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: Moutai, Wuliangye, Yangtze Power, East Money

Northbound Flows: CATL, Moutai, Yunnan Energy New Material, Aier Eye

Northbound Flows: Sungrow Power, Hengrui, Ganfeng, Cosco Shipping

Northbound Flows: Longi Green, Sungrow, Jiangxi Ganfeng, Zijin Mining

Northbound Flows: Moutai, Ping An, Zijin Mining

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 Consumer discretionary / Quantitative Analysis

<ul>
<li>We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>Consumer staples and materials sectors led the outflows while energy, communication services and real estate led the inflows.</li>
<li>We highlight stocks with top weekly outflows: Moutai, East Money, Yunnan Energy, CATL, Naura Tech.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine.
Consumer staples and materials sectors led the outflows while energy, communication services and real estate led the inflows.
We highlight stocks with top weekly outflows: Moutai, East Money, Yunnan Energy, CATL, Naura Tech.


Contemporary Amperex Technology (CATL) (300750 CH)

Ningbo Ronbay New Energy Techn (688005 CH)

Postal Savings Bank of China C (601658 CH)

Ming Yang Smart Energy Group L (601615 CH)

Northbound Flows: $10bn Outflows in 2 Weeks