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 (Feb 9th): Moutai, Boe Technology, Wuxi Apptec, Wanhua Chemical, CATL

Northbound Flows (Feb 23rd): Moutai, CATL, Ping An Insurance, CMB, Industrial Bank, ICBC, Wuliangye

Northbound Flows (Mar 1st): Midea, Moutai, Chongqing Sokon Industry Group, CATL, Naura Technology

Northbound Flows (Jan 26th): CMB, China Yangtze Power, Zhongji Innolight, Petrochina

Northbound Flows (Jan 19th): BYD, Chongqing Changan Automobile, Wuliangye

Northbound Flows (Jan 12th): Moutai, 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

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of February 2nd.</li>
<li>We estimate the weekly inflows to be US$1,618.3 million, led by information technology, industrials, consumer staples sectors, and offset by financials, energy.</li>
<li>We highlight flows for Moutai, CATL, Wuxi Apptec, and Midea.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of February 2nd.
We estimate the weekly inflows to be US$1,618.3 million, led by information technology, industrials, consumer staples sectors, and offset by financials, energy.
We highlight flows for Moutai, CATL, Wuxi Apptec, and Midea.


China Resources Sanjiu Medical & Pharma (000999 CH)

China Tourism Group Duty Free Corp Ltd (601888 CH)

Focus Media Information Technology Co, Ltd. (002027 CH)

Focus Media Information Technology Co, Ltd.

Contemporary Amperex Technology (CATL) (300750 CH)

China Petroleum & Chemical Cor (600028 CH)

Chongqing Changan Automobile C (000625 CH)

Beijing Kingsoft Office Softwa (688111 CH)

Ming Yang Smart Energy Group L (601615 CH)

Northbound Flows (Feb 2nd): Moutai, CATL, Wuxi Apptec, Midea

China IT

Northbound Flows (Feb 2nd): Moutai, CATL, Wuxi Apptec, Midea