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 Monthly (May): $1.7bn Outflows

Northbound Flows Monthly (June): Midea, Foxconn, CATL, Wuxi Apptec, Sany Heavy

Northbound Flows Monthly (July): $7.3bn Inflows

Northbound Flows Monthly (Mar): BOE, Wuliangye, Nari, Wanhua, Luzhou Laojiao

Northbound Flows Monthly (Feb): CATL, Hundsun, Ping An Insurance, Inovance, Xinghuacun Fen Wine

Northbound Flows Monthly: $21bn Inflows in January

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 Industrials / Quantitative Analysis

<ul>
<li>We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.</li>
<li>Inflows into industrials, energy, and utilities were offset by outflows from financials, and information technology.</li>
<li>We highlight flows for COSCO Shipping, Shenzhen Inovance, Zhejiang Jingsheng, Ningbo Tuopu, Wuliangye, Ping An Insurance, Moutai, East Money, CMB, Midea.</li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
Inflows into industrials, energy, and utilities were offset by outflows from financials, and information technology.
We highlight flows for COSCO Shipping, Shenzhen Inovance, Zhejiang Jingsheng, Ningbo Tuopu, Wuliangye, Ping An Insurance, Moutai, East Money, CMB, Midea.


Shandong Sinocera Functional Material (300285 CH)

Yangzhou Yangjie Electronic Technology (300373 CH)

Shanxi Coal Internationl Enrgy Gr (600546 CH)

LONGi Green Energy Technology (601012 CH)

Shandong Gold Mining Co., Ltd (600547 CH)

China Pacific Insurance (Group) Co., (601601 CH)

Shenzhen Inovance Technology Co., (300124 CH)

Zhejiang Jingsheng Mechanical & Electr (300316 CH)

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

Focus Media Information Technology Co, Ltd.

Contemporary Amperex Technology (CATL) (300750 CH)

China Petroleum & Chemical Cor (600028 CH)

Wuxi Lead Intelligent Equipmen (300450 CH)

Shenzhen Mindray Bio-Medical Electronics (300760 CH)

Beijing Tianyishangjia New Mat (688033 CH)

Shenzhen Fortune Trend Technol (688318 CH)

Northbound Flows Monthly (April): Inflows into Industrials Offset by Outflows from Financials