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 Jun 9th which has an aggregated short interest worth USD14.8bn.</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 Alchip Tech, Mediatek, Gigabyte Tech, Walsin Lihwa, Yageo, Unimicron Tech, Eva Airways, Nanya Tech.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jun 9th which has an aggregated short interest worth USD14.8bn.
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 Alchip Tech, Mediatek, Gigabyte Tech, Walsin Lihwa, Yageo, Unimicron Tech, Eva Airways, Nanya Tech.


TWSE Short Interest Weekly (Jun 9th): Alchip Tech, Mediatek, Gigabyte Tech, Walsin Lihwa, Yageo

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of May 26th which has an aggregated short interest worth USD14.1bn.</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 Wistron, Yageo, Chunghwa Telecom, Wiwynn, Global Unichip, Genius Elec, Nan Ya Printed, Lotus, Silergy.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of May 26th which has an aggregated short interest worth USD14.1bn.
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 Wistron, Yageo, Chunghwa Telecom, Wiwynn, Global Unichip, Genius Elec, Nan Ya Printed, Lotus, Silergy.


TWSE Short Interest Weekly (May 26th): Wistron, Yageo, Chunghwa Telecom, Wiwynn, Global Unichip

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 Quiddity's flow expectations for the June 2023 index rebalance.</li>
<li>I currently see 5 ADDs/DELs. Some of these names are different from the ones I specified in my previous insight.</li>
<li>I have also discussed some long-short trading ideas involving names with significant flow implications.</li>
</ul>


In this insight, we take a look at Quiddity's flow expectations for the June 2023 index rebalance.
I currently see 5 ADDs/DELs. Some of these names are different from the ones I specified in my previous insight.
I have also discussed some long-short trading ideas involving names with significant flow implications.


Quiddity Leaderboard TDIV Jun 23: Five Changes and US$922mn One-Way Flows

<ul>
<li>There have been some changes to my expectations for the TWSE Div+ index June 2023 index changes and capping flows.</li>
<li>I currently see 5 ADDs/DELs. Some of these names are different from the ones I specified in my previous insight.</li>
<li>In this insight, we take a look at my latest flow expectations.</li>
</ul>


There have been some changes to my expectations for the TWSE Div+ index June 2023 index changes and capping flows.
I currently see 5 ADDs/DELs. Some of these names are different from the ones I specified in my previous insight.
In this insight, we take a look at my latest flow expectations.


Quiddity Leaderboard TWSE Div+ Jun 23: New Potential Index Changes and Flow Expectations Update

<ul>
<li>In this insight, we take look at Quiddity's estimations for index changes and capping flows for the Taiwan Div+ index for the June 2023 review.</li>
<li>I currently see 4 ADDs/DELs but there are several names close to the border and expectations could change before the base date as prices move around.</li>
<li>My latest estimation for one-way flow is around US$778mn which translates to a turnover of approximately 12%.</li>
</ul>


In this insight, we take look at Quiddity's estimations for index changes and capping flows for the Taiwan Div+ index for the June 2023 review.
I currently see 4 ADDs/DELs but there are several names close to the border and expectations could change before the base date as prices move around.
My latest estimation for one-way flow is around US$778mn which translates to a turnover of approximately 12%.


Quiddity Leaderboard TWSE Div+ Jun 23: Take the Win on YFY Now

Taiwan

Ta Chen Stainless Pipe Co., Ltd. manufactures and markets various types of stainless steel pipes, butt-welded fittings, casting fittings, and stainless steel ball valves.  The Company primarily sells its products to the United States, Canada, Europe, South East Asia, South Africa, Australia, New Zealand, South America, and the Middle East.

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TA Chen Stainless Pipe (2027 TT)

TWSE Short Interest Weekly (Jun 9th): Alchip Tech, Mediatek, Gigabyte Tech, Walsin Lihwa, Yageo

We analyzed TWSE short interest report for the past week and highlight short interest changes in Alchip Tech, Mediatek, Gigabyte Tech, Walsin...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (May 26th): Wistron, Yageo, Chunghwa Telecom, Wiwynn, Global Unichip

We analyzed TWSE short interest report for the past week and highlight short interest changes in Wistron, Yageo, Chunghwa Telecom, Wiwynn, Global...

Ke Yan, CFA, FRM

Quiddity Leaderboard TDIV Jun 23: Five Changes and US$922mn One-Way Flows

I see 35 inflow names including the five Expected ADDs and 20 outflow names including the five Expected DELs. My latest estimation for one-way flow...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard TWSE Div+ Jun 23: New Potential Index Changes and Flow Expectations Update

At present, I see 28 inflow names including the five Expected ADDs and 27 outflow names including the five DELs. My latest estimation for one-way...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard TWSE Div+ Jun 23: Take the Win on YFY Now

My last Top Pick YFY has gained 7.14% since my last insight while the Div+ index has only gained 0.3% in the same period. This trade was successful...

Janaghan Jeyakumar, CFA

Price Gauge

52-week Range

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