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 Jan 26th which has an aggregated short interest worth USD66.0bn.</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 Unimicron Tech, Global Unichip, Acer, Inventec, Wistron, Realtek Semi.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jan 26th which has an aggregated short interest worth USD66.0bn.
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 Unimicron Tech, Global Unichip, Acer, Inventec, Wistron, Realtek Semi.


TWSE Short Interest Weekly (Jan 26th): Unimicron Tech, Global Unichip, Acer, Inventec, Wistron

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Jan 19th which has an aggregated short interest worth USD13.5bn.</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 Acer, Yageo, Quanta Computer, Faraday Tech, Asia Vital, Gigabyte Tech.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jan 19th which has an aggregated short interest worth USD13.5bn.
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 Acer, Yageo, Quanta Computer, Faraday Tech, Asia Vital, Gigabyte Tech.


TWSE Short Interest Weekly (Jan 19th): Acer, Yageo, Quanta Computer, Faraday Tech, Asia Vital

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Jan 12th 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 Evergreen Marine, Yang Ming Marine, Gigabyte Tech, Auo, Bora Pharma.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jan 12th 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 Evergreen Marine, Yang Ming Marine, Gigabyte Tech, Auo, Bora Pharma.


TWSE Short Interest Weekly (Jan 12th): Evergreen Marine, Yang Ming Marine, Gigabyte Tech, Auo

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

<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 I do not expect to see any changes to the T50 index, I expect <em>four</em> index changes for the T100 index.</li>
<li>Some of the names involved in the T100 index changes could have significant influence on our TDIV index flow expectations for December 2023.</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 I do not expect to see any changes to the T50 index, I expect four index changes for the T100 index.
Some of the names involved in the T100 index changes could have significant influence on our TDIV index flow expectations for December 2023.


Quiddity Leaderboard T50/​​​100 Dec 23: Multiple Moves Could Affect TDIV Flows

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

Standard Foods Corporation manufactures and sells powdered milk, cooking oil, baby foods, cereals, drinking water, and herbal drinks.  The Company operates as an agent to market Mentos candies.

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Standard Foods (1227 TT)

TWSE Short Interest Weekly (Jan 26th): Unimicron Tech, Global Unichip, Acer, Inventec, Wistron

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Unimicron Tech, Global Unichip, Acer, Inventec,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Jan 19th): Acer, Yageo, Quanta Computer, Faraday Tech, Asia Vital

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Acer, Yageo, Quanta Computer, Faraday Tech, Asia...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Jan 12th): Evergreen Marine, Yang Ming Marine, Gigabyte Tech, Auo

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Evergreen Marine, Yang Ming Marine, Gigabyte...

Ke Yan, CFA, FRM

Quiddity Leaderboard T50/100 Dec 23: Multiple Moves Could Affect TDIV Flows

I expect the index changes to be confirmed after the close on 1st December 2023 and the Inclusion/Exclusion events to take place at the close on...

Janaghan Jeyakumar, CFA

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)

TWSE Short Interest Weekly (Jan 26th): Unimicron Tech, Global Unichip, Acer, Inventec, Wistron

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Unimicron Tech, Global Unichip, Acer, Inventec,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Jan 19th): Acer, Yageo, Quanta Computer, Faraday Tech, Asia Vital

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Acer, Yageo, Quanta Computer, Faraday Tech, Asia...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Jan 12th): Evergreen Marine, Yang Ming Marine, Gigabyte Tech, Auo

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Evergreen Marine, Yang Ming Marine, Gigabyte...

Ke Yan, CFA, FRM

Quiddity Leaderboard T50/​​​100 Dec 23: Multiple Moves Could Affect TDIV Flows

I expect the index changes to be confirmed after the close on 1st December 2023 and the Inclusion/Exclusion events to take place at the close on...

Janaghan Jeyakumar, CFA

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 Dec 23: Multiple Moves Could Affect TDIV Flows

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