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 (Jul 14th): Moutai, CATL, Wuliangye, Yangtze Power, China Telecom, Haitian

Northbound Flows (Jul 21st): ZTE, Moutai, Zhongji Innolight, Longi Green, CATL

Northbound Flows (Jul 28th): $5.2bn Inflows

Northbound Flows (Jun 30th): Moutai, Wuliangye, China Tourism, CATL, Longi Green

Northbound Flows (Jun 23rd): China Cssc, Dahua

Northbound Flows (Jun 16th): CATL, Wuliangye, Moutai, Foxconn Industrial Internet, Midea, Gree

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 July 7th.</li>
<li>We estimate the weekly outflows to be US$1,104.6 million, led by consumer staples, financials, and offset by consumer discretionary, communication services, utilities.</li>
<li>We highlight flows for Zte, BYD, Goertek, CATL, CMB, Moutai, Focus Media Information Technology.</li>
</ul>


We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of July 7th.
We estimate the weekly outflows to be US$1,104.6 million, led by consumer staples, financials, and offset by consumer discretionary, communication services, utilities.
We highlight flows for Zte, BYD, Goertek, CATL, CMB, Moutai, Focus Media Information Technology.


Wus Printed Circuit (Kunshan) Co,Ltd. (002463 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)

Northbound Flows (Jul 7th): ZTE, BYD, Goertek, CATL, CMB, Moutai, Focus Media