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 (Oct 31st): Sinotrans, Jiangxi Copper, Everbright Securities

A-H Premium Weekly (Nov 7th): Beone Medicines, China Eastern Airlines, China Citic Bank

A-H Premium Weekly (Nov 14th): Ganfeng Lithium, Baiyunshan Pharma, China Life, CATL, ABC

A-H Premium Weekly (Oct 17th): Hua Hong Semiconductor, Sinotrans, Shanghai Junshi Biosciences

A-H Premium Weekly (Oct 10th): Cosco Shipping Development, Innocare Pharma, Shanghai Electric, SMIC

A-H Premium Weekly (Sep 26th): Cosco Shipping, Zijin Mining, Anjoy Foods, Goldwind, Haier Smart Home

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 157 stocks over the last week. The average A-H premium was 59.9% as of Oct 24th.</li>
<li>The average A-H premium changed by -1.1ppt week-on-week, led by financials, information technology, industrials and offset by energy, utilities.</li>
<li>We highlight weekly changes in A-H premium for China Oilfield Services, Cgn Power, Anhui Expressway, Air China.</li>
</ul>


We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 59.9% as of Oct 24th.
The average A-H premium changed by -1.1ppt week-on-week, led by financials, information technology, industrials and offset by energy, utilities.
We highlight weekly changes in A-H premium for China Oilfield Services, Cgn Power, Anhui Expressway, Air China.


Cosco Shipping Energy Transportation Co. Ltd. (H) (1138 HK)

Cosco Shipping Energy Transportation Co. Ltd. (H)

Chongqing Rural Commercial Bank (3618 HK)

China International Capital Corporation (3908 HK)

Beijing Jingcheng Machinery Electric (187 HK)

Dynagreen Environmental Prtctn Gp (1330 HK)

Metallurgical Corporation Of China Ltd (601618 CH)

Metallurgical Corporation of China Ltd (1618 HK)

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)

Contemporary Amperex Technology (CATL) (300750 CH)

Hainan Drinda Automotive Trim (002865 CH)

COSCO SHIPPING Energy Transpor (600026 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)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (688505 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical

Jiangsu Hengrui Pharmaceuticals (1276 HK)

Contemporary Amperex Technology (CATL) (3750 HK)

Hainan Drinda New Energy Technology (2865 HK)

A-H Premium Weekly (Oct 24th): China Oilfield Services, Cgn Power, Anhui Expressway, Air China