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

Trade Idea: Buy the Candidates Of HSCI Review and HK Connect

HK Connect Ideas: Highlight of Stock Adjustment Effective Today

HK Connect Ideas: Connect Stock Review This Week, Sunny Optical, Gold Miners (2019-08-30)

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.

Event-Driven

<p>After the market close on Feb 21st, Friday, Hang Seng announced the results of the index review for the 4Q2019. In our previous note (link<a href="https://www.smartkarma.com/insights/trade-idea-buy-the-candidates-of-hsci-review-and-hk-connect" target="_blank" rel="noopener"> here</a>), we recommend long a basket of stocks that have the potential to be included in the HSCI index, which will be followed by the inclusion into the Hong Kong Connect scheme in a matter of a few weeks' time. Hong Kong Connect Scheme allows mainland investors to purchase Chinese companies listed in Hong Kong without much capital control. We will provide an update of the list of stocks to be included in the HSCI and the trade idea.</p>

After the market close on Feb 21st, Friday, Hang Seng announced the results of the index review for the 4Q2019. In our previous note (link here), we recommend long a basket of stocks that have the potential to be included in the HSCI index, which will be followed by the inclusion into the Hong Kong Connect scheme in a matter of a few weeks' time. Hong Kong Connect Scheme allows mainland investors to purchase Chinese companies listed in Hong Kong without much capital control. We will provide an update of the list of stocks to be included in the HSCI and the trade idea.

Topsports International Holdings (6110 HK)

Trade Idea (Update): What's Next After HSCI Review Announcement

China Feihe

Trade Idea (Update): What's Next After HSCI Review Announcement