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 Jul 7th which has an aggregated short interest worth USD13.8bn.</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 Quanta Computer, Inventec, Novatek, Lite-On Tech, Yang Ming Marine, ASE, China Airlines.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jul 7th which has an aggregated short interest worth USD13.8bn.
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 Quanta Computer, Inventec, Novatek, Lite-On Tech, Yang Ming Marine, ASE, China Airlines.


TWSE Short Interest Weekly (Jul 7th): Quanta Computer, Inventec, Novatek, Lite-On Tech

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Jun 30th which has an aggregated short interest worth USD13.8bn.</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 Wiwynn, Ase Technology H, Makalot, Pegatron, Walsin Lihwa, Mediatek, Evergreen Marine, Macronix Intl, Gigabyte Tech.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jun 30th which has an aggregated short interest worth USD13.8bn.
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 Wiwynn, Ase Technology H, Makalot, Pegatron, Walsin Lihwa, Mediatek, Evergreen Marine, Macronix Intl, Gigabyte Tech.


TWSE Short Interest Weekly (Jun 30th): Wiwynn, ASE, Makalot, Pegatron, Walsin Lihwa, Mediatek

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 September 2023 Rebalance.</li>
<li>At present, I see two changes for the T50 index and one change for the T100 index.</li>
<li>The T100 change is an important one as the expected DEL <a href="https://www.smartkarma.com/entities/wisdom-marine-lines-co-ltd" target="_blank" data-smartkarma-citation="entities:10001:1" rel="noopener">Wisdom Marine Lines (2637 TT)</a> could also get deleted from the TDIV index.</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 September 2023 Rebalance.
At present, I see two changes for the T50 index and one change for the T100 index.
The T100 change is an important one as the expected DEL Wisdom Marine Lines (2637 TT) could also get deleted from the TDIV index.


Quiddity Leaderboard T50/​100 Jun 23: Wisdom Marine Facing TDIV Deletion

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Jun 23rd which has an aggregated short interest worth USD15.2bn.</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 Mediatek, Walsin Lihwa, Acer, Ycy, Quanta Computer, China Airlines.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jun 23rd which has an aggregated short interest worth USD15.2bn.
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 Mediatek, Walsin Lihwa, Acer, Ycy, Quanta Computer, China Airlines.


TWSE Short Interest Weekly (Jun 23rd): Mediatek, Walsin Lihwa, Acer, YCY, Quanta Computer

<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

Wistron Corporation manufactures and markets notebook computers, personal computers, and other related information products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Wistron Corp (3231 TT)

TWSE Short Interest Weekly (Jul 7th): Quanta Computer, Inventec, Novatek, Lite-On Tech

We analyzed TWSE short interest report for the past week and highlight short interest changes in Quanta Computer, Inventec, Novatek, Lite-On Tech,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Jun 30th): Wiwynn, ASE, Makalot, Pegatron, Walsin Lihwa, Mediatek

We analyzed TWSE short interest report for the past week and highlight short interest changes in Wiwynn, Ase Technology H, Makalot, Pegatron,...

Ke Yan, CFA, FRM

Quiddity Leaderboard T50/100 Jun 23: Wisdom Marine Facing TDIV Deletion

Lite On Tech and Wistron Corp could move from T100 to T50 while Walsin Lihwa and Wan Hai Lines could move from T50 to T100. Aerospace Industrial...

Janaghan Jeyakumar, CFA

TWSE Short Interest Weekly (Jun 23rd): Mediatek, Walsin Lihwa, Acer, YCY, Quanta Computer

We analyzed TWSE short interest report for the past week and highlight short interest changes in Mediatek, Walsin Lihwa, Acer, Ycy, Quanta...

Ke Yan, CFA, FRM

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

We analyzed TWSE short interest report for the past week and highlight short interest changes in Inventec, Quanta Computer, Walsin Lihwa, Asia...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

TWSE Short Interest Weekly (Jul 7th): Quanta Computer, Inventec, Novatek, Lite-On Tech

We analyzed TWSE short interest report for the past week and highlight short interest changes in Quanta Computer, Inventec, Novatek, Lite-On Tech,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Jun 30th): Wiwynn, ASE, Makalot, Pegatron, Walsin Lihwa, Mediatek

We analyzed TWSE short interest report for the past week and highlight short interest changes in Wiwynn, Ase Technology H, Makalot, Pegatron,...

Ke Yan, CFA, FRM

Quiddity Leaderboard T50/​100 Jun 23: Wisdom Marine Facing TDIV Deletion

Lite On Tech and Wistron Corp could move from T100 to T50 while Walsin Lihwa and Wan Hai Lines could move from T50 to T100. Aerospace Industrial...

Janaghan Jeyakumar, CFA

TWSE Short Interest Weekly (Jun 23rd): Mediatek, Walsin Lihwa, Acer, YCY, Quanta Computer

We analyzed TWSE short interest report for the past week and highlight short interest changes in Mediatek, Walsin Lihwa, Acer, Ycy, Quanta...

Ke Yan, CFA, FRM

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

We analyzed TWSE short interest report for the past week and highlight short interest changes in Inventec, Quanta Computer, Walsin Lihwa, Asia...

Ke Yan, CFA, FRM

Quiddity Leaderboard T50/100 Jun 23: Wisdom Marine Facing TDIV Deletion