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: $5.7bn Inflows, Biggest Since Dec

Northbound Flows: Moutai, East Money, Gree, Wuxi Apptec, Tongwei

Northbound Flows: Moutai, East Money, Ping An Insurance, Wuxi Apptec, BYD

Northbound Flows Monthly (May): CMB, Yangtze Power, Yili

Northbound Flows: COSCO Shipping, SF Holding, Yangtze Power, CMB, Wuliangye, Moutai

Northbound Flows: CMB, China Yangtze Power, BYD, Longi Green Energy, SF Holding

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.</li>
<li>The past week recorded inflows of USD 3.8bn, the largest since Feb. Such inflows were led by consumer staples, industrials and materials.</li>
<li>We highlight stocks including Moutai, Wuliangye, CMB, China Tourism Duty Free, and CATL.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine.
The past week recorded inflows of USD 3.8bn, the largest since Feb. Such inflows were led by consumer staples, industrials and materials.
We highlight stocks including Moutai, Wuliangye, CMB, China Tourism Duty Free, and CATL.


China Tourism Group Duty Free Corp Ltd (601888 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

Northbound Flows: Biggest Inflow Since Feb