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

China: 3rd Child Policy and 3 Beneficiaries

Jinxin Fertility: Takeaways from Wuhan NDR and Yunnan Acquisition

Jinxin Fertility (锦欣生殖) Placement -   A Familiar Name by Now and Don't Expect Extravagant Returns

Bottom Fishing Idea - Jinxin Fertility: IVF Story Intact

Jinxin Fertility (锦欣生殖) Placement - Setting up for Acquisitions

Jinxin Fertility Placement: Sound Fundamentals

Jinxin Fertility (锦欣生殖) Placement - Only Warburg Selling This Time

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 Bottom-Up

Jinxin Fertility Group  / Equity Bottom-Up

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<p>Jinxin Fertility reported its results over the weekend and hosted a conference call in the morning today. We attended the conference call with positive takeaways. While the results fell below the consensus estimates, we believe that its long-term fundamentals are intact. The company's business will fire in all cylinders after international travel restrictions are lifted. We believe that the recent share weakness was mainly due to the risk-off sentiment in the market, particularly by the Chinese southbound investors. We believe that the demands for IVF services are secular and the moat is wide. We will accumulate the stock as a long-term holding.</p>
<div><h2>Our previous coverage on Jinxin Fertility</h2></div>
<div><ul style="list-style-type: disc;">
<li><a href="https://www.smartkarma.com/insights/jinxin-fertility-pre-ipo-strong-foothold-in-sichuan-but-weak-sentiment-for-sector" target="_blank" rel="noopener">Jinxin Fertility (锦欣生殖) Pre-IPO: Strong Foothold in Sichuan but Weak Sentiment for Sector</a></li>
<li><a href="https://www.smartkarma.com/insights/jinxin-fertility-ipo-worth-a-look-given-the-sector-existing-shareholders-and-cornerstone" target="_blank" rel="noopener">Jinxin Fertility (锦欣生殖) IPO - Worth a Look Given the Sector, Existing Shareholders and Cornerstone</a></li>
<li><a href="https://www.smartkarma.com/insights/jinxin-fertility-post-ipo-trading-fairly-valued" target="_blank" rel="noopener">Jinxin Fertility (锦欣生殖) Post-IPO Trading: Fairly Valued</a></li>
<li><a href="https://www.smartkarma.com/insights/jinxin-fertility-placement-a-good-point-of-entry" target="_blank" rel="noopener">Jinxin Fertility (锦欣生殖) Placement - A Good Point of Entry</a></li>
<li><a href="https://www.smartkarma.com/insights/bottom-fishing-idea-jinxin-fertility-ivf-story-intact" target="_blank" rel="noopener">Bottom Fishing Idea - Jinxin Fertility: IVF Story Intact</a></li>
</ul></div>
</div>


Jinxin Fertility reported its results over the weekend and hosted a conference call in the morning today. We attended the conference call with positive takeaways. While the results fell below the consensus estimates, we believe that its long-term fundamentals are intact. The company's business will fire in all cylinders after international travel restrictions are lifted. We believe that the recent share weakness was mainly due to the risk-off sentiment in the market, particularly by the Chinese southbound investors. We believe that the demands for IVF services are secular and the moat is wide. We will accumulate the stock as a long-term holding.
Our previous coverage on Jinxin Fertility

Jinxin Fertility (锦欣生殖) Pre-IPO: Strong Foothold in Sichuan but Weak Sentiment for Sector
Jinxin Fertility (锦欣生殖) IPO - Worth a Look Given the Sector, Existing Shareholders and Cornerstone
Jinxin Fertility (锦欣生殖) Post-IPO Trading: Fairly Valued
Jinxin Fertility (锦欣生殖) Placement - A Good Point of Entry
Bottom Fishing Idea - Jinxin Fertility: IVF Story Intact



Jinxin Fertility: Long Term IVF Story Intact Despite Potential Post Results De-Rating