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

Northbound Flows (May 10th): Moutai, CMB, Inovance, Haier Smart Home, Luxshare Precision, Nari

Northbound Flows (May 17th): Luxshare Precision, CMB, Midea

Northbound Flows (May 24th): CATL, China Yangtze Power, Bank Of Ningbo, Nari Technology, Hengrui

Northbound Flows (Apr 19th): Zijin Mining, China Tourism, Foxconn Industrial Internet

Northbound Flows (Apr 12th): Boe Technology, Moutai, China Tourism, Gree Electric Appliances

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 staples / Quantitative Analysis

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of April 26th.</li>
<li>We estimate the weekly inflows to be US$3,861.7 million, led by consumer staples, financials, materials sectors, and offset by communication services.</li>
<li>We highlight flows for CMB, Moutai, Ping An Insurance, Wuliangye, CATL, Mindray, Luxshare Precision, Eoptolink Technology Inc.,, Imeik Technology Development, Zijin Mining, Bank Of Jiangsu, Midea.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of April 26th.
We estimate the weekly inflows to be US$3,861.7 million, led by consumer staples, financials, materials sectors, and offset by communication services.
We highlight flows for CMB, Moutai, Ping An Insurance, Wuliangye, CATL, Mindray, Luxshare Precision, Eoptolink Technology Inc.,, Imeik Technology Development, Zijin Mining, Bank Of Jiangsu, Midea.


Zhejiang Sanhua Intellignt Controls Co., Ltd. (002050 CH)

Zhejiang Sanhua Intellignt Controls Co., Ltd.

Contemporary Amperex Technology (CATL) (300750 CH)

Shenzhen Mindray Bio-Medical Electronics (300760 CH)

Advanced Micro-Fabrication Equ (688012 CH)

Imeik Technology Development C (300896 CH)

Northbound Flows (Apr 26th): CMB, Moutai, Ping An Insurance, Wuliangye, CATL, Mindray, Luxshare