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

In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by our proprietary data engine. We will discuss the stocks that experienced the most inflow and outflow by mainlanders in the past seven days.
We split the stocks eligible for the Hong Kong Connect trade into three groups: those with a market capitalization of above USD 5 billion, those with a market capitalization between USD 1 billion and USD 5 billion, and those with a market capitalization between USD 500 million and USD 1 billion.

In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by our proprietary data engine. We will discuss the stocks that experienced the most inflow and outflow by mainlanders in the past seven days.
We split the stocks eligible for the Hong Kong Connect trade into three groups: those with a market capitalization of above USD 5 billion, those with a market capitalization between USD 1 billion and USD 5 billion, and those with a market capitalization between USD 500 million and USD 1 billion.

Discover HK Connect: Mainlanders Were Buying Pharma and Property Managers in December

Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

Thematic (Sector/Industry)

The National Bureau of Statistics (NBS) released today the key China data for November, related to property sales and investments by developers at a national level, showing a gradually decelerating growth of new home sales volumes (residential gross floor area for "commercial residential" property) year-to-date year-on-year and the decline on a 3-month year-on-year basis, with a sustained pace of new starts and investments, slightly slower land acquisition growth. In line with our expectations.

The National Bureau of Statistics (NBS) released today the key China data for November, related to property sales and investments by developers at a national level, showing a gradually decelerating growth of new home sales volumes (residential gross floor area for "commercial residential" property) year-to-date year-on-year and the decline on a 3-month year-on-year basis, with a sustained pace of new starts and investments, slightly slower land acquisition growth. In line with our expectations. 

China Housing: November Sales Volume Growth Slower YTD Y/Y, Negative 3M Y/Y (Today's Data From NBS)

Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar. 

Lucror Analytics - Morning Views Asia - 07 Dec 2018

With the implementation of Hong Kong Connect in 2014, mainland Chinese investors could access the international market on the Hong Kong Stock Exchange. Over the past three years, Chinese investors have increased their holdings to an average of 9% of the free float in the shares eligible under the scheme. 
In this series of insights, we will help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by our proprietary data engine. Our discussion includes:
1) Which stocks are held the most by mainlanders?
2) Which stocks experience the most inflow and outflow by mainlanders?
We split the stocks eligible for the Hong Kong Connect trade into three groups: those with market capitalization of above USD 5 billion, those with market capitalization between USD 1 billion and USD 5 billion, and those with market capitalization between USD 500 million and USD 1 billion.

With the implementation of Hong Kong Connect in 2014, mainland Chinese investors could access the international market on the Hong Kong Stock Exchange. Over the past three years, Chinese investors have increased their holdings to an average of 9% of the free float in the shares eligible under the scheme. 
In this series of insights, we will help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by our proprietary data engine. Our discussion includes:
1) Which stocks are held the most by mainlanders?
2) Which stocks experience the most inflow and outflow by mainlanders?
We split the stocks eligible for the Hong Kong Connect trade into three groups: those with market capitalization of above USD 5 billion, those with market capitalization between USD 1 billion and USD 5 billion, and those with market capitalization between USD 500 million and USD 1 billion.

Discover HK Connect: What Mainlanders Are Buying (2018-12-03)

Lucror Analytics - Morning Views Asia - 30 Nov 2018

China

Sunac China Holdings Limited is a real estate development company.

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Sunac China Holdings (1918 HK)

Discover HK Connect: Mainlanders Were Buying Pharma and Property Managers in December

In our Discover HK Connect series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed by...

Ke Yan, CFA, FRM

China Housing: November Sales Volume Growth Slower YTD Y/Y, Negative 3M Y/Y (Today's Data From NBS)

The National Bureau of Statistics (NBS) released today the key China data for November, related to property sales and investments by developers at...

Robert Ciemniak

Lucror Analytics - Morning Views Asia - 07 Dec 2018

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...

Lucror Analytics

Discover HK Connect: What Mainlanders Are Buying (2018-12-03)

With the implementation of Hong Kong Connect in 2014, mainland Chinese investors could access the international market on the Hong Kong Stock...

Ke Yan, CFA, FRM

Lucror Analytics - Morning Views Asia - 30 Nov 2018

Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...

Lucror Analytics

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)