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 (Jun 14th): CATL, Mindray, Luxshare Precision, Xinghuacun Fen Wine

Northbound Flows (Jun 21st): Seres, Luxshare Precision, Zhongji Innolight, Eoptolink, Moutai, Midea

Northbound Flows (Jun 28th): Foxconn Industrial Internet, Wanhua Chemical, BYD

Northbound Flows (May 31st): Zijin Mining, China Yangtze Power, Montage Technology, Moutai, CMB

Northbound Flows (May 24th): CATL, China Yangtze Power, Bank Of Ningbo, Nari Technology, Hengrui

Northbound Flows (May 17th): Luxshare Precision, CMB, Midea

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 June 7th.</li>
<li>We estimate the weekly inflows to be US$946.1 million, led by information technology, health care, utilities sectors, and offset by consumer staples, financials, energy.</li>
<li>We highlight flows for China Yangtze Power, Jinko Solar, Naura Technology, Will Semiconductor, China National Nuclear Power, Midea, Moutai, Bank Of Jiangsu, Wuliangye, Inovance.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of June 7th.
We estimate the weekly inflows to be US$946.1 million, led by information technology, health care, utilities sectors, and offset by consumer staples, financials, energy.
We highlight flows for China Yangtze Power, Jinko Solar, Naura Technology, Will Semiconductor, China National Nuclear Power, Midea, Moutai, Bank Of Jiangsu, Wuliangye, Inovance.


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

Beijing Tiantan Biological Products (600161 CH)

Shenzhen Inovance Technology Co., (300124 CH)

China National Nuclear Power C (601985 CH)

Shanghai Rural Commercial Bank (601825 CH)

Northbound Flows (Jun 7th): China Yangtze Power, Jinko Solar, Naura Technology, CNNP