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Ke Yan, CFA, FRM

Ke Yan, CFA, FRM
Asia Pac IPO & Placement Research, China biotech
Aequitas Research

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bullishKelun Biotech08 Jun 2023 16:23

Kelun-Biotech (科伦博泰) Pre-IPO: Thoughts on Valuation

Kelun Biotech is raising up to US$400m to list in Hong Kong. In this note we provide valuation for its core products, SKB264 and A166.

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bullishQuantitative Analysis05 Jun 2023 09:00

Hong Kong Connect Flows Monthly: $2.7 Bn of Inflows in May

We analyzed the Hong Kong Connect Scheme for May and highlight flows for Tencent, CNPC, CNOOC, Meituan, CCB, HKEX, BYD, ABC, CR Beer.

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bearishQuantitative Analysis05 Jun 2023 08:10

Northbound Flows Monthly (May): $1.7bn Outflows

We analyzed the Shanghai/Shenzhen Connect Scheme for May and highlight flows for CATL, Kunlun Tech, BJ-SH HSR, CCB, Mindray, Longi, Wuliangye,...

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bullishQuantitative Analysis04 Jun 2023 10:35

A-H Premium Weekly (Jun 2nd): Conch Cement, China Vanke, China Southern, CSC Financial, COSCO Ship

We analyzed A-H premium changes in the past week and highlight A-H premium changes for Conch Cement, China Vanke, China Southern, CSC Financial,...

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bullishQuantitative Analysis04 Jun 2023 10:25

Northbound Flows (Jun 2nd): Moutai, Wuliangye, China Tourism, Ping An Insurance, Sany Heavy

We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, Wuliangye, China Tourism, Ping An...

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