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 (August): CATL, Longi, Yunnan Energy New Material

Northbound Flows Monthly (September): CMB, Gree, CATL, Moutai

Northbound Flows Monthly (September): One Year High Outflows of $8.3bn

Northbound Flows Monthly (June): $11bn Inflows

Northbound Flows Monthly (May): CMB, Yangtze Power, Yili

Northbound Flows: COSCO Shipping, SF Holding, Yangtze Power, CMB, Wuliangye, Moutai

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

Xinjiang Goldwind Science & Technology (002202 CH)

<ul>
<li>We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine. Northbound investors are selling A-share stocks worth USD 2.9bn in July.</li>
<li>The outflows were led by the financials, industrials, and materials sectors.</li>
<li>We highlight flows for Shenzhen Mindray, Zhejiang Huayou, Tianqi Lithium, Yunnan Energy New Material, Moutai, Sungrow, Ping An Bank, Wuxi Lead, Zhejiang Sanhua, Industrial Bank.</li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine. Northbound investors are selling A-share stocks worth USD 2.9bn in July.
The outflows were led by the financials, industrials, and materials sectors.
We highlight flows for Shenzhen Mindray, Zhejiang Huayou, Tianqi Lithium, Yunnan Energy New Material, Moutai, Sungrow, Ping An Bank, Wuxi Lead, Zhejiang Sanhua, Industrial Bank.


China Tourism Group Duty Free Corp Ltd (601888 CH)

Zhejiang Sanhua Intellignt Controls Co., Ltd. (002050 CH)

Zhejiang Sanhua Intellignt Controls Co., Ltd.

Northbound Flows Monthly (July): Financials, Industrials and Materials Led Outflows