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 monthly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>Northbound connected recorded inflow of USD 2.7bn in May, led by financisl, utilities and energy sector.</li>
<li>We highlight inflows into CMB, Yangtze Power, Yili, Longi, and Industrial bank, as well as outflows from CATL, Conch, Haitian, Zijin and Tinci. </li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
Northbound connected recorded inflow of USD 2.7bn in May, led by financisl, utilities and energy sector.
We highlight inflows into CMB, Yangtze Power, Yili, Longi, and Industrial bank, as well as outflows from CATL, Conch, Haitian, Zijin and Tinci. 


Northbound Flows Monthly (May): CMB, Yangtze Power, Yili

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Inside is a recap of movements in the last week relating to the Hong Kong Stock-Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry. </li>
<li>Overall, net inflow was ~US$0.7bn, split between Shanghai (+US$1bn) and Shenzhen (-US$0.3bn)  </li>
<li>The largest inflows were into <a href="https://www.smartkarma.com/entities/china-yangtze-power-co-ltd" target="_blank" data-smartkarma-citation="entities:3210:1" rel="noopener">China Yangtze Power (600900 CH)</a> and <a href="https://www.smartkarma.com/entities/cosco-shipping-holdings-co-ltd-a" target="_blank" data-smartkarma-citation="entities:27590:1" rel="noopener">Cosco Shipping Holdings (601919 CH)</a>. The largest outflows were in <a href="https://www.smartkarma.com/entities/kweichow-moutai-co-ltd-a" target="_blank" data-smartkarma-citation="entities:1553:1" rel="noopener">Kweichow Moutai (600519 CH)</a>and <a href="https://www.smartkarma.com/entities/contemporary-amperex-techn-a" target="_blank" data-smartkarma-citation="entities:24404:1" rel="noopener">CATL (A) (300750 CH)</a>.</li>
</ul>


Inside is a recap of movements in the last week relating to the Hong Kong Stock-Shanghai and Shenzhen Northbound Connect facilities, broken down by company and industry. 
Overall, net inflow was ~US$0.7bn, split between Shanghai (+US$1bn) and Shenzhen (-US$0.3bn)  
The largest inflows were into China Yangtze Power (600900 CH) and Cosco Shipping Holdings (601919 CH). The largest outflows were in Kweichow Moutai (600519 CH)and CATL (A) (300750 CH).


Shanghai/​Shenzhen Northbound Connect: Weekly Moves (27 May 2022)

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

<ul>
<li>FY 22 Q1 result was good although not unexpected thanks to mgt guidance. </li>
<li>Cash on hand may be reduced but it counts a very big Korean EV battery makers as the top customers thus some safety is in place. </li>
<li>
<a href="https://www.smartkarma.com/entities/w-scope-corp" target="_blank" data-smartkarma-citation="entities:8597:1" rel="noopener">W Scope Corp (6619 JP)</a> should be able to expand its customer base beyond the big Korean battery maker. </li>
</ul>


FY 22 Q1 result was good although not unexpected thanks to mgt guidance. 
Cash on hand may be reduced but it counts a very big Korean EV battery makers as the top customers thus some safety is in place. 

W Scope Corp (6619 JP) should be able to expand its customer base beyond the big Korean battery maker. 


<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>Inflows in the consumer staple and consumer discretionary were offset by the outflows from industrials sector. </li>
<li>We highlight inflows into Gree Electric and Kweichow Moutai, as well as outflows from CATL. </li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine.
Inflows in the consumer staple and consumer discretionary were offset by the outflows from industrials sector. 
We highlight inflows into Gree Electric and Kweichow Moutai, as well as outflows from CATL. 


Northbound Flows: Big Sell on CATL After May Holiday

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul>
<li>
Five things to know about China’s draft rules on local financial institutions
</li>
<li>
Beijing shortens quarantines for inbound travelers, close contacts
</li>
<li>
Shrinking capital investment drags down Caixin New Economy Index
</li>
</ul>



Five things to know about China’s draft rules on local financial institutions


Beijing shortens quarantines for inbound travelers, close contacts


Shrinking capital investment drags down Caixin New Economy Index



CX Daily: Five Things To Know About China’s Draft Rules On Local Financial Institutions

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)

Price Gauge
52-week Range	0.00 - 0.00
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Contemporary Amperex Technology (CATL) (300750 CH)

Northbound Flows Monthly (May): CMB, Yangtze Power, Yili

Northbound stock connect recorded inflows of $2.7bn in May. We highlight inflows into CMB, Yangtze Power, Yili, Longi, Industrial bank, as well as...

Ke Yan, CFA, FRM

Shanghai/Shenzhen Northbound Connect: Weekly Moves (27 May 2022)

Overall, net inflow was ~US$0.7bn, split between Shanghai (+US$1bn) and Shenzhen (-US$0.3bn) The largest inflow was into China Yangtze (600900...

David Blennerhassett

W Scope (6619): More yet to Come

W Scope Korea and W Scope Japan for new coating lines and given its track record, it is not impossible that the company will carry on recording...

Henry Soediarko

Northbound Flows: Big Sell on CATL After May Holiday

We highlight northbound inflows into Gree Electric and Kweichow Moutai, as well as outflows from CATL, after the May national holiday.

Ke Yan, CFA, FRM

CX Daily: Five Things To Know About China’s Draft Rules On Local Financial Institutions

Five things to know about China’s draft rules on local financial institutions. Beijing shortens quarantines for inbound travelers, close contacts

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Northbound Flows Monthly (May): CMB, Yangtze Power, Yili

Northbound stock connect recorded inflows of $2.7bn in May. We highlight inflows into CMB, Yangtze Power, Yili, Longi, Industrial bank, as well as...

Ke Yan, CFA, FRM

Shanghai/​Shenzhen Northbound Connect: Weekly Moves (27 May 2022)

Overall, net inflow was ~US$0.7bn, split between Shanghai (+US$1bn) and Shenzhen (-US$0.3bn) The largest inflow was into China Yangtze (600900...

David Blennerhassett

W Scope (6619): More yet to Come

W Scope Korea and W Scope Japan for new coating lines and given its track record, it is not impossible that the company will carry on recording...

Henry Soediarko

Northbound Flows: Big Sell on CATL After May Holiday

We highlight northbound inflows into Gree Electric and Kweichow Moutai, as well as outflows from CATL, after the May national holiday.

Ke Yan, CFA, FRM

CX Daily: Five Things To Know About China’s Draft Rules On Local Financial Institutions

Five things to know about China’s draft rules on local financial institutions. Beijing shortens quarantines for inbound travelers, close contacts

Caixin Global

Shanghai/Shenzhen Northbound Connect: Weekly Moves (27 May 2022)