Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

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

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Sep 6th which has an aggregated holding worth USD928.2bn.</li>
<li>We estimate that foreign flows to be outflows of USD2,648mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in Yageo, Shin Kong Financial, TSMC, Mediatek, Ctbc Financial, Quanta Computer, Unimicron Technology.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Sep 6th which has an aggregated holding worth USD928.2bn.
We estimate that foreign flows to be outflows of USD2,648mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in Yageo, Shin Kong Financial, TSMC, Mediatek, Ctbc Financial, Quanta Computer, Unimicron Technology.


TWSE Foreign Holding Weekly (Sep 6th): Yageo, Shin Kong Financial, TSMC, Mediatek, Ctbc Financial

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 23rd which has an aggregated holding worth USD967.8bn.</li>
<li>We estimate that foreign flows to be outflows of USD186mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight foreign changes in Far Eastone Telecommunications, Taiwan Semiconductor Manufacturing, Ctbc Financial Holding.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 23rd which has an aggregated holding worth USD967.8bn.
We estimate that foreign flows to be outflows of USD186mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight foreign changes in Far Eastone Telecommunications, Taiwan Semiconductor Manufacturing, Ctbc Financial Holding.


TWSE Foreign Holding Weekly (Aug 23rd): Far Eastone Telecommunications

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Singtex's sustainable dyeing plant aims to boost profits by enhancing eco-friendly practices in textile industry</li><li>Tata Motors partners with Delta Electronics and Thunderplus Solutions to set up fast charging stations in India</li><li>Epson dominates robotic arm market with three key strategies, solidifying their leadership position in the industry</li></ul>

Singtex's sustainable dyeing plant aims to boost profits by enhancing eco-friendly practices in textile industryTata Motors partners with Delta Electronics and Thunderplus Solutions to set up fast charging stations in IndiaEpson dominates robotic arm market with three key strategies, solidifying their leadership position in the industry

Tech Supply Chain Tracker (24-Aug-2024): Singtex's new plant boosts revenue with eco-dye.

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 16th which has an aggregated holding worth USD955.9bn.</li>
<li>We estimate that foreign flows to be inflows of USD2,501mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight foreign changes in TSMC, Umc, Yageo, Evergreen Marine.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 16th which has an aggregated holding worth USD955.9bn.
We estimate that foreign flows to be inflows of USD2,501mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight foreign changes in TSMC, Umc, Yageo, Evergreen Marine.


TWSE Foreign Holding Weekly (Aug 16th): TSMC, Umc, Yageo, Evergreen Marine

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 9th which has an aggregated holding worth USD914.4bn.</li>
<li>We estimate that foreign flows to be outflows of USD1,693mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight foreign changes in TSMC, Hon Hai, Quanta Computer, Unimicron Tech, Mediatek, Wiwynn.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 9th which has an aggregated holding worth USD914.4bn.
We estimate that foreign flows to be outflows of USD1,693mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight foreign changes in TSMC, Hon Hai, Quanta Computer, Unimicron Tech, Mediatek, Wiwynn.


TWSE Foreign Holding Weekly (Aug 9th): TSMC, Hon Hai, Quanta Computer, Unimicron Tech, Mediatek

Taiwan

Delta Electronics Inc. manufactures power supplies and video display products. The Company's products include switching power supplies, telecom power systems, uninterrupted power supply (UPS), variable speed alternating current (AC) monitor drives, high resolution color monitors, and projectors.  Delta also manufactures magnetic and networking components.

Price Gauge
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Delta Electronics (2308 TT)

TWSE Foreign Holding Weekly (Sep 6th): Yageo, Shin Kong Financial, TSMC, Mediatek, Ctbc Financial

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Yageo, Shin Kong Financial, TSMC, Mediatek, Ctbc...

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Aug 23rd): Far Eastone Telecommunications

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Far Eastone Telecommunications, Taiwan...

Ke Yan, CFA, FRM

Tech Supply Chain Tracker (24-Aug-2024): Singtex's new plant boosts revenue with eco-dye.

Singtex's sustainable dyeing plant boosts profits, South Korea's EV market hurt by battery fires, Tata Motors partners for fast charging stations,...

Tech Supply Chain Tracker

TWSE Foreign Holding Weekly (Aug 16th): TSMC, Umc, Yageo, Evergreen Marine

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Umc, Yageo, Evergreen Marine.

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Aug 9th): TSMC, Hon Hai, Quanta Computer, Unimicron Tech, Mediatek

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Hon Hai, Quanta Computer, Unimicron Tech,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)