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 (Sep 2nd): GREE, CATL, Longi Green, BOE Technology

Northbound Flows (Sep 9th): Longi Green, Zijin, Aier Eye, Moutai, CMB, Tongwei, Luxshare

Northbound Flows (Sep 16th): Ping An Insurance, Shaanxi Coal, CMB and CATL

Northbound Flows: Longi Green, Yili, BYD, Moutai

Northbound Flows: Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High

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

Xinjiang Goldwind Science & Technology (002202 CH)

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of August 26th. We estimate weekly outflows to be USD644m. </li>
<li>Information technology, financial and health care led the outflows while consumer staples, material and utilities led the inflows.</li>
<li>We highlight flows for Tongwei, Moutai, Yunan Energy New Material, Ganfeng Lithium, Longi Green and Xinjiang Goldwind.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of August 26th. We estimate weekly outflows to be USD644m. 
Information technology, financial and health care led the outflows while consumer staples, material and utilities led the inflows.
We highlight flows for Tongwei, Moutai, Yunan Energy New Material, Ganfeng Lithium, Longi Green and Xinjiang Goldwind.


LONGi Green Energy Technology (601012 CH)

Northbound Flows (Aug 27th): Longi Green, Xinjiang Goldwind