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 (Jun 30th): Healthcare Led Premium Decline

A-H Premium Weekly (Jul 7th): BankComm, ICBC, CCB, BYD, Asymchem, Hisense, Baiyunshan

A-H Premium Weekly (Jul 14th): 52 Week High A-H for Banks

A-H Premium Weekly (Jun 9th): CCB, China Longyuan, BYD

A-H Premium Weekly (Jun 2nd): Conch Cement, China Vanke, China Southern, CSC Financial, COSCO Ship

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 Consumer discretionary / Quantitative Analysis

<ul>
<li>We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 119.0% as of Jun 23rd.</li>
<li>The average A-H premium changed by 4.9ppt week on week, led by information technology, health care, industrials and offset by communication services, financials.</li>
<li>We highlight weekly changes in A-H premium for BYD, CMOC, China Southern, Cansino Biologics, Xinjiang Gold.</li>
</ul>


We analyse the changes of A-H premium on 143 stocks over the last week. The average A-H premium was 119.0% as of Jun 23rd.
The average A-H premium changed by 4.9ppt week on week, led by information technology, health care, industrials and offset by communication services, financials.
We highlight weekly changes in A-H premium for BYD, CMOC, China Southern, Cansino Biologics, Xinjiang Gold.


China Communications Construction (1800 HK)

Hangzhou Tigermed Consulting (A) (300347 CH)

Xinjiang Goldwind Science & Technology (002202 CH)

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)

Cssc Offshore & Marine Engg Group (317 HK)

Beijing Chunlizhengda Medical Instruments (1858 HK)

Beijing Chunlizhengda Medical Instruments

Shandong Xinhua Pharmaceutical Company (719 HK)

Xinjiang Goldwind Science & Technology (2208 HK)

China International Marine Cntnrs Gp (2039 HK)

China Tourism Group Duty Free Corp Ltd (601888 CH)

Shanghai Fudan Microelectronics H (1385 HK)

China International Marine Containers A (000039 CH)

Hisense Home Appliances Group Co., Ltd. H (921 HK)

Hisense Home Appliances Group Co., Ltd. H

CSSC Offshore and Marine Engin (600685 CH)

Hisense Home Appliances Group (000921 CH)

China Railway Signal & Communi (688009 CH)

China Communications Construct (601800 CH)

COSCO SHIPPING Energy Transpor (600026 CH)

Yangtze Optical Fibre & Cable (601869 CH)

Shanghai Fudan Microelectronic (688385 CH)

Beijing Jingcheng Machinery Electric (600860 CH)

Beijing Chunlizhengda Medical Instruments (688236 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (688505 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical

A-H Premium Weekly (Jun 23rd): BYD, CMOC, China Southern, Cansino Biologics, Xinjiang Gold