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

Hong Kong Connect Flows (January): $18.1bn Inflows

HK Banks - China Vanke FY24 EPS Profit Alert: Loss RMB3.79 Vs Profit RMB1.03, Bank Collateral Risk

US Banks - Loan Acceleration Into February, Less LLR, Large Time Deposits: +ve Profit Outlook

Hong Kong Connect Flows (November): Top Monthly Inflows in 12 Months

Hong Kong Connect Flows (Sep): Weak Inflows Ex-Alibaba

Hong Kong Connect Flows (July): 11 Months of Inflows

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 monthly Hong Kong Connect flows with our data engine.</li>
<li>We tabulate the top stocks by inflows, outflows, and holding by mainland investors.</li>
<li>We highlight inflows into CCB, Alibaba, China Mobile, ICBC, ABC.</li>
</ul>


We analyze the monthly Hong Kong Connect flows with our data engine.
We tabulate the top stocks by inflows, outflows, and holding by mainland investors.
We highlight inflows into CCB, Alibaba, China Mobile, ICBC, ABC.


Guangzhou Baiyunshan Pharmaceutical Holdings (874 HK)

Guangzhou Baiyunshan Pharmaceutical Holdings

China Overseas Land & Investment (688 HK)

Beijing Jingcheng Machinery Electric (187 HK)

Dynagreen Environmental Prtctn Gp (1330 HK)

Kingkey Financial International Holdings (1468 HK)

Semiconductor Manufacturing International Corp (SMIC) (981 HK)

Semiconductor Manufacturing International Corp (SMIC)

Hong Kong Connect Flows (December): $10.7bn Inflows Led by Banks