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 analyse the changes of A/H premium on 136 stocks over the last week.</li>
<li>Information technology and health care led the increases of A/H premium while consumer staple led the decreases of A/H premium. </li>
<li>We highlight A/H premium increases for Flat Glass, Cansino, and China Eastern Air. </li>
</ul>


We analyse the changes of A/H premium on 136 stocks over the last week.
Information technology and health care led the increases of A/H premium while consumer staple led the decreases of A/H premium. 
We highlight A/H premium increases for Flat Glass, Cansino, and China Eastern Air. 


A/H Premium Weekly: Flat Glass, Cansino, China Eastern Air

<ul>
<li>We analyse the changes of A/H premium on 135 stocks over the last week.</li>
<li>We highlight three sectors that contributed to the A/H premium decline: consumer staple, consumer discretionary, and information technology.</li>
<li>We highlight A/H premium increase of China Communication Construction (1800 HK), and China Eastern Air (670 HK). </li>
</ul>


We analyse the changes of A/H premium on 135 stocks over the last week.
We highlight three sectors that contributed to the A/H premium decline: consumer staple, consumer discretionary, and information technology.
We highlight A/H premium increase of China Communication Construction (1800 HK), and China Eastern Air (670 HK). 


A/H Premium Weekly: China Comm Construction, China Eastern Air

<ul>
<li>We analyse the changes of A/H premium on 135 stocks over the last week. </li>
<li>Top three sectors in terms of A/H premium increase were consumer stable, utilities and industrials.</li>
<li>Six industrial names appeared in the top 10 stocks with week-on-week A/H increases. </li>
</ul>


We analyse the changes of A/H premium on 135 stocks over the last week. 
Top three sectors in terms of A/H premium increase were consumer stable, utilities and industrials.
Six industrial names appeared in the top 10 stocks with week-on-week A/H increases. 


A/H Premium Weekly: Industrials Led Premium Increase

<ul>
<li>We analyse the changes of A/H premium on 134 stocks over the last week. </li>
<li>Consumer Discretionary sector led the A/H increase which was due to Xinjiang Lachapelle and Zhejiang Shibao, while consumer staple saw the biggest A/H premium decline among sectors. </li>
<li>We highlight stocks at 52 week high of A/H premium: Angang Steel, Zoomlion and BBMG. </li>
</ul>


We analyse the changes of A/H premium on 134 stocks over the last week. 
Consumer Discretionary sector led the A/H increase which was due to Xinjiang Lachapelle and Zhejiang Shibao, while consumer staple saw the biggest A/H premium decline among sectors. 
We highlight stocks at 52 week high of A/H premium: Angang Steel, Zoomlion and BBMG. 


A/H Premium Weekly: Angang Steel, Zoomlion, BBMG at 52 Week High

<ul>
<li>As of Friday Nov 19, the average A/H premium of 134 A/H stocks are 109.3%. The average A/H premium changed by -1.4ppt over the past one week.</li>
<li>The sector with the biggest A/H premium increase was Utilities (ΔA/H premium=5.1ppt) while the sector with the biggest A/H premium decrease was Consumer Discretionary (ΔA/H premium=-13.1ppt).</li>
<li>The top 3 stocks based on increase in A/H premium in the past week were SINOPEC SHANG, YANTAI NORTH, and SINOPEC OILFIELD.</li>
</ul>


As of Friday Nov 19, the average A/H premium of 134 A/H stocks are 109.3%. The average A/H premium changed by -1.4ppt over the past one week.
The sector with the biggest A/H premium increase was Utilities (ΔA/H premium=5.1ppt) while the sector with the biggest A/H premium decrease was Consumer Discretionary (ΔA/H premium=-13.1ppt).
The top 3 stocks based on increase in A/H premium in the past week were SINOPEC SHANG, YANTAI NORTH, and SINOPEC OILFIELD.


A/H Premium Weekly: Utility Led the Premium Increase

China

Yantai North Andre Juice Company Limited, through its subsidiaries, produces and sells apple juice concentrate.

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

Yantai North Andre Juice H (2218 HK)

A/H Premium Weekly: Flat Glass, Cansino, China Eastern Air

We highlight information technology and health care led the increases of A/H premium and three stocks: Flat Glass, Cansino, and China Eastern Air.

Ke Yan, CFA, FRM

A/H Premium Weekly: China Comm Construction, China Eastern Air

We highlight three sectors that contributed to the WOW A/H premium decline: consumer staple, consumer discretionary, and information technology,...

Ke Yan, CFA, FRM

A/H Premium Weekly: Industrials Led Premium Increase

Top three sectors in terms of A/H premium increase were consumer stable, utilities and industrials. Six industrial names appeared in the top 10 A/H...

Ke Yan, CFA, FRM

A/H Premium Weekly: Angang Steel, Zoomlion, BBMG at 52 Week High

We highlight stocks that reached 52 week high of A/H premium last week: Angang Steel (347 HK), Zoomlion (1157 HK) and BBMG (2009 HK).

Ke Yan, CFA, FRM

A/H Premium Weekly: Utility Led the Premium Increase

We highlight the utility sector as the biggest A/H premium gainer and the Consumer Discretionary as the biggest A/H premium lager.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)