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 foreign holdings of TWSE Stocks as of May 17th which has an aggregated holding worth USD4,271.1bn.</li>
<li>We estimate that foreign flows to be inflows of USD16,618mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight foreign changes in TSMC, Yang Ming Marine, Quanta Computer, Mediatek, Evergreen Marine, Inventec, Alchip Tech, Wistron, Delta Elec, Ctbc Financial.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of May 17th which has an aggregated holding worth USD4,271.1bn.
We estimate that foreign flows to be inflows of USD16,618mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight foreign changes in TSMC, Yang Ming Marine, Quanta Computer, Mediatek, Evergreen Marine, Inventec, Alchip Tech, Wistron, Delta Elec, Ctbc Financial.


TWSE Foreign Holding Weekly (May 17th): TSMC, Yang Ming Marine, Quanta Computer, Mediatek

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of May 17th which has an aggregated short interest worth USD98.9bn.</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 Hon Hai, Wiwynn, Quanta Computer, Asia Vital, Unimicron Tech, Shihlin Elec&amp;Eng, Ap Memory Tech, Yang Ming Marine, China Airlines.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of May 17th which has an aggregated short interest worth USD98.9bn.
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 Hon Hai, Wiwynn, Quanta Computer, Asia Vital, Unimicron Tech, Shihlin Elec&amp;Eng, Ap Memory Tech, Yang Ming Marine, China Airlines.


TWSE Short Interest Weekly (May 17th): Hon Hai, Wiwynn, Quanta Computer, Asia Vital, Unimicron Tech

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of May 10th which has an aggregated short interest worth USD90.4bn.</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, Realtek Semi, Asia Vital, Elite Semiconductor, Fitipower.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of May 10th which has an aggregated short interest worth USD90.4bn.
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, Realtek Semi, Asia Vital, Elite Semiconductor, Fitipower.


TWSE Short Interest Weekly (May 10th): Evergreen Marine, Realtek Semi, Asia Vital, Elite Semi

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of May 10th which has an aggregated holding worth USD4,060.0bn.</li>
<li>We estimate that foreign flows to be inflows of USD2,948mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight foreign changes in TSMC, Quanta Computer, Yang Ming Marine, Tripod Tech, Lite-On Tech, Chailease, Lotus, Novatek, Alchip Tech, Asia Vital.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of May 10th which has an aggregated holding worth USD4,060.0bn.
We estimate that foreign flows to be inflows of USD2,948mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight foreign changes in TSMC, Quanta Computer, Yang Ming Marine, Tripod Tech, Lite-On Tech, Chailease, Lotus, Novatek, Alchip Tech, Asia Vital.


TWSE Foreign Holding Weekly (May 10th): TSMC, Quanta Computer, Yang Ming Marine, Tripod Tech

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Equity Bottom-Up

<ul>
<li>Our analysis suggests container rate momentum remained +ive in March</li>
<li>Despite higher fuel expense, core container margins likely rose Y/Y in Q124</li>
<li>Our L/S pair trade? It's worked, a little, but Evergreen shares have stayed firm</li>
</ul>


Our analysis suggests container rate momentum remained +ive in March
Despite higher fuel expense, core container margins likely rose Y/Y in Q124
Our L/S pair trade? It's worked, a little, but Evergreen shares have stayed firm


Monthly Container Shipping Tracker | March Volumes Strong | Q1 Margins Likely Up Y/Y (April 2024)

Taiwan

Yang Ming Marine Transport provides transportation services and handles domestic and foreign maritime services on cargos.  The Company also operates warehouse, wharf, tug, barge, and container freight station services as well as repairs, leases, and sells containers and chassis.

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Yang Ming Marine Transport (2609 TT)

TWSE Foreign Holding Weekly (May 17th): TSMC, Yang Ming Marine, Quanta Computer, Mediatek

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Yang Ming Marine, Quanta Computer,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (May 17th): Hon Hai, Wiwynn, Quanta Computer, Asia Vital, Unimicron Tech

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Hon Hai, Wiwynn, Quanta Computer, Asia Vital,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (May 10th): Evergreen Marine, Realtek Semi, Asia Vital, Elite Semi

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Evergreen Marine, Realtek Semi, Asia Vital,...

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (May 10th): TSMC, Quanta Computer, Yang Ming Marine, Tripod Tech

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Quanta Computer, Yang Ming Marine, Tripod...

Ke Yan, CFA, FRM

Monthly Container Shipping Tracker | March Volumes Strong | Q1 Margins Likely Up Y/Y (April 2024)

Container rate momentum remained +ive in March, & we believe carriers' margins probably improved Y/Y in Q124 (despite higher fuel expenses). Our L...

Tracking Traffic

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52-week Range

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Dividend (Yield)