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

Ke Yan, CFA, FRM

An inquisitive investment analyst with background in both finance and computing. Covering ECM research, biotech, market data analytics.

Asia Pac IPO & Placement Research, China biotech

A-H Premium Weekly (Apr 12th): GWM, Beigene, Cansino, First Tractor

A-H Premium Weekly (Apr 19th): Fosun Pharma, China Southern Air, CICC, Ganfeng Lithium, Joinn Lab

A-H Premium Weekly (Apr 26th): Zoomlion, Sinotrans, Remegen

A-H Premium Weekly (Mar 29th): Baiyunshan, Jiangxi Copper, ZTE, Tigermed, Cansino Biologics

A-H Premium Weekly (Mar 22nd): ZTE, CRCC Times Electric, Air China, Longyuan, Shanghai Fudan

A-H Premium Weekly (Mar 15th): Air China, QHD Port, Datang Intl, Wuxi Apptec, PetroChina, CGN Power

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

China Health care / Quantitative Analysis

Zhuzhou CRRC Times Electric Co., Ltd. (3898 HK)

<ul>
<li>We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 132.9% as of Apr 5th.</li>
<li>The average A-H premium changed by 5.3ppt week-on-week, led by consumer staples, health care, real estate.</li>
<li>We analyzed A-H premium changes in the past week and highlight A-H premium changes for Baiyunshan, Jiangxi Copper, ZTE, Fosun Pharma, Air China, Joinn Lab.</li>
</ul>


We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 132.9% as of Apr 5th.
The average A-H premium changed by 5.3ppt week-on-week, led by consumer staples, health care, real estate.
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Baiyunshan, Jiangxi Copper, ZTE, Fosun Pharma, Air China, Joinn Lab.


Shanghai Electric Group Company (601727 CH)

Shanghai Pharmaceuticals Holding (601607 CH)

Shanghai Pharmaceuticals Holding (2607 HK)

Guangzhou Baiyunshan Pharmaceutical Holdings (874 HK)

Guangzhou Baiyunshan Pharmaceutical Holdings

Cosco Shipping Energy Transportation Co. Ltd. (H) (1138 HK)

Cosco Shipping Energy Transportation Co. Ltd. (H)

Beijing Jingcheng Machinery Electric (187 HK)

Chongqing Iron & Steel Co Ltd H (1053 HK)

Shanghai Fosun Pharmaceutical (Group) (2196 HK)

Shanghai Electric Group Company (2727 HK)

Shanghai Fosun Pharmaceutical (Group) (600196 CH)

China Merchants Securities Co Ltd (A) (600999 CH)

China Merchants Securities Co Ltd (H) (6099 HK)

Guangzhou Baiyunshan Pharmaceu (600332 CH)

Shenzhen HepaLink Pharmaceutical (H) (9989 HK)

COSCO SHIPPING Energy Transpor (600026 CH)

Chongqing Iron & Steel Co Ltd (601005 CH)

Beijing Jingcheng Machinery Electric (600860 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (688505 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical

China Suntien Green Energy Cor (600956 CH)

A-H Premium Weekly (Apr 5th): 21 Stocks at 1Y High