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

STAR50 Index Earning Revision (Oct): SUPCON TECHNOLOGY, SHENGYI ELECTRONICS, TRANSSION, TRINA SOLAR

STAR50 Index Earning Revision (Sep): LOONGSON TECHNOLOGY, TRINA SOLAR, Xinjiang Daqo

STAR50 Index Earning Revision (Aug): JINKO SOLAR, Xinjiang Daqo, CAMBRICON, Ninebot

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 analysed the earning revision of component stocks of STAR50 in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on NATIONAL SILICON INDUSTRY, LOONGSON TECHNOLOGY, BIWIN STORAGE TECHNOLOGY, MONTAGE TECHNOLOGY, HWATSING TECHNOLOGY, Roborock, CSI SOLAR, National Silicon Industry, Roborock, Montage Technology, Hwatsing Technology.</li>
</ul>


We analysed the earning revision of component stocks of STAR50 in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on NATIONAL SILICON INDUSTRY, LOONGSON TECHNOLOGY, BIWIN STORAGE TECHNOLOGY, MONTAGE TECHNOLOGY, HWATSING TECHNOLOGY, Roborock, CSI SOLAR, National Silicon Industry, Roborock, Montage Technology, Hwatsing Technology.


National Silicon Industry Grou (688126 CH)

Semiconductor Manufacturing International Corporation (SMIC) (688981 CH)

Semiconductor Manufacturing International Corporation (SMIC)

STAR50 Index Earning Revision (Nov): NATIONAL SILICON INDUSTRY, LOONGSON TECHNOLOGY