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 (May 24th): BOC, CCB, PetroChina, Zoomlion Heavy, Jiangxi Copper, China Longyuan

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

A-H Premium Weekly (Jun 7th): PetroChina, Huadian, Hua Hong Semi, Junshi, GWM

A-H Premium Weekly (May 10th): 19 Stocks at 52w Low

A-H Premium Weekly (Apr 26th): Zoomlion, Sinotrans, Remegen

A-H Premium Weekly (Apr 19th): Fosun Pharma, China Southern Air, CICC, Ganfeng Lithium, Joinn Lab

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 147 stocks over the last week. The average A-H premium was 106.3% as of May 17th.</li>
<li>The average A-H premium changed by -7.7ppt week-on-week, led by consumer staples, real estate, utilities.</li>
<li>We highlight weekly changes in A-H premium for China Shenhua, Sinopec, PetroChina, China Telecom, CICC, GWM.</li>
</ul>


We analyse the changes of A-H premium on 147 stocks over the last week. The average A-H premium was 106.3% as of May 17th.
The average A-H premium changed by -7.7ppt week-on-week, led by consumer staples, real estate, utilities.
We highlight weekly changes in A-H premium for China Shenhua, Sinopec, PetroChina, China Telecom, CICC, GWM.


China Railway Construction Corp (1186 HK)

China Communications Construction (1800 HK)

Chongqing Rural Commercial Bank (3618 HK)

China International Capital Corporation (3908 HK)

Zhengzhou Coal Mining Machinery Group Co (601717 CH)

Beijing Jingcheng Machinery Electric (187 HK)

Cssc Offshore & Marine Engg Group (317 HK)

Dynagreen Environmental Prtctn Gp (1330 HK)

Zhengzhou Coal Mining Machinery Group Co (564 HK)

Shanghai Dazhong Public Utilities - A (600635 CH)

Shandong Xinhua Pharmaceutical Company (719 HK)

Metallurgical Corporation Of China Ltd (601618 CH)

Dongfang Electric Corporation (600875 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)

China Petroleum & Chemical Cor (600028 CH)

China Railway Construction Cor (601186 CH)

Datang International Power Gen (601991 CH)

Huaneng Power International In (600011 CH)

CSSC Offshore and Marine Engin (600685 CH)

China Communications Construct (601800 CH)

Chongqing Rural Commercial Ban (601077 CH)

A-H Premium Weekly (May 17th): 44 Stocks at 52 Week High