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 analyse the changes of A/H premium on 140 stocks over the last week.</li>
<li>Weekly A-H premium change of -0.7ppt was led by the consumer staple, consumer discretionary, and utilities sector.</li>
<li>We highlight stocks including Remegen, CNOOC, COSCO Shipping, Cansino, Nanjing Panda, Shenzhen Hepalink, SH Fudan, SH Haohai, China Telecom, and Sinotrans.</li>
</ul>


We analyse the changes of A/H premium on 140 stocks over the last week.
Weekly A-H premium change of -0.7ppt was led by the consumer staple, consumer discretionary, and utilities sector.
We highlight stocks including Remegen, CNOOC, COSCO Shipping, Cansino, Nanjing Panda, Shenzhen Hepalink, SH Fudan, SH Haohai, China Telecom, and Sinotrans.


A-H Premium Weekly: Remegen, CNOOC, COSCO Shipping

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine.</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 inflows into CNOOC, Kuaishou, China Mobile, Li Ning, Tsingtao.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight inflows into CNOOC, Kuaishou, China Mobile, Li Ning, Tsingtao.


Hong Kong Connect Flows: CNOOC, Kuaishou, China Mobile, Li Ning, Tsingtao

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect facilities, broken down by company and industry.</li>
<li>Overall, net inflow was ~US$0.8bn, split (roughly) US$0.2bn for Shanghai and US$0.6bn Shenzhen.</li>
<li>The largest inflows were into  <a href="https://www.smartkarma.com/entities/cnooc-ltd" target="_blank" data-smartkarma-citation="entities:175:1" rel="noopener">CNOOC Ltd (883 HK)</a>, <a href="https://www.smartkarma.com/entities/china-mobile-ltd" target="_blank" data-smartkarma-citation="entities:27:1" rel="noopener">China Mobile (941 HK)</a>, and <a href="https://www.smartkarma.com/entities/beijing-kuaishou-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:29725:1" rel="noopener">Kuaishou Technology (1024 HK)</a>. The largest outflows were in <a href="https://www.smartkarma.com/entities/tencent-holdings-ltd" target="_blank" data-smartkarma-citation="entities:26:1" rel="noopener">Tencent (700 HK)</a> and <a href="https://www.smartkarma.com/entities/industrial-and-commercial-bank-of-china-limited" target="_blank" data-smartkarma-citation="entities:1119:1" rel="noopener">ICBC (1398 HK)</a>.</li>
</ul>


Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect facilities, broken down by company and industry.
Overall, net inflow was ~US$0.8bn, split (roughly) US$0.2bn for Shanghai and US$0.6bn Shenzhen.
The largest inflows were into  CNOOC Ltd (883 HK), China Mobile (941 HK), and Kuaishou Technology (1024 HK). The largest outflows were in Tencent (700 HK) and ICBC (1398 HK).


Shanghai/​​Shenzhen Southbound Connect: Weekly Moves (2 June 2022)

<ul>
<li>We analyze the monthly Hong Kong Connect flows with our data engine.</li>
<li>We tabulate the top stocks by inflows, outlfows, and holding by mainland investors.</li>
<li>Inflows last month amounted to USD 5.7bn which marks sixth months of inflows. Top three stocks southbound investors bought were Meituan, CNOOC, and Tencent.</li>
</ul>


We analyze the monthly Hong Kong Connect flows with our data engine.
We tabulate the top stocks by inflows, outlfows, and holding by mainland investors.
Inflows last month amounted to USD 5.7bn which marks sixth months of inflows. Top three stocks southbound investors bought were Meituan, CNOOC, and Tencent.


Hong Kong Connect Flows Monthly (May): Meituan, CNOOC, Tencent

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine.</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 weekly inflows into China Mobile, CNOOC, Tencent, Li Ning, Wuxi Biologics.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight weekly inflows into China Mobile, CNOOC, Tencent, Li Ning, Wuxi Biologics.


Hong Kong Connect Flows: China Mobile, CNOOC, Tencent, Li Ning, Wuxi Biologics

China

CNOOC Limited, through its subsidiaries, explores, develops, produces, and sells crude oil and natural gas. The Company focuses in the areas such as Bohai, Western South China Sea, Eastern South China Sea and East China Sea in offshore China. Internationally, the Group has oil and gas assets in Asia, Africa, North America, South America, and Oceania.

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

CNOOC Ltd (883 HK)

A-H Premium Weekly: Remegen, CNOOC, COSCO Shipping

We highlight A-H premium changes for stocks including Remegen, CNOOC, COSCO Shipping, Cansino, Nanjing Panda, Shenzhen Hepalink, SH Fudan, SH...

Ke Yan, CFA, FRM

Hong Kong Connect Flows: CNOOC, Kuaishou, China Mobile, Li Ning, Tsingtao

We highlight 4 weeks of southbound Hong Kong connect net inflows, and inflows into CNOOC, Kuaishou, China Mobile, Li Ning, Tsingtao.

Ke Yan, CFA, FRM

Shanghai/Shenzhen Southbound Connect: Weekly Moves (2 June 2022)

Overall, net inflow was ~US$0.8bn, split (roughly) US$0.2bn for Shanghai Southbound and US$0.6bn for Shenzhen Southbound.

David Blennerhassett

Hong Kong Connect Flows Monthly (May): Meituan, CNOOC, Tencent

Inflows last month amounted to USD 5.7bn which marks sixth months of inflows. Top three stocks southbound investors bought were Meituan, CNOOC, and...

Ke Yan, CFA, FRM

Hong Kong Connect Flows: China Mobile, CNOOC, Tencent, Li Ning, Wuxi Biologics

We highlight weekly southbound Hong Kong Connect inflows into China Mobile, CNOOC, Tencent, Li Ning, Wuxi Biologics from mainland investors.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

A-H Premium Weekly: Remegen, CNOOC, COSCO Shipping

We highlight A-H premium changes for stocks including Remegen, CNOOC, COSCO Shipping, Cansino, Nanjing Panda, Shenzhen Hepalink, SH Fudan, SH...

Ke Yan, CFA, FRM

Hong Kong Connect Flows: CNOOC, Kuaishou, China Mobile, Li Ning, Tsingtao

We highlight 4 weeks of southbound Hong Kong connect net inflows, and inflows into CNOOC, Kuaishou, China Mobile, Li Ning, Tsingtao.

Ke Yan, CFA, FRM

Shanghai/​​Shenzhen Southbound Connect: Weekly Moves (2 June 2022)

Overall, net inflow was ~US$0.8bn, split (roughly) US$0.2bn for Shanghai Southbound and US$0.6bn for Shenzhen Southbound.

David Blennerhassett

Hong Kong Connect Flows Monthly (May): Meituan, CNOOC, Tencent

Inflows last month amounted to USD 5.7bn which marks sixth months of inflows. Top three stocks southbound investors bought were Meituan, CNOOC, and...

Ke Yan, CFA, FRM

Hong Kong Connect Flows: China Mobile, CNOOC, Tencent, Li Ning, Wuxi Biologics

We highlight weekly southbound Hong Kong Connect inflows into China Mobile, CNOOC, Tencent, Li Ning, Wuxi Biologics from mainland investors.

Ke Yan, CFA, FRM

Shanghai/Shenzhen Southbound Connect: Weekly Moves (2 June 2022)