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: Consumer and Health Care Lowered A/H Premium

A/H Premium Weekly: Industrials Led Premium Increase

A/H Premium Weekly: Decline in Com Service and Consumer Staple Offset by Real Estate

A/H Premium Weekly: Tigermed, Zoomlion, Flat Glass, Baiyunshan, Hepalink at 52w High

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

A/H Premium Weekly: Industrial Sector at 52 Week High

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

<ul>
<li>We analyse the changes of A/H premium on 134 stocks over the last week. </li>
<li>The sector with the biggest A/H premium increase was Health Care (ΔA/H premium=+8.1ppt).  The average A/H premium of the the Health Care sector was also at 52 week high. </li>
<li>This is due to the A/H premia of many Health Care stocks at 52 week high: Wuxi Apptec, Tigermed, Pharmaron, Hepalink, and the increase of A/H for Join Lab, Haohai. </li>
</ul>


We analyse the changes of A/H premium on 134 stocks over the last week. 
The sector with the biggest A/H premium increase was Health Care (ΔA/H premium=+8.1ppt).  The average A/H premium of the the Health Care sector was also at 52 week high. 
This is due to the A/H premia of many Health Care stocks at 52 week high: Wuxi Apptec, Tigermed, Pharmaron, Hepalink, and the increase of A/H for Join Lab, Haohai. 


Shanghai Haohai Biological Technology (6826 HK)

Beijing Jingcheng Machinery Electric (187 HK)

China Aluminum International Engineering Corp (2068 HK)

China Aluminum International Engineering Corp

Shanghai Fudan Microelectronics H (1385 HK)

Shenzhen HepaLink Pharmaceutical (H) (9989 HK)

A/H Premium Weekly: Health Care A/H Premium at 52W High