies Pre-IPO- The Negatives - Margin Pressures & Concentration Risks

Jiangsu Zenergy Battery Technologies is looking to raise up to US$300m in its upcoming HK IPO. In this note, we talk about the not-so-positive...

Akshat Shah

Jiangsu Zenergy Battery Technologies Pre- IPO - The Positives - Brisk Volume-Led Growth

Jiangsu Zenergy Battery Technologies is looking to raise up to US$300m in its upcoming HK IPO. In this note, we talk about the positive aspects of...

Akshat Shah

Two Niche Semiconductor Industry Stocks Highly Exposed to EV Acceleration

SDI and Jih Lin Technology are well positioned to generate significant long-term business from automotive end-market chip demand. Earnings could be...

Vincent Fernando, CFA

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