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

Shanghai/​Shenzhen Connect Ideas: Moutai Inflows Were Back, Tsingtao Too (2019-06-14)

Shanghai/​Shenzhen Connect Snippet: Moutai Out, Foshan Haitian In (2019-05-31)

Shanghai/​Shenzhen Connect Snippet: 3 Weeks of Outflows, Moutai, Hikvision (2019-05-24)

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.

Equity Bottom-Up

Chongqing Zhifei Biological Products / Equity Bottom-Up

Chongqing Zhifei Biological Products (300122 CH)

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. 
We split the stocks eligible for the Shanghai/Shenzhen Connect trade into two groups: stocks with a market capitalization above USD 5 billion, as well as between USD 1 billion and USD 5 billion. 
In this insight, we would like to highlight the three weeks of consecutive inflows into A-share stocks. We highlight the top inflows including <a href="https://www.smartkarma.com/entities/midea-group-co-ltd-a" target="_blank" data-smartkarma-citation="entities:16185:1" rel="noopener">Midea Group Co Ltd A (000333 CH)</a>​, <a href="https://www.smartkarma.com/entities/tsingtao-brewery-co-ltd-a" target="_blank" data-smartkarma-citation="entities:846:1" rel="noopener">Tsingtao Brewery Co Ltd A (600600 CH)</a> ​and <a href="https://www.smartkarma.com/entities/chongqing-zhifei-biological-prdct-co-ltd" target="_blank" data-smartkarma-citation="entities:6245:1" rel="noopener">Chongqing Zhifei Biological Prdct (300122 CH)</a>​. We also highlight the outflows <a href="https://www.smartkarma.com/entities/china-merchants-bank-co-ltd" target="_blank" data-smartkarma-citation="entities:714:1" rel="noopener">China Merchants Bank A (600036 CH)</a> ​which preceded news report that the bank could face severe penalty given its potential involvement in North Korea related transaction.

In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and Shenzhen Connect, as analyzed by our proprietary data engine and highlight interesting trade ideas. 
We split the stocks eligible for the Shanghai/Shenzhen Connect trade into two groups: stocks with a market capitalization above USD 5 billion, as well as between USD 1 billion and USD 5 billion. 
In this insight, we would like to highlight the three weeks of consecutive inflows into A-share stocks. We highlight the top inflows including Midea Group Co Ltd A (000333 CH)​, Tsingtao Brewery Co Ltd A (600600 CH) ​and Chongqing Zhifei Biological Prdct (300122 CH)​. We also highlight the outflows China Merchants Bank A (600036 CH) ​which preceded news report that the bank could face severe penalty given its potential involvement in North Korea related transaction.

Zhejiang Conba Pharmaceutical Co, Ltd. (600572 CH)

Shanghai International Airport (600009 CH)

Foshan Haitian Flavouring & Food (603288 CH)

Shanghai/​Shenzhen Connect Ideas: USD 3.3 Bn Inflows, CMB, Tsingtao, Zhifei (2019-06-21)

Chongqing Zhifei Biological Products

Shanghai/​Shenzhen Connect Ideas: USD 3.3 Bn Inflows, CMB, Tsingtao, Zhifei (2019-06-21)

Shanghai/Shenzhen Connect Ideas: USD 3.3 Bn Inflows, CMB, Tsingtao, Zhifei (2019-06-21)