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 (Jun 21st): China Tourism, Shenhua, China Telecom, CNOOC, Hua Hong Semi, YOFC

A-H Premium Weekly (Jun 28th): China Tourism, Ganfeng Lithium, Air China, PetroChina, China Telecom

A-H Premium Weekly (Jul 5th): China Tourism, Ganfeng Lithium, China East Air, Petrochina

A-H Premium Weekly (Jun 7th): PetroChina, Huadian, Hua Hong Semi, Junshi, GWM

A-H Premium Weekly (May 31st): PetroChina, Chinalco, Tsingtao Brewery, Huanneg Power, Huahong Semi

A-H Premium Weekly (May 24th): BOC, CCB, PetroChina, Zoomlion Heavy, Jiangxi Copper, China Longyuan

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 analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 105.3% as of Jun 14th.</li>
<li>The average A-H premium changed by 1.6ppt week-on-week, led by consumer discretionary, information technology, financials and offset by consumer staples, utilities, real estate.</li>
<li>We highlight weekly changes in A-H premium for  China Tourism, CGN Power, Huadian Power, Hua Hong Semi, Huaneng Power.</li>
</ul>


We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 105.3% as of Jun 14th.
The average A-H premium changed by 1.6ppt week-on-week, led by consumer discretionary, information technology, financials and offset by consumer staples, utilities, real estate.
We highlight weekly changes in A-H premium for  China Tourism, CGN Power, Huadian Power, Hua Hong Semi, Huaneng Power.


Haitong Securities Co Ltd (A) (600837 CH)

China Communications Construction (1800 HK)

Shanghai Haohai Biological Technology (6826 HK)

China International Capital Corporation (3908 HK)

Beijing Jingcheng Machinery Electric (187 HK)

Dynagreen Environmental Prtctn Gp (1330 HK)

Chongqing Iron & Steel Co Ltd H (1053 HK)

Shandong Xinhua Pharmaceutical Company (719 HK)

Metallurgical Corporation Of China Ltd (601618 CH)

China Tourism Group Duty Free Corp Ltd (601888 CH)

Metallurgical Corporation of China Ltd (1618 HK)

Datang International Power Gen (601991 CH)

Huaneng Power International In (600011 CH)

China Communications Construct (601800 CH)

Shenzhen HepaLink Pharmaceutical (H) (9989 HK)

Shanghai Haohai Biological Tec (688366 CH)

Chongqing Iron & Steel Co Ltd (601005 CH)

Beijing Jingcheng Machinery Electric (600860 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (688505 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical

China Suntien Green Energy Cor (600956 CH)

A-H Premium Weekly (Jun 14th): China Tourism, CGN Power, Huadian Power, Hua Hong Semi, Huaneng Power