Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

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 analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 22nd.</li>
<li>We estimate the weekly inflows to be US$47.4 million, led by consumer discretionary, information technology, financials sectors, and offset by materials, health care.</li>
<li>We highlight flows for BYD, CATL, Zijin Mining and Mindray.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 22nd.
We estimate the weekly inflows to be US$47.4 million, led by consumer discretionary, information technology, financials sectors, and offset by materials, health care.
We highlight flows for BYD, CATL, Zijin Mining and Mindray.


Northbound Flows (Sep 22nd): BYD, CATL, Zijin Mining, Mindray

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>The Brand-Spanking New (6 weeks old) A-H Monitor has tables, charts, measures galore to track A/H premium positioning, southbound and northbound positioning in pairs over time, etc.</li>
<li>We used to do it and decided to bring it back better. There are lots of cool interactive tables, and charts, heat maps, and comparative data. And 41 Trade Recommendations.</li>
<li>The last five weeks (since the instantiation of the new Monitor and Portfolio 6 weeks ago) have seen net portfolio performance of +0.50%, +1.35%, +0.14%, +0.47%, +0.15%.</li>
</ul>


The Brand-Spanking New (6 weeks old) A-H Monitor has tables, charts, measures galore to track A/H premium positioning, southbound and northbound positioning in pairs over time, etc.
We used to do it and decided to bring it back better. There are lots of cool interactive tables, and charts, heat maps, and comparative data. And 41 Trade Recommendations.
The last five weeks (since the instantiation of the new Monitor and Portfolio 6 weeks ago) have seen net portfolio performance of +0.50%, +1.35%, +0.14%, +0.47%, +0.15%.


Quiddity A/H Premium Weekly (15-Sep):  Utilities, Insurance, China Mobile, BYD

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 15th.</li>
<li>We estimate the weekly outflows to be US$2,170.6 million, led by industrials, information technology, and offset by health care, consumer discretionary, utilities.</li>
<li>We highlight flows for Zhongji Innolight, CATL, Moutai, Wuliangye, Longi Green, Boe Technology, China Tourism, China Petroleum And Chemical.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 15th.
We estimate the weekly outflows to be US$2,170.6 million, led by industrials, information technology, and offset by health care, consumer discretionary, utilities.
We highlight flows for Zhongji Innolight, CATL, Moutai, Wuliangye, Longi Green, Boe Technology, China Tourism, China Petroleum And Chemical.


Northbound Flows (Sep 15th): Six Weeks of Outflows

<ul>
<li>This is the brand spanking new Quiddity Mainland Connect NORTHBOUND Monitor. We work off the same presentation as the A/H Premium Monitor and HK Connect SOUTHBOUND Monitor.</li>
<li>The data on liquid names is presented for 5 days and four weeks and anything seen can be ranked in tables or selected and charted (names, sectors, outperformance, etc).</li>
<li>We like the nifty interactive tables and charts and welcome feedback. This week saw RMB 15bn+ of net selling. That's six weeks in a row of respectably large outflows.</li>
</ul>


This is the brand spanking new Quiddity Mainland Connect NORTHBOUND Monitor. We work off the same presentation as the A/H Premium Monitor and HK Connect SOUTHBOUND Monitor.
The data on liquid names is presented for 5 days and four weeks and anything seen can be ranked in tables or selected and charted (names, sectors, outperformance, etc).
We like the nifty interactive tables and charts and welcome feedback. This week saw RMB 15bn+ of net selling. That's six weeks in a row of respectably large outflows.


Quiddity Mainland Connect NORTHBOUND Flows (Week to 15Sep23) : Zhongzhi Innolight, BYD, and Amperex

China/Asia TMT

Shawn Yang

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>Real Estate Industry Update: Zhengzhou fully cancel the home purchase and selling restrictions, an d lower the residential properties’ downpayment ratios（+）</li>
<li>NIO/ 300750CH: Nio Plans to Develop Cylindrical Battery with SVOLT (-)</li>
<li>2150HK: Nayuki co-brand woth Mint App’s new product, tea and coffee houses are becoming new marketing channels（+）</li>
</ul>


Real Estate Industry Update: Zhengzhou fully cancel the home purchase and selling restrictions, an d lower the residential properties’ downpayment ratios（+）
NIO/ 300750CH: Nio Plans to Develop Cylindrical Battery with SVOLT (-)
2150HK: Nayuki co-brand woth Mint App’s new product, tea and coffee houses are becoming new marketing channels（+）


China TMT Update-BEKE/NIO/300750CH/2150HK-Zhengzhou Cancel Restrictions;Nio Cylindrical Battery

China

Contemporary Amperex Technology Co., Limited. operates as a battery products manufacturing company. The Company produces and sells power battery materials, energy storage batteries energy storage battery cells, systems, and other products. Contemporary Amperex Technology also provides batteries recycling services.

Contemporary Amperex Technology (CATL) (300750 CH)

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Contemporary Amperex Technology (CATL) (300750 CH)

Northbound Flows (Sep 22nd): BYD, CATL, Zijin Mining, Mindray

We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for BYD, CATL, Zijin Mining, Mindray.

Ke Yan, CFA, FRM

Quiddity A/H Premium Weekly (15-Sep): Utilities, Insurance, China Mobile, BYD

This is the 6th week of the new AH Premium Monitor with Trade Recommendations. So far every week has positive performance vs previous week. There...

Travis Lundy

Northbound Flows (Sep 15th): Six Weeks of Outflows

We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Zhongji Innolight, CATL, Moutai, Wuliangye, Longi...

Ke Yan, CFA, FRM

Quiddity Mainland Connect NORTHBOUND Flows (Week to 15Sep23) : Zhongzhi Innolight, BYD, and Amperex

This is the brand spanking new Quiddity Mainland Connect NORTHBOUND Monitor. Tables and charts of flows and positions on the largest and most...

Travis Lundy

China TMT Update-BEKE/NIO/300750CH/2150HK-Zhengzhou Cancel Restrictions;Nio Cylindrical Battery

Zhengzhou fully cancel the home purchase and selling restrictions; NIO/300750CH:Nio Plans to Develop Cylindrical Battery with SVOLT (-); 2150HK:...

Blue Lotus Research Institute

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52-week Range

Market Cap (USDm)

P/E

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