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 16th.</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 Wuxi Biologics (Cayman) Inc and CNOOC. </li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of September 16th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight inflows into Wuxi Biologics (Cayman) Inc and CNOOC. 


Hong Kong Connect Flows (Sep 16th): Chinese Buying Wuxi Biologics After Biden's New Executive Order

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Equity Bottom-Up

<ul><li>Gome Retail Holdings Ltd, one of China’s largest bricks-and-mortar electronics retailers, plans to acquire real estate to develop into shopping malls and a customer experience center.</li><li>The company will modify an eight-story shopping mall in Gome Commercial Capital into an arena capable of accommodating roughly 300 manufacturers of home appliances and consumer electronics to display and sell their products.</li><li>The Beijing property covers an area of 524,638 square meters and also includes catering and entertainment facilities, a hotel, a warehouse and an underground parking lot.</li></ul>

Gome Retail Holdings Ltd, one of China’s largest bricks-and-mortar electronics retailers, plans to acquire real estate to develop into shopping malls and a customer experience center.The company will modify an eight-story shopping mall in Gome Commercial Capital into an arena capable of accommodating roughly 300 manufacturers of home appliances and consumer electronics to display and sell their products.The Beijing property covers an area of 524,638 square meters and also includes catering and entertainment facilities, a hotel, a warehouse and an underground parking lot.

Retailer Gome Doubles Down on Brick-And-Mortar Business

Cross Asset Strategy

<ul><li>Cover Story: Sichuan power crunch sparks calls for rethink of coal in China’s energy mix</li><li>Suspects arrested as Hong Kong police crack down on cross-border job scam</li><li>Exclusive: Regulator moves to help struggling private developers with bond guarantees</li></ul>

Cover Story: Sichuan power crunch sparks calls for rethink of coal in China’s energy mixSuspects arrested as Hong Kong police crack down on cross-border job scamExclusive: Regulator moves to help struggling private developers with bond guarantees

CX Daily: Sichuan Power Crunch Sparks Calls for Rethink of Coal in China’s Energy Mix

<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 Tencent and BYD that dominated the inflows last week.</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 Tencent and BYD that dominated the inflows last week.


Hong Kong Connect Flows: 11 Weeks of Inflows

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Major global indices have relegated Russia to the "standalone" and "unclassified" market status. Talk of significant flows into major non-Russia EM markets such as China, Taiwan, Korea, etc is misguided. </li>
<li>Even if OLX and VK Group are written down to zero, the fall in <a href="https://www.smartkarma.com/entities/prosus-nv" target="_blank" data-smartkarma-citation="entities:28104:1" rel="noopener">Prosus (PRX NA)</a>'s implied stub has overshot the mark</li>
<li>The founder and former chairman and CEO of <a href="https://www.smartkarma.com/entities/nexon-co-ltd" target="_blank" data-smartkarma-citation="entities:16032:1" rel="noopener">Nexon (3659 JP)</a> has passed away. The estate may wish to sell Nexon shares, or its entire stake, at some point near-term.</li>
</ul>


Major global indices have relegated Russia to the "standalone" and "unclassified" market status. Talk of significant flows into major non-Russia EM markets such as China, Taiwan, Korea, etc is misguided. 
Even if OLX and VK Group are written down to zero, the fall in Prosus (PRX NA)'s implied stub has overshot the mark
The founder and former chairman and CEO of Nexon (3659 JP) has passed away. The estate may wish to sell Nexon shares, or its entire stake, at some point near-term.


Last Week in Event SPACE: Russia/Indices, Prosus, Virtus, Crown, Nexon, Hitachi Metals

China

GOME Retail Holdings Limited retails household appliances. The Company provides televisions, washing machines, computers, mobile phones, digital devices, air conditioners, and other products. GOME Retail Holdings also provides equipment repairing, recycling, and other services.

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GOME Retail Holdings (493 HK)

Hong Kong Connect Flows (Sep 16th): Chinese Buying Wuxi Biologics After Biden's New Executive Order

We analyzed Hong Connect flows last week and highlight Chinese purchase of Wuxi Biologics post new executive order signed on Monday.

Ke Yan, CFA, FRM

Retailer Gome Doubles Down on Brick-And-Mortar Business

Gome Retail Holdings Ltd, one of China’s largest bricks-and-mortar electronics retailers, plans to acquire real estate to develop into shopping...

Caixin Global

CX Daily: Sichuan Power Crunch Sparks Calls for Rethink of Coal in China’s Energy Mix

Cover Story: Sichuan power crunch sparks calls for rethink of coal in China’s energy mix. Suspects arrested as Hong Kong police crack down on cross...

Caixin Global

Hong Kong Connect Flows: 11 Weeks of Inflows

Southbound connect recorded 11 weeks of consecutive inflows. We highlight Tencent and BYD that dominated the inflows last week.

Ke Yan, CFA, FRM

Last Week in Event SPACE: Russia/Indices, Prosus, Virtus, Crown, Nexon, Hitachi Metals

The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

David Blennerhassett

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