Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Sep 5th. The aggregated short interest was USD25.8bn.</li>
<li>We tabulate league tables 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 Jentech Precision Industrial, Wiwynn, Realtek Semiconductor, Hon Hai Precision, Kaori Heat Treatment, Jentech Precision Industrial, Wiwynn, Realtek Semiconductor, Hon Hai Precision, Kaori Heat Treatment.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Sep 5th. The aggregated short interest was USD25.8bn.
We tabulate league tables 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 Jentech Precision Industrial, Wiwynn, Realtek Semiconductor, Hon Hai Precision, Kaori Heat Treatment, Jentech Precision Industrial, Wiwynn, Realtek Semiconductor, Hon Hai Precision, Kaori Heat Treatment.


TWSE Short Interest Weekly (Sep 5th): Jentech Precision Industrial, Wiwynn, Realtek Semiconductor

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Equity Bottom-Up

<ul><li>Winking Studios reported a 27.3% year-on-year revenue growth to US$19.4 million in the first half of 2025.</li><li>The acquisition of Shanghai Mineloader contributed US$4.1 million in revenue, boosting Winking Studios' overall performance.</li><li>Winking Studios maintains a strong balance sheet with US$27.1 million in cash, zero debt, and US$49.4 million in indicative bookings.</li></ul>

Winking Studios reported a 27.3% year-on-year revenue growth to US$19.4 million in the first half of 2025.The acquisition of Shanghai Mineloader contributed US$4.1 million in revenue, boosting Winking Studios' overall performance.Winking Studios maintains a strong balance sheet with US$27.1 million in cash, zero debt, and US$49.4 million in indicative bookings.

kopi-C with Winking Studios - How Winking Studios is driving business growth through joy and entertainment 

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li>TSMC's Most Advanced Node -- 5x Growth to 200K Wafers a Month? Upcoming 2nm Node Capacity Ramp Could Be Much Bigger Than Many Think</li>
<li>OpenAI's Sam Altman 'Jokes' About Owning US$3 Trillion Worth of GPUs One Day...</li>
<li>AI PC Delay -- Nvidia-MediaTek Push AI PC Chip Launch to 2026</li>
</ul>


TSMC's Most Advanced Node -- 5x Growth to 200K Wafers a Month? Upcoming 2nm Node Capacity Ramp Could Be Much Bigger Than Many Think
OpenAI's Sam Altman 'Jokes' About Owning US$3 Trillion Worth of GPUs One Day...
AI PC Delay -- Nvidia-MediaTek Push AI PC Chip Launch to 2026


Taiwan Tech Weekly: TSMC Preparing 5x 2nm Ramp into 2027; Altman 'Jokes' About Buying 100x More GPUs

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Jun 20th. The aggregated short interest was USD25.3bn.</li>
<li>We tabulate league tables 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 Cathay Financial, Fubon Financial, TSMC, Asustek Computer, Wistron, Asia Vital Components.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jun 20th. The aggregated short interest was USD25.3bn.
We tabulate league tables 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 Cathay Financial, Fubon Financial, TSMC, Asustek Computer, Wistron, Asia Vital Components.


TWSE Short Interest Weekly (Jun 20th): Cathay Financial, Fubon Financial, TSMC, Asustek Computer

<ul>
<li>
HP Results Show Commercial PC Growth is Resilient, AI PC Penetration Expanding</li>
<li>
Key Industry Outlook Perspective -- HP's ZGX AI Station with NVIDIA Chips Marks the True Arrival of AI PCs... Locally Run LLMs Signal a Step-Change for PC Capabilities</li>
<li>
Remain Structurally Long PC Makers on AI PC Upgrade Cycle -- Emergence of New NVIDIA Blackwell-Powered Workstations Clarifying the Path for AI PCs to Deliver Step-Change Improvements in Value</li>
</ul>



