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 latest HK SFC report for aggregate short position as of Dec 16th. </li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short changes in SITC, CMB, Hua Hong Semiconductor, Yum China, Wharf Real Estate.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Dec 16th. 
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short changes in SITC, CMB, Hua Hong Semiconductor, Yum China, Wharf Real Estate.


HK Short Interest Weekly: SITC, CMB, Hua Hong Semiconductor, Yum China, Wharf Real Estate

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>The Hang Seng Tech Index Review was announced on Friday after the close. There are no name changes but there is decent flow. 3% one-way turnover.</li>
<li>There are five capping changes and one very large share count change making things interesting.</li>
<li>All told, this is less impactful than it was last time, and less impactful than the other index rebalances announced. </li>
</ul>


The Hang Seng Tech Index Review was announced on Friday after the close. There are no name changes but there is decent flow. 3% one-way turnover.
There are five capping changes and one very large share count change making things interesting.
All told, this is less impactful than it was last time, and less impactful than the other index rebalances announced. 


Hang Seng Tech Rebalance Dec 2022 - No Name Changes, Decent Flow

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Power / Cover Story: The dilemma of China’s power market restructuring</li><li>Policy / Xi Jinping repeats China’s commitment to opening-up policy</li><li>Covid-19 / Beijing shames local authorities for ‘one-size-fits-all’ Covid policies</li></ul>

Power / Cover Story: The dilemma of China’s power market restructuringPolicy / Xi Jinping repeats China’s commitment to opening-up policyCovid-19 / Beijing shames local authorities for ‘one-size-fits-all’ Covid policies

CX Daily: The Dilemma of China’s Power Market Restructuring

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Equity Bottom-Up

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

<ul>
<li>Biden makes the most definitive statement to date that the US will defend Taiwan.</li>
<li>Texas Instruments hikes dividend, annouces additional buyback. Will other cash rich semiconductor stocks follow suit?</li>
<li>Intel vs. TSMC/UMC Trade Monitor: We look at performance streaks for the pairs. Intel outperforming over the last trading sessions.</li>
</ul>


Biden makes the most definitive statement to date that the US will defend Taiwan.
Texas Instruments hikes dividend, annouces additional buyback. Will other cash rich semiconductor stocks follow suit?
Intel vs. TSMC/UMC Trade Monitor: We look at performance streaks for the pairs. Intel outperforming over the last trading sessions.


Taiwan Tech Weekly: Biden Says US Will Defend Taiwan, Texas Instruments Gives Hope

<ul>
<li>We analyzed the latest HK SFC report for aggregate short position as of Aug 19th. </li>
<li>Top short increases and decreases were tabulated for one week and four week period. </li>
<li>We highlight short interest changes in China Power Intl, HKEx, CLP, Geely, JD.com, ENN Energy.</li>
</ul>


We analyzed the latest HK SFC report for aggregate short position as of Aug 19th. 
Top short increases and decreases were tabulated for one week and four week period. 
We highlight short interest changes in China Power Intl, HKEx, CLP, Geely, JD.com, ENN Energy.


HK Short Interest: China Power Intl, HKEx, CLP, Geely

China

Hua Hong Semiconductor Limited manufactures semiconductors on 200mm wafers for specialty applications. The Company's products are used in the consumer electronic, communication, computing and industrial, and automotive industries.

Price Gauge
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Hua Hong Semiconductor (1347 HK)

HK Short Interest Weekly: SITC, CMB, Hua Hong Semiconductor, Yum China, Wharf Real Estate

We analyzed the latest HK SFC report for aggregate short position as of Dec 16th and highlight short interest changes in SITC, CMB, Hua Hong...

Ke Yan, CFA, FRM

Hang Seng Tech Rebalance Dec 2022 - No Name Changes, Decent Flow

The HS Tech Index sees no name changes for the second quarter in a row, but there are lots of capping flows to reduce and raise weights. For that,...

Travis Lundy

CX Daily: The Dilemma of China’s Power Market Restructuring

Cover Story: The dilemma of China’s power market restructuring. Xi Jinping repeats China’s commitment to opening-up policy

Caixin Global

Taiwan Tech Weekly: Biden Says US Will Defend Taiwan, Texas Instruments Gives Hope

Also: Intel vs. TSMC/UMC Trade Monitor: We look at performance streaks for the pairs. Intel outperforming over the last trading sessions.

Vincent Fernando, CFA

HK Short Interest: China Power Intl, HKEx, CLP, Geely

We highlight short interest changes in China Power Intl, HKEx, CLP, Geely, JD.com, ENN Energy based on latest Hong Kong SFC short aggregate report.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)