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 (Oct 13th): Wuapptec, Tsingtao Brew, China Telecom, China Southern

A-H Premium Weekly (Oct 20th): Postal Savings, Byd, CICC

A-H Premium Weekly (Oct 27th): Beigene, CMS, Guangzhou Auto, China Longyuan

A-H Premium Weekly (Sep 29th): Beigene, China Vanke, Guangzhou Automobile, Wuapptec, Byd

A-H Premium Weekly (Sep 22nd): Wuapptec Co Ltd, Fuyao Glass Industry, Tianqi Lithium Corporation

A-H Premium Weekly (Sep 15th): Postal Savings, Sinopec Corp, Shanghai Fudan, Sinopec Oilfield

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 146 stocks over the last week. The average A-H premium was 125.4% as of Oct 6th.</li>
<li>The average A-H premium changed by 8.1ppt week on week, led by health care, information technology, materials.</li>
<li>We highlight weekly changes in A-H premium for Cm Bank, Postal Savings, Conch Cement, Beigene, Sinopec Corp.</li>
</ul>


We analyse the changes of A-H premium on 146 stocks over the last week. The average A-H premium was 125.4% as of Oct 6th.
The average A-H premium changed by 8.1ppt week on week, led by health care, information technology, materials.
We highlight weekly changes in A-H premium for Cm Bank, Postal Savings, Conch Cement, Beigene, Sinopec Corp.


Shanghai Electric Group Company (601727 CH)

Hangzhou Tigermed Consulting (A) (300347 CH)

Shanghai Haohai Biological Technology (6826 HK)

China Railway Signal & Communication (3969 HK)

Beijing Jingcheng Machinery Electric (187 HK)

Shanghai Dazhong Public Utilities - A (600635 CH)

Shandong Xinhua Pharmaceutical Company (719 HK)

Shanghai Electric Group Company (2727 HK)

Shandong Gold Mining Co., Ltd (600547 CH)

China Merchants Securities Co Ltd (A) (600999 CH)

Semiconductor Manufacturing International Corp (SMIC) (981 HK)

Semiconductor Manufacturing International Corp (SMIC)

Shanghai Fudan Microelectronics H (1385 HK)

China Merchants Securities Co Ltd (H) (6099 HK)

Shanghai Dazhong Public Utilities - H (1635 HK)

China Petroleum & Chemical Cor (600028 CH)

China Railway Signal & Communi (688009 CH)

Postal Savings Bank of China C (601658 CH)

Shenzhen HepaLink Pharmaceutical (H) (9989 HK)

Shanghai Haohai Biological Tec (688366 CH)

Yangtze Optical Fibre & Cable (601869 CH)

Semiconductor Manufacturing International Corporation (SMIC) (688981 CH)

Semiconductor Manufacturing International Corporation (SMIC)

Shanghai Fudan Microelectronic (688385 CH)

Beijing Jingcheng Machinery Electric (600860 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical (688505 CH)

Shanghai Fudan-Zhangjiang Bio-Pharmaceutical

A-H Premium Weekly (Oct 6th): CMB, Postal Savings, Conch Cement, Beigene, Sinopec