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 Feb 9th which has an aggregated short interest worth USD62.4bn.</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 weekly changes in Shin Zu Shing.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Feb 9th which has an aggregated short interest worth USD62.4bn.
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 weekly changes in Shin Zu Shing.


TWSE Short Interest Weekly (Feb 9th): Shin Zu Shing

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

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li>Latest Performance: Taiwan AI Names Keep Flying; ASE &amp; Mediatek Lose Steam After Reporting</li>
<li>Largest Display Driver Maker in the World's Guidance Implies Growth Reversal Coming in Feb &amp; March</li>
<li>TSMC and Samsung Will Keep Their Most Advanced Chipmaking at Home</li>
</ul>


Latest Performance: Taiwan AI Names Keep Flying; ASE &amp; Mediatek Lose Steam After Reporting
Largest Display Driver Maker in the World's Guidance Implies Growth Reversal Coming in Feb &amp; March
TSMC and Samsung Will Keep Their Most Advanced Chipmaking at Home


Taiwan Tech Weekly: TSMC Sales Ahead; Display Driver Growth Reversal; AI Names Keep Flying

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Feb 2nd which has an aggregated short interest worth USD63.2bn.</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 Wt, Evergreen Marine, Mediatek, Alchip Tech, Wiwynn, TSMC, Quanta Computer, Asia Vital.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Feb 2nd which has an aggregated short interest worth USD63.2bn.
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 Wt, Evergreen Marine, Mediatek, Alchip Tech, Wiwynn, TSMC, Quanta Computer, Asia Vital.


TWSE Short Interest Weekly (Feb 2nd): Wt, Evergreen Marine, Mediatek, Alchip Tech, Wiwynn, TSMC

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Jan 26th which has an aggregated holding worth USD3,475.7bn.</li>
<li>We estimate that foreign flows to be inflows of USD16,322mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instutions.</li>
<li>We highlight foreign changes in TSMC, Alchip Tech, Pharmaessentia, Asmedia Tech, Umc, Global Unichip, Wistron, Gigabyte Tech, Largan Precision, Delta Elec.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jan 26th which has an aggregated holding worth USD3,475.7bn.
We estimate that foreign flows to be inflows of USD16,322mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instutions.
We highlight foreign changes in TSMC, Alchip Tech, Pharmaessentia, Asmedia Tech, Umc, Global Unichip, Wistron, Gigabyte Tech, Largan Precision, Delta Elec.


TWSE Foreign Holding Weekly (Jan 26th): TSMC, Alchip Tech, Pharmaessentia, Asmedia