Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sino-american-silicon-products-inc" target="_blank" data-smartkarma-citation="entities:3441:1" rel="noopener">Sino American Silicon Products (5483 TT)</a>'s bifurcation with <a href="https://www.smartkarma.com/entities/globalwafers-co-ltd" target="_blank" data-smartkarma-citation="entities:17916:1" rel="noopener">GlobalWafers (6488 TT)</a> is excessive. If you can cleanly set up the stub here, do so.</li>
<li>
<a href="https://www.smartkarma.com/entities/sk-hynix-inc" target="_blank" data-smartkarma-citation="entities:16955:1" rel="noopener">SK Hynix (000660 KS)</a>'s NASDAQ listing will trigger passive buying from multiple index trackers.</li>
<li>At ~700x oversubscribed, and given CRNE is part of the SOE CRH, a pop on debut is expected. The question is whether <a href="https://www.smartkarma.com/entities/china-resources-power-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:5385:1" rel="noopener">CR Power (836 HK)</a> will benefit from here.</li>
</ul>



Sino American Silicon Products (5483 TT)'s bifurcation with GlobalWafers (6488 TT) is excessive. If you can cleanly set up the stub here, do so.

SK Hynix (000660 KS)'s NASDAQ listing will trigger passive buying from multiple index trackers.
At ~700x oversubscribed, and given CRNE is part of the SOE CRH, a pop on debut is expected. The question is whether CR Power (836 HK) will benefit from here.


Last Week In Event SPACE: Sino American, SK Hynix, CR Power, Air Water Inc

APAC IPOs & Placements, Aequitas Research

Clarence Chu

APAC 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

<ul>
<li>A group of shareholders are looking to raise US$444m by trimming their respective stakes in <a href="https://www.smartkarma.com/entities/ajinomoto-co-inc" target="_blank" data-smartkarma-citation="entities:8911:1" rel="noopener">Ajinomoto Co (2802 JP)</a> via an extended secondary follow-on.</li>
<li>While the selldown doesn't seem particularly well flagged, it won't be a very large one to digest at just eight days of three month ADV. </li>
<li>In a bid to cushion the selldown, Ajinomoto plans to buyback its stock to the tune of 10m shares, which would amount to 80% of the base shares on offer. </li>
</ul>


A group of shareholders are looking to raise US$444m by trimming their respective stakes in Ajinomoto Co (2802 JP) via an extended secondary follow-on.
While the selldown doesn't seem particularly well flagged, it won't be a very large one to digest at just eight days of three month ADV. 
In a bid to cushion the selldown, Ajinomoto plans to buyback its stock to the tune of 10m shares, which would amount to 80% of the base shares on offer. 


Ajinomoto Placement - Share Buyback Should Aid Group Selling

Malaysia

Ajinomoto (Malaysia) Berhad manufactures and sells monosodium glutamate (MSG) and other related products.  The Company also produces consumer food products such as food seasonings, flavored salt and pepper, and sago starch.

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Ajinomoto Malaysia (AJI MK)

Last Week In Event SPACE: Sino American, SK Hynix, CR Power, Air Water Inc

It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...

David Blennerhassett

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Last Week In Event SPACE: Sino American, SK Hynix, CR Power, Air Water Inc

It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...

David Blennerhassett

Ajinomoto Placement - Share Buyback Should Aid Group Selling

A group of shareholders are looking to raise US$444m by trimming their respective stakes in Ajinomoto Co (2802 JP) via an extended secondary follow...

Clarence Chu