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 (Aug 22nd): Air China, Cosco Shipping Development, Ganfeng Lithium, Fuyao Glass

A-H Premium Weekly (Aug 29th): Qingdao Port, Beigene, Cgn Power, China Galaxy Securities

A-H Premium Weekly (Sep 5th): China Zheshang Bank, China Communications Construction, Goldwind

A-H Premium Weekly (Aug 8th): Metallurgical Corporation Of China, Shandong Gold Mining

A-H Premium Weekly (Aug 1st): China Telecom, CIMC, Anjoy Food, China Everbright Bank

A-H Premium Weekly (Jul 25th): Jiangxi Copper, Dongfang Electric, China Life

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

Zhuzhou CRRC Times Electric Co., Ltd. (3898 HK)

<ul>
<li>We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 54.6% as of Aug 15th.</li>
<li>The average A-H premium changed by -4.2ppt week-on-week, led by real estate, financials, materials.</li>
<li>We highlight weekly changes in A-H premium for MCC, Jiangxi Copper, Ganfeng Lithium, Csc Financial, Fosun Pharma.</li>
</ul>


We analyse the changes of A-H premium on 157 stocks over the last week. The average A-H premium was 54.6% as of Aug 15th.
The average A-H premium changed by -4.2ppt week-on-week, led by real estate, financials, materials.
We highlight weekly changes in A-H premium for MCC, Jiangxi Copper, Ganfeng Lithium, Csc Financial, Fosun Pharma.


Shanghai Pharmaceuticals Holding (601607 CH)

Shanghai Pharmaceuticals Holding (2607 HK)

China Railway Construction Corp (1186 HK)

China Communications Construction (1800 HK)

Guangzhou Baiyunshan Pharmaceutical Holdings (874 HK)

Guangzhou Baiyunshan Pharmaceutical Holdings

Xinjiang Goldwind Science & Technology (002202 CH)

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

Cosco Shipping Energy Transportation Co. Ltd. (H)

China International Capital Corporation (3908 HK)

Zhengzhou Coal Mining Machinery Group Co (601717 CH)

Beijing Jingcheng Machinery Electric (187 HK)

Dynagreen Environmental Prtctn Gp (1330 HK)

Zhengzhou Coal Mining Machinery Group Co (564 HK)

Shanghai Fosun Pharmaceutical (Group) (2196 HK)

Metallurgical Corporation Of China Ltd (601618 CH)

Xinjiang Goldwind Science & Technology (2208 HK)

China International Marine Cntnrs Gp (2039 HK)

Shanghai Fosun Pharmaceutical (Group) (600196 CH)

Metallurgical Corporation of China Ltd (1618 HK)

Shandong Gold Mining Co., Ltd (600547 CH)

China Merchants Securities Co Ltd (A) (600999 CH)

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

Semiconductor Manufacturing International Corp (SMIC) (981 HK)

Semiconductor Manufacturing International Corp (SMIC)

Foshan Haitian Flavouring & Food (603288 CH)

China International Marine Containers A (000039 CH)

China Merchants Securities Co Ltd (H) (6099 HK)

AH 프리미엄 주간(8월 15일): MCC, 장시구리, 간펑리튬, CSC금융, 포선제약