Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

An inquisitive investment analyst with background in both finance and computing. Covering ECM research, biotech, market data analytics.

Asia Pac IPO & Placement Research, China biotech

A-H Premium Weekly (Feb 10th): Premium Compressed for Utilities

A-H Premium Weekly (Feb 17th): China Shenhua, PetroChina, GWM, First Tractor

A-H Premium Weekly (Feb 24th): Xinjiang Gold Wind, China Shenhua, CICC, GWM, Shanghai Fudan

A-H Premium Weekly (Jan 20th): Haier Smart Home, Weichai Power, Fuyao Glass, China Shenhua

A-H Premium Weekly (Jan 13th): Fuyao Glass, Shenhua, Minsheng, Yankuang Energy, China Longyuan

A-H Premium Weekly (Jan 6th): Weichai Power, Tigermed, Pharmaron, Minsheng, Junshi, YOFC

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

China Consumer discretionary / Quantitative Analysis

<ul>
<li>We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 109.4% as of Feb 3rd.</li>
<li>The average A-H premium changed by 6.3ppt week on week, led by consumer staples, real estate, materials.</li>
<li>We highlight weekly changes in A-H premium for Great Wall Motor, CICC, Shanghai Haohai, Chalieco, Cosco Ship.</li>
</ul>


We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 109.4% as of Feb 3rd.
The average A-H premium changed by 6.3ppt week on week, led by consumer staples, real estate, materials.
We highlight weekly changes in A-H premium for Great Wall Motor, CICC, Shanghai Haohai, Chalieco, Cosco Ship.


Shanghai Haohai Biological Technology (6826 HK)

China International Capital Corporation (3908 HK)

Beijing Jingcheng Machinery Electric (187 HK)

Chongqing Iron & Steel Co Ltd H (1053 HK)

Shandong Xinhua Pharmaceutical Company (719 HK)

China Aluminum International Engineering Corp (2068 HK)

China Aluminum International Engineering Corp

Postal Savings Bank of China C (601658 CH)

Shanghai Haohai Biological Tec (688366 CH)

Chongqing Iron & Steel Co Ltd (601005 CH)

Beijing Jingcheng Machinery Electric (600860 CH)

A-H Premium Weekly (Feb 3rd): Great Wall Motor, CICC, Shanghai Haohai, Chalieco, Cosco Ship