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 14th): China Tourism, CGN Power, Huadian Power, Hua Hong Semi, Huaneng Power

A-H Premium Weekly (Jun 21st): China Tourism, Shenhua, China Telecom, CNOOC, Hua Hong Semi, YOFC

A-H Premium Weekly (Jun 28th): China Tourism, Ganfeng Lithium, Air China, PetroChina, China Telecom

A-H Premium Weekly (May 31st): PetroChina, Chinalco, Tsingtao Brewery, Huanneg Power, Huahong Semi

A-H Premium Weekly (May 24th): BOC, CCB, PetroChina, Zoomlion Heavy, Jiangxi Copper, China Longyuan

A-H Premium Weekly (May 17th): 44 Stocks 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

<ul>
<li>We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 103.8% as of Jun 7th.</li>
<li>The average A-H premium changed by -4.8ppt week-on-week, led by consumer staples, information technology, utilities and offset by consumer discretionary.</li>
<li>We highlight weekly changes in A-H premium for PetroChina, Huadian, Hua Hong Semi, Junshi, GWM.</li>
</ul>


We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 103.8% as of Jun 7th.
The average A-H premium changed by -4.8ppt week-on-week, led by consumer staples, information technology, utilities and offset by consumer discretionary.
We highlight weekly changes in A-H premium for PetroChina, Huadian, Hua Hong Semi, Junshi, GWM.


China Communications Construction (1800 HK)

Beijing Jingcheng Machinery Electric (187 HK)

Cssc Offshore & Marine Engg Group (317 HK)

Dynagreen Environmental Prtctn Gp (1330 HK)

Chongqing Iron & Steel Co Ltd H (1053 HK)

Shanghai Dazhong Public Utilities - A (600635 CH)

Shandong Xinhua Pharmaceutical Company (719 HK)

Metallurgical Corporation Of China Ltd (601618 CH)

China International Marine Cntnrs Gp (2039 HK)

Metallurgical Corporation of China Ltd (1618 HK)

China International Marine Containers A (000039 CH)

Shanghai Dazhong Public Utilities - H (1635 HK)

Datang International Power Gen (601991 CH)

Huaneng Power International In (600011 CH)

CSSC Offshore and Marine Engin (600685 CH)

China Communications Construct (601800 CH)

Shenzhen HepaLink Pharmaceutical (H) (9989 HK)

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 (Jun 7th): PetroChina, Huadian, Hua Hong Semi, Junshi, GWM