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

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. We split the stocks eligible for the Shanghai/Shenzhen Connect trade into two groups: stocks with a market capitalization above USD 5 billion, as well as between USD 1 billion and USD 5 billion.In this insight, we will highlight inflows into pork producers including <a href="https://www.smartkarma.com/entities/guangdong-wens-foodstuffs-group-co-ltd" target="_blank" data-smartkarma-citation="entities:22859:1" rel="noopener">Guangdong Wens Foodstuffs Group Co. (300498 CH)</a> and <a href="https://www.smartkarma.com/entities/muyuan-foodstuff-co-ltd-a" target="_blank" data-smartkarma-citation="entities:3705:1" rel="noopener">Muyuan Foodstuff Co Ltd A (002714 CH)</a>, leading data center provider <a href="https://www.smartkarma.com/entities/beijing-sinnet-technology-a" target="_blank" data-smartkarma-citation="entities:15540:1" rel="noopener">Beijing Sinnet Technology A (300383 CH)</a>, and other names including <a href="https://www.smartkarma.com/entities/shenzhen-inovance-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:18170:1" rel="noopener">Shenzhen Inovance Technology Co., (300124 CH)</a>, <a href="https://www.smartkarma.com/entities/chongqing-zhifei-biological-prdct-co-ltd" target="_blank" data-smartkarma-citation="entities:6245:1" rel="noopener">Chongqing Zhifei Biological Prdct (300122 CH)</a>. We will also highlight outflows from <a href="https://www.smartkarma.com/entities/inner-mongolia-yili-energy-company-ltd" target="_blank" data-smartkarma-citation="entities:7877:1" rel="noopener">Inner Mongolia Yili Energy Company Ltd (600277 CH)</a>, <a href="https://www.smartkarma.com/entities/kweichow-moutai-co-ltd-a" target="_blank" data-smartkarma-citation="entities:1553:1" rel="noopener">Kweichow Moutai Co Ltd A (600519 CH)</a>, <a href="https://www.smartkarma.com/entities/ping-an-insurance-group-co-of" target="_blank" data-smartkarma-citation="entities:24682:1" rel="noopener">Ping An Insurance Group Co Of (601318 CH)</a>, <a href="https://www.smartkarma.com/entities/luxshare-precision-industry-co-ltd" target="_blank" data-smartkarma-citation="entities:12310:1" rel="noopener">Luxshare Precision Industry (002475 CH)</a>, and <a href="https://www.smartkarma.com/entities/risesun-real-estate-devel-a" target="_blank" data-smartkarma-citation="entities:12140:1" rel="noopener">Risesun Real Estate Devel A (002146 CH)</a>.

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. We split the stocks eligible for the Shanghai/Shenzhen Connect trade into two groups: stocks with a market capitalization above USD 5 billion, as well as between USD 1 billion and USD 5 billion.In this insight, we will highlight inflows into pork producers including Guangdong Wens Foodstuffs Group Co. (300498 CH) and Muyuan Foodstuff Co Ltd A (002714 CH), leading data center provider Beijing Sinnet Technology A (300383 CH), and other names including Shenzhen Inovance Technology Co., (300124 CH), Chongqing Zhifei Biological Prdct (300122 CH). We will also highlight outflows from Inner Mongolia Yili Energy Company Ltd (600277 CH), Kweichow Moutai Co Ltd A (600519 CH), Ping An Insurance Group Co Of (601318 CH), Luxshare Precision Industry (002475 CH), and Risesun Real Estate Devel A (002146 CH).

