Deputy Chief Economist

Sharmila Whelan

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Thematic (Sector/Industry)

The US-China trade tensions have eased for the moment. But China’s leaders realise that the real war between a rising and an existing economic superpower will be a protracted one.  Recognising this, China is accelerating regional integration while exploiting comparative advantages to encourage the growth of new technology and specialisation hubs at home. China’s Belt and Road Initiative, which will open up new markets by connecting the Eurasia landmass is one hedge against rising US protectionism. Of equal importance is the development of the Greater Bay Area (GBA). It is integral to the success of the BRI and President’s Xi Jinping’s Made in China 2025 plan.  We explain why over the course of two notes. This is the first.

The US-China trade tensions have eased for the moment. But China’s leaders realise that the real war between a rising and an existing economic superpower will be a protracted one.  Recognising this, China is accelerating regional integration while exploiting comparative advantages to encourage the growth of new technology and specialisation hubs at home. China’s Belt and Road Initiative, which will open up new markets by connecting the Eurasia landmass is one hedge against rising US protectionism. Of equal importance is the development of the Greater Bay Area (GBA). It is integral to the success of the BRI and President’s Xi Jinping’s Made in China 2025 plan.  We explain why over the course of two notes. This is the first.

Greater Bay Initiative - Upping Integration, Part 1

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.

Equity Capital Markets

Alphamab, a China-based biotech company, is seeking to raise USD 200 to 300 million via a listing on the Hong Kong Stock Exchange. 
In this insight, we will cover the company background, the key products that have reached the clinical trial stage, and the company's shareholders and investors.
We like the company's strong R&amp;D capability with track records of developing biologics, and its innovative technology platforms that make its product stand out from the rest.

Alphamab, a China-based biotech company, is seeking to raise USD 200 to 300 million via a listing on the Hong Kong Stock Exchange. 
In this insight, we will cover the company background, the key products that have reached the clinical trial stage, and the company's shareholders and investors.
We like the company's strong R&amp;D capability with track records of developing biologics, and its innovative technology platforms that make its product stand out from the rest.

Alphamab (康宁杰瑞) IPO: Strong R&D Capability and Innovative Platforms

China

Alphamab Oncology produces and sells drugs. The Company manufactures and sells tumor immunobiology macromolecular targeted drug and other products. Alphamab Oncology provides services worldwide.

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Alphamab Co Ltd (9966 HK)

Greater Bay Initiative - Upping Integration, Part 1

The US-China trade tensions have eased for the moment. But China’s leaders realise that the real war between a rising and an existing economic...

Sharmila Whelan

Alphamab (康宁杰瑞) IPO: Strong R&D Capability and Innovative Platforms

Alphamab, a China-based biotech company, is seeking to raise USD 200 to 300 million via a listing on the Hong Kong Stock Exchange. In this...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)