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 (Feb 14th): CMB, Weichai Power, Innocare Pharma

A-H Premium Weekly (Feb 21st): ZTE, Hua Hong Semiconductor, Joinn Lab

A-H Premium Weekly (Feb 28th): Anhui Conch Cement, China Galaxy Securities, Pharmaron Beijing

A-H Premium Weekly (Jan 24th): YOFC, SMIC, Maanshan Iron & Steel, ZTE, Angang Steel

A-H Premium Weekly (Jan 17th): Innocare Pharma, China Eastern Airlines, Air China

A-H Premium Weekly (Jan 10th): Zoomlion, Livzon Pharm, CEA, CanSinoBIO

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 Communications equipment / Quantitative Analysis

<ul>
<li>We analyse the changes of A-H premium on 150 stocks over the last week. The average A-H premium was 91.6% as of Feb 7th.</li>
<li>The average A-H premium changed by -0.5ppt week-on-week, led by information technology, consumer staples, communication services and offset by real estate, utilities, health care.</li>
<li>We highlight weekly changes in A-H premium for ZTE, Pharmaron Beijing, SMIC, Hua Hong Semiconductor, Shandong Gold Mining.</li>
</ul>


We analyse the changes of A-H premium on 150 stocks over the last week. The average A-H premium was 91.6% as of Feb 7th.
The average A-H premium changed by -0.5ppt week-on-week, led by information technology, consumer staples, communication services and offset by real estate, utilities, health care.
We highlight weekly changes in A-H premium for ZTE, Pharmaron Beijing, SMIC, Hua Hong Semiconductor, Shandong Gold Mining.


A-H Premium Weekly (Feb 7th): ZTE, Pharmaron Beijing, SMIC, Hua Hong Semiconductor

Communications Equipment

A-H Premium Weekly (Feb 7th): ZTE, Pharmaron Beijing, SMIC, Hua Hong Semiconductor