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 Monthly (September): $5.3bn of Outflows

Northbound Flows (Oct 19th): BYD, Changan Auto, Zhongji Innolight, Moutai, Wuliangye

Northbound Flows (Oct 27th): Moutai, CATL, Midea

Northbound Flows Monthly (July): $7.3bn Inflows

Northbound Flows Monthly (June): Midea, Foxconn, CATL, Wuxi Apptec, Sany Heavy

Northbound Flows Monthly (May): $1.7bn Outflows

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 Consumer staples / Quantitative Analysis

<ul>
<li>We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>We estimate the outflows to be $12.8bn in August and consumer staples, and financials sectors led the outflows.</li>
<li>We highlight flows for CATL, Wuxi Wapptec, Fuyao Glass, Foxconn Industrial, CMB, Wuliangye, Mindray, Moutai, Longi Green.</li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
We estimate the outflows to be $12.8bn in August and consumer staples, and financials sectors led the outflows.
We highlight flows for CATL, Wuxi Wapptec, Fuyao Glass, Foxconn Industrial, CMB, Wuliangye, Mindray, Moutai, Longi Green.


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

LONGi Green Energy Technology (601012 CH)

Jiangsu Kanion Pharmaceutical Co, Ltd. (600557 CH)

Shenzhen Inovance Technology Co., (300124 CH)

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

Focus Media Information Technology Co, Ltd.

Contemporary Amperex Technology (CATL) (300750 CH)

Wuxi Lead Intelligent Equipmen (300450 CH)

Shenzhen Mindray Bio-Medical Electronics (300760 CH)

Shenzhen Colibri Technologies (002957 CH)

Sunresin New Materials Co Ltd (300487 CH)

Verisilicon Microelectronics S (688521 CH)

Leader Harmonious Drive System (688017 CH)

Northbound Flows Monthly (August): $12.8bn Outflows