Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

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

China Tourism Group Duty Free Corp Ltd / Equity Capital Markets

<ul>
<li>China Tourism Group Duty Free Corporation Limited (CDF) is gearing up to launch Hong Kong’s largest listing so far this year, with a reported deal size of around US$2-3bn.</li>
<li>Prior to the deal launch, we’ve had a quick look at the A/H premium, subscription and past performance of some of the earlier A/H listings.</li>
<li>Overall, most of the recent A/H listings haven’t done much over the first month.</li>
</ul>


China Tourism Group Duty Free Corporation Limited (CDF) is gearing up to launch Hong Kong’s largest listing so far this year, with a reported deal size of around US$2-3bn.
Prior to the deal launch, we’ve had a quick look at the A/H premium, subscription and past performance of some of the earlier A/H listings.
Overall, most of the recent A/H listings haven’t done much over the first month.


Past A/H Listings Performance - Most of the Deals Haven’t Done Much

Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<ul>
<li>
Tesla will split its stock 3-1, as expected, effective August 25th.</li>
<li>But investors &amp; analysts remain split over Tesla’s falling sales &amp; profitability</li>
<li>And whether CEO Elon Musk has become its biggest liability.</li>
</ul>



Tesla will split its stock 3-1, as expected, effective August 25th.
But investors &amp; analysts remain split over Tesla’s falling sales &amp; profitability
And whether CEO Elon Musk has become its biggest liability.


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 analyze the weekly Hong Kong Connect flows with our data engine for holding as of July  29th.</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 Tencent, Wuxi Biologics, and China Mobile.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding as of July  29th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for Tencent, Wuxi Biologics, and China Mobile.


Hong Kong Connect Flows: Tencent, Wuxi Biologics, China Mobile

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Jul 22nd. </li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short interests changes in Wuxi Biologics, Techtronic, Tencent, XPeng.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Jul 22nd. 
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short interests changes in Wuxi Biologics, Techtronic, Tencent, XPeng.


HK Short Interest: Wuxi Biologics, Techtronic, Tencent, XPeng

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

<ul>
<li>BYD (1211 HK) is a short on upticks near the gap and physical resistance for a decline to pressure intermediate support at 240 (break expected).</li>
<li>Sell volumes spiked on the jolt down with sellers waiting overhead on a secondary bounce attempt.</li>
<li>RSI shows a compelling bearish set up after topping at the 70+ sell zone with bear divergence that supports a downside surprise.</li>
</ul>


BYD (1211 HK) is a short on upticks near the gap and physical resistance for a decline to pressure intermediate support at 240 (break expected).
Sell volumes spiked on the jolt down with sellers waiting overhead on a secondary bounce attempt.
RSI shows a compelling bearish set up after topping at the 70+ sell zone with bear divergence that supports a downside surprise.


BYD 300-10 Short Zone to Press on 240 Support

China

BYD Company Limited, through its subsidiaries, manufactures and sells automobiles. The Company also researches, develops, manufactures and sells batteries, which are applied on mobile phones, cordless phones, power tools and other kinds of portable electronic devices.

Price Gauge
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BYD (1211 HK)

Past A/H Listings Performance - Most of the Deals Haven’t Done Much

China Tourism is gearing up to launch Hong Kong’s largest listing so far this year, with a reported deal size of around US$2-3bn. Ahead of its...

Sumeet Singh

Tesla Splitsville

Tesla will split its stock, as expected, but investors & analysts remain split over Tesla’s falling sales & profitability and whether CEO Elon Musk...

Vicki Bryan

Hong Kong Connect Flows: Tencent, Wuxi Biologics, China Mobile

Inflows from mainland investors to Hong Kong stocks have been positive for the past 12 weeks. We highlight flows for Tencent, Wuxi Biologics, and...

Ke Yan, CFA, FRM

HK Short Interest: Wuxi Biologics, Techtronic, Tencent, XPeng

We highlight weekly short interests changes in Wuxi Biologics, Techtronic, Tencent, XPeng based on the latest HK SFC Short Aggregate report.

Ke Yan, CFA, FRM

BYD 300-10 Short Zone to Press on 240 Support

BYD (1211 HK) is a short on upticks near the gap and physical resistance for a decline to pressure intermediate support at 240 (break expected).

Thomas Schroeder

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)