Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Algosun Global

Private Capital Markets

<ul>
<li>Dobot is a Chinese manufacturer and leading provider of all-perceptive intelligent robotic arms backed by top-tier investment bank CICC and high-profile investors.   </li>
<li>Dobot has raised a total of ~CN¥490M in funding over 3 rounds. Investors include Qianhai Fund of Funds, Shenzhen Capital Group, CICC, Potential Capital and Green Pine Capital Partners.</li>
<li>The global industrial robotics market is an $80B+ opportunity. The number of robots installed in the automotive industry in China has doubled in 2021.</li>
</ul>


Dobot is a Chinese manufacturer and leading provider of all-perceptive intelligent robotic arms backed by top-tier investment bank CICC and high-profile investors.   
Dobot has raised a total of ~CN¥490M in funding over 3 rounds. Investors include Qianhai Fund of Funds, Shenzhen Capital Group, CICC, Potential Capital and Green Pine Capital Partners.
The global industrial robotics market is an $80B+ opportunity. The number of robots installed in the automotive industry in China has doubled in 2021.


Dobot: Make Smart Manufacturing Accessible

<ul>
<li>Founded in 2016 by Richie Chen and Shengdong Xu, HAI Robotics is a pioneer in ACR systems and warehouse automation robotics unicorn.  </li>
<li>HAI Robotics offers flexible automation solutions to improve efficiency while reducing costs. The company’s vision is to utilize robotics to create and deliver value to each factory and warehouse. </li>
<li>China is the hub for the production of AMRs and ACRs, easing the workforce shortage, improving operational efficiency, saving additional storage, and handling a wide range of SKUs. </li>
</ul>


Founded in 2016 by Richie Chen and Shengdong Xu, HAI Robotics is a pioneer in ACR systems and warehouse automation robotics unicorn.  
HAI Robotics offers flexible automation solutions to improve efficiency while reducing costs. The company’s vision is to utilize robotics to create and deliver value to each factory and warehouse. 
China is the hub for the production of AMRs and ACRs, easing the workforce shortage, improving operational efficiency, saving additional storage, and handling a wide range of SKUs. 


HAI Robotics: The Pioneer and Leader in ACR Robot Market

<ul>
<li>Geek+ is the fastest-growing robotics startup and producer of warehouse robots powered by AI and deep learning algorithms. The company successfully integrates logistics with robots. </li>
<li>Beijing-Based Geek+ has raised a total of ~$532M in funding over 7 rounds. The last round was a $100M Series E in August 2022 that was led by Intel Capital. </li>
<li>Warehouse robots have a huge market potential driven by rising labor costs in China, lack of human labor in the warehouse segment, and huge fluctuations in production capacity. </li>
</ul>


Geek+ is the fastest-growing robotics startup and producer of warehouse robots powered by AI and deep learning algorithms. The company successfully integrates logistics with robots. 
Beijing-Based Geek+ has raised a total of ~$532M in funding over 7 rounds. The last round was a $100M Series E in August 2022 that was led by Intel Capital. 
Warehouse robots have a huge market potential driven by rising labor costs in China, lack of human labor in the warehouse segment, and huge fluctuations in production capacity. 


Geek+: Global Leader in Smart Logistics Robotic Technology

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

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.

Equity Bottom-Up

Alibaba Group Holding  / Equity Bottom-Up

<ul>
<li>In 3Q22, S. F. Holdings’s revenue grew by 45% YoY and net profit increased by 89% YoY.</li>
<li>Alibaba resumed its link on Kuaishou's live streaming sales before Singles’ Day.</li>
<li>Tencent denied the rumor that it would be acquired by China Mobile.</li>
</ul>


In 3Q22, S. F. Holdings’s revenue grew by 45% YoY and net profit increased by 89% YoY.
Alibaba resumed its link on Kuaishou's live streaming sales before Singles’ Day.
Tencent denied the rumor that it would be acquired by China Mobile.


China Internet Weekly (31Oct2022): Alibaba, Tencent, Meituan, Kuaishou, S.F.

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

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Quantitative Analysis

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Oct 21st.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in BYD, Conch Venture, Shandong Weigao.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Oct 21st.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in BYD, Conch Venture, Shandong Weigao.


HK Short Interest Weekly: BYD, Conch Venture, Shandong Weigao.

China

Alibaba Group Holding Limited provides online sales services. The Company provides internet infrastructure, electronic commerce, online financial, and internet content services through its subsidiaries. Alibaba Group Holding offers its products and services worldwide.

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Alibaba Group Holding (BABA US)

Dobot: Make Smart Manufacturing Accessible

Chinese startup Dobot is well-positioned to benefit from the fast-growing industrials robotics market in China and the recent acceleration of...

Andrei Zakharov

HAI Robotics: The Pioneer and Leader in ACR Robot Market

HAI Robotics is a fast-growing warehouse robotics startup based in Shenzhen, China. The company has raised $300M+ in equity financing and could...

Andrei Zakharov

Geek+: Global Leader in Smart Logistics Robotic Technology

We view VC-backed Geek+ as a great company and a category winner that is addressing the fastest-growing warehouse automation and robotics segment

Andrei Zakharov

China Internet Weekly (31Oct2022): Alibaba, Tencent, Meituan, Kuaishou, S.F.

In 3Q22, S. F. Holdings’s revenue grew by 45% YoY and net profit increased by 89% YoY. Alibaba resumed the cooperation with Kuaishou. Tencent...

Ming Lu

HK Short Interest Weekly: BYD, Conch Venture, Shandong Weigao.

We analyzed the latest HK SFC report for aggregate short position as of {} and highlight short interest changes in BYD, Conch Venture, Shandong...

Ke Yan, CFA, FRM

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