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 (July): $7.3bn Inflows

Northbound Flows Monthly (August): $12.8bn Outflows

Northbound Flows Monthly (September): $5.3bn of Outflows

Northbound Flows Monthly (May): $1.7bn Outflows

Northbound Flows Monthly (April): Inflows into Industrials Offset by Outflows from Financials

Northbound Flows Monthly (Mar): BOE, Wuliangye, Nari, Wanhua, Luzhou Laojiao

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 Discretionary, Information Technology led the inflows while Consumer Staples, Financials led the outflows.</li>
<li>We highlight flows for Midea, Foxconn, CATL, Wuxi Apptec, Sany Heavy, China Tourism, Longi Green, Ping An, Zijin Mining, Haitian Flavoring.</li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
Industrials, Consumer Discretionary, Information Technology led the inflows while Consumer Staples, Financials led the outflows.
We highlight flows for Midea, Foxconn, CATL, Wuxi Apptec, Sany Heavy, China Tourism, Longi Green, Ping An, Zijin Mining, Haitian Flavoring.


Shandong Sinocera Functional Material (300285 CH)

China Tourism Group Duty Free Corp Ltd (601888 CH)

LONGi Green Energy Technology (601012 CH)

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

Zhejiang Sanhua Intellignt Controls Co., Ltd.

China Pacific Insurance (Group) Co., (601601 CH)

Foshan Haitian Flavouring & Food (603288 CH)

Zhejiang Shuanghuan Driveline (002472 CH)

Shenzhen Inovance Technology Co., (300124 CH)

Guangdong Dongfang Precision & Tech (002611 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)

Postal Savings Bank of China C (601658 CH)

Shenzhen Colibri Technologies (002957 CH)

Beijing Huafeng Test & Control (688200 CH)

Neway CNC Equipment Suzhou Co (688697 CH)

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