In today’s briefing:
- EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades
- Acotec Scientific Holdings (6669 HK): Base Business, Geography Expansion, New Launch to Drive Growth
- ECM Weekly (11th Dec 2022) – ITail, Sunshine, Weilong, VinFast, Skymark, Tian Tu, Cntry Gard, Nippon
- (Mostly) Asia-Pac Weekly Risk Arb Wrap: Xingda, Nitro, Chip Eng Seng, Traditional Chinese Medicine
- Acotec Scientific Holdings (6669.HK) – A Game Changer with Solid Long-Term Logic
- Hong Kong CEO & Director Dealings (9 Dec): Hopefluent, Matrix, Country Garden Services
EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades
- Weekly summary of vol changes and moves across Global Markets
- Analysing ATM volatility and skew changes over the last 5 days
- We suggest a few trades to take advantage of the implied vol surfaces
Acotec Scientific Holdings (6669 HK): Base Business, Geography Expansion, New Launch to Drive Growth
- Acotec Scientific Holdings (6669 HK) is an early-mover in peripheral drug coated balloon market in China and holds a dominant 85%+ market share.
- On November 7, Acotec received its first FDA approval for Vericor, a peripheral support catheter designed to enhance access to peripheral vessels.
- Acotec started 2022 on a strong note, with revenue increasing 25% y/y in H1 2022 due to increasing adoption of the company’s product in Chinese hospitals.
ECM Weekly (11th Dec 2022) – ITail, Sunshine, Weilong, VinFast, Skymark, Tian Tu, Cntry Gard, Nippon
- Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
- On the IPO front, the usual year end rush in smaller deals appears to have resumed.
- On placements front, this week was one for real estate with Country Garden Holdings Co (2007 HK), Macrotech, Seazen (1030 HK) and Nippon Prologis Reit (3283 JP) undertaking deals.
(Mostly) Asia-Pac Weekly Risk Arb Wrap: Xingda, Nitro, Chip Eng Seng, Traditional Chinese Medicine
- There are 45 – mostly firm, mostly Asia-Pac – transactions currently being discussed and analysed on Smartkarma. Inside is a timetable of upcoming key events for each deal.
- One new deal was discussed on Smartkarma: Xingda International (1899 HK)‘s partial MBO.
- Key updates took place for: Nitro Software Ltd (NTO AU) , Chip Eng Seng Corp (CHIP SP) and China Traditional Chinese Medicine (570 HK).
Acotec Scientific Holdings (6669.HK) – A Game Changer with Solid Long-Term Logic
- The peripheral vascular interventional device market in China is mainly dominated by foreign companies, but leading domestic company such as Acotec is the one to break the current market pattern.
- With more products getting CE/FDA approval in the future, Acotec Scientific Holdings (6669 HK) is able to enter more overseas markets. Acotec’s globalization process will diversify the revenue stream.
- Acotec has turned loss into profit by relying on product revenue. The Company has entered a new stage of innovation and harvest. We think Acotec has solid long term logic.
Hong Kong CEO & Director Dealings (9 Dec): Hopefluent, Matrix, Country Garden Services
- The data in this insight is collated from the “shareholding disclosure” link on the HKEx website.
- Often there is a corresponding HKEx announcement on the increase – or decrease – in the shareholding by directors. However, such disclosures are by no means an absolute.
- These insights may flag those companies where shares have been pledged. Stocks mentioned include Hopefluent Group (733 HK), Matrix Holdings (1005 HK), Country Garden Services Holdings (6098 HK).
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