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: Longi Green, Yili, BYD, Moutai

Northbound Flows (Aug 27th): Longi Green, Xinjiang Goldwind

Northbound Flows: Huayou Cobalt, CMB, Zhongtian Tech, TCL

Northbound Flows: Yunnan Energy New Material, Zhejiang Huayou Cobalt, BOE Technology

Northbound Flows: Mindray, Tianjin Zhonghuan, BYD, Banks

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 record date as of Aug 5th.</li>
<li>Outflows from financials, industrials, materials were offset by inflows into information technology, consumer staples and health care.</li>
<li>We highlight outflows from Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High &amp; New Tech.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for record date as of Aug 5th.
Outflows from financials, industrials, materials were offset by inflows into information technology, consumer staples and health care.
We highlight outflows from Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High &amp; New Tech.


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

China Tourism Group Duty Free Corp Ltd (601888 CH)

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

Zhejiang Sanhua Intellignt Controls Co., Ltd.

Northbound Flows: Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High