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

AOBiome Therapeutics / Equity Capital Markets

AOBiome Therapeutics, a U.S. based biotech company, is planning to raise up to USD 200 million in its listing on the Hong Kong Stock Exchange.
In this insight, we will look at the following topics:
<ul>
<li>Mechanism of the AOB. </li>
<li>The licensing agreement with MBX.</li>
<li>The company's pipeline indications and comparison with current therapies.</li>
<li>The addressable market for the company.</li>
<li>The company's history, investors and management.</li>
</ul>
We will discuss the company's valuation in our next insight.

AOBiome Therapeutics, a U.S. based biotech company, is planning to raise up to USD 200 million in its listing on the Hong Kong Stock Exchange.
In this insight, we will look at the following topics:

Mechanism of the AOB. 
The licensing agreement with MBX.
The company's pipeline indications and comparison with current therapies.
The addressable market for the company.
The company's history, investors and management.

We will discuss the company's valuation in our next insight.

AOBiome Therapeutics IPO: Hope for Natural Therapeutic Treatment

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

Thematic (Sector/Industry)

Genomics as an investment theme<ul><li>Costs of sequencing a human genome have fallen to less than $1,000</li><li>China leads the world in gene sequencing</li><li>The private sector is where the most interesting MedTech companies can be found</li></ul>

Genomics as an investment themeCosts of sequencing a human genome have fallen to less than $1,000China leads the world in gene sequencingThe private sector is where the most interesting MedTech companies can be found

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

In our first insight, we covered the company's background, particularly its management team and its product pipeline.In this insight, we will discuss valuation and deal specific details. <h2>Thoughts on Valuation</h2>Given the limited drug candidates product pipeline and lack of income, we think the SOTP based on risk adjusted NPV valuation is a suitable valuation method for Zai Lab. Our valuation will encompass the following assumptions for each product:<ul><li>Annual case: We will take this number from the…</li></ul>

In our first insight, we covered the company's background, particularly its management team and its product pipeline.In this insight, we will discuss valuation and deal specific details. Thoughts on ValuationGiven the limited drug candidates product pipeline and lack of income, we think the SOTP based on risk adjusted NPV valuation is a suitable valuation method for Zai Lab. Our valuation will encompass the following assumptions for each product:Annual case: We will take this number from the…

Zai Lab IPO: Thoughts on Valuation, Risks and Upsides (Part 2)

China

BGI Genomics Co., Ltd offers researching and testing services. The Company provides deoxyribonucleic acid sequencing, food science, health care researching, cancer prevention, drug discovery, and DNA sequencing. BGI Genomics offers services to medical and scientific research institutions worldwide.

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BGI Genomics (300676 CH)

AOBiome Therapeutics IPO: Hope for Natural Therapeutic Treatment

AOBiome Therapeutics, a U.S. based biotech company, is planning to raise up to USD 200 million in its listing on the Hong Kong Stock Exchange. In...

Ke Yan, CFA, FRM

Genomics as an Investment Theme

Genomics as an investment theme Costs of sequencing a human genome have fallen to less than $1,000 China leads the world in gene sequencing The...

CM Research

Zai Lab IPO: Thoughts on Valuation, Risks and Upsides (Part 2)

In our first insight, we covered the company's background, particularly its management team and its product pipeline.In this insight, we will...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)