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. 
In this insight, we go through YTD weekly inflows into the A-share market via Shanghai/Shenzhen connect, and top inflows and top three outflows. We will also cover inflows and holdings by sectors, after which we will highlight top five inflows and outflows on a relative basis for large-cap and mid-cap stocks: stocks with a market capitalization above USD 5 billion, and those between USD 1 billion and USD 5 billion. 
In this insight, we highlight the inflows into: <a href="https://www.smartkarma.com/entities/ping-an-bank-co-ltd-a" target="_blank" data-smartkarma-citation="entities:681:1" rel="noopener">Ping An Bank Co Ltd A (000001 CH)</a>, <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>, <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/jpmf-guangdong-co-ltd-a" target="_blank" data-smartkarma-citation="entities:19050:1" rel="noopener">Jpmf Guangdong Co Ltd A (002600 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>, <a href="https://www.smartkarma.com/entities/yonyou-network-technology-a" target="_blank" data-smartkarma-citation="entities:19500:1" rel="noopener">Yonyou Network Technology A (600588 CH)</a>.
We also highlight the outflows from: <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>, <a href="https://www.smartkarma.com/entities/ping-an-insurance-group-co-of-china" target="_blank" data-smartkarma-citation="entities:24682:1" rel="noopener">Ping An Insurance Group Co Of China (601318 CH)</a>, <a href="https://www.smartkarma.com/entities/midea-group-co-ltd-a" target="_blank" data-smartkarma-citation="entities:16185:1" rel="noopener">Midea Group Co Ltd A (000333 CH)</a>, <a href="https://www.smartkarma.com/entities/tsinghua-unisplendour-co-a" target="_blank" data-smartkarma-citation="entities:9688:1" rel="noopener">Tsinghua Unisplendour Co A (000938 CH)</a>, <a href="https://www.smartkarma.com/entities/angang-steel-co-ltd-a" target="_blank" data-smartkarma-citation="entities:205:1" rel="noopener">Angang Steel Co Ltd (A) (000898 CH)</a>, <a href="https://www.smartkarma.com/entities/shengyi-technology-co-ltd" target="_blank" data-smartkarma-citation="entities:15703:1" rel="noopener">Shengyi Technology (600183 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. 
In this insight, we go through YTD weekly inflows into the A-share market via Shanghai/Shenzhen connect, and top inflows and top three outflows. We will also cover inflows and holdings by sectors, after which we will highlight top five inflows and outflows on a relative basis for large-cap and mid-cap stocks: stocks with a market capitalization above USD 5 billion, and those between USD 1 billion and USD 5 billion. 
In this insight, we highlight the inflows into: Ping An Bank Co Ltd A (000001 CH), Guangdong Wens Foodstuffs Group Co. (300498 CH), Wuliangye Yibin Co Ltd A (000858 CH), Jpmf Guangdong Co Ltd A (002600 CH), Chongqing Zhifei Biological Prdct (300122 CH), Yonyou Network Technology A (600588 CH).
We also highlight the outflows from: Kweichow Moutai (600519 CH), Ping An Insurance Group Co Of China (601318 CH), Midea Group Co Ltd A (000333 CH), Tsinghua Unisplendour Co A (000938 CH), Angang Steel Co Ltd (A) (000898 CH), Shengyi Technology (600183 CH).

Shanghai/​​Shenzhen Connect Ideas: Moutai/Wuliangye, Wens, Lingyi ITech (2019-09-27)

