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 statistics on top repurchases over one week, one month, one quarter and one year periods ended on Mar 3rd based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were GWM (2333 HK), Mengniu Dairy (2319 HK), Sino Biopharmaceutical (1177 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were GWM (2333 HK), Aia (1299 HK), China Mengniu Dairy (2319 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Mar 3rd based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were GWM (2333 HK), Mengniu Dairy (2319 HK), Sino Biopharmaceutical (1177 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were GWM (2333 HK), Aia (1299 HK), China Mengniu Dairy (2319 HK).


Hong Kong Buybacks Weekly (Mar 3rd): Great Wall Motor, China Mengniu Dairy, Sino Biopharmaceutical

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of February 24th.</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, Tencent, Byd, China Construction Bank.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of February 24th.
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, Tencent, Byd, China Construction Bank.


Hong Kong Connect Flows (Feb 24th): China Mobile, Tencent, Byd, CCB

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Feb 17th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Ctg Duty-Free, Xiaomi, China Shenhua, Meituan, Jd.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Feb 17th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Ctg Duty-Free, Xiaomi, China Shenhua, Meituan, Jd.


HK Short Interest Weekly: CDF, Xiaomi, China Shenhua, Meituan, Jd

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Feb 24th based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies that repurchased the most shares from the market were Great Wall Motor (2333 HK), China Mengniu (2319 HK), Esr (1821 HK).</li>
<li>In the past 30 days, the top 3 companies that repurchased the most shares from the market were Aia (1299 HK), Great Wall Motor (2333 HK), Esr (1821 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Feb 24th based on HKEx daily reports.
In the past 7 days, the top 3 companies that repurchased the most shares from the market were Great Wall Motor (2333 HK), China Mengniu (2319 HK), Esr (1821 HK).
In the past 30 days, the top 3 companies that repurchased the most shares from the market were Aia (1299 HK), Great Wall Motor (2333 HK), Esr (1821 HK).


Hong Kong Buybacks Weekly (Feb 24th): Great Wall Motor, China Mengniu Dairy, Esr

<ul>
<li>We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 109.6% as of Feb 17th.</li>
<li>The average A-H premium changed by -2.3ppt week on week, led by consumer discretionary, health care, energy and offset by communication services, consumer staples, materials.</li>
<li>We highlight weekly changes in A-H premium for China Shenhua, PetroChina, GWM, First Tractor.</li>
</ul>


We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 109.6% as of Feb 17th.
The average A-H premium changed by -2.3ppt week on week, led by consumer discretionary, health care, energy and offset by communication services, consumer staples, materials.
We highlight weekly changes in A-H premium for China Shenhua, PetroChina, GWM, First Tractor.


A-H Premium Weekly (Feb 17th): China Shenhua, PetroChina, GWM, First Tractor

China

Great Wall Motor Company Limited, through its subsidiaries, manufactures and sells pick-up trucks and sport-utility vehicles (SUVs) in China under branded names. The Company also researches and develops, and manufactures principal automotive parts and components for use in the assembly of pick-up trucks and SUVs.

Price Gauge
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Great Wall Motor (2333 HK)

Hong Kong Buybacks Weekly (Mar 3rd): Great Wall Motor, China Mengniu Dairy, Sino Biopharmaceutical

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were GWM (2333 HK),...

Ke Yan, CFA, FRM

Hong Kong Connect Flows (Feb 24th): China Mobile, Tencent, Byd, CCB

We analyzed southbound Hong Kong connect flows in the past week and highlight flows for China Mobile, Tencent, Byd, China Construction Bank.

Ke Yan, CFA, FRM

HK Short Interest Weekly: CDF, Xiaomi, China Shenhua, Meituan, Jd

We analyzed the latest HK SFC report for aggregate short position as of Feb 17th and highlight short interest changes in CDF, Xiaomi, China...

Ke Yan, CFA, FRM

Hong Kong Buybacks Weekly (Feb 24th): Great Wall Motor, China Mengniu Dairy, Esr

We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Great Wall Motor...

Ke Yan, CFA, FRM

A-H Premium Weekly (Feb 17th): China Shenhua, PetroChina, GWM, First Tractor

We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Shenhua, PetroChina, GWM, First Tractor

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)