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 ASX Stocks as of Nov 8th (reported today) which has an aggregated short interest worth USD25.2bn.</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 National Australia Bank, Sigma Pharmaceuticals, Macquarie, Aristocrat Leisure, Evolution Mining.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Nov 8th (reported today) which has an aggregated short interest worth USD25.2bn.
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 National Australia Bank, Sigma Pharmaceuticals, Macquarie, Aristocrat Leisure, Evolution Mining.


ASX Short Interest Weekly (Nov 8th): National Australia Bank, Sigma Pharmaceuticals, Macquarie

Agri | Weather | Energy Transition, Mint Finance

Srinidhi Raghavendra

Agri | Weather | Energy Transition

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Cross Asset Strategy

<ul>
<li>SMRs enable decarbonization of electricity through low carbon heat and hydrogen production. Small Modular Reactors (SMRs) are advanced nuclear reactors.</li>
<li>SMRs are not new. They have been in design phase for long and not deployed at scale with cost being the primary hurdle.</li>
<li>By 2026 data centres are expected to hog &gt;1,000 TWh of electricity which is equivalent to the electricity consumption of Japan.</li>
</ul>


SMRs enable decarbonization of electricity through low carbon heat and hydrogen production. Small Modular Reactors (SMRs) are advanced nuclear reactors.
SMRs are not new. They have been in design phase for long and not deployed at scale with cost being the primary hurdle.
By 2026 data centres are expected to hog &gt;1,000 TWh of electricity which is equivalent to the electricity consumption of Japan.


Energy Transition Requires Betting Big on Nuclear Starting Small with SMRs

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Nov 1st (reported today) which has an aggregated short interest worth USD24.5bn.</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 Aristocrat Leisure, Woolworths, Brambles, Xero.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Nov 1st (reported today) which has an aggregated short interest worth USD24.5bn.
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 Aristocrat Leisure, Woolworths, Brambles, Xero.


ASX Short Interest Weekly (Nov 1st): Aristocrat Leisure, Woolworths, Brambles, Xero

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Oct 25th (reported today) which has an aggregated short interest worth USD24.6bn.</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 Coles, Viva Energy, Nick Scali, Guzman Y Gomez, Mineral Resources, BHP, Goodman, Wisetech Global.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Oct 25th (reported today) which has an aggregated short interest worth USD24.6bn.
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 Coles, Viva Energy, Nick Scali, Guzman Y Gomez, Mineral Resources, BHP, Goodman, Wisetech Global.


ASX Short Interest Weekly (Oct 25th): Coles, Viva Energy, Nick Scali, Guzman Y Gomez

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Oct 18th (reported today) which has an aggregated short interest worth USD26.3bn.</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 Fortescue, Australia And New Zealand Banking, Evolution Mining, BHP, Webjet.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Oct 18th (reported today) which has an aggregated short interest worth USD26.3bn.
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 Fortescue, Australia And New Zealand Banking, Evolution Mining, BHP, Webjet.


ASX Short Interest Weekly (Oct 18th): Fortescue, Australia And New Zealand Banking, Evolution Mining

Australia

Paladin Energy Ltd operates as a mining company. The Company explores and mines uranium. Paladin Energy serves customers worldwide.

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Paladin Energy (PDN AU)

ASX Short Interest Weekly (Nov 8th): National Australia Bank, Sigma Pharmaceuticals, Macquarie

We analyzed ASX short interest report for the past week and highlight short interest changes in National Australia Bank, Sigma Pharmaceuticals,...

Ke Yan, CFA, FRM

Energy Transition Requires Betting Big on Nuclear Starting Small with SMRs

SMRs are critical to energy transition. Not new. Just not deployed at scale yet. Keen to secure exposure to nuclear power industry. Tread...

Mint Finance

ASX Short Interest Weekly (Nov 1st): Aristocrat Leisure, Woolworths, Brambles, Xero

We analyzed ASX short interest report for the past week and highlight short interest changes in Aristocrat Leisure, Woolworths, Brambles, Xero.

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Oct 25th): Coles, Viva Energy, Nick Scali, Guzman Y Gomez

We analyzed ASX short interest report for the past week and highlight short interest changes in Coles, Viva Energy, Nick Scali, Guzman Y Gomez,...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Oct 18th): Fortescue, Australia And New Zealand Banking, Evolution Mining

We analyzed ASX short interest report for the past week and highlight short interest changes in Fortescue, Australia And New Zealand Banking,...

Ke Yan, CFA, FRM

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