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 (Sep 23rd): Tianqi Lithium, Midea Group, Moutai, Sungrow

Northbound Flows (Sep 30th): Moutai, Wuliangye, Qinghai Salt Lake

Northbound Flows (Oct 14th): Moutai, Wuliangye, Tongwei, CMB, AMEC

Northbound Flows (Sep 9th): Longi Green, Zijin, Aier Eye, Moutai, CMB, Tongwei, Luxshare

Northbound Flows (Sep 2nd): GREE, CATL, Longi Green, BOE Technology

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

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 holding position as of September 16th.</li>
<li>We estimate the weekly outflows to be US$850.0 million, led by financials, industrials, and offset by information technology, energy.</li>
<li>We highlight flows for Ping An Insurance, Shaanxi Coal, CMB and CATL.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 16th.
We estimate the weekly outflows to be US$850.0 million, led by financials, industrials, and offset by information technology, energy.
We highlight flows for Ping An Insurance, Shaanxi Coal, CMB and CATL.


Hangzhou Tigermed Consulting (A) (300347 CH)

China Tourism Group Duty Free Corp Ltd (601888 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

Shenzhen Mindray Bio-Medical Electronics (300760 CH)

Northbound Flows (Sep 16th): Ping An Insurance, Shaanxi Coal, CMB and CATL

China Financials

Northbound Flows (Sep 16th): Ping An Insurance, Shaanxi Coal, CMB and CATL