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. In this insight, we go through YTD weekly inflows into the A-share market via Shanghai/Shenzhen connect, and top inflows and top three outflows. We will also cover inflows and holdings by sectors, after which we will highlight top five inflows and outflows on a relative basis for large-cap and mid-cap stocks: stocks with a market capitalization above USD 5 billion, and those between USD 1 billion and USD 5 billion. In this insight, we highlight the YTD strongest inflows last week of USD 4 billion, led by inflows into financial stocks. Stock holdings by the northbound investor also hit one year high of USD 161 billion. We highlight inflows into <a href="https://www.smartkarma.com/entities/ping-an-insurance-group-co-of-china" target="_blank" data-smartkarma-citation="entities:24682:1" rel="noopener">Ping An Insurance Group Co Of China (601318 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/gree-electric-appliances-inc-of-zhuhai" target="_blank" data-smartkarma-citation="entities:7622:1" rel="noopener">Gree Electric Appliances Inc Of Zhuhai (000651 CH)</a>, <a href="https://www.smartkarma.com/entities/shenzhen-goodix-technology-co" target="_blank" data-smartkarma-citation="entities:23623:1" rel="noopener">Shenzhen Huiding Technology (603160 CH)</a>, <a href="https://www.smartkarma.com/entities/anhui-conch-cement-co-ltd-a" target="_blank" data-smartkarma-citation="entities:389:1" rel="noopener">Anhui Conch Cement Co Ltd A (600585 CH)</a>, <a href="https://www.smartkarma.com/entities/zoomlion-heavy-industry-s-a" target="_blank" data-smartkarma-citation="entities:425:1" rel="noopener">Zoomlion Heavy Industry S A (000157 CH)</a>.We highlight outflows from <a href="https://www.smartkarma.com/entities/yunnan-baiyao-group-co-ltd" target="_blank" data-smartkarma-citation="entities:19354:1" rel="noopener">Yunnan Baiyao Group Co., (000538 CH)</a>, <a href="https://www.smartkarma.com/entities/inspur-electronic-infmtn-indtry-co-ltd" target="_blank" data-smartkarma-citation="entities:4305:1" rel="noopener">Inspur Electronic Infmtn Indtry (000977 CH)</a>, <a href="https://www.smartkarma.com/entities/wus-printed-circuit-kunshan-co-ltd" target="_blank" data-smartkarma-citation="entities:4478:1" rel="noopener">Wus Printed Circuit (Kunshan) Co,Ltd. (002463 CH)</a>, <a href="https://www.smartkarma.com/entities/air-china-ltd-a" target="_blank" data-smartkarma-citation="entities:1080:1" rel="noopener">Air China Ltd (A) (601111 CH)</a>, and <a href="https://www.smartkarma.com/entities/wus-printed-circuit-kunshan-co-ltd" target="_blank" data-smartkarma-citation="entities:4478:1" rel="noopener">Wus Printed Circuit (Kunshan) Co,Ltd. (002463 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. In this insight, we go through YTD weekly inflows into the A-share market via Shanghai/Shenzhen connect, and top inflows and top three outflows. We will also cover inflows and holdings by sectors, after which we will highlight top five inflows and outflows on a relative basis for large-cap and mid-cap stocks: stocks with a market capitalization above USD 5 billion, and those between USD 1 billion and USD 5 billion. In this insight, we highlight the YTD strongest inflows last week of USD 4 billion, led by inflows into financial stocks. Stock holdings by the northbound investor also hit one year high of USD 161 billion. We highlight inflows into Ping An Insurance Group Co Of China (601318 CH), China Merchants Bank A (600036 CH), Gree Electric Appliances Inc Of Zhuhai (000651 CH), Shenzhen Huiding Technology (603160 CH), Anhui Conch Cement Co Ltd A (600585 CH), Zoomlion Heavy Industry S A (000157 CH).We highlight outflows from Yunnan Baiyao Group Co., (000538 CH), Inspur Electronic Infmtn Indtry (000977 CH), Wus Printed Circuit (Kunshan) Co,Ltd. (002463 CH), Air China Ltd (A) (601111 CH), and Wus Printed Circuit (Kunshan) Co,Ltd. (002463 CH).

Shanghai/​​Shenzhen Connect Ideas: YTD High Inflows of $4b (2019-09-06)

China

WUS Printed Circuit (Kunshan) Co., Ltd produces and sells electrical equipments and related products.  The Company's products include double-side circuit board, multi-layers circuit board, and connector for electrical equipments.

Wus Printed Circuit (Kunshan) Co,Ltd. (002463 CH)

Price Gauge
52-week Range	0.00 - 0.00
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Wus Printed Circuit (Kunshan) Co,Ltd. (002463 CH)

Shanghai/Shenzhen Connect Ideas: Moutai/Wuliangye, Wens, Lingyi ITech (2019-09-27)

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: YTD High Inflows of $4b (2019-09-06)

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: Moutai/Wuliangye, Wens, Lingyi ITech (2019-09-27)

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: YTD High Inflows of $4b (2019-09-06)

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: Moutai/Wuliangye, Wens, Lingyi ITech (2019-09-27)

Shanghai/Shenzhen Connect Ideas: YTD High Inflows of $4b (2019-09-06)