Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

An inquisitive investment analyst with background in both finance and computing. Covering ECM research, biotech, market data analytics.

Asia Pac IPO & Placement Research, China biotech

HK Connect Discovery - March Snapshot (WH Group, Air China)

HK Connect Discovery - February Snapshot (Tencent, COFCO Meat)

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

China Consumer discretionary / Quantitative Analysis

<p>This is a monthly version of our HK Connect Ideas weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow on a weekly basis. Over the past month, we have seen a stronger inflow vs a month ago. Chinese investors were buying WH Group and Ping An Insurance stocks and selling Geely.</p><h2>Our April Coverage of Hong Kong Connect southbound flow</h2><ul>
<li><a href="https://www.smartkarma.com/insights/hk-connect-discovery-weekly-air-china-and-great-wall-motor-2019-04-04" target="_blank">HK Connect Discovery Weekly: Air China and Great Wall Motor (2019-04-04)</a></li>
<li><a href="https://www.smartkarma.com/insights/hk-connect-ideas-tencent-inflows-not-sustained-after-game-approval-2019-04-12" target="_blank">HK Connect Ideas: Tencent Inflows Not Sustained After Game Approval (2019-04-12)</a></li>
<li><a href="https://www.smartkarma.com/insights/hk-connect-ideas-longest-streak-of-weekly-inflows-ytd-2019-04-18" target="_blank">HK Connect Ideas: Longest Streak of Weekly Inflows YTD (2019-04-18)</a></li>
</ul>

This is a monthly version of our HK Connect Ideas weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow on a weekly basis. Over the past month, we have seen a stronger inflow vs a month ago. Chinese investors were buying WH Group and Ping An Insurance stocks and selling Geely.Our April Coverage of Hong Kong Connect southbound flow
HK Connect Discovery Weekly: Air China and Great Wall Motor (2019-04-04)
HK Connect Ideas: Tencent Inflows Not Sustained After Game Approval (2019-04-12)
HK Connect Ideas: Longest Streak of Weekly Inflows YTD (2019-04-18)


China National Building Material (3323 HK)

The United Laboratories International Holdings Limited (3933 HK)

The United Laboratories International Holdings Limited

China Power New Energy Development Co (735 HK)

HK Connect Ideas - April Snapshot (WH Group, Ping An, Geely)