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

Alibaba Group Holding  / Equity Capital Markets

<ul>
<li>In this note, we will take a look at the Asia Pacific IPO pipeline for 2024, starting with Hong Kong.</li>
<li>This list has been compiled on a best effort basis from tracking the company filings and through various other sources.</li>
<li>The deals you see in this note are only a part of our full IPO pipeline tracker. Feel free to drop us a message for additional information on these IPOs.</li>
</ul>


In this note, we will take a look at the Asia Pacific IPO pipeline for 2024, starting with Hong Kong.
This list has been compiled on a best effort basis from tracking the company filings and through various other sources.
The deals you see in this note are only a part of our full IPO pipeline tracker. Feel free to drop us a message for additional information on these IPOs.


Aequitas 2024 Asia IPO Pipeline - Hong Kong

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

J&T Global Express  / Equity Capital Markets

<ul>
<li>In this insight we preview J&amp;T's maiden earnings report as a listed company</li>
<li>We focus on revenue growth &amp; margin trends in the China &amp; SE Asia businesses</li>
<li>We fear slowing organic growth &amp; margin deterioration could spook investors</li>
</ul>


In this insight we preview J&amp;T's maiden earnings report as a listed company
We focus on revenue growth &amp; margin trends in the China &amp; SE Asia businesses
We fear slowing organic growth &amp; margin deterioration could spook investors


J&T Global Express FY23 Earnings Preview | Revenue Growth & Margin | China, SE Asia, 'Other'

Thematic (Sector/Industry)

<ul>
<li>For segments we cover -- express, containers, tourism -- 2023 was challenging</li>
<li>In this note we highlight each segment's key trends and themes from 2023</li>
<li>We conclude with a look at 2023 share performance and a peak into 2024</li>
</ul>


For segments we cover -- express, containers, tourism -- 2023 was challenging
In this note we highlight each segment's key trends and themes from 2023
We conclude with a look at 2023 share performance and a peak into 2024


Key 2023 Trends & Themes in Asian Express, Containers, Tourism | Plus A Peak Into 2024

Equity Bottom-Up

<ul>
<li>In November, domestic parcel volume growth accelerated vs recent months</li>
<li>International remains very strong; STO keeps taking share from Yunda</li>
<li>Avoid domestic 'ground' segment, seek international growth in SF, CaiNiao</li>
</ul>


In November, domestic parcel volume growth accelerated vs recent months
International remains very strong; STO keeps taking share from Yunda
Avoid domestic 'ground' segment, seek international growth in SF, CaiNiao


Monthly Chinese Express Tracker | Prices Keep Sliding, Volume Share Keeps Shifting (December 2023)

<ul>
<li>Since SEC operates in US executive branch, Congress lacks power to stop IPOs</li>
<li>But by passing new laws, Congress could potentially undermine SHEIN's IPO</li>
<li>Given current political climate in the US, SHEIN IPO faces real political risks</li>
</ul>


Since SEC operates in US executive branch, Congress lacks power to stop IPOs
But by passing new laws, Congress could potentially undermine SHEIN's IPO
Given current political climate in the US, SHEIN IPO faces real political risks


Could US Lawmakers Actually Stop SHEIN's US IPO? No, But They Sure Could Make Things Difficult

Hong Kong

Cainiao Smart Logistics Network Ltd. operates as an investment company. The Company provides equity investments, investment management, and other services. Cainiao Smart Logistics Network is located in Hong Kong.

Cainiao Smart Logistics Network (1437124D HK)

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Cainiao Smart Logistics Network (1437124D HK)

Aequitas 2024 Asia IPO Pipeline - Hong Kong

In this note, we will take a look at the Asia Pacific IPO pipeline for 2024, starting with Hong Kong including the filed, lapsed and future filings.

Sumeet Singh

J&T Global Express FY23 Earnings Preview | Revenue Growth & Margin | China, SE Asia, 'Other'

In our preview of the newly-listed express company's full-year and H223 earnings, we explain why we expect to see slowing organic revenue growth...

Tracking Traffic

Key 2023 Trends & Themes in Asian Express, Containers, Tourism | Plus A Peak Into 2024

In this insight we look at the important trends and themes we've covered this year in the express, containers, and tourism sectors. We also...

Tracking Traffic

Could US Lawmakers Actually Stop SHEIN's US IPO? No, But They Sure Could Make Things Difficult

US lawmakers are making noise about "blocking" SHEIN's expected US IPO. Though they do not have a formal role in the IPO process, lawmakers could...

Tracking Traffic

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Aequitas 2024 Asia IPO Pipeline - Hong Kong

In this note, we will take a look at the Asia Pacific IPO pipeline for 2024, starting with Hong Kong including the filed, lapsed and future filings.

Sumeet Singh

J&T Global Express FY23 Earnings Preview | Revenue Growth & Margin | China, SE Asia, 'Other'

In our preview of the newly-listed express company's full-year and H223 earnings, we explain why we expect to see slowing organic revenue growth...

Tracking Traffic

Key 2023 Trends & Themes in Asian Express, Containers, Tourism | Plus A Peak Into 2024

In this insight we look at the important trends and themes we've covered this year in the express, containers, and tourism sectors. We also...

Tracking Traffic

Monthly Chinese Express Tracker | Prices Keep Sliding, Volume Share Keeps Shifting (December 2023)

Although domestic parcel volume has strengthened in recent months, pricing continues to weaken, and China's 'sort & transport' express companies...

Tracking Traffic

Could US Lawmakers Actually Stop SHEIN's US IPO? No, But They Sure Could Make Things Difficult

US lawmakers are making noise about "blocking" SHEIN's expected US IPO. Though they do not have a formal role in the IPO process, lawmakers could...

Tracking Traffic