APAC IPOs & Placements, Aequitas Research

Clarence Chu

APAC IPOs & Placements

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.

Equity Capital Markets

Guoquan Food (Shanghai) / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/guoquan-food-shanghai" target="_blank" data-smartkarma-citation="entities:36899:1" rel="noopener">Guoquan Food (Shanghai) (1786512D CH)</a> is looking to raise about US$500m in its upcoming Hong Kong IPO.</li>
<li>Guoquan Food (Shanghai) is a home meal solutions provider in China.</li>
<li>Offering a wide variety of home meal solutions products under its Guoquan Shihui (鍋圈食匯) brand, the firm had a total of 755 SKUs as of Dec 22. </li>
</ul>



Guoquan Food (Shanghai) (1786512D CH) is looking to raise about US$500m in its upcoming Hong Kong IPO.
Guoquan Food (Shanghai) is a home meal solutions provider in China.
Offering a wide variety of home meal solutions products under its Guoquan Shihui (鍋圈食匯) brand, the firm had a total of 755 SKUs as of Dec 22. 


Guoquan Food (Shanghai) Pre-IPO Tearsheet

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Quantitative Analysis

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Mar 31st.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in Jd, Petrochina, Kingsoft, Link Reit, Bidu.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Mar 31st.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in Jd, Petrochina, Kingsoft, Link Reit, Bidu.


HK Short Interest Weekly: Jd, Petrochina, Kingsoft, Link Reit, Bidu

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>On April 11, <a href="https://www.smartkarma.com/entities/prosus-nv" target="_blank" data-smartkarma-citation="entities:28104:1" rel="noopener">Prosus (PRX NA)</a> made an <a href="https://www.prosus.com/news/update-on-repurchase-programme-110423/" target="_blank" rel="noopener">Update on Repurchase Programme</a> that it had repurchased shares in the market from the 3-7 April. They do so every week.</li>
<li>This one said they would move 96 million shares of <a href="https://www.smartkarma.com/entities/tencent-holdings-ltd" target="_blank" data-smartkarma-citation="entities:26:1" rel="noopener">Tencent (700 HK)</a> currently held in non-transferrable shares into CCASS so they could be sold. </li>
<li>The ADRs dropped in New York time. Tencent shares fell hard today. If the share price fell because of a block offering, that would be unwarranted. </li>
</ul>


On April 11, Prosus (PRX NA) made an Update on Repurchase Programme that it had repurchased shares in the market from the 3-7 April. They do so every week.
This one said they would move 96 million shares of Tencent (700 HK) currently held in non-transferrable shares into CCASS so they could be sold. 
The ADRs dropped in New York time. Tencent shares fell hard today. If the share price fell because of a block offering, that would be unwarranted. 


Tencent (700 HK) - This Is Not the Selldown You Are Looking For

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

Tata Technologies / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/tata-technologies" target="_blank" data-smartkarma-citation="entities:23700:1" rel="noopener">Tata Technologies (TATATECH IN)</a> (TT) is looking to raise around US$600m in its upcoming India IPO.</li>
<li>Tata Technologies is a global engineering services company offering product development and digital solutions, including turnkey solutions, to global original equipment manufacturers (OEMs) and their tier 1 suppliers. </li>
<li>In this note we talk about the positive aspects of the deal.</li>
</ul>



Tata Technologies (TATATECH IN) (TT) is looking to raise around US$600m in its upcoming India IPO.
Tata Technologies is a global engineering services company offering product development and digital solutions, including turnkey solutions, to global original equipment manufacturers (OEMs) and their tier 1 suppliers. 
In this note we talk about the positive aspects of the deal.


Tata Technologies Pre-IPO - The Positives - A Tata Group Listing After a Long Lull

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

Cross Asset Strategy

<ul><li>AI /<a href="https://www.caixinglobal.com/2023-04-10/cover-story-chinese-internet-giants-ai-startups-rush-to-jump-on-chatgpt-bandwagon-102017065.html" target="_blank" rel="noopener">Cover Story: Chinese internet giants, AI startups rush to jump on ChatGPT bandwagon</a></li><li>China-EU /Opinion: Macron and VDL’s visits to China – will the rejection of decoupling lead to restoration of relations?</li><li>Inspections /: China doubles down on rooting out corruption in sports</li></ul>

AI /Cover Story: Chinese internet giants, AI startups rush to jump on ChatGPT bandwagonChina-EU /Opinion: Macron and VDL’s visits to China – will the rejection of decoupling lead to restoration of relations?Inspections /: China doubles down on rooting out corruption in sports

CX Daily: Chinese Internet Giants, AI Startups Rush to Jump on ChatGPT Bandwagon

China

Meituan operates as a web based shopping platform for locally found consumer products and retail services. The Company offers deals of the day by selling vouchers on local services and entertainment, dining, delivery, and other services. Meituan provides its services throughout China.

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Meituan (3690 HK)

Guoquan Food (Shanghai) Pre-IPO Tearsheet

Guoquan Food (Shanghai) (1786512D CH) is looking to raise about US$500m in its upcoming Hong Kong IPO. Guoquan Food (Shanghai) is a home meal...

Clarence Chu

HK Short Interest Weekly: Jd, Petrochina, Kingsoft, Link Reit, Bidu

We analyzed the latest HK SFC report for aggregate short position as of Mar 31st and highlight short interest changes in Jd, Petrochina, Kingsoft,...

Ke Yan, CFA, FRM

Tencent (700 HK) - This Is Not the Selldown You Are Looking For

Prosus put out their weekly repurchase update on 11 April and included a note they'd put 96mm shares of Tencent into CCASS. Tencent then fell...

Travis Lundy

Tata Technologies Pre-IPO - The Positives - A Tata Group Listing After a Long Lull

Tata Technologies (TATATECH IN) is looking to raise around US$600m in its upcoming India IPO. In this note we talk about the positive aspects of...

Sumeet Singh

CX Daily: Chinese Internet Giants, AI Startups Rush to Jump on ChatGPT Bandwagon

AI /Cover Story: Chinese internet giants, AI startups rush to jump on ChatGPT bandwagon China-EU /Opinion: Macron and VDL’s visits to China –...

Caixin Global

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