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 (Mar 21st): 47 Stocks at 52 Week High A-H Premium

A-H Premium Weekly (Mar 28th): Great Wall Motor, China Oilfield Services, Tsingtao Brewery, Cmoc

A-H Premium Weekly (Apr 4th): Joinn Lab, Beigene, Qinhuangdao Port, Sichuan Expressway

A-H Premium Weekly (Mar 7th):Angang Steel, Hua Hong Semiconductor, Beigene, CHALCO

A-H Premium Weekly (Feb 28th): Anhui Conch Cement, China Galaxy Securities, Pharmaron Beijing

A-H Premium Weekly (Feb 21st): ZTE, Hua Hong Semiconductor, Joinn Lab

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 Health care / Quantitative Analysis

<ul>
<li>We analyse the changes of A-H premium on 150 stocks over the last week. The average A-H premium was 83.5% as of Mar 14th.</li>
<li>The average A-H premium changed by -0.9ppt week-on-week, led by consumer discretionary, consumer staples, energy and offset by information technology, real estate, materials.</li>
<li>We highlight weekly changes in A-H premium for CIMC, Sinotrans, Joinn Lab, Huahong Semicon, Huaneng Power, Tigermed, Asymchem Lab.</li>
</ul>


We analyse the changes of A-H premium on 150 stocks over the last week. The average A-H premium was 83.5% as of Mar 14th.
The average A-H premium changed by -0.9ppt week-on-week, led by consumer discretionary, consumer staples, energy and offset by information technology, real estate, materials.
We highlight weekly changes in A-H premium for CIMC, Sinotrans, Joinn Lab, Huahong Semicon, Huaneng Power, Tigermed, Asymchem Lab.


Hangzhou Tigermed Consulting (A) (300347 CH)

Chongqing Rural Commercial Bank (3618 HK)

Beijing Jingcheng Machinery Electric (187 HK)

Cssc Offshore & Marine Engg Group (317 HK)

China International Marine Cntnrs Gp (2039 HK)

Shandong Gold Mining Co., Ltd (600547 CH)

China Pacific Insurance (Group) Co., (601601 CH)

Semiconductor Manufacturing International Corp (SMIC) (981 HK)

Semiconductor Manufacturing International Corp (SMIC)

China Aluminum International Engineering Corp (2068 HK)

China Aluminum International Engineering Corp

Shanghai Fudan Microelectronics H (1385 HK)

China International Marine Containers A (000039 CH)

Huaneng Power International In (600011 CH)

Livzon Pharmaceutical Group In (000513 CH)

CSSC Offshore and Marine Engin (600685 CH)

Asymchem Laboratories Tianjin (002821 CH)

Postal Savings Bank of China C (601658 CH)

Chongqing Rural Commercial Ban (601077 CH)

Semiconductor Manufacturing International Corporation (SMIC) (688981 CH)

Semiconductor Manufacturing International Corporation (SMIC)

Shanghai Fudan Microelectronic (688385 CH)

Beijing Jingcheng Machinery Electric (600860 CH)

A-H Premium Weekly (Mar 14th): CIMC, Sinotrans, Joinn Lab, Huahong Semicon, Huaneng Power