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: $9bn Inflows in November

Northbound Flows Monthly: $4.6bn of Inflows

Northbound Flows (Jan 6th): Ping An Insurance, CATL, Wuliangye, Moutai, East Money

Northbound Flows Monthly (September): CMB, Gree, CATL, Moutai

Northbound Flows Monthly (August): CATL, Longi, Yunnan Energy New Material

Northbound Flows Monthly (July): Financials, Industrials and Materials Led 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>Consumer Staples ($4,362m of outflows) and financials ($1,929m of outflows) led the outflows in October.</li>
<li>We highlight inflows into Tianqi Lithium, BOE Technology, and outflows from Moutai, Ping An Bank/Insurance, Wulianye, Yili.</li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
Consumer Staples ($4,362m of outflows) and financials ($1,929m of outflows) led the outflows in October.
We highlight inflows into Tianqi Lithium, BOE Technology, and outflows from Moutai, Ping An Bank/Insurance, Wulianye, Yili.


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

China Tourism Group Duty Free Corp Ltd (601888 CH)

Guangzhou Zhiguang Electric Co, Ltd. (002169 CH)

LONGi Green Energy Technology (601012 CH)

Shenzhen Inovance Technology Co., (300124 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

Wuxi Lead Intelligent Equipmen (300450 CH)

Shenzhen Mindray Bio-Medical Electronics (300760 CH)

Yixintang Pharmaceutical Group (002727 CH)

Ningbo Ronbay New Energy Techn (688005 CH)

Advanced Micro-Fabrication Equ (688012 CH)

Shanghai Bright Power Semicond (688368 CH)

Northbound Flows Monthly (September): One Year High Outflows of $8.3bn