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 (Mar 24th): Boe, CATL, Moutai, Shenzhen Inovance, Luxshare

Northbound Flows (Mar 31st): Moutai, CATL, Byd, Sinopec, Foxconn, Haier Smart Home

Northbound Flows (Apr 6th): East Money, Muyuan Foods, CTG, Ping An Insurance, Hundsun, CMB, Foxconn

Northbound Flows (Mar 10th): CTG, Moutai, Byd, CMB, Yili, Longi Green Energy, Tongwei, Luxshare

Northbound Flows (Mar 1st): Longi Green Energy Technology

Northbound Flows (Feb 24th): Muyuan Foods, Shaanxi Coal Industry, Byd, Ping An Insurance

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 March 17th.</li>
<li>We estimate the weekly inflows to be US$2,260.0 million, led by information technology, industrials, materials sectors, and offset by financials, energy.</li>
<li>We highlight flows for Yangtze Power, Tcl Zhonghuan, Ping An Insurance, CATL, Moutai, CMB .</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of March 17th.
We estimate the weekly inflows to be US$2,260.0 million, led by information technology, industrials, materials sectors, and offset by financials, energy.
We highlight flows for Yangtze Power, Tcl Zhonghuan, Ping An Insurance, CATL, Moutai, CMB .


Tianjin Zhonghuan Semiconductor (002129 CH)

Jiangsu Hengli Highpressure Oil Cylinder (601100 CH)

Shanxi Xinghuacun Fen Wine Factory Co (600809 CH)

China Tourism Group Duty Free Corp Ltd (601888 CH)

LONGi Green Energy Technology (601012 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

Northbound Flows (Mar 17th): Yangtze Power, Tcl Zhonghuan, Ping An Insurance, CATL, Moutai, CMB

China Utilities

Northbound Flows (Mar 17th): Yangtze Power, Tcl Zhonghuan, Ping An Insurance, CATL, Moutai, CMB