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 analyze the weekly Hong Kong Connect flows with our data engine.</li>
<li>The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.</li>
<li>We highlight top inflow stocks: Tencent (700 HK), Meituan (3690 HK), China Mobile (941 HK). </li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight top inflow stocks: Tencent (700 HK), Meituan (3690 HK), China Mobile (941 HK). 


Hong Kong Connect Flows: Tencent, Meituan China Mobile Led Inflows

Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<ul>
<li>
Tesla sold more cars in China in Q4 2021 than anywhere in the world. </li>
<li>
Model Y ramp-up continues, until it doesn't, while Model 3 struggles even harder to keep up. </li>
<li>Also true: Tesla is still losing market share in China—and every other key market.</li>
</ul>



Tesla sold more cars in China in Q4 2021 than anywhere in the world. 

Model Y ramp-up continues, until it doesn't, while Model 3 struggles even harder to keep up. 
Also true: Tesla is still losing market share in China—and every other key market.


Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

Equity Capital Markets

JL Mag Rare-Earth   / Equity Capital Markets

<ul>
<li>JL Mag Rare-earth Co. Ltd (JLM) raised around US$544m via its H-shares listing. </li>
<li>JLM is a producer of high-performance REPMs. It ranked first in the world by high-performance REPM production volume in 2020 with a market share of approximately 14.5%.</li>
<li>In this note, we look at the allocation results and trading dynamics.</li>
</ul>


JL Mag Rare-earth Co. Ltd (JLM) raised around US$544m via its H-shares listing. 
JLM is a producer of high-performance REPMs. It ranked first in the world by high-performance REPM production volume in 2020 with a market share of approximately 14.5%.
In this note, we look at the allocation results and trading dynamics.


JL Mag Rare Earth A/H Trading - Set for a Tepid Debut

LG Energy Solution / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/lg-energy-solution" target="_blank" data-smartkarma-citation="entities:33464:1" rel="noopener">LG Energy Solution (LGENERGY KS)</a> (LGES) is looking to raise up to US$10.8bn in its upcoming South Korea IPO.</li>
<li>LGES is the EV battery unit of LG Chem. It was spun off in December last year. The company is a major supplier to customers including Tesla and General Motors.</li>
<li>In this note, we discuss our blue sky and bear assumptions and take a look at how peers have traded since our previous note.</li>
</ul>



LG Energy Solution (LGENERGY KS) (LGES) is looking to raise up to US$10.8bn in its upcoming South Korea IPO.
LGES is the EV battery unit of LG Chem. It was spun off in December last year. The company is a major supplier to customers including Tesla and General Motors.
In this note, we discuss our blue sky and bear assumptions and take a look at how peers have traded since our previous note.


LG Energy IPO -  Peer Updates + Bull/Bear Scenarios

<ul>
<li>
Tesla's Q4 deliveries trounced market estimates thanks to a strong yearend push.</li>
<li>The outlook for revenue and profit just got higher. A lot higher.</li>
<li>Also true, Tesla's easy comps may be coming to an end.</li>
</ul>



Tesla's Q4 deliveries trounced market estimates thanks to a strong yearend push.
The outlook for revenue and profit just got higher. A lot higher.
Also true, Tesla's easy comps may be coming to an end.


Record Tesla Q4 Deliveries Boost Q4 Revenue & Profit Estimates

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)

Hong Kong Connect Flows: Tencent, Meituan China Mobile Led Inflows

We highlight Hong Kong Connect top inflow stocks last week: Tencent (700 HK), Meituan (3690 HK), China Mobile (941 HK), as well as top outflows:...

Ke Yan, CFA, FRM

Tesla's China Syndrome Will Spread

Tesla sold more cars in China in Q4 2021 than anywhere in the world. Model Y ramp-up continues, until it doesn't, while Model 3 struggles even...

Vicki Bryan

JL Mag Rare Earth A/H Trading - Set for a Tepid Debut

JL Mag Rare-earth Co. Ltd (JLM) raised around US$544m via its H-shares listing. In this note, we talk about the trading dynamics.

Sumeet Singh

LG Energy IPO - Peer Updates + Bull/Bear Scenarios

LGES bookbuild is underway. In this note, we discuss our blue sky and bear assumptions and take a look at how peers have traded since our previous...

Sumeet Singh

Record Tesla Q4 Deliveries Boost Q4 Revenue & Profit Estimates

Tesla's Q4 deliveries trounced market estimates thanks to a strong yearend push. Also true, Tesla's easy comps may be coming to an end.

Vicki Bryan

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52-week Range

Market Cap (USDm)

P/E

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