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 Sep 29th which has an aggregated short interest worth USD13.4bn.</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 Unimicron Tech, Largan Precision, Wistron, Gigabyte Tech, Faraday Tech.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Sep 29th which has an aggregated short interest worth USD13.4bn.
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 Unimicron Tech, Largan Precision, Wistron, Gigabyte Tech, Faraday Tech.


TWSE Short Interest Weekly (Sep 29th): Unimicron Tech, Largan Precision, Wistron, Gigabyte Tech

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Sep 15th which has an aggregated short interest worth USD14.0bn.</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 Wiwynn, Alchip Tech, Realtek Semi.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Sep 15th which has an aggregated short interest worth USD14.0bn.
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 Wiwynn, Alchip Tech, Realtek Semi.


TWSE Short Interest Weekly (Sep 15th): Wiwynn, Alchip Tech, Realtek Semi

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Sep 8th which has an aggregated short interest worth USD13.3bn.</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 Realtek Semi, Faraday Tech, Auo, Asustek Computer, Mediatek, Lite-On Tech, Elite Material.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Sep 8th which has an aggregated short interest worth USD13.3bn.
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 Realtek Semi, Faraday Tech, Auo, Asustek Computer, Mediatek, Lite-On Tech, Elite Material.


TWSE Short Interest Weekly (Sep 8th): Realtek Semi, Faraday Tech, Auo, Asustek Computer, Mediatek

Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/polaris-group-of-tw" target="_blank" data-smartkarma-citation="entities:36282:1" rel="noopener">Polaris Group (6550 TT)</a> is in a process to file first BLA to the FDA for its lead drug candidate ADI-PEG 20 as a potential treatment of malignant pleural Mesothelioma.</li>
<li>Although Polaris announced positive top-line result from Phase 2/3 study of ADI-PEG 20, overall survival was shorter than existing FDA-approved treatment, causing a massive sell-off in Polaris shares.</li>
<li>However, the results are not fully comparable due to the different mechanism of action of the drugs under trial. Future growth prospect is not reflected in current share price performance.</li>
</ul>



Polaris Group (6550 TT) is in a process to file first BLA to the FDA for its lead drug candidate ADI-PEG 20 as a potential treatment of malignant pleural Mesothelioma.
Although Polaris announced positive top-line result from Phase 2/3 study of ADI-PEG 20, overall survival was shorter than existing FDA-approved treatment, causing a massive sell-off in Polaris shares.
However, the results are not fully comparable due to the different mechanism of action of the drugs under trial. Future growth prospect is not reflected in current share price performance.


Polaris Group (6550 TT): Preparing for Filing Marketing Approval of First Drug Candidate in US

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Jun 16th which has an aggregated short interest worth USD15.6bn.</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, Quanta Computer, Walsin Lihwa, Asia Vital, Sanyang Motor, Winbond Elec, Synnex Tech Intl.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jun 16th which has an aggregated short interest worth USD15.6bn.
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, Quanta Computer, Walsin Lihwa, Asia Vital, Sanyang Motor, Winbond Elec, Synnex Tech Intl.


TWSE Short Interest Weekly (Jun 16th): Inventec, Quanta Computer, Walsin Lihwa, Asia Vital

Taiwan

Polaris Group of TW researches and develops biological drugs for cancer, small molecular drugs, and other diagnostic reagents. The Company focuses on hepatocellular carcinoma, mesothelioma, pancreatic cancer, non-small cell lung cancer, melanoma, and acute myeloid leukemia fields. Polaris Group conducts businesses in Taiwan and California.

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Polaris Group (6550 TT)

TWSE Short Interest Weekly (Sep 29th): Unimicron Tech, Largan Precision, Wistron, Gigabyte Tech

We analyzed TWSE short interest report for the past week and highlight short interest changes in Unimicron Tech, Largan Precision, Wistron,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Sep 15th): Wiwynn, Alchip Tech, Realtek Semi

We analyzed TWSE short interest report for the past week and highlight short interest changes in Wiwynn, Alchip Tech, Realtek Semi.

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Sep 8th): Realtek Semi, Faraday Tech, Auo, Asustek Computer, Mediatek

We analyzed TWSE short interest report for the past week and highlight short interest changes in Realtek Semi, Faraday Tech, Auo, Asustek Computer,...

Ke Yan, CFA, FRM