Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

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

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. We split the stocks eligible for the Shanghai/Shenzhen Connect trade into two groups: stocks with a market capitalization above USD 5 billion, as well as between USD 1 billion and USD 5 billion.In this insight, we will highlight inflows into <a href="https://www.smartkarma.com/entities/hangzhou-hikvision-digital-techgy-co-ltd" target="_blank" data-smartkarma-citation="entities:7152:1" rel="noopener">Hangzhou Hikvision (002415 CH)</a>, <a href="https://www.smartkarma.com/entities/china-merchants-bank-co-ltd" target="_blank" data-smartkarma-citation="entities:714:1" rel="noopener">China Merchants Bank A (600036 CH)</a>, <a href="https://www.smartkarma.com/entities/luxshare-precision-industry-co-ltd" target="_blank" data-smartkarma-citation="entities:12310:1" rel="noopener">Luxshare Precision Industry (002475 CH)</a>, <a href="https://www.smartkarma.com/entities/shenzhen-inovance-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:18170:1" rel="noopener">Shenzhen Inovance Technology Co., (300124 CH)</a>, and <a href="https://www.smartkarma.com/entities/seazen-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:24242:1" rel="noopener">Seazen Holdings Co., Ltd. (601155 CH)</a>. We will also highlight outflows from <a href="https://www.smartkarma.com/entities/han-s-laser-technology-in-a" target="_blank" data-smartkarma-citation="entities:18441:1" rel="noopener">Han'S Laser Technology In A (002008 CH)</a>, <a href="https://www.smartkarma.com/entities/kweichow-moutai-co-ltd-a" target="_blank" data-smartkarma-citation="entities:1553:1" rel="noopener">Kweichow Moutai Co Ltd A (600519 CH)</a>, <a href="https://www.smartkarma.com/entities/wuliangye-yibin-co-ltd-a" target="_blank" data-smartkarma-citation="entities:19968:1" rel="noopener">Wuliangye Yibin Co Ltd A (000858 CH)</a>, <a href="https://www.smartkarma.com/entities/east-money-information-co-a" target="_blank" data-smartkarma-citation="entities:8075:1" rel="noopener">East Money Information Co A (300059 CH)</a>, and <a href="https://www.smartkarma.com/entities/risesun-real-estate-devel-a" target="_blank" data-smartkarma-citation="entities:12140:1" rel="noopener">Risesun Real Estate Devel A (002146 CH)</a>.

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. We split the stocks eligible for the Shanghai/Shenzhen Connect trade into two groups: stocks with a market capitalization above USD 5 billion, as well as between USD 1 billion and USD 5 billion.In this insight, we will highlight inflows into Hangzhou Hikvision (002415 CH), China Merchants Bank A (600036 CH), Luxshare Precision Industry (002475 CH), Shenzhen Inovance Technology Co., (300124 CH), and Seazen Holdings Co., Ltd. (601155 CH). We will also highlight outflows from Han'S Laser Technology In A (002008 CH), Kweichow Moutai Co Ltd A (600519 CH), Wuliangye Yibin Co Ltd A (000858 CH), East Money Information Co A (300059 CH), and Risesun Real Estate Devel A (002146 CH).

Shanghai/​Shenzhen Connect Ideas: Hard Liquor, Industrial 4.0 Names (2019-07-26)

Emerging markets PM, economist, CFA charterholder

Mark A. DeWeaver, PhD, CFA

Event-Driven

China National Materials Company / Event-Driven

<ul>
<li>“One belt-one road,” supply-side structural reforms, and green development initiatives have become major growth drivers for Sinoma’s Shenzhen and Shanghai-listed subsidiaries.</li>
<li>Their businesses include cement and glass fiber production and cement-plant construction.</li>
<li>China National Building Materials will be acquiring controlling stakes in these companies at steep discounts to their market values as part of its takeover of Sinoma.</li>
</ul><a href="https://www.smartkarma.com/entities/12022" target="_blank" data-smartkarma-citation="entities:12022:1">China National Materials Company Limited (1893 HK)</a> (Sinoma) released…


“One belt-one road,” supply-side structural reforms, and green development initiatives have become major growth drivers for Sinoma’s Shenzhen and Shanghai-listed subsidiaries.
Their businesses include cement and glass fiber production and cement-plant construction.
China National Building Materials will be acquiring controlling stakes in these companies at steep discounts to their market values as part of its takeover of Sinoma.
China National Materials Company Limited (1893 HK) (Sinoma) released…

Sinoma's Listed Subsidiaries a Bargain for CNBM

China

Xinjiang Tianshan Cement Co., Ltd. manufactures and markets a variety of cement and its related products. The Company's products include normal cement, composite cement, portland cement, concrete, clinker, and other related products.

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Xinjiang Tianshan Cement A (000877 CH)

Shanghai/Shenzhen Connect Ideas: Hard Liquor, Industrial 4.0 Names (2019-07-26)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...

Ke Yan, CFA, FRM

Sinoma's Listed Subsidiaries a Bargain for CNBM

“One belt-one road,” supply-side structural reforms, and green development initiatives have become major growth drivers for Sinoma’s Shenzhen and...

Mark A. DeWeaver, PhD, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Shanghai/​Shenzhen Connect Ideas: Hard Liquor, Industrial 4.0 Names (2019-07-26)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...

Ke Yan, CFA, FRM

Sinoma's Listed Subsidiaries a Bargain for CNBM

“One belt-one road,” supply-side structural reforms, and green development initiatives have become major growth drivers for Sinoma’s Shenzhen and...

Mark A. DeWeaver, PhD, CFA

Shanghai/Shenzhen Connect Ideas: Hard Liquor, Industrial 4.0 Names (2019-07-26)