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 Nov 10th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Kuaishou, Yum China, Hkex, Petrochina.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Nov 10th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Kuaishou, Yum China, Hkex, Petrochina.


HK Short Interest Weekly: Kuaishou, Yum China, Hkex, Petrochina

<ul>
<li>We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Nov 17th based on HKEx daily reports.</li>
<li>In the past 7 days, the top 3 companies repurchased the most shares from the market were AIA (1299 HK), United Energy (467 HK), China Petroleum &amp; Chemical (386 HK).</li>
<li>In the past 30 days, the top 3 companies repurchased the most shares from the market were AIA (1299 HK), China Petroleum &amp; Chemical (386 HK), Dongfeng Motor (489 HK).</li>
</ul>


We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Nov 17th based on HKEx daily reports.
In the past 7 days, the top 3 companies repurchased the most shares from the market were AIA (1299 HK), United Energy (467 HK), China Petroleum &amp; Chemical (386 HK).
In the past 30 days, the top 3 companies repurchased the most shares from the market were AIA (1299 HK), China Petroleum &amp; Chemical (386 HK), Dongfeng Motor (489 HK).


Hong Kong Buybacks Weekly (Nov 17th): AIA, United Energy, China Petroleum & Chemical

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of November 10th.</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 the flows for Tencent, China Mobile and CNOOC.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of November 10th.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight the flows for Tencent, China Mobile and CNOOC.


Hong Kong Connect Flows (Nov 10th): Tencent, China Mobile, CNOOC

<ul>
<li>We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 121.6% as of Nov 10th.</li>
<li>The average A-H premium changed by 3.1ppt week on week, led by information technology, utilities, communication services and offset by consumer discretionary, real estate.</li>
<li>We highlight weekly changes in A-H premium for Ping An Insurance, Ganfeng Lithium, Gwmotor, China Longyuan.</li>
</ul>


We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 121.6% as of Nov 10th.
The average A-H premium changed by 3.1ppt week on week, led by information technology, utilities, communication services and offset by consumer discretionary, real estate.
We highlight weekly changes in A-H premium for Ping An Insurance, Ganfeng Lithium, Gwmotor, China Longyuan.


A-H Premium Weekly (Nov 10th): Ping An Insurance, Ganfeng Lithium, GWM, China Longyuan

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Nov 3rd.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in HSBC, Haidilao and China Mobile.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Nov 3rd.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in HSBC, Haidilao and China Mobile.


HK Short Interest Weekly: HSBC, Haidilao, China Mobile

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 manufactures principal automotive parts and components for use in the assembly of pick-up trucks and SUVs. Great Wall Motor conducts business in China, USA, Japan, Canada, Korea, and other regions.

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

Great Wall Motor (601633 CH)

HK Short Interest Weekly: Kuaishou, Yum China, Hkex, Petrochina

We analyzed the latest HK SFC report for aggregate short position as of Nov 10th and highlight short interest changes in Kuaishou, Yum China, Hkex,...

Ke Yan, CFA, FRM

Hong Kong Buybacks Weekly (Nov 17th): AIA, United Energy, China Petroleum & Chemical

We analyzed the Hong Kong buyback data in the past week and highlight top 3 companies repurchased the most shares were AIA (1299 HK), United Energy...

Ke Yan, CFA, FRM

Hong Kong Connect Flows (Nov 10th): Tencent, China Mobile, CNOOC

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

Ke Yan, CFA, FRM

A-H Premium Weekly (Nov 10th): Ping An Insurance, Ganfeng Lithium, GWM, China Longyuan

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Ping An Insurance, Ganfeng Lithium, Gwmotor, China Longyuan.

Ke Yan, CFA, FRM

HK Short Interest Weekly: HSBC, Haidilao, China Mobile

We analyzed the latest HK SFC report for aggregate short position as of Nov 3rd and highlight short interest changes in HSBC, Haidilao, China Mobile.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)