Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, 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.

Event-Driven

<ul>
<li>Zomato (Zomato IN) raised US$1.3bn in its India IPO in Jul 2021. At that time, it was the largest technology sector listing in India.</li>
<li>Zomato is one of two leading food delivery app operators in India. It recently acquired Blinkit marking its foray into the instant grocery segment.</li>
<li>In this note, we will talk about the lock-up dynamics and updates since our last note.</li>
</ul>


Zomato (Zomato IN) raised US$1.3bn in its India IPO in Jul 2021. At that time, it was the largest technology sector listing in India.
Zomato is one of two leading food delivery app operators in India. It recently acquired Blinkit marking its foray into the instant grocery segment.
In this note, we will talk about the lock-up dynamics and updates since our last note.


Zomato IPO Lock-Up - A US$3.4bn Lockup Release Test Case for India

<ul>
<li>LG Energy Solution (LGES) raised US$10.8bn in its South Korea IPO. The stock was listed on 27th Jan 22. Its six-month lockup is set to expire soon.</li>
<li>LGES is the EV battery unit of LG Chem. The company is a major supplier to customers including Tesla and General Motors.</li>
<li>In this note, we will talk about the lock-up dynamics and updates since our last note.</li>
</ul>


LG Energy Solution (LGES) raised US$10.8bn in its South Korea IPO. The stock was listed on 27th Jan 22. Its six-month lockup is set to expire soon.
LGES is the EV battery unit of LG Chem. The company is a major supplier to customers including Tesla and General Motors.
In this note, we will talk about the lock-up dynamics and updates since our last note.


LG Energy IPO Lock-Up - Largest Lockup Release of the Lot at US$3bn

Overseas Chinese Equities, Aequitas Research

Ming Lu

Overseas Chinese Equities

Equity Bottom-Up

<ul>
<li>Tencent's games gave only three hours a week to juveniles in school summer vacation.</li>
<li>Tencent and NetEase did not get new game licenses for the third time this year.</li>
<li>Kingsoft censors files on users’ computers, which will benefit Microsoft Office.</li>
</ul>


Tencent's games gave only three hours a week to juveniles in school summer vacation.
Tencent and NetEase did not get new game licenses for the third time this year.
Kingsoft censors files on users’ computers, which will benefit Microsoft Office.


China Internet Weekly (18Jul2022): Tencent, Alibaba, Kingsoft Office, Miss Fresh

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 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 weekly flows of Tencent, Geely, Meituan, Wuxi Biologics.</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 weekly flows of Tencent, Geely, Meituan, Wuxi Biologics.


Hong Kong Connect Flows: Tencent, Geely, Meituan, Wuxi Biologics

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Jul 8th.</li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short interest changes in Innovent Biologics, Yeahka, CR Beer, Great Wall Motor.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Jul 8th.
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short interest changes in Innovent Biologics, Yeahka, CR Beer, Great Wall Motor.


HK Short Interest: Innovent Biologics, Yeahka, CR Beer, Great Wall Motor

China

Tencent Holdings Limited operates as an investment holding company. The Company, through its subsidiaries, provides Internet and mobile value-added services (VAS), online advertising, and e-commerce transactions. Tencent Holdings offers services to users worldwide.

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Tencent Holdings (ADR) (TCEHY US)

Zomato IPO Lock-Up - A US$3.4bn Lockup Release Test Case for India

Zomato raised US$1.3bn in its India IPO in Jul 2021. At that time, it was the largest technology sector listing in India. The lock-up on its pre...

Sumeet Singh

LG Energy IPO Lock-Up - Largest Lockup Release of the Lot at US$3bn

LG Energy Solution (LGES) raised US$10.8bn in its South Korea IPO. The stock was listed on 27th Jan 22. Its six-month lockup is set to expire soon.

Sumeet Singh

China Internet Weekly (18Jul2022): Tencent, Alibaba, Kingsoft Office, Miss Fresh

Tencent follows new game law in school summer vacation. Tencent and NetEase did not get new game licenses for the third time this year. Kingsoft...

Ming Lu

Hong Kong Connect Flows: Tencent, Geely, Meituan, Wuxi Biologics

We highlight southbound weekly Hong Kong inflows into Tencent, Geely, as well as outflows from Meituan, and Wuxi Biologics.

Ke Yan, CFA, FRM

HK Short Interest: Innovent Biologics, Yeahka, CR Beer, Great Wall Motor

We highlight week on week short interest changes in Innovent Biologics, Yeahka, CR Beer, Great Wall Motor based on the latest HK SFC short...

Ke Yan, CFA, FRM

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)