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 (Dec 30th): Ping An, Wuliangye, CATL

Northbound Flows (Dec 16th): CMB, Shanghai Intl Airport, Tongwei

Northbound Flows (Dec 9th): Midea, Wuliangye, Shenzhen Mindray, CATL, BYD

Northbound Flows (Dec 2nd): Wuliangye, CATL, Mindray, Longi Green

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 Food, beverage and tobacco / Quantitative Analysis

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of December 23rd. </li>
<li>We estimate the weekly inflows to be US$680.7 million, led by consumer staples, health care, financials sectors, and offset by information technology, materials.</li>
<li>We highlight flows for Wulianye, Moutai, Sichuan Swell, Ping An, Yiling, China Tourism, CATL, Goertek, BYD.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of December 23rd. 
We estimate the weekly inflows to be US$680.7 million, led by consumer staples, health care, financials sectors, and offset by information technology, materials.
We highlight flows for Wulianye, Moutai, Sichuan Swell, Ping An, Yiling, China Tourism, CATL, Goertek, BYD.


Inner Mongolia Yili Industrial Group (A) (600887 CH)

China Tourism Group Duty Free Corp Ltd (601888 CH)

LONGi Green Energy Technology (601012 CH)

Shijiazhuang Yiling Pharmaceutical (002603 CH)

Jiangsu Eastern Shenghong Co., Ltd. (000301 CH)

Wens Foodstuff Group Co., Ltd. (300498 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

Northbound Flows (Dec 23rd): Inflows into Liquor Names