HP Results Show Commercial PC Growth is Resilient, AI PC Penetration Expanding

Key Industry Outlook Perspective -- HP's ZGX AI Station with NVIDIA Chips Marks the True Arrival of AI PCs... Locally Run LLMs Signal a Step-Change for PC Capabilities

Remain Structurally Long PC Makers on AI PC Upgrade Cycle -- Emergence of New NVIDIA Blackwell-Powered Workstations Clarifying the Path for AI PCs to Deliver Step-Change Improvements in Value


PC Monitor: Commercial PC Demand Resilient; AI PC Momentum Builds W/ NVDA Blackwell-Powered Launches

Taiwan

Acer Inc. manufactures and distributes semiconductor products, personal computers, computer peripherals, multimedia products, and computer software. The Company also provides maintenance and repair services to customers.  In addition, Acer Inc. operates real estate business. The Company markets its products under the Acer brand name.

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

Acer Inc (2353 TT)

TWSE Short Interest Weekly (Sep 5th): Jentech Precision Industrial, Wiwynn, Realtek Semiconductor

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Jentech Precision Industrial (3653 TT), Wiwynn...

Ke Yan, CFA, FRM

kopi-C with Winking Studios - How Winking Studios is driving business growth through joy and entertainment

Winking Studios reported a 27.3% year-on-year revenue growth to US$19.4 million in the first half of 2025. The acquisition of Shanghai Mineloader...

Singapore Exchange Ltd (SGX)

Taiwan Tech Weekly: TSMC Preparing 5x 2nm Ramp into 2027; Altman 'Jokes' About Buying 100x More GPUs

TSMC's upcoming 2nm node could see a significant increase in wafer capacity, OpenAI's Sam Altman jokes about owning trillions worth of GPUs, and...

Vincent Fernando, CFA

TWSE Short Interest Weekly (Jun 20th): Cathay Financial, Fubon Financial, TSMC, Asustek Computer

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Cathay Financial, Fubon Financial, TSMC, Asustek...

Ke Yan, CFA, FRM

PC Monitor: Commercial PC Demand Resilient; AI PC Momentum Builds W/ NVDA Blackwell-Powered Launches

HP's commercial PC growth remains strong, with AI PC penetration expanding through NVIDIA chips like the ZGX AI Station, signaling a step-change...

Vincent Fernando, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

TWSE Short Interest Weekly (Sep 5th): Jentech Precision Industrial, Wiwynn, Realtek Semiconductor

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Jentech Precision Industrial (3653 TT), Wiwynn...

Ke Yan, CFA, FRM

kopi-C with Winking Studios - How Winking Studios is driving business growth through joy and entertainment

Winking Studios reported a 27.3% year-on-year revenue growth to US$19.4 million in the first half of 2025. The acquisition of Shanghai Mineloader...

Singapore Exchange Ltd (SGX)

Taiwan Tech Weekly: TSMC Preparing 5x 2nm Ramp into 2027; Altman 'Jokes' About Buying 100x More GPUs

​TSMC's upcoming 2nm node could see a significant increase in wafer capacity, OpenAI's Sam Altman jokes about owning trillions worth of GPUs, and...

Vincent Fernando, CFA

TWSE Short Interest Weekly (Jun 20th): Cathay Financial, Fubon Financial, TSMC, Asustek Computer

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Cathay Financial, Fubon Financial, TSMC, Asustek...

Ke Yan, CFA, FRM

PC Monitor: Commercial PC Demand Resilient; AI PC Momentum Builds W/ NVDA Blackwell-Powered Launches

​HP's commercial PC growth remains strong, with AI PC penetration expanding through NVIDIA chips like the ZGX AI Station, signaling a step-change...

Vincent Fernando, CFA

TSMC's upcoming 2nm node could see a significant increase in wafer capacity, OpenAI's Sam Altman jokes about owning trillions worth of GPUs, and...

HP's commercial PC growth remains strong, with AI PC penetration expanding through NVIDIA chips like the ZGX AI Station, signaling a step-change...