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 KRX Stocks as of Jun 7th which has an aggregated holding worth USD542.4bn.</li>
<li>We estimate that foreign flows to be outflows of USD266mln. 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 Alteogen Inc (196170 KS), Naver Corp (035420 KS).</li>
</ul>


We analyzed the changes in foreign holdings of KRX Stocks as of Jun 7th which has an aggregated holding worth USD542.4bn.
We estimate that foreign flows to be outflows of USD266mln. 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 Alteogen Inc (196170 KS), Naver Corp (035420 KS).


KRX Foreign Holding Weekly (Jun 7th): Alteogen, Naver

<ul>
<li>We analyzed the changes in short interest of KRX Stocks as of May 31st which has an aggregated short interest worth USD5.9bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Enchem, Sk Hynix, Samsung Electronics, Doosan Enerbility, Samsung SDI.</li>
</ul>


We analyzed the changes in short interest of KRX Stocks as of May 31st which has an aggregated short interest worth USD5.9bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Enchem, Sk Hynix, Samsung Electronics, Doosan Enerbility, Samsung SDI.


KRX Short Interest Weekly (May 31st): Enchem, Sk Hynix, Samsung Electronics, Doosan Enerbility

<ul>
<li>We analyzed the changes in short interest of KRX Stocks as of May 24th which has an aggregated short interest worth USD6.1bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Samsung Electronics, Samsung SDI, Samsung Electro-Mechanics.</li>
</ul>


We analyzed the changes in short interest of KRX Stocks as of May 24th which has an aggregated short interest worth USD6.1bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Samsung Electronics, Samsung SDI, Samsung Electro-Mechanics.


KRX Short Interest Weekly (May 24th): Samsung Electronics

<ul>
<li>We analyzed the changes in short interest of KRX Stocks as of May 17th which has an aggregated short interest worth USD6.5bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Kb Financial, Shinhan Financial.</li>
</ul>


We analyzed the changes in short interest of KRX Stocks as of May 17th which has an aggregated short interest worth USD6.5bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Kb Financial, Shinhan Financial.


KRX Short Interest Weekly (May 17th): Kb Financial, Shinhan Financial

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Event-Driven

<ul>
<li>After the market close on 20 May, it was reported that Blue Run Ventures (BRV) sold 204.1 billion won (US$150 million) worth of EcoPro Materials in a block deal sale. </li>
<li>The block deal sale price was 93,000 won, a 9.7% discount to the closing price on 20 May (103,000 won).</li>
<li>This block deal sale at a big discount is likely to raise overhang concerns about further block deal sales by BRV Capital in the coming years. </li>
</ul>


After the market close on 20 May, it was reported that Blue Run Ventures (BRV) sold 204.1 billion won (US$150 million) worth of EcoPro Materials in a block deal sale. 
The block deal sale price was 93,000 won, a 9.7% discount to the closing price on 20 May (103,000 won).
This block deal sale at a big discount is likely to raise overhang concerns about further block deal sales by BRV Capital in the coming years. 


Block Deal Sales of 200 Billion Won Worth of Ecopro Materials by BRV Capital

South Korea

Ecopro BM Co.,Ltd develops and manufactures advanced materials. The Company produces and sells high-nickel cathode materials and other products. Ecopro BM markets its products throughout Korea.

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Ecopro BM (247540 KS)

KRX Foreign Holding Weekly (Jun 7th): Alteogen, Naver

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Alteogen (196170 KS), Naver (035420 KS).

Ke Yan, CFA, FRM

KRX Short Interest Weekly (May 31st): Enchem, Sk Hynix, Samsung Electronics, Doosan Enerbility

We analyzed KRX short interest report for the past week and highlighted short interest changes in Enchem, Sk Hynix, Samsung Electronics, Doosan...

Ke Yan, CFA, FRM

KRX Short Interest Weekly (May 24th): Samsung Electronics

We analyzed KRX short interest report for the past week and highlighted short interest changes in Samsung Electronics, Samsung SDI, Samsung Electro...

Ke Yan, CFA, FRM

KRX Short Interest Weekly (May 17th): Kb Financial, Shinhan Financial

We analyzed KRX short interest report for the past week and highlighted short interest changes in Kb Financial, Shinhan Financial.

Ke Yan, CFA, FRM

Block Deal Sales of 200 Billion Won Worth of Ecopro Materials by BRV Capital

After the market close on 20 May, it was reported that Blue Run Ventures (BRV) sold 204.1 billion won (US$150 million) worth of EcoPro Materials in...

Douglas Kim

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52-week Range

Market Cap (USDm)

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