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 analyzed the latest HK SFC report for aggregate short position as of Jun 23rd.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Sunny Optical, Js Global Life, Trip.Com, Meituan.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Jun 23rd.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Sunny Optical, Js Global Life, Trip.Com, Meituan.


HK Short Interest Weekly: Sunny Optical, JS Global Life, Trip.Com, Meituan

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Jun 16th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Baba, Tencent, Meituan, Cm Bank, Yankuang Energy.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Jun 16th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Baba, Tencent, Meituan, Cm Bank, Yankuang Energy.


HK Short Interest Weekly: Baba, Tencent, Meituan, CMB, Yankuang Energy

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Jun 9th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Longfor, Yuexiu Property, Pop Mart.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Jun 9th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Longfor, Yuexiu Property, Pop Mart.


HK Short Interest Weekly: Longfor, Yuexiu Property, Pop Mart

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Jun 2nd.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Baba, Byd Company, Jd, Kuaishou, Jd Logistics, Ccb, Ntes.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Jun 2nd.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Baba, Byd Company, Jd, Kuaishou, Jd Logistics, Ccb, Ntes.


HK Short Interest Weekly: Baba, BYD, Jd, Kuaishou, Jd Logistics, CCB, Ntes

Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

Asia biased macro & technical analysis

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

Technical Analysis

<ul><li>The industrial sector is exhibiting signs of a prolonged slowdown, similar to Real Estate and Household trends.</li><li>This Note is the third in a series on China's econChina'scovery; we update key charts and add charts relevant to the Industrial sector.</li><li>Qingdao City on Friday reduced the deposit requirement for purchasing homes, following a trend set by several other cities.</li></ul>

The industrial sector is exhibiting signs of a prolonged slowdown, similar to Real Estate and Household trends.This Note is the third in a series on China's econChina'scovery; we update key charts and add charts relevant to the Industrial sector.Qingdao City on Friday reduced the deposit requirement for purchasing homes, following a trend set by several other cities.

China

COSCO SHIPPING Holdings Co., Ltd. offers shipping services. The Company provides container shipping, terminal operation, bulk shipping, and container leasing services. COSCO SHIPPING Holdings conducts businesses worldwide.

Price Gauge
52-week Range	0.00 - 0.00
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COSCO SHIPPING Holdings (601919 CH)

HK Short Interest Weekly: Sunny Optical, JS Global Life, Trip.Com, Meituan

We analyzed the latest HK SFC report for aggregate short position as of Jun 23rd and highlight short interest changes in Sunny Optical, Js Global...

Ke Yan, CFA, FRM

HK Short Interest Weekly: Baba, Tencent, Meituan, CMB, Yankuang Energy

We analyzed the latest HK SFC report for aggregate short position as of Jun 16th and highlight short interest changes in Baba, Tencent, Meituan, Cm...

Ke Yan, CFA, FRM

HK Short Interest Weekly: Longfor, Yuexiu Property, Pop Mart

We analyzed the latest HK SFC report for aggregate short position as of Jun 9th and highlight short interest changes in Longfor, Yuexiu Property,...

Ke Yan, CFA, FRM

HK Short Interest Weekly: Baba, BYD, Jd, Kuaishou, Jd Logistics, CCB, Ntes

We analyzed the latest HK SFC report for aggregate short position as of Jun 2nd and highlight short interest changes in Baba, Byd Company, Jd,...

Ke Yan, CFA, FRM

China Recovery - Industrial

This Note is the third in a series on China's econChina'scovery; we update key charts and add charts relevant to the Industrial sector.

Untying The Gordian Knot

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)