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 (Mar): $3.7bn of Inflows

Northbound Flows (April): CATL, CMB, BOE, Haier Smart Home, China Tourism, Moutai, Nari Technology

Northbound Flows (December): Five Months of Outflows

Northbound Flows (November): Inflows (Consumer Staples, Healthcare) Offset by Outflows (Financials)

Northbound Flows Monthly (October): Three Months of Outflows

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 Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>The monthly inflows of US$9.3bn tops the monthly inflows in the past 12 months. The inflows were led by the financials, consumer staples, and industrial sectors.</li>
<li>We highlight inflows into Moutai, Ping An, CMB, ICBC, Wuliangye.</li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
The monthly inflows of US$9.3bn tops the monthly inflows in the past 12 months. The inflows were led by the financials, consumer staples, and industrial sectors.
We highlight inflows into Moutai, Ping An, CMB, ICBC, Wuliangye.


Inner Mongolia Yili Industrial Group (A) (600887 CH)

Sichuan Changhong Electric Co, Ltd. (600839 CH)

Shenzhen Inovance Technology Co., (300124 CH)

Focus Media Information Technology Co, Ltd. (002027 CH)

Focus Media Information Technology Co, Ltd.

Contemporary Amperex Technology (CATL) (300750 CH)

Shenzhen Mindray Bio-Medical Electronics (300760 CH)

China Bester Group Telecom Co (603220 CH)

Shanghai Geoharbour Construction Group (605598 CH)

Shandong Weigao Orthopaedic De (688161 CH)

Northbound Flows (Feb): $9.3bn Inflows in Feb

China Financials

Northbound Flows (Feb): $9.3bn Inflows in Feb