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Caixin Global

Articles from Caixin Global

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News from Caixin

Cross Asset Strategy

<ul>
<li>Diplomacy /Cover Story: China emerges as powerbroker on global diplomatic stage</li>
<li>France /: France and U.S. are allies with different voices, French ambassador to China says</li>
<li>Yi Gang /: China calls for ‘fair burden sharing’ to address poor countries’ sovereign debt issues</li>
</ul>


Diplomacy /Cover Story: China emerges as powerbroker on global diplomatic stage
France /: France and U.S. are allies with different voices, French ambassador to China says
Yi Gang /: China calls for ‘fair burden sharing’ to address poor countries’ sovereign debt issues


CX Daily: China Emerges As Powerbroker On Global Diplomatic Stage

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

<ul>
<li>We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 112.5% as of Apr 14th.</li>
<li>The average A-H premium changed by -4.9ppt week on week, led by consumer discretionary, health care, financials.</li>
<li>We highlight weekly changes in A-H premium for Remegen, CREC, Yankuang Energy, CRRC, GWM, CICC.</li>
</ul>


We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 112.5% as of Apr 14th.
The average A-H premium changed by -4.9ppt week on week, led by consumer discretionary, health care, financials.
We highlight weekly changes in A-H premium for Remegen, CREC, Yankuang Energy, CRRC, GWM, CICC.


A-H Premium Weekly (Apr 14th): Remegen, CREC, Yankuang Energy, CRRC, GWM, CICC

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

Equity Capital Markets

Tata Technologies / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/tata-technologies" target="_blank" data-smartkarma-citation="entities:23700:1" rel="noopener">Tata Technologies (TATATECH IN)</a>  (TT) is looking to raise around US$600m in its upcoming India IPO.</li>
<li>Tata Technologies is a global engineering services company offering product development and digital solutions, including turnkey solutions, to global original equipment manufacturers (OEMs) and their tier 1 suppliers. </li>
<li>In this note we talk about the not-so-positive aspects of the deal.</li>
</ul>



Tata Technologies (TATATECH IN)  (TT) is looking to raise around US$600m in its upcoming India IPO.
Tata Technologies is a global engineering services company offering product development and digital solutions, including turnkey solutions, to global original equipment manufacturers (OEMs) and their tier 1 suppliers. 
In this note we talk about the not-so-positive aspects of the deal.


Tata Technologies Pre-IPO - The Negatives - Still Has a Few Issues

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Mar 31st.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Jd, Petrochina, Kingsoft, Link Reit, Bidu.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Mar 31st.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Jd, Petrochina, Kingsoft, Link Reit, Bidu.


HK Short Interest Weekly: Jd, Petrochina, Kingsoft, Link Reit, Bidu

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of April 6th.</li>
<li>We estimate the weekly outflows to be US$412.5 million, led by information technology, materials, and offset by financials, consumer staples, industrials.</li>
<li>We highlight flows for East Money Information, Muyuan Foods, China Tourism Group Duty Free, Ping An Insurance, Hundsun Technologies, China Merchants Bank, Foxconn Industrial Internet.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of April 6th.
We estimate the weekly outflows to be US$412.5 million, led by information technology, materials, and offset by financials, consumer staples, industrials.
We highlight flows for East Money Information, Muyuan Foods, China Tourism Group Duty Free, Ping An Insurance, Hundsun Technologies, China Merchants Bank, Foxconn Industrial Internet.


Northbound Flows (Apr 6th): East Money, Muyuan Foods, CTG, Ping An Insurance, Hundsun, CMB, Foxconn

China

BYD Company Limited, through its subsidiaries, manufactures and sells automobiles. The Company also researches, develops, manufactures and sells batteries, which are applied on mobile phones, cordless phones, power tools and other kinds of portable electronic devices.

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BYD (1211 HK)

CX Daily: China Emerges As Powerbroker On Global Diplomatic Stage

Diplomacy / Cover Story: China emerges as powerbroker on global diplomatic stage France / France and U.S. are allies with different voices, French...

Caixin Global

A-H Premium Weekly (Apr 14th): Remegen, CREC, Yankuang Energy, CRRC, GWM, CICC

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Remegen, CREC, Yankuang Energy, CRRC, GWM, CICC.

Ke Yan, CFA, FRM

Tata Technologies Pre-IPO - The Negatives - Still Has a Few Issues

Tata Technologies (TATATECH IN) is looking to raise around US$600m in its upcoming India IPO. In this note we talk about the not-so-positive...

Sumeet Singh

HK Short Interest Weekly: Jd, Petrochina, Kingsoft, Link Reit, Bidu

We analyzed the latest HK SFC report for aggregate short position as of Mar 31st and highlight short interest changes in Jd, Petrochina, Kingsoft,...

Ke Yan, CFA, FRM

Northbound Flows (Apr 6th): East Money, Muyuan Foods, CTG, Ping An Insurance, Hundsun, CMB, Foxconn

We analyzed the Shanghai/Shenzhen Connect Scheme for last week and highlight flows for East Money, Muyuan Foods, CTG, Ping An Insurance, Hundsun,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)