Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

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.

Equity Capital Markets

OmniVision Integrated Circuits Group / Equity Capital Markets

<ul>
<li>
Omnivision (<a href="https://www.smartkarma.com/entities/will-semiconductor-co-ltd-shan" target="_blank" data-smartkarma-citation="entities:28274:1" rel="noopener">Will Semiconductor 603501 CH)</a>  (OVIC, 603501 CH), a semiconductor company, aims to raise around US$1bn in its H-share listing.</li>
<li>OVIC, is the world’s third largest smartphone CIS and the largest automotive CIS provider with a market share of 32.9% based on revenue in 2024, according to Frost &amp; Sullivan</li>
<li>In this note, we look at its past performance and other deal dynamics that might impact the listing.</li>
</ul>



Omnivision (Will Semiconductor 603501 CH)  (OVIC, 603501 CH), a semiconductor company, aims to raise around US$1bn in its H-share listing.
OVIC, is the world’s third largest smartphone CIS and the largest automotive CIS provider with a market share of 32.9% based on revenue in 2024, according to Frost &amp; Sullivan
In this note, we look at its past performance and other deal dynamics that might impact the listing.


OmniVision Integrated Circuits Group (Will Semicon) A/H Listing - Earnings Have Been Recovering

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Quantitative Analysis

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Dec 12th. The aggregated holding was USD848.5bn.</li>
<li>We estimate that foreign flows to be inflows of USD1,741mln. 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, ECOPRO, Samsung Electronics, Hyundai Motor, Alteogen.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Dec 12th. The aggregated holding was USD848.5bn.
We estimate that foreign flows to be inflows of USD1,741mln. 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, ECOPRO, Samsung Electronics, Hyundai Motor, Alteogen.


KRX Foreign Holding Weekly (Dec 12th): SK Hynix, ECOPRO, Samsung Electronics, Hyundai Motor

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Dec 5th. The aggregated holding was USD835.4bn.</li>
<li>We estimate that foreign flows to be outflows of USD623mln. 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, Samsung Electronics, Hyundai Motor, NAVER, Doosan Enerbility.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Dec 5th. The aggregated holding was USD835.4bn.
We estimate that foreign flows to be outflows of USD623mln. 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, Samsung Electronics, Hyundai Motor, NAVER, Doosan Enerbility.


KRX Foreign Holding Weekly (Dec 5th): SK Hynix, Samsung Electronics, Hyundai Motor, NAVER

Pan-Asia Tactical Market Calls (Quant-Driven), MRM Research

Nico Rosti

Pan-Asia Tactical Market Calls (Quant-Driven)

MRM Research

Quantitative Research

Equity Derivatives

TSMC (Taiwan Semiconductor Manufacturing) / Equity Derivatives

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li>A tactical snapshot of the Asian and US indices and stocks we cover.</li>
<li>Many Asian and US stocks are getting overbought. Wednesday's Fed meeting is a potential volatility trigger, consider hedging or short exposure.</li>
<li>
<a href="https://www.smartkarma.com/entities/china-mobile-ltd" target="_blank" data-smartkarma-citation="entities:27:1" rel="noopener">China Mobile (941 HK)</a>, <a href="https://www.smartkarma.com/entities/toyota-motor-corp" target="_blank" data-smartkarma-citation="entities:73:1" rel="noopener">Toyota Motor (7203 JP)</a> , <a href="https://www.smartkarma.com/entities/amazon-com-inc" target="_blank" data-smartkarma-citation="entities:409:1" rel="noopener">Amazon (AMZN US)</a> are the only stocks a bit oversold, possibly worth considering for LONG trades, at the moment.</li>
</ul>


A tactical snapshot of the Asian and US indices and stocks we cover.
Many Asian and US stocks are getting overbought. Wednesday's Fed meeting is a potential volatility trigger, consider hedging or short exposure.

China Mobile (941 HK), Toyota Motor (7203 JP) , Amazon (AMZN US) are the only stocks a bit oversold, possibly worth considering for LONG trades, at the moment.


Asian and US Stocks Tactical Outlook Before Fed Meeting

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>Samsung's new Exynos 2600 chip aims to rival offerings from Apple and Qualcomm in the market.</li>
<li>Chroma has appointed I-Shih Tseng as CEO to enhance governance and operational efficiency.</li>
<li>Transcend expects memory supply constraints to persist for the next 3-5 months amid market instability.</li>
</ul>


Samsung's new Exynos 2600 chip aims to rival offerings from Apple and Qualcomm in the market.
Chroma has appointed I-Shih Tseng as CEO to enhance governance and operational efficiency.
Transcend expects memory supply constraints to persist for the next 3-5 months amid market instability.


Tech Supply Chain Tracker (05-Dec-2025): Samsung unveils Exynos 2600, rivals Apple and

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.

Price Gauge
52-week Range	0.00 - 0.00
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Samsung Electronics (SMSN LI)

OmniVision Integrated Circuits Group (Will Semicon) A/H Listing - Earnings Have Been Recovering

Omnivision (603501 CH), a semiconductor company, aims to raise around US$1bn in its H-share listing. It has filed its PHIP, we had looked at its...

Sumeet Singh

KRX Foreign Holding Weekly (Dec 12th): SK Hynix, ECOPRO, Samsung Electronics, Hyundai Motor

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, ECOPRO, Samsung Electronics, Hyundai...

Ke Yan, CFA, FRM

KRX Foreign Holding Weekly (Dec 5th): SK Hynix, Samsung Electronics, Hyundai Motor, NAVER

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, Hyundai Motor,...

Ke Yan, CFA, FRM

Asian and US Stocks Tactical Outlook Before Fed Meeting

Some Asian and US stocks are quite overbought according to our model. Wednesday's Fed meeting poses volatility risk, making hedging or short...

Nico Rosti

Tech Supply Chain Tracker (05-Dec-2025): Samsung unveils Exynos 2600, rivals Apple and

Samsung's new Exynos 2600 chip aims to rival offerings from Apple and Qualcomm in the market.Chroma has appointed I-Shih Tseng as CEO to enhance...

Tech Supply Chain Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

OmniVision Integrated Circuits Group (Will Semicon) A/H Listing - Earnings Have Been Recovering

Omnivision (603501 CH), a semiconductor company, aims to raise around US$1bn in its H-share listing. It has filed its PHIP, we had looked at its...

Sumeet Singh

KRX Foreign Holding Weekly (Dec 12th): SK Hynix, ECOPRO, Samsung Electronics, Hyundai Motor

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, ECOPRO, Samsung Electronics, Hyundai...

Ke Yan, CFA, FRM

KRX Foreign Holding Weekly (Dec 5th): SK Hynix, Samsung Electronics, Hyundai Motor, NAVER

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, Hyundai Motor,...

Ke Yan, CFA, FRM

Asian and US Stocks Tactical Outlook Before Fed Meeting

​Some Asian and US stocks are quite overbought according to our model. Wednesday's Fed meeting poses volatility risk, making hedging or short...

Nico Rosti

Tech Supply Chain Tracker (05-Dec-2025): Samsung unveils Exynos 2600, rivals Apple and

Samsung's new Exynos 2600 chip aims to rival offerings from Apple and Qualcomm in the market.Chroma has appointed I-Shih Tseng as CEO to enhance...

Tech Supply Chain Tracker

Some Asian and US stocks are quite overbought according to our model. Wednesday's Fed meeting poses volatility risk, making hedging or short...