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 February 10th.</li>
<li>We estimate the weekly inflows to be US$456.0 million, led by financials, information technology, utilities sectors, and offset by materials, consumer discretionary.</li>
<li>We highlight flows for Ping An Insurance, Contemporary Amperex Technology, Kweichow Moutai, Luzhou Lao Jiao, Hundsun Technologies, Byd, Midea, Tongwei, Trina Solar</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of February 10th.
We estimate the weekly inflows to be US$456.0 million, led by financials, information technology, utilities sectors, and offset by materials, consumer discretionary.
We highlight flows for Ping An Insurance, Contemporary Amperex Technology, Kweichow Moutai, Luzhou Lao Jiao, Hundsun Technologies, Byd, Midea, Tongwei, Trina Solar


Northbound Flows (Feb 10th): Ping An Insurance, CATL, Moutai, Luzhou Lao Jiao, Hundsun

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of January 6th.</li>
<li>We estimate the weekly inflows to be US$2,907.9 million, led by financials, materials, information technology sectors.</li>
<li>We highlight flows for Ping An Insurance, Contemporary Amperex Technology Co.,, Wuliangye Yibin, Kweichow Moutai, East Money Information, Shenzhen Mindray Bio-Medical Electronics, Wuxi Lead Intelligent Equipment</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of January 6th.
We estimate the weekly inflows to be US$2,907.9 million, led by financials, materials, information technology sectors.
We highlight flows for Ping An Insurance, Contemporary Amperex Technology Co.,, Wuliangye Yibin, Kweichow Moutai, East Money Information, Shenzhen Mindray Bio-Medical Electronics, Wuxi Lead Intelligent Equipment


Northbound Flows (Jan 6th): Ping An Insurance, CATL, Wuliangye, Moutai, East Money

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of December 30th.</li>
<li>We estimate the weekly inflows to be US$457.7 million, led by financials, consumer staples, utilities sectors, and offset by industrials, materials.</li>
<li>We highlight flows for Ping An Insurance, Yibin Wuliangye, CATL. </li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of December 30th.
We estimate the weekly inflows to be US$457.7 million, led by financials, consumer staples, utilities sectors, and offset by industrials, materials.
We highlight flows for Ping An Insurance, Yibin Wuliangye, CATL. 


Northbound Flows (Dec 30th): Ping An, Wuliangye, CATL

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of December 23rd. </li>
<li>We estimate the weekly inflows to be US$680.7 million, led by consumer staples, health care, financials sectors, and offset by information technology, materials.</li>
<li>We highlight flows for Wulianye, Moutai, Sichuan Swell, Ping An, Yiling, China Tourism, CATL, Goertek, BYD.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of December 23rd. 
We estimate the weekly inflows to be US$680.7 million, led by consumer staples, health care, financials sectors, and offset by information technology, materials.
We highlight flows for Wulianye, Moutai, Sichuan Swell, Ping An, Yiling, China Tourism, CATL, Goertek, BYD.


Northbound Flows (Dec 23rd): Inflows into Liquor Names

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of November 25th.</li>
<li>We estimate the weekly inflows to be US$1,113.7 million, led by financials, consumer staples, utilities sectors, and offset by health care, industrials.</li>
<li>We highlight flows for Luzhou Lao Jiao, Yunnan New Energy Material, CATL.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of November 25th.
We estimate the weekly inflows to be US$1,113.7 million, led by financials, consumer staples, utilities sectors, and offset by health care, industrials.
We highlight flows for Luzhou Lao Jiao, Yunnan New Energy Material, CATL.


Northbound Flows (Nov 25th): Luzhou Lao Jiao, Yunnan New Energy Material, CATL

China

Luzhou Laojiao Co., Ltd. manufactures and sells spirits products worldwide. The Company also produces glass products, manages hotels, and invests in the real estate business.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Luzhou Laojiao Co Ltd A (000568 CH)

Northbound Flows (Feb 10th): Ping An Insurance, CATL, Moutai, Luzhou Lao Jiao, Hundsun

We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Ping An Insurance, CATL, Moutai, Luzhou Lao Jiao,...

Ke Yan, CFA, FRM

Northbound Flows (Jan 6th): Ping An Insurance, CATL, Wuliangye, Moutai, East Money

We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Ping An Insurance, CALT, Wuliangye, Moutai, East...

Ke Yan, CFA, FRM

Northbound Flows (Dec 30th): Ping An, Wuliangye, CATL

We analyzed the Shanghai/Shenzhen Connect Scheme for last week and highlight flows for Ping An Insurance, Wuliangye, CATL.

Ke Yan, CFA, FRM

Northbound Flows (Dec 23rd): Inflows into Liquor Names

We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Wulianye, Moutai, Sichuan Swell, Ping An, Yiling,...

Ke Yan, CFA, FRM

Northbound Flows (Nov 25th): Luzhou Lao Jiao, Yunnan New Energy Material, CATL

We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Luzhou Lao Jiao, Yunnan New Energy Material, CATL.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)