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 (Oct 13th): Longi Green, China Tourism, Iflytek, Ping An Insurance

Northbound Flows (Sep 22nd): BYD, CATL, Zijin Mining, Mindray

Northbound Flows (Sep 15th): Six Weeks of Outflows

Northbound Flows (Sep 8th): BYD, Longi Green

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 Health care / Quantitative Analysis

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 29th.</li>
<li>We estimate the weekly outflows to be US$2,482.1 million, led by financials, information technology, and offset by health care.</li>
<li>We highlight flows for Wuxi Apptec, Longi Green, Moutai, BYD, Ping An Insurance, Zhongji Innolight, Wuliangye.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of September 29th.
We estimate the weekly outflows to be US$2,482.1 million, led by financials, information technology, and offset by health care.
We highlight flows for Wuxi Apptec, Longi Green, Moutai, BYD, Ping An Insurance, Zhongji Innolight, Wuliangye.


Wus Printed Circuit (Kunshan) Co,Ltd. (002463 CH)

China Tourism Group Duty Free Corp Ltd (601888 CH)

LONGi Green Energy Technology (601012 CH)

Zhejiang Shuanghuan Driveline (002472 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

Northbound Flows (Sep 29th): Wuxi Apptec, Longi Green, Moutai, BYD, Ping An Insurance