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 (Dec 9th): Weichai Power, Shanghai Fudan, Guolian, Joinn Lab, GWC, Tsingtao

A-H Premium Weekly (Dec 16th): Weichai Power, Fuyao Glass, Tianqi Lithium

A-H Premium Weekly (Dec 23rd): Xinjiang Gold Wind, Haier Smart Home

A-H Premium Weekly (Nov 25th): China Longyuan, GF Securities, Cosco Ship, CCCC, Cansino

A-H Premium Weekly (Nov 18th): China Longyuan, GF Securities, Great Wall Motor

A-H Premium Weekly (Nov 11th): BYD, Dongfang Electric, Pharmaron Beijing, CSC Financial

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 142 stocks over the last week. The average A-H premium was 118.8% as of Dec 2nd.</li>
<li>The average A-H premium changed by 0.6ppt week on week, led by consumer staples, real estate, information technology and offset by consumer discretionary, materials.</li>
<li>We highlight weekly changes in A-H premium for China Longyuan, Ganfeng Lithium, China Minsheng, Guolian Securities, Shanghai Fudan, Red Star Macalline, Joinn Lab, Cosco Shipping Energy, Great Wall Mortor.</li>
</ul>


We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 118.8% as of Dec 2nd.
The average A-H premium changed by 0.6ppt week on week, led by consumer staples, real estate, information technology and offset by consumer discretionary, materials.
We highlight weekly changes in A-H premium for China Longyuan, Ganfeng Lithium, China Minsheng, Guolian Securities, Shanghai Fudan, Red Star Macalline, Joinn Lab, Cosco Shipping Energy, Great Wall Mortor.


Guangzhou Baiyunshan Pharmaceutical Holdings (874 HK)

Guangzhou Baiyunshan Pharmaceutical Holdings

Shanghai Haohai Biological Technology (6826 HK)

China Railway Signal & Communication (3969 HK)

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

Cosco Shipping Energy Transportation Co. Ltd. (H)

Beijing Jingcheng Machinery Electric (187 HK)

Shandong Xinhua Pharmaceutical Company (719 HK)

China Tourism Group Duty Free Corp Ltd (601888 CH)

Shanghai Fudan Microelectronics H (1385 HK)

China Railway Signal & Communi (688009 CH)

Asymchem Laboratories Tianjin (002821 CH)

Postal Savings Bank of China C (601658 CH)

Guangzhou Baiyunshan Pharmaceu (600332 CH)

Shanghai Haohai Biological Tec (688366 CH)

COSCO SHIPPING Energy Transpor (600026 CH)

Yangtze Optical Fibre & Cable (601869 CH)

Shanghai Fudan Microelectronic (688385 CH)

Beijing Jingcheng Machinery Electric (600860 CH)

A-H Premium Weekly (Dec 2nd): China Longyuan, Ganfeng Lithium