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

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. In this insight, we go through YTD weekly inflows into the A-share market via Shanghai/Shenzhen connect, and top inflows and top three outflows. We will also cover inflows and holdings by sectors, after which we will highlight top five inflows and outflows on a relative basis for large-cap and mid-cap stocks: stocks with a market capitalization above USD 5 billion, and those between USD 1 billion and USD 5 billion. Last week, only one day's trading on A-share was available for the northbound Shanghai/Shenzhen Connect. Nevertheless, we briefly highlight the inflows to <a href="https://www.smartkarma.com/entities/midea-group-co-ltd-a" target="_blank" data-smartkarma-citation="entities:16185:1" rel="noopener">Midea Group Co Ltd A (000333 CH)</a>, <a href="https://www.smartkarma.com/entities/china-merchants-bank-co-ltd" target="_blank" data-smartkarma-citation="entities:714:1" rel="noopener">China Merchants Bank A (600036 CH)</a>, <a href="https://www.smartkarma.com/entities/luxshare-precision-industry-co-ltd" target="_blank" data-smartkarma-citation="entities:12310:1" rel="noopener">Luxshare Precision Industry (002475 CH)</a>, <a href="https://www.smartkarma.com/entities/walvax-biotechnology-co-a" target="_blank" data-smartkarma-citation="entities:7222:1" rel="noopener">Walvax Biotechnology Co A (300142 CH)</a>, <a href="https://www.smartkarma.com/entities/china-oilfield-services-ltd" target="_blank" data-smartkarma-citation="entities:24554:1" rel="noopener">China Oilfield Services (601808 CH)</a>. We also highlight outflows from <a href="https://www.smartkarma.com/entities/zhejiang-dahua-technology-a" target="_blank" data-smartkarma-citation="entities:1588:1" rel="noopener">Zhejiang Dahua Technology A (002236 CH)</a>, <a href="https://www.smartkarma.com/entities/china-int-l-travel-service-corp" target="_blank" data-smartkarma-citation="entities:12278:1" rel="noopener">China Int'L Travel Service (601888 CH)</a>, <a href="https://www.smartkarma.com/entities/sanan-optoelectronics-co-ltd" target="_blank" data-smartkarma-citation="entities:4436:1" rel="noopener">Sanan Optoelectronics Co (600703 CH)</a>, <a href="https://www.smartkarma.com/entities/shanghai-m-g-stationery-inc" target="_blank" data-smartkarma-citation="entities:24651:1" rel="noopener">Shanghai M&amp;G Stationery (603899 CH)</a>.

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. In this insight, we go through YTD weekly inflows into the A-share market via Shanghai/Shenzhen connect, and top inflows and top three outflows. We will also cover inflows and holdings by sectors, after which we will highlight top five inflows and outflows on a relative basis for large-cap and mid-cap stocks: stocks with a market capitalization above USD 5 billion, and those between USD 1 billion and USD 5 billion. Last week, only one day's trading on A-share was available for the northbound Shanghai/Shenzhen Connect. Nevertheless, we briefly highlight the inflows to Midea Group Co Ltd A (000333 CH), China Merchants Bank A (600036 CH), Luxshare Precision Industry (002475 CH), Walvax Biotechnology Co A (300142 CH), China Oilfield Services (601808 CH). We also highlight outflows from Zhejiang Dahua Technology A (002236 CH), China Int'L Travel Service (601888 CH), Sanan Optoelectronics Co (600703 CH), Shanghai M&amp;G Stationery (603899 CH).

