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 (Nov 18th): China Longyuan, GF Securities, Great Wall Motor

A-H Premium Weekly (Nov 25th): China Longyuan, GF Securities, Cosco Ship, CCCC, Cansino

A-H Premium Weekly (Dec 2nd): China Longyuan, Ganfeng Lithium

A-H Premium Weekly (Nov 4th): First Tractor, Maanshan Iron

A-H Premium Weekly (Oct 28th): Pharmaron, Datang Intl, Shanghai Junshi, Tianqi Lithium

A-H Premium Weekly (Oct 21st): Remegen, Pharmaron, Flat Glass, Shanghai Fudan, GWM, China Life

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 142 stocks over the last week. The average A-H premium was 128.4% as of Nov 11th.</li>
<li>The average A-H premium changed by -4.7ppt weeok on week, led by financials, materials, information technology and offset by real estate, communication services.</li>
<li>We highlight weekly changes in A-H premium for BYD, Dongfang Electric, Pharmaron Beijing, CSC Financial.</li>
</ul>


We analyse the changes of A-H premium on 142 stocks over the last week. The average A-H premium was 128.4% as of Nov 11th.
The average A-H premium changed by -4.7ppt weeok on week, led by financials, materials, information technology and offset by real estate, communication services.
We highlight weekly changes in A-H premium for BYD, Dongfang Electric, Pharmaron Beijing, CSC Financial.


Shanghai Haohai Biological Technology (6826 HK)

China International Capital Corporation (3908 HK)

Beijing Jingcheng Machinery Electric (187 HK)

Cssc Offshore & Marine Engg Group (317 HK)

Chongqing Iron & Steel Co Ltd H (1053 HK)

Shandong Xinhua Pharmaceutical Company (719 HK)

Dongfang Electric Corporation (600875 CH)

China Aluminum International Engineering Corp (2068 HK)

China Aluminum International Engineering Corp

Shanghai Fudan Microelectronics H (1385 HK)

CSSC Offshore and Marine Engin (600685 CH)

Postal Savings Bank of China C (601658 CH)

Shanghai Haohai Biological Tec (688366 CH)

Chongqing Iron & Steel Co Ltd (601005 CH)

Yangtze Optical Fibre & Cable (601869 CH)

Shanghai Fudan Microelectronic (688385 CH)

Beijing Jingcheng Machinery Electric (600860 CH)

A-H Premium Weekly (Nov 11th): BYD, Dongfang Electric, Pharmaron Beijing, CSC Financial