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>We estimate that the inflows were USD 2,169.3 million last month, led by consumer staples and industrials.</li>
<li>We highlight flows for CATL, Longi Green, Yunnan Energy New Material, Yili, Moutai, Sanhua, Sungrow, Tbea, CMB, Beijing Oriental Yuhong. </li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
We estimate that the inflows were USD 2,169.3 million last month, led by consumer staples and industrials.
We highlight flows for CATL, Longi Green, Yunnan Energy New Material, Yili, Moutai, Sanhua, Sungrow, Tbea, CMB, Beijing Oriental Yuhong. 


Northbound Flows Monthly (August): CATL, Longi, Yunnan Energy New Material

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for connect holding as of Aug 12th.</li>
<li>Information, financials, and consumer discretionary sectors led the inflows of USD 1.2bn last week. </li>
<li>We highlight inflows into Longi Green, Yili, BYD, Moutai, and outflows from Tongwei, Sanhua, TBEA, TCL Zhonghuan.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for connect holding as of Aug 12th.
Information, financials, and consumer discretionary sectors led the inflows of USD 1.2bn last week. 
We highlight inflows into Longi Green, Yili, BYD, Moutai, and outflows from Tongwei, Sanhua, TBEA, TCL Zhonghuan.


Northbound Flows: Longi Green, Yili, BYD, Moutai

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for record date as of Aug 5th.</li>
<li>Outflows from financials, industrials, materials were offset by inflows into information technology, consumer staples and health care.</li>
<li>We highlight outflows from Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High &amp; New Tech.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for record date as of Aug 5th.
Outflows from financials, industrials, materials were offset by inflows into information technology, consumer staples and health care.
We highlight outflows from Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High &amp; New Tech.


Northbound Flows: Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High

<ul>
<li>We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>We estimate that inflows for June was USD 11bn, led by consumer staple and financial sectors.</li>
<li>We highlight monthly inflows into Moutai, Yili, East Money, Tongwei, and Inovance.</li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
We estimate that inflows for June was USD 11bn, led by consumer staple and financial sectors.
We highlight monthly inflows into Moutai, Yili, East Money, Tongwei, and Inovance.


Northbound Flows Monthly (June): $11bn Inflows

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>USD1.6bn of inflows last week were mainly driven by financials and consumer staple sectors.</li>
<li>We highlight inflows into Moutai, East Money, Ping An Insurance, Wuxi Apptec and BYD.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine.
USD1.6bn of inflows last week were mainly driven by financials and consumer staple sectors.
We highlight inflows into Moutai, East Money, Ping An Insurance, Wuxi Apptec and BYD.


Northbound Flows: Moutai, East Money, Ping An Insurance, Wuxi Apptec, BYD

China

Inner Mongolia Yili Industrial Group Co., Ltd. produces milk, powdered milk, ice cream, and other dairy products.  The Company also produces frozen food and noodles.

Inner Mongolia Yili Industrial Group (A) (600887 CH)

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Inner Mongolia Yili Industrial Group (A) (600887 CH)

Northbound Flows Monthly (August): CATL, Longi, Yunnan Energy New Material

We estimate $2.2bn northbound inflows into A-share in August and highlight flows for CATL, Longi Green, Yunnan Energy New Material, Yili, Moutai,...

Ke Yan, CFA, FRM

Northbound Flows: Longi Green, Yili, BYD, Moutai

We highlight weekly northbound Shanghai/Shenzhen connect inflows into Longi Green, Yili, BYD, Moutai, and outflows from Tongwei, Sanhua, TBEA, TCL...

Ke Yan, CFA, FRM

Northbound Flows: Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High

Northbound Shanghai/Shenzhen connect recorded outflows of USD 114m last week. We highlight outflows from Sanhua, Baoshan Iron, Sungrow, Han's...

Ke Yan, CFA, FRM

Northbound Flows Monthly (June): $11bn Inflows

We estimate $11bn inflow into A-share market through northbound in June and highlight monthly inflows into Moutai, Yili, East Money, Tongwei, and...

Ke Yan, CFA, FRM

Northbound Flows: Moutai, East Money, Ping An Insurance, Wuxi Apptec, BYD

We highlight weekly northbound Hong Kong connect inflows into Moutai, East Money, Ping An Insurance, Wuxi Apptec and BYD.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

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