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: $10bn Outflows in 2 Weeks

Northbound Flows: Moutai, Wuliangye, Yangtze Power, East Money

Northbound Flows: CATL, Moutai, Yunnan Energy New Material, Aier Eye

Northbound Flows: Longi Green, Sungrow, Jiangxi Ganfeng, Zijin Mining

Northbound Flows: Moutai, Ping An, Zijin Mining

SH/​​SZ Connect Flows: Wuxi Apptec, Gree, China Tourism

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 Industrials / Quantitative Analysis

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>Most sectors experienced sell down except utilities and energy sector. </li>
<li>Top three sells were CATL, Ping An Insurance, and Moutai. </li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine.
Most sectors experienced sell down except utilities and energy sector. 
Top three sells were CATL, Ping An Insurance, and Moutai. 


LONGi Green Energy Technology (601012 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

Northbound Flows: Big Sell Down