Shanghai/​Shenzhen Connect Ideas: Pork Producers, Data Center, Yili (2019-08-02)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. We split the stocks eligible for the Shanghai/Shenzhen Connect trade into two groups: stocks with a market capitalization above USD 5 billion, as well as between USD 1 billion and USD 5 billion.In this insight, we will highlight inflows into <a href="https://www.smartkarma.com/entities/hangzhou-hikvision-digital-techgy-co-ltd" target="_blank" data-smartkarma-citation="entities:7152:1" rel="noopener">Hangzhou Hikvision (002415 CH)</a>, <a href="https://www.smartkarma.com/entities/china-merchants-bank-co-ltd" target="_blank" data-smartkarma-citation="entities:714:1" rel="noopener">China Merchants Bank A (600036 CH)</a>, <a href="https://www.smartkarma.com/entities/luxshare-precision-industry-co-ltd" target="_blank" data-smartkarma-citation="entities:12310:1" rel="noopener">Luxshare Precision Industry (002475 CH)</a>, <a href="https://www.smartkarma.com/entities/shenzhen-inovance-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:18170:1" rel="noopener">Shenzhen Inovance Technology Co., (300124 CH)</a>, and <a href="https://www.smartkarma.com/entities/seazen-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:24242:1" rel="noopener">Seazen Holdings Co., Ltd. (601155 CH)</a>. We will also highlight outflows from <a href="https://www.smartkarma.com/entities/han-s-laser-technology-in-a" target="_blank" data-smartkarma-citation="entities:18441:1" rel="noopener">Han'S Laser Technology In A (002008 CH)</a>, <a href="https://www.smartkarma.com/entities/kweichow-moutai-co-ltd-a" target="_blank" data-smartkarma-citation="entities:1553:1" rel="noopener">Kweichow Moutai Co Ltd A (600519 CH)</a>, <a href="https://www.smartkarma.com/entities/wuliangye-yibin-co-ltd-a" target="_blank" data-smartkarma-citation="entities:19968:1" rel="noopener">Wuliangye Yibin Co Ltd A (000858 CH)</a>, <a href="https://www.smartkarma.com/entities/east-money-information-co-a" target="_blank" data-smartkarma-citation="entities:8075:1" rel="noopener">East Money Information Co A (300059 CH)</a>, and <a href="https://www.smartkarma.com/entities/risesun-real-estate-devel-a" target="_blank" data-smartkarma-citation="entities:12140:1" rel="noopener">Risesun Real Estate Devel A (002146 CH)</a>.

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. We split the stocks eligible for the Shanghai/Shenzhen Connect trade into two groups: stocks with a market capitalization above USD 5 billion, as well as between USD 1 billion and USD 5 billion.In this insight, we will highlight inflows into Hangzhou Hikvision (002415 CH), China Merchants Bank A (600036 CH), Luxshare Precision Industry (002475 CH), Shenzhen Inovance Technology Co., (300124 CH), and Seazen Holdings Co., Ltd. (601155 CH). We will also highlight outflows from Han'S Laser Technology In A (002008 CH), Kweichow Moutai Co Ltd A (600519 CH), Wuliangye Yibin Co Ltd A (000858 CH), East Money Information Co A (300059 CH), and Risesun Real Estate Devel A (002146 CH).

Shanghai/​Shenzhen Connect Ideas: Hard Liquor, Industrial 4.0 Names (2019-07-26)

China

Shanghai STEP Electric Corp develops, manufactures and sells elevator control system, inverter and other elevator components. The Company's products are widely used in local and overseas market.

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Shanghai Step Electric (002527 CH)

Shanghai/Shenzhen Connect Ideas: Pork Producers, Data Center, Yili (2019-08-02)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...

Ke Yan, CFA, FRM

Shanghai/Shenzhen Connect Ideas: Hard Liquor, Industrial 4.0 Names (2019-07-26)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Shanghai/​Shenzhen Connect Ideas: Pork Producers, Data Center, Yili (2019-08-02)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...

Ke Yan, CFA, FRM

Shanghai/​Shenzhen Connect Ideas: Hard Liquor, Industrial 4.0 Names (2019-07-26)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...

Ke Yan, CFA, FRM

Shanghai/Shenzhen Connect Ideas: Pork Producers, Data Center, Yili (2019-08-02)

Shanghai/Shenzhen Connect Ideas: Hard Liquor, Industrial 4.0 Names (2019-07-26)