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 for holding position as of September 22nd.</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 flows for China Mobile, ICBC and Innovent Biologics.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 22nd.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for China Mobile, ICBC and Innovent Biologics.


Hong Kong Connect Flows (Sep 22nd): China Mobile, ICBC, Innovent Biologics

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 15th.</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 flows for ICBC, Innovent Biologics, CCB, Sunac China.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 15th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for ICBC, Innovent Biologics, CCB, Sunac China.


Hong Kong Connect Flows (Sep 15th): ICBC, Innovent Biologics, CCB, Sunac China

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of October 28th.</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 inflows into Tencent Holding, Meituan, Wuxi Biologics, Kuaishou.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of October 28th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight inflows into Tencent Holding, Meituan, Wuxi Biologics, Kuaishou.


Hong Kong Connect Flows (Oct 28th): Tencent, Meituan, Wuxi Biologics, Kuaishou

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of October 21st.</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 inflows into Tencent Holding Limited, Meituan, Wuxi Biologics.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of October 21st.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight inflows into Tencent Holding Limited, Meituan, Wuxi Biologics.


Hong Kong Connect Flows (Oct 21st): $3.2bn Inflows

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

China High Speed Transmission Equip Grp / Equity Bottom-Up

<ul>
<li>Sold off in the market rout as it is a small-cap stock although growth potential is intact. </li>
<li>Margin decreased but revenue increased followed by lower expenses to sales ratio. </li>
<li>
<a href="https://www.smartkarma.com/entities/china-high-speed-transmission" target="_blank" data-smartkarma-citation="entities:363:1" rel="noopener">China High Speed Transmission Equip Grp (658 HK)</a> build-up in inventories and increase in the account receivables reflect management's confidence and action to prepare for a higher revenue growth.</li>
</ul>


Sold off in the market rout as it is a small-cap stock although growth potential is intact. 
Margin decreased but revenue increased followed by lower expenses to sales ratio. 

China High Speed Transmission Equip Grp (658 HK) build-up in inventories and increase in the account receivables reflect management's confidence and action to prepare for a higher revenue growth.


China High Speed Transmission (658): Hold for Long Term

Hong Kong

Neo-Neon Holdings Limited researches and develops, designs, manufacturers and distributes incandescent-based decorative lighting products, LED-based decorative lighting products and entertainment lighting products.

Century Energy International Holdings Limited operates as a holding company. The Company, through its subsidiaries, conducts power and data cords businesses. Century Energy International Holdings serves customers worldwide.

Perennial International Limited, through its subsidiaries, manufactures and trades cable and wire products.

Solartech International Holdings Ltd through its subsidiaries, manufactures and sells cables, wires, copper rods, connector, and terminal products. The company also manufactures and sells life-like plants.

Solartech International Holdings (1166 HK)

Vision Fame International Holding Ltd. offers building construction services. The Company offers renovation work, property maintenance services, alteration solutions, and upgrading construction. Vision Fame International serves customers throughout Hong Kong and internationally.

Vision Fame International Holding (1315 HK)

Singamas Container Holdings Limited, through its subsidiaries, manufactures containers and related parts, operates container depot businesses, and provides container storage, repair and trucking as well as mid-stream services.

TK Group (Holdings) Limited manufactures plastic products and components. The Company engages in the design and fabrication of plastic injection molds and the mechanical design and manufacturing of plastic components.

Shun Tak Holdings Limited, through its subsidiaries, develops, invests  and manages properties.  The Company also provides shipping and related travel services and engages in hotel operations and securities investments.

APAC Resources Limited is an investment holding company. The Company is principally involved in investments in global resources companies and commodity trading. APAC has offices in Hong Kong and Shanghai.

China Aircraft Leasing Group Holdings Limited operates as investment holding company. The Company, through its subsidiaries, provides aircraft leasing services. China Aircraft Leasing offers its services throughout China.

China Aircraft Leasing Group Holdings (1848 HK)

Audix Corporation designs, manufactures, and markets electronic components.  The Company operates as a product distributor of Hitachi, ALPS, Tokin, and Fujitsu-Takamisawa.  Audix also provides plastic molding and injection services.

Sunway Co., Ltd. develops and manufacturesspecialty wires and cables. The Company produces fluoropolymer fire insulation cables, explosion-proof cables, and other related products. Sunway focuses on China market.

CHIYODA INTEGRE CO., LTD. manufactures and markets electrical and electronic components primarily used for audio visual products and office equipment.  The Company also makes parts used in the fields of automobiles, telecommunication, and household appliances.  The Company has overseas production facilities.

Sun King Power Electronics Group Ltd. manufactures power electronics components and distributes semiconductors. The Company designs and produces power modules, anode saturable reactors, HV power capacitors, silicon rectifier valves, and deionised water cooling systems for rail transportation and power transmission and distribution.

Shanghai Cooltech Power Company Limited develops, designs, produces and sells smart eco-friendly power generation equipment. The Company's main products include smart eco-friendly integrated generation sets, engineering and electronic information processing technology and other power station products.

Aichi Electric Co., Ltd. manufactures transformers, control systems, automated systems for electric wires. and electronic equipment.  The Company's products include pole transformers, digital switchboards, remote monitoring systems, solenoids, and condenser motors.

Well Shin Technology Co Ltd manufactures, wholesales and retails electronic cables, electronic parts and equipments.

Nippon Seisen Co., Ltd. manufactures and sells secondary products of stainless steel wires.  The Company's products include screws, springs, and metal nets for consumer electronics and automobiles.  Nippon Seisen also produces metal fibers, welding rods, and diamond tools.

Zhongli Science and Technology Group Company, Ltd. manufactures wires and cables and specializes in research and development of new photoelectricity materials, and safety and environmental protection.

FineTek Co., Ltd. manufactures instrumentation systems and solutions. The Company offers automation and control systems, sensor component design, radar components, communication module design, liquid level controllers and electronic power control instrumentation. FineTek serves the electronic, oil and gas, machinery, food and beverage, shipbuilding, and medical industries.

China High Speed Transmission Equipment Group Co., Ltd. researches, designs, develops, manufactures and distributes a range of mechanical transmission equipment used in the wind power generation, marine, vessels, rail transport, aerospace, metallurgy, petrochemicals, construction and mining industries.

China High Speed Transmission Equip Grp (658 HK)

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China High Speed Transmission Equip Grp (658 HK)

Hong Kong Connect Flows (Sep 22nd): China Mobile, ICBC, Innovent Biologics

We analyzed southbound Hong Kong connect flows in the past week and highlight flows for China Mobile, ICBC, Innovent Biologics.

Ke Yan, CFA, FRM

Hong Kong Connect Flows (Sep 15th): ICBC, Innovent Biologics, CCB, Sunac China

We analyzed southbound Hong Kong connect flows in the past week and highlight flows for ICBC, Innovent Biologics, CCB, Sunac China.

Ke Yan, CFA, FRM

Hong Kong Connect Flows (Oct 28th): Tencent, Meituan, Wuxi Biologics, Kuaishou

We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Tencent, Meituan, Wuxi Biologics, Kuaishou.

Ke Yan, CFA, FRM

Hong Kong Connect Flows (Oct 21st): $3.2bn Inflows

We analyzed the Hong Kong Connect Scheme for last week and highlight $3.2bn inflows last week and flows for Tencent, Meituan, Wuxi Biologics.

Ke Yan, CFA, FRM

China High Speed Transmission (658): Hold for Long Term

China High Speed Transmission Equip Grp (658 HK) The build-up in inventories and increase in the account receivables reflect management's...

Henry Soediarko

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