Shanghai/​​​Shenzhen Connect Flows: Midea, Luxshare, Walvax

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. In this insight, we go through YTD weekly inflows into the A-share market via Shanghai/Shenzhen connect, and top inflows and top three outflows. We will also cover inflows and holdings by sectors, after which we will highlight top five inflows and outflows on a relative basis for large-cap and mid-cap stocks: stocks with a market capitalization above USD 5 billion, and those between USD 1 billion and USD 5 billion.In this insight, we highlight the inflows into <a href="https://www.smartkarma.com/entities/ping-an-bank-co-ltd-a" target="_blank" data-smartkarma-citation="entities:681:1" rel="noopener">Ping An Bank Co Ltd A (000001 CH)</a>, <a href="https://www.smartkarma.com/entities/gree-electric-appliances-inc-of-zhuhai" target="_blank" data-smartkarma-citation="entities:7622:1" rel="noopener">Gree Electric Appliances Inc Of Zhuhai (000651 CH)</a>, <a href="https://www.smartkarma.com/entities/wuliangye-yibin-co-ltd-a" target="_blank" data-smartkarma-citation="entities:19968:1" rel="noopener">Wuliangye Yibin Co Ltd A (000858 CH)</a>, <a href="https://www.smartkarma.com/entities/shanghai-m-g-stationery-inc" target="_blank" data-smartkarma-citation="entities:24651:1" rel="noopener">Shanghai M&amp;G Stationery (603899 CH)</a>, and <a href="https://www.smartkarma.com/entities/china-oilfield-services-ltd" target="_blank" data-smartkarma-citation="entities:24554:1" rel="noopener">China Oilfield Services (601808 CH)</a>.We also highlight the outflows from <a href="https://www.smartkarma.com/entities/kweichow-moutai-co-ltd-a" target="_blank" data-smartkarma-citation="entities:1553:1" rel="noopener">Kweichow Moutai Co Ltd A (600519 CH)</a>, <a href="https://www.smartkarma.com/entities/zhejiang-dingli-machinery-a" target="_blank" data-smartkarma-citation="entities:25255:1" rel="noopener">Zhejiang Dingli Machinery -A (603338 CH)</a>, <a href="https://www.smartkarma.com/entities/han-s-laser-technology-in-a" target="_blank" data-smartkarma-citation="entities:18441:1" rel="noopener">Han'S Laser Technology In A (002008 CH)</a>, <a href="https://www.smartkarma.com/entities/tsingtao-brewery-co-ltd-a" target="_blank" data-smartkarma-citation="entities:846:1" rel="noopener">Tsingtao Brewery Co Ltd A (600600 CH)</a>, <a href="https://www.smartkarma.com/entities/sichuan-kelun-pharmaceutical-co-ltd" target="_blank" data-smartkarma-citation="entities:3625:1" rel="noopener">Sichuan Kelun Pharmaceutical (002422 CH)</a>, and Perfect World (002624 CH).

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. In this insight, we go through YTD weekly inflows into the A-share market via Shanghai/Shenzhen connect, and top inflows and top three outflows. We will also cover inflows and holdings by sectors, after which we will highlight top five inflows and outflows on a relative basis for large-cap and mid-cap stocks: stocks with a market capitalization above USD 5 billion, and those between USD 1 billion and USD 5 billion.In this insight, we highlight the inflows into Ping An Bank Co Ltd A (000001 CH), Gree Electric Appliances Inc Of Zhuhai (000651 CH), Wuliangye Yibin Co Ltd A (000858 CH), Shanghai M&amp;G Stationery (603899 CH), and China Oilfield Services (601808 CH).We also highlight the outflows from Kweichow Moutai Co Ltd A (600519 CH), Zhejiang Dingli Machinery -A (603338 CH), Han'S Laser Technology In A (002008 CH), Tsingtao Brewery Co Ltd A (600600 CH), Sichuan Kelun Pharmaceutical (002422 CH), and Perfect World (002624 CH).

Shanghai/​​Shenzhen Connect Ideas: Home Appliances & Hard Liquors (2019-08-23)

China

Shanghai M&G Stationery Inc. manufactures and sells stationery products. The Company produces pens, stick notes, and other related products.

Price Gauge
52-week Range	0.00 - 0.00
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Shanghai M&G Stationery (603899 CH)

Shanghai/Shenzhen Connect Flows: Midea, Luxshare, Walvax

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...

Ke Yan, CFA, FRM

Shanghai/Shenzhen Connect Ideas: Home Appliances & Hard Liquors (2019-08-23)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Shanghai/​​​Shenzhen Connect Flows: Midea, Luxshare, Walvax

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...

Ke Yan, CFA, FRM

Shanghai/​​Shenzhen Connect Ideas: Home Appliances & Hard Liquors (2019-08-23)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...

Ke Yan, CFA, FRM

Shanghai/Shenzhen Connect Flows: Midea, Luxshare, Walvax

Shanghai/Shenzhen Connect Ideas: Home Appliances & Hard Liquors (2019-08-23)