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 (Aug 27th): Longi Green, Xinjiang Goldwind

Northbound Flows (Sep 2nd): GREE, CATL, Longi Green, BOE Technology

Northbound Flows (Sep 9th): Longi Green, Zijin, Aier Eye, Moutai, CMB, Tongwei, Luxshare

Northbound Flows: Longi Green, Yili, BYD, Moutai

Northbound Flows: Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High

Northbound Flows: Huayou Cobalt, CMB, Zhongtian Tech, TCL

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 as of Aug 19th.</li>
<li>We estimate the inflows were $940m, led by industrial, financial and material led the inflow, and offset by outflows in from health care stocks.</li>
<li>We highlight northbound inflows into CATL and Longi Green from offshore investors. </li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding as of Aug 19th.
We estimate the inflows were $940m, led by industrial, financial and material led the inflow, and offset by outflows in from health care stocks.
We highlight northbound inflows into CATL and Longi Green from offshore investors. 


LONGi Green Energy Technology (601012 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

Northbound Flows: CATL, Longi Green