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 (Apr 19th): Zijin Mining, China Tourism, Foxconn Industrial Internet

Northbound Flows (Apr 26th): CMB, Moutai, Ping An Insurance, Wuliangye, CATL, Mindray, Luxshare

Northbound Flows (Mar 28th): Wuliangye, CMB

Northbound Flows (Mar 22nd): CATL, Wuliangye, Midea, Wuxi Apptec, Moutai, Thunder Software

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 Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of April 12th.</li>
<li>We estimate the weekly outflows to be US$1,587.8 million, led by consumer staples, consumer discretionary, health care, and offset by materials.</li>
<li>We highlight flows for Boe Technology, Moutai, China Tourism, Gree Electric Appliances.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of April 12th.
We estimate the weekly outflows to be US$1,587.8 million, led by consumer staples, consumer discretionary, health care, and offset by materials.
We highlight flows for Boe Technology, Moutai, China Tourism, Gree Electric Appliances.


Shanxi Xinghuacun Fen Wine Factory Co (600809 CH)

Tongling Nonferrous Metals Group (000630 CH)

China Tourism Group Duty Free Corp Ltd (601888 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

Shenzhen Mindray Bio-Medical Electronics (300760 CH)

Northbound Flows (Apr 12th): Boe Technology, Moutai, China Tourism, Gree Electric Appliances