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 analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 22nd.</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 China Mobile, ICBC and Innovent Biologics.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 22nd.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight flows for China Mobile, ICBC and Innovent Biologics.


Hong Kong Connect Flows (Sep 22nd): China Mobile, ICBC, Innovent Biologics

Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

<p>Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.</p>In this Insight:<ol><li><a href='/entities/china-jinmao-holdings-group' target='_blank' rel='noopener'>China Jinmao Holdings</a></li><li><a href='/entities/greentown-china-holdings' target='_blank' rel='noopener'>Greentown China</a></li><li><a href='/entities/china-vanke-co-ltd' target='_blank' rel='noopener'>China Vanke </a></li><li><a href='/entities/first-pacific-co-ltd' target='_blank' rel='noopener'>First Pacific Co</a></li><li><a href='/entities/jsw-infrastructure' target='_blank' rel='noopener'>JSW Infrastructure</a></li></ol>and more...

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and also showcase a list of the most-read reports.In this Insight:China Jinmao HoldingsGreentown ChinaChina Vanke First Pacific CoJSW Infrastructureand more...

Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

Thematic (Sector/Industry)

<ul>
<li>A weekly curated selection of Chinese news articles and company announcements focused on developers in distress</li>
<li>We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market</li>
<li>We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to sources</li>
</ul>


A weekly curated selection of Chinese news articles and company announcements focused on developers in distress
We look for their deals, updates, specific project progress news ('local signals'), as well as relevant local research commentaries about the market
We do not verify the underlying data or provide any opinion, we only select and summarize the information; See direct links to sources


China Property Developers In Distress - Weekly News & Announcements Tracker | 15-21 September 2023

Macroeconomics

<ul>
<li>We hosted a Real Estate Foresight Webinar on Sep 20, with our latest take on China's housing markets after the recent policy easing wave</li>
<li>Can we see the impact of the policy easing? How much of further stimulus to expect? What will be the 'next normal' for new home sales after the downturn?</li>
<li>A quick poll of the participants (experienced professionals in China property) showed a 100% consensus that more easing will be needed to trigger a rebound in new home sales</li>
</ul>


We hosted a Real Estate Foresight Webinar on Sep 20, with our latest take on China's housing markets after the recent policy easing wave
Can we see the impact of the policy easing? How much of further stimulus to expect? What will be the 'next normal' for new home sales after the downturn?
A quick poll of the participants (experienced professionals in China property) showed a 100% consensus that more easing will be needed to trigger a rebound in new home sales


China Housing - And The Sum Of All Tiers [Webinar Presentation Video]

<ul>
<li>The weekly data for new home sales for 18 cities with consistent data to the week ending September 10 does not show pickup signs, despite some media buzz after easing</li>
<li>But we expect the impact to start showing in the next weeks</li>
<li>In the meantime, using weekly metrics as predictors of the direction of the national monthly figures, suggests no real improvement YTD y/y so far for Sep</li>
</ul>


The weekly data for new home sales for 18 cities with consistent data to the week ending September 10 does not show pickup signs, despite some media buzz after easing
But we expect the impact to start showing in the next weeks
In the meantime, using weekly metrics as predictors of the direction of the national monthly figures, suggests no real improvement YTD y/y so far for Sep


China Housing - Weekly Data Does Not (Yet) Show Impact Of Policy Easing

China

China Evergrande Group is an integrated residential property developer. The Company, through its subsidiaries, operates in property development, investment, management, finance, internet, health, culture, and tourism markets.

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Evergrande (3333 HK)

Hong Kong Connect Flows (Sep 22nd): China Mobile, ICBC, Innovent Biologics

We analyzed southbound Hong Kong connect flows in the past week and highlight flows for China Mobile, ICBC, Innovent Biologics.

Ke Yan, CFA, FRM

Weekly Wrap - 22 Sep 2023

Lucror Analytics Weekly Wraps provide an overview of all Morning Views comments and reports published by our analyst team in the past week, and...

Lucror Analytics

China Property Developers In Distress - Weekly News & Announcements Tracker | 15-21 September 2023

A weekly curated selection and summaries of Chinese news articles and company announcements focused on developers in distress.

Robert Ciemniak

China Housing - And The Sum Of All Tiers [Webinar Presentation Video]

Real Estate Foresight hosted a webinar on Sep 20, with our latest take on China's housing markets after the recent policy-easing wave. Watch the...

Robert Ciemniak

China Housing - Weekly Data Does Not (Yet) Show Impact Of Policy Easing

China Housing: The weekly new home sales data for 18 cities to the week ending Sep 10 does not show signs of improvement (yet) after the policy...

Robert Ciemniak

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52-week Range

Market Cap (USDm)

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