Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

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 Hong Kong Connect flows with our data engine.</li>
<li>The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.</li>
<li>We highlight inflows into Tencent, LI Auto, CCB, Pharmaron, GCL, and outflows from Meituan, Great Wall Motor, HKEX and Geely.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight inflows into Tencent, LI Auto, CCB, Pharmaron, GCL, and outflows from Meituan, Great Wall Motor, HKEX and Geely.


Hong Kong Connect Flows: Tencent, Li Auto, CCB, Pharmaron

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect facilities, broken down by company and industry.</li>
<li>Overall, the net inflow over the past week was ~US$1.3bn, split US$0.7bn for Shanghai and US$0.6bn for Shenzhen.</li>
<li>The largest inflows were into <a href="https://www.smartkarma.com/entities/tencent-holdings-ltd" target="_blank" data-smartkarma-citation="entities:26:1" rel="noopener">Tencent (700 HK)</a> and <a href="https://www.smartkarma.com/entities/li-auto-inc-3dbe6187-544f-40dd-b9f9-72fba9c0110e" target="_blank" data-smartkarma-citation="entities:33811:1" rel="noopener">Li Auto (2015 HK)</a>. The largest outflow was in <a href="https://www.smartkarma.com/entities/meituan-dianping" target="_blank" data-smartkarma-citation="entities:26970:1" rel="noopener">Meituan (3690 HK)</a> and <a href="https://www.smartkarma.com/entities/great-wall-motor-co-ltd-cb302af9-398c-4d2d-ba39-023e43287eef" target="_blank" data-smartkarma-citation="entities:128:1" rel="noopener">Great Wall Motor (2333 HK)</a>.</li>
</ul>


Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect facilities, broken down by company and industry.
Overall, the net inflow over the past week was ~US$1.3bn, split US$0.7bn for Shanghai and US$0.6bn for Shenzhen.
The largest inflows were into Tencent (700 HK) and Li Auto (2015 HK). The largest outflow was in Meituan (3690 HK) and Great Wall Motor (2333 HK).


Shanghai/​​​​​​​Shenzhen Southbound Connect: Weekly Moves (8 July 2022)

Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

Asia biased macro & technical analysis

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

Technical Analysis

<ul>
<li>Over the last few days, the banks and financials have been acting very poorly.</li>
<li>The gap down on Wednesday in a few sectors and stocks got my attention as there was a bearish setup before today's trading day.</li>
<li>A gap, if not filled, will usually mark a change or acceleration of a trend. </li>
</ul>


Over the last few days, the banks and financials have been acting very poorly.
The gap down on Wednesday in a few sectors and stocks got my attention as there was a bearish setup before today's trading day.
A gap, if not filled, will usually mark a change or acceleration of a trend. 


Hang Seng Index Constituents 6th July 2022

<ul>
<li>We analyze the monthly Hong Kong Connect flows with our data engine.</li>
<li>We tabulate the top stocks by inflows, outlfows, and holding by mainland investors. There have been 7 months of southbound inflows.</li>
<li>We highlight monthly flows for Li Auto, Kuaishou, HKEx, Xpeng. </li>
</ul>


We analyze the monthly Hong Kong Connect flows with our data engine.
We tabulate the top stocks by inflows, outlfows, and holding by mainland investors. There have been 7 months of southbound inflows.
We highlight monthly flows for Li Auto, Kuaishou, HKEx, Xpeng. 


Hong Kong Connect Flows Monthly (June): Li Auto, Kuaishou, HKEx, Xpeng

<ul>
<li>We analyze the weekly Hong Kong Connect flows with our data engine.</li>
<li>The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.</li>
<li>We highlight inflows into automobile companies: Li Auto, Geely, Xpeng.</li>
</ul>


We analyze the weekly Hong Kong Connect flows with our data engine.
The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
We highlight inflows into automobile companies: Li Auto, Geely, Xpeng.


Hong Kong Connect Flows: Li Auto, Geely, XPeng

China

China Construction Bank Corporation provides banking services. The Company offers deposits, loans, fund management, foreign exchange, and other services. China Construction Bank provides its services to individuals, enterprises, and other clients.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

China Construction Bank (601939 CH)

Hong Kong Connect Flows: Tencent, Li Auto, CCB, Pharmaron

We highlight weekly southbound Hong Kong Connect inflows into Tencent, LI Auto, CCB, Pharmaron, GCL, and outflows from Meituan, Great Wall Motor,...

Ke Yan, CFA, FRM

Shanghai/Shenzhen Southbound Connect: Weekly Moves (8 July 2022)

Inside is a recap of movements in the last week in the Shanghai/Shenzhen-Hong Kong Connect. The net inflow over the past week was ~US$1.3bn, split...

David Blennerhassett

Hang Seng Index Constituents 6th July 2022

The gap down on Wednesday in a few sectors and stocks got my attention as there was a bearish setup before today's trading day.

Untying The Gordian Knot

Hong Kong Connect Flows Monthly (June): Li Auto, Kuaishou, HKEx, Xpeng

We highlight the 7th month of consecutive inflows from mainland to HK and individual stocks with top inflows: Li Auto, Kuaishou, HKEx, Xpeng.

Ke Yan, CFA, FRM

Hong Kong Connect Flows: Li Auto, Geely, XPeng

We highlight southbound Hong Kong Connect inflows into automobile companies last week including Li Auto (2015 HK), Geely (175 HK), Xpeng (9868 HK).

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Hong Kong Connect Flows: Tencent, Li Auto, CCB, Pharmaron

We highlight weekly southbound Hong Kong Connect inflows into Tencent, LI Auto, CCB, Pharmaron, GCL, and outflows from Meituan, Great Wall Motor,...

Ke Yan, CFA, FRM

Shanghai/​​​​​​​Shenzhen Southbound Connect: Weekly Moves (8 July 2022)

Inside is a recap of movements in the last week in the Shanghai/Shenzhen-Hong Kong Connect. The net inflow over the past week was ~US$1.3bn, split...

David Blennerhassett

Hang Seng Index Constituents 6th July 2022

The gap down on Wednesday in a few sectors and stocks got my attention as there was a bearish setup before today's trading day.

Untying The Gordian Knot

Hong Kong Connect Flows Monthly (June): Li Auto, Kuaishou, HKEx, Xpeng

We highlight the 7th month of consecutive inflows from mainland to HK and individual stocks with top inflows: Li Auto, Kuaishou, HKEx, Xpeng.

Ke Yan, CFA, FRM

Hong Kong Connect Flows: Li Auto, Geely, XPeng

We highlight southbound Hong Kong Connect inflows into automobile companies last week including Li Auto (2015 HK), Geely (175 HK), Xpeng (9868 HK).

Ke Yan, CFA, FRM

Shanghai/Shenzhen Southbound Connect: Weekly Moves (8 July 2022)