Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

Foxtron Vehicle Technologies / Event-Driven

<ul>
<li>In this insight, we take a look at the names leading the race to become ADDs/DELs for the T50 and T100 Indices for the March 2024 index rebal event.</li>
<li>I expect one change for the T50 index and two other changes for the T100 index.</li>
<li>One of the T100 changes also has implications for the TDIV index flows in March 2024.</li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELs for the T50 and T100 Indices for the March 2024 index rebal event.
I expect one change for the T50 index and two other changes for the T100 index.
One of the T100 changes also has implications for the TDIV index flows in March 2024.


Quiddity Leaderboard T50/​​​100 Mar 24: Bizlink TDIV Deletion in the Money!

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 short interest of TWSE Stocks as of Dec 22nd which has an aggregated short interest worth USD14.6bn.</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 Inventec, Walsin Lihwa, Getac Holdings, Hon Hai, Wistron, Quanta Computer, Wiwynn, Acer, TSMC.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Dec 22nd which has an aggregated short interest worth USD14.6bn.
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 Inventec, Walsin Lihwa, Getac Holdings, Hon Hai, Wistron, Quanta Computer, Wiwynn, Acer, TSMC.


TWSE Short Interest Weekly (Dec 22nd): Inventec, Walsin Lihwa, Getac Holdings, Hon Hai, Wistron

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Dec 15th which has an aggregated short interest worth USD15.4bn.</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 Gigabyte Tech, Novatek, Faraday Tech, Quanta Computer, Giant Manufactur, Nanya Tech.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Dec 15th which has an aggregated short interest worth USD15.4bn.
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 Gigabyte Tech, Novatek, Faraday Tech, Quanta Computer, Giant Manufactur, Nanya Tech.


TWSE Short Interest Weekly (Dec 15th): Gigabyte Tech, Novatek, Faraday Tech, Quanta Computer

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Dec 8th which has an aggregated short interest worth USD15.0bn.</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 Global Unichip, Gigabyte Tech, Novatek, Shihlin Electric, Quanta Computer, Acer, China Devt, Giant Manufactur, China Steel.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Dec 8th which has an aggregated short interest worth USD15.0bn.
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 Global Unichip, Gigabyte Tech, Novatek, Shihlin Electric, Quanta Computer, Acer, China Devt, Giant Manufactur, China Steel.


TWSE Short Interest Weekly (Dec 8th): Global Unichip, Gigabyte Tech, Novatek, Shihlin Electric

U Ming Marine Transport Corp / Event-Driven

<ul>
<li>In this insight, we take a look at the names leading the race to become ADDs/DELs for the T50 and T100 Indices for the December 2023 Rebalance.</li>
<li>While there are no changes expected for the T50 index there could be one change for the T100 index.</li>
<li>
<a href="https://www.smartkarma.com/entities/u-ming-marine-transport-corp" target="_blank" data-smartkarma-citation="entities:3524:1" rel="noopener">U Ming Marine Transport Corp (2606 TT)</a> has moved closer to a potential T100 deletion which could also result in a TDIV deletion which has very significant flow implications.</li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELs for the T50 and T100 Indices for the December 2023 Rebalance.
While there are no changes expected for the T50 index there could be one change for the T100 index.

U Ming Marine Transport Corp (2606 TT) has moved closer to a potential T100 deletion which could also result in a TDIV deletion which has very significant flow implications.


Quiddity Leaderboard T50/​​​100 Dec 23: U-Ming Potential TDIV Deletion Is the Main Talking Point

Taiwan

Farglory Land Development Co., Ltd. develops and sells residential and commercial buildings which are constructed by independent contractors.

Price Gauge
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Farglory Land Development (5522 TT)

Quiddity Leaderboard T50/100 Mar 24: Bizlink TDIV Deletion in the Money!

Bizlink could get deleted from the T100 and TDIV indices and there could be significant index outflows for the stock. Farglory Land Development is...

Janaghan Jeyakumar, CFA

TWSE Short Interest Weekly (Dec 22nd): Inventec, Walsin Lihwa, Getac Holdings, Hon Hai, Wistron

We analyzed TWSE short interest report for the past week and highlight short interest changes in Inventec, Walsin Lihwa, Getac Holdings, Hon Hai,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Dec 15th): Gigabyte Tech, Novatek, Faraday Tech, Quanta Computer

We analyzed TWSE short interest report for the past week and highlight short interest changes in Gigabyte Tech, Novatek, Faraday Tech, Quanta...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Dec 8th): Global Unichip, Gigabyte Tech, Novatek, Shihlin Electric

We analyzed TWSE short interest report for the past week and highlight short interest changes in Global Unichip, Gigabyte Tech, Novatek, Shihlin...

Ke Yan, CFA, FRM

Quiddity Leaderboard T50/100 Dec 23: U-Ming Potential TDIV Deletion Is the Main Talking Point

Among the Top 15 T100 potential DELs, six names are also TDIV members. If any of them get deleted from T100, they will also be deleted from TDIV...

Janaghan Jeyakumar, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Quiddity Leaderboard T50/​​​100 Mar 24: Bizlink TDIV Deletion in the Money!

Bizlink could get deleted from the T100 and TDIV indices and there could be significant index outflows for the stock. Farglory Land Development is...

Janaghan Jeyakumar, CFA

TWSE Short Interest Weekly (Dec 22nd): Inventec, Walsin Lihwa, Getac Holdings, Hon Hai, Wistron

We analyzed TWSE short interest report for the past week and highlight short interest changes in Inventec, Walsin Lihwa, Getac Holdings, Hon Hai,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Dec 15th): Gigabyte Tech, Novatek, Faraday Tech, Quanta Computer

We analyzed TWSE short interest report for the past week and highlight short interest changes in Gigabyte Tech, Novatek, Faraday Tech, Quanta...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Dec 8th): Global Unichip, Gigabyte Tech, Novatek, Shihlin Electric

We analyzed TWSE short interest report for the past week and highlight short interest changes in Global Unichip, Gigabyte Tech, Novatek, Shihlin...

Ke Yan, CFA, FRM

Quiddity Leaderboard T50/​​​100 Dec 23: U-Ming Potential TDIV Deletion Is the Main Talking Point

Among the Top 15 T100 potential DELs, six names are also TDIV members. If any of them get deleted from T100, they will also be deleted from TDIV...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard T50/100 Mar 24: Bizlink TDIV Deletion in the Money!

Quiddity Leaderboard T50/100 Dec 23: U-Ming Potential TDIV Deletion Is the Main Talking Point