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 (Aug 27th): Longi Green, Xinjiang Goldwind

Northbound Flows (Sep 2nd): GREE, CATL, Longi Green, BOE Technology

Northbound Flows: Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High

Northbound Flows: Huayou Cobalt, CMB, Zhongtian Tech, TCL

Northbound Flows: Yunnan Energy New Material, Zhejiang Huayou Cobalt, BOE Technology

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 connect holding as of Aug 12th.</li>
<li>Information, financials, and consumer discretionary sectors led the inflows of USD 1.2bn last week. </li>
<li>We highlight inflows into Longi Green, Yili, BYD, Moutai, and outflows from Tongwei, Sanhua, TBEA, TCL Zhonghuan.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for connect holding as of Aug 12th.
Information, financials, and consumer discretionary sectors led the inflows of USD 1.2bn last week. 
We highlight inflows into Longi Green, Yili, BYD, Moutai, and outflows from Tongwei, Sanhua, TBEA, TCL Zhonghuan.


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

Tianjin Zhonghuan Semiconductor (002129 CH)

LONGi Green Energy Technology (601012 CH)

Zhejiang Sanhua Intellignt Controls Co., Ltd. (002050 CH)

Zhejiang Sanhua Intellignt Controls Co., Ltd.

Hangzhou First Applied Material-A (603806 CH)

Northbound Flows: Longi Green, Yili, BYD, Moutai