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 analyzed the latest HK SFC report for aggregate short position as of Mar 8th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Zijin Mining, Techtronic Ind, CNOOC, Kuaishou, HSBC, Trip.Com.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Mar 8th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Zijin Mining, Techtronic Ind, CNOOC, Kuaishou, HSBC, Trip.Com.


HK Short Interest Weekly: Zijin Mining, Techtronic Ind, CNOOC, Kuaishou, HSBC, Trip.Com

Blue Lotus Non US Internet research, Blue Lotus Research Institute

Ying Pan

Blue Lotus Non US Internet research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>BABA/002352.SZ/1519.HK: Taobao/Tmall adjusts algorithm to favor merchants with better service capabilities (+/+/-)</li>
<li>3690 HK: Meituan QuanQuan shift from direct operating into third party operating, and cut nearly 200 BD job positions(+)</li>
<li>700 HK/259960 KRX:The development team of &lt;PUBG&gt; has unveiled its major game update plan for 2024.(+)  </li>
</ul>


BABA/002352.SZ/1519.HK: Taobao/Tmall adjusts algorithm to favor merchants with better service capabilities (+/+/-)
3690 HK: Meituan QuanQuan shift from direct operating into third party operating, and cut nearly 200 BD job positions(+)
700 HK/259960 KRX:The development team of &lt;PUBG&gt; has unveiled its major game update plan for 2024.(+)  


[Blue Lotus Daily - TMT Update]:BABA/002352 SZ/1519 HK/3690 HK/META/700 HK/259960 KRX

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Tuberculosis / In Depth: Behind China’s struggle to bring down drug-resistant TB</li><li>TikTok /: U.S. House passes bill that will ban TikTok if not sold</li><li>Explosion /: Death toll of North China restaurant blast rises to seven</li></ul>

Tuberculosis / In Depth: Behind China’s struggle to bring down drug-resistant TBTikTok /: U.S. House passes bill that will ban TikTok if not soldExplosion /: Death toll of North China restaurant blast rises to seven

CX Daily: Behind China’s Struggle To Bring Down Drug-Resistant TB

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

Equity Capital Markets

Belle Fashion Group / Equity Capital Markets

<ul>
<li>Belle Fashion (BF) aims to raise up to US$1bn in its Hong Kong listing. The company recently refiled its application proof after a gap of two years.</li>
<li>As per F&amp;S, it was the largest player in China’s fashion footwear market with a 12.3% market share, based on 2022 retail sales.</li>
<li>We have looked at the company’s past performance based on its earlier filings in 2022. In this note, we talk about the updates from its recent filings.</li>
</ul>


Belle Fashion (BF) aims to raise up to US$1bn in its Hong Kong listing. The company recently refiled its application proof after a gap of two years.
As per F&amp;S, it was the largest player in China’s fashion footwear market with a 12.3% market share, based on 2022 retail sales.
We have looked at the company’s past performance based on its earlier filings in 2022. In this note, we talk about the updates from its recent filings.


<ul><li>Tesla / Analysis: Mounting competition in China comes at a bad time for Tesla </li><li>Corruption /Exclusive: China probes another central bank official linked to fallen businessman</li><li>Regulator /NFRA seeks to accelerate new energy vehicle sales by cutting loan down payments</li></ul>

Tesla / Analysis: Mounting competition in China comes at a bad time for Tesla Corruption /Exclusive: China probes another central bank official linked to fallen businessmanRegulator /NFRA seeks to accelerate new energy vehicle sales by cutting loan down payments

CX Daily: Mounting Competition In China Comes At A Bad Time For Tesla 

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 (9988 HK)

HK Short Interest Weekly: Zijin Mining, Techtronic Ind, CNOOC, Kuaishou, HSBC, Trip.Com

We analyzed the latest HK SFC report for aggregate short position as of Mar 8th and highlight short interest changes in Zijin Mining, Techtronic...

Ke Yan, CFA, FRM

[Blue Lotus Daily - TMT Update]:BABA/002352 SZ/1519 HK/3690 HK/META/700 HK/259960 KRX

Major e-commerce platforms adjust algorithms for better merchant service, Meituan shifts to third-party operations, PUBG announces major game...

Blue Lotus Research Institute

CX Daily: Behind China’s Struggle To Bring Down Drug-Resistant TB

Tuberculosis / In Depth: Behind China’s struggle to bring down drug-resistant TB Wang Li used to work as a highway surveyor in Southwest China’s...

Caixin Global

Belle Fashion Pre-IPO - Refiling Updates

Belle Fashion (BF) aims to raise up to US$1bn in its Hong Kong listing. The company recently refiled its application proof after a gap of two years.

Sumeet Singh

CX Daily: Mounting Competition In China Comes At A Bad Time For Tesla

Tesla / Analysis: Mounting competition in China comes at a bad time for Tesla More of Tesla’s Chinese rivals are catching up in the sales race...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

HK Short Interest Weekly: Zijin Mining, Techtronic Ind, CNOOC, Kuaishou, HSBC, Trip.Com

We analyzed the latest HK SFC report for aggregate short position as of Mar 8th and highlight short interest changes in Zijin Mining, Techtronic...

Ke Yan, CFA, FRM

[Blue Lotus Daily - TMT Update]:BABA/002352 SZ/1519 HK/3690 HK/META/700 HK/259960 KRX

​Major e-commerce platforms adjust algorithms for better merchant service, Meituan shifts to third-party operations, PUBG announces major game...

Blue Lotus Research Institute

CX Daily: Behind China’s Struggle To Bring Down Drug-Resistant TB

Tuberculosis / In Depth: Behind China’s struggle to bring down drug-resistant TB Wang Li used to work as a highway surveyor in Southwest China’s...

Caixin Global

Belle Fashion Pre-IPO - Refiling Updates

Belle Fashion (BF) aims to raise up to US$1bn in its Hong Kong listing. The company recently refiled its application proof after a gap of two years.

Sumeet Singh

CX Daily: Mounting Competition In China Comes At A Bad Time For Tesla

Tesla / Analysis: Mounting competition in China comes at a bad time for Tesla More of Tesla’s Chinese rivals are catching up in the sales race...

Caixin Global

Major e-commerce platforms adjust algorithms for better merchant service, Meituan shifts to third-party operations, PUBG announces major game...