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: Biggest Inflow Since Feb

Northbound Flows: $5.7bn Inflows, Biggest Since Dec

Northbound Flows: Moutai, East Money, Gree, Wuxi Apptec, Tongwei

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

Northbound Flows: CMB, China Yangtze Power, BYD, Longi Green Energy, SF Holding

Northbound Flows: Moutai, Zijin, Great Wall Motor

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>Northbound connected recorded inflow of USD 2.7bn in May, led by financisl, utilities and energy sector.</li>
<li>We highlight inflows into CMB, Yangtze Power, Yili, Longi, and Industrial bank, as well as outflows from CATL, Conch, Haitian, Zijin and Tinci. </li>
</ul>


We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
Northbound connected recorded inflow of USD 2.7bn in May, led by financisl, utilities and energy sector.
We highlight inflows into CMB, Yangtze Power, Yili, Longi, and Industrial bank, as well as outflows from CATL, Conch, Haitian, Zijin and Tinci. 


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

LONGi Green Energy Technology (601012 CH)

Foshan Haitian Flavouring & Food (603288 CH)

Shijiazhuang Yiling Pharmaceutical (002603 CH)

Zhejiang Shuanghuan Driveline (002472 CH)

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

Focus Media Information Technology Co, Ltd.

Guangzhou Tinci Materials Technlgy (002709 CH)

Contemporary Amperex Technology (CATL) (300750 CH)

Sinomine Resource Exploration (002738 CH)

CNOOC Energy Technology & Serv (600968 CH)

Shanghai Friendess Electronic (688188 CH)

Zhejiang Orient Gene Biotech C (688298 CH)

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