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 KRX stocks as of Oct 24th. The aggregated holding was USD811.6bn.</li>
<li>We estimate that foreign flows to be outflows of USD630mln. 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 changes of foreign holdings in SK Hynix, Hanwha Ocean, Doosan Enerbility, Samsung Electronics, Samsung Elec (PREF).</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Oct 24th. The aggregated holding was USD811.6bn.
We estimate that foreign flows to be outflows of USD630mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in SK Hynix, Hanwha Ocean, Doosan Enerbility, Samsung Electronics, Samsung Elec (PREF).


KRX Foreign Holding Weekly (Oct 24th): SK Hynix, Hanwha Ocean, Doosan Enerbility

Director, Head of Research, Smartkarma

Pranav Rao

Director, Head of Research

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

<ul>
<li>Welcome to Curator’s Cut — a fortnightly roundup of standout themes from the 1,000+ insights shared on Smartkarma. After a brief one-issue break, we’re back with fresh perspectives.</li>
<li>In this cut, we explore Japan’s renewed defense ambitions, Asia’s eyewear evolution, and US diagnostics' next frontiers.</li>
<li>Want to dig deeper? Comment or message with the themes you’d like to see highlighted next</li>
</ul>


Welcome to Curator’s Cut — a fortnightly roundup of standout themes from the 1,000+ insights shared on Smartkarma. After a brief one-issue break, we’re back with fresh perspectives.
In this cut, we explore Japan’s renewed defense ambitions, Asia’s eyewear evolution, and US diagnostics' next frontiers.
Want to dig deeper? Comment or message with the themes you’d like to see highlighted next


Curator's Cut: Japan's Defense Drive, Asia's Vision Opportunities & US Diagnostics Picks

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

<ul>
<li>In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the next two weeks (24 October to 7 November 2025).</li>
<li>Top 10 picks in this bi-weekly include Samsung Life Insurance, Samsung C&amp;T, KT&amp;G, LG CNS, Samchully, Hyundai Elevator, Korea Zinc, LG Chem (Pref), SK Inc, and LS Corp. </li>
<li>Rechargeable battery was the best performing sector in KOSPI in the past two weeks including L&amp;F (+87.1%) Posco Future M (+65.4%) CosmoAM&amp;T (+51.9%) and EcoPro Materials (+46.8%).</li>
</ul>


In this insight, we provide the top 10 stock picks and key catalysts in the Korean stock market for the next two weeks (24 October to 7 November 2025).
Top 10 picks in this bi-weekly include Samsung Life Insurance, Samsung C&amp;T, KT&amp;G, LG CNS, Samchully, Hyundai Elevator, Korea Zinc, LG Chem (Pref), SK Inc, and LS Corp. 
Rechargeable battery was the best performing sector in KOSPI in the past two weeks including L&amp;F (+87.1%) Posco Future M (+65.4%) CosmoAM&amp;T (+51.9%) and EcoPro Materials (+46.8%).


Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (24 October to 7 November 2025)

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Thematic (Sector/Industry)

<ul>
<li>SYM has launched a hybrid PE3 range extender aimed at addressing the limitations faced by electric scooters.</li>
<li>Inventec's collaboration with Dixon signifies a significant Taiwanese investment in India's electronics supply chain.</li>
<li>Micron has achieved top global maker status in Q3 2025, competing with Samsung and SK Hynix in the AI laptop memory market.</li>
</ul>


SYM has launched a hybrid PE3 range extender aimed at addressing the limitations faced by electric scooters.
Inventec's collaboration with Dixon signifies a significant Taiwanese investment in India's electronics supply chain.
Micron has achieved top global maker status in Q3 2025, competing with Samsung and SK Hynix in the AI laptop memory market.


Tech Supply Chain Tracker (24-Oct-2025): SYM launches hybrid PE3 range extender for

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>With inference workloads scaling, NAND flash and HBM are now central to AI infrastructure, reshaping demand, pricing, and capex.</li>
<li>SSD demand is booked through 2026, HDD lead times stretch to 52 weeks, and persistent storage (commodity, you say?) has become mission-critical for inference data trails.</li>
<li>HBM to cross 43% of DRAM TAM, while packaging complexity and competition from Chinese players raise fresh and long-term questions on valuation and defensibility.</li>
</ul>


With inference workloads scaling, NAND flash and HBM are now central to AI infrastructure, reshaping demand, pricing, and capex.
SSD demand is booked through 2026, HDD lead times stretch to 52 weeks, and persistent storage (commodity, you say?) has become mission-critical for inference data trails.
HBM to cross 43% of DRAM TAM, while packaging complexity and competition from Chinese players raise fresh and long-term questions on valuation and defensibility.


From Commodity to Catalyst: Memory as the New Bottleneck

South Korea

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

Samsung Electronics Pref Shares (005935 KS)

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

Samsung Electronics Pref Shares (005935 KS)

KRX Foreign Holding Weekly (Oct 24th): SK Hynix, Hanwha Ocean, Doosan Enerbility

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Hanwha Ocean, Doosan Enerbility,...

Ke Yan, CFA, FRM

Curator's Cut: Japan's Defense Drive, Asia's Vision Opportunities & US Diagnostics Picks

Curator's Cut highlights Japan's defense ambitions, Asia's eyewear evolution, and US diagnostics' advancements. Share your thoughts on future...

Pranav Rao

Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (24 October to 7 November 2025)

Top 10 picks in this bi-weekly include Samsung Life Insurance, Samsung C&T, KT&G, LG CNS, Samchully, Hyundai Elevator, Korea Zinc, LG Chem (Pref),...

Douglas Kim

Tech Supply Chain Tracker (24-Oct-2025): SYM launches hybrid PE3 range extender for

SYM launched a hybrid PE3 range extender for electric scooters, while Inventec partners with Dixon in India's electronics, and Micron competes in...

Tech Supply Chain Tracker

From Commodity to Catalyst: Memory as the New Bottleneck

AI infrastructure is increasingly reliant on NAND flash and HBM, reshaping demand and pricing, with SSD demand booked through 2026 and HDD lead...

Mint Finance

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

KRX Foreign Holding Weekly (Oct 24th): SK Hynix, Hanwha Ocean, Doosan Enerbility

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Hanwha Ocean, Doosan Enerbility,...

Ke Yan, CFA, FRM

Curator's Cut: Japan's Defense Drive, Asia's Vision Opportunities & US Diagnostics Picks

​Curator's Cut highlights Japan's defense ambitions, Asia's eyewear evolution, and US diagnostics' advancements. Share your thoughts on future...

Pranav Rao

Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (24 October to 7 November 2025)

Top 10 picks in this bi-weekly include Samsung Life Insurance, Samsung C&T, KT&G, LG CNS, Samchully, Hyundai Elevator, Korea Zinc, LG Chem (Pref),...

Douglas Kim

Tech Supply Chain Tracker (24-Oct-2025): SYM launches hybrid PE3 range extender for

SYM launched a hybrid PE3 range extender for electric scooters, while Inventec partners with Dixon in India's electronics, and Micron competes in...

Tech Supply Chain Tracker

From Commodity to Catalyst: Memory as the New Bottleneck

​AI infrastructure is increasingly reliant on NAND flash and HBM, reshaping demand and pricing, with SSD demand booked through 2026 and HDD lead...

Mint Finance

Curator's Cut highlights Japan's defense ambitions, Asia's eyewear evolution, and US diagnostics' advancements. Share your thoughts on future...

AI infrastructure is increasingly reliant on NAND flash and HBM, reshaping demand and pricing, with SSD demand booked through 2026 and HDD lead...