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 (April): CATL, CMB, BOE, Haier Smart Home, China Tourism, Moutai, Nari Technology

Northbound Flows (Feb): $9.3bn Inflows in Feb

Northbound Flows (December): Five Months of Outflows

Northbound Flows (November): Inflows (Consumer Staples, Healthcare) Offset by Outflows (Financials)

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 Industrials / Quantitative Analysis

<ul>
<li>We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>Industrials, Consumer Staples, Financials led the inflows while Health Care led the outflows.</li>
<li>We highlight flows for CATL, Wuliangye, Midea, Zijin Mining, Will Semi, Wuxi Apptec, Foxconn, Mindray.</li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
Industrials, Consumer Staples, Financials led the inflows while Health Care led the outflows.
We highlight flows for CATL, Wuliangye, Midea, Zijin Mining, Will Semi, Wuxi Apptec, Foxconn, Mindray.


Shanxi Xinghuacun Fen Wine Factory Co (600809 CH)

Jiangsu Zhongtian Technologies Co, Ltd. (600522 CH)

LONGi Green Energy Technology (601012 CH)

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

Zhejiang Sanhua Intellignt Controls Co., Ltd.

Shenzhen Inovance Technology Co., (300124 CH)

Chongqing Department Store Co. (600729 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

Chongqing Zaisheng Technology (603601 CH)

Shenzhen Mindray Bio-Medical Electronics (300760 CH)

Beijing Huafeng Test & Control (688200 CH)

Northbound Flows (Mar): $3.7bn of Inflows