Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of IPO & Placements for Aequitas Research. At Aequitas we cover all IPOs and placements across Asia-Pac with a deal size of at least US$100m. 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%. 
Prior to Aequitas. I was heading Content Strategy for Smartkarma, along with covering IPOs & Placement. In an earlier life I have covered ASEAN property and the banking space in India.

Head of Research, IPOs & Placements

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Thematic (Sector/Industry)

Australia Health care / Thematic (Sector/Industry)

We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category,  we have identified companies that have delivered consistent and quality growth over the past few years and by doing so, have become your core holdings. This short-list will form an exclusive focus list for us to bring you differentiated and meaningful insights and opinions.Going forward we plan to write timely and actionable insights on these companies, which will primarily try to address the perennial question "What's in the price?". By doing so we hope to aid in decision making at times when the stock price is either overbought or oversold, while all the time keeping a keen eye on the longer term potential of the company. We do not attempt to provide "coverage" in the traditional sense, and won't be providing you standardized commentary on everyday events. We are confident that you are already very well covered in this regard.The stocks which make up our shortlist, should continue to deliver consistent returns and, aided by the power of compounding, result in benchmark outperformance over the long term. We think the factors that have made them successful leaders: strong defensible business models, market share, and quality management teams, will continue to see them outrank other companies over time. Our aim is not to suggest a portfolio, but rather to identify those stocks which currently are or in the future are likely to be part of most long term portfolios, and by doing so to write actionable insights which will end up being most relevant to your everyday investment process.

We are pleased to announce the roll out of our latest content vertical: Long Term Leaders. Under this category,  we have identified companies that have delivered consistent and quality growth over the past few years and by doing so, have become your core holdings. This short-list will form an exclusive focus list for us to bring you differentiated and meaningful insights and opinions.Going forward we plan to write timely and actionable insights on these companies, which will primarily try to address the perennial question "What's in the price?". By doing so we hope to aid in decision making at times when the stock price is either overbought or oversold, while all the time keeping a keen eye on the longer term potential of the company. We do not attempt to provide "coverage" in the traditional sense, and won't be providing you standardized commentary on everyday events. We are confident that you are already very well covered in this regard.The stocks which make up our shortlist, should continue to deliver consistent returns and, aided by the power of compounding, result in benchmark outperformance over the long term. We think the factors that have made them successful leaders: strong defensible business models, market share, and quality management teams, will continue to see them outrank other companies over time. Our aim is not to suggest a portfolio, but rather to identify those stocks which currently are or in the future are likely to be part of most long term portfolios, and by doing so to write actionable insights which will end up being most relevant to your everyday investment process. 

Shanghai Pharmaceuticals Holding (601607 CH)

Shanghai Pharmaceuticals Holding (2607 HK)

Guangzhou Baiyunshan Pharmaceutical Holdings (874 HK)

Guangzhou Baiyunshan Pharmaceutical Holdings

China Traditional Chinese Medicine (570 HK)

Shandong Weigao Group Medical Polymer Co (1066 HK)

Zhejiang Conba Pharmaceutical Co, Ltd. (600572 CH)

Gz Bailing Group Pharm Co., Ltd. (002424 CH)

Xizang Haisco Pharmaceutical Group Co (002653 CH)

Hualan Biological Engineering (002007 CH)

Winning Health Technology Group Co., Ltd. A (300253 CH)

Winning Health Technology Group Co., Ltd. A

China Resources Sanjiu Medical & Pharma (000999 CH)

Shenzhen Salubris Pharmaceuticals A (002294 CH)

Jiangsu Yuyue Medical Equipment & Supply A (002223 CH)

Jiangsu Yuyue Medical Equipment & Supply A

Harbin Gloria Pharmaceuticals Co, Ltd. (002437 CH)

Jilin Aodong Medicine Industry Group Co (000623 CH)

Shanghai Fosun Pharmaceutical (Group) (2196 HK)

Glaxosmithkline Pharmaceuticals (GLXO IN)

Kangmei Pharmaceutical Co Ltd (600518 CH)

Tonghua Dongbao Pharmaceutical (600867 CH)

Shanghai Fosun Pharmaceutical (Group) (600196 CH)

Zhangzhou Pientzehuang Pharmaceutical Co., Ltd. (600436 CH)

Zhangzhou Pientzehuang Pharmaceutical Co., Ltd.

China Grand Automotive Services (600297 CH)

Introducing Long Term Leaders - Focussed Insights for your Core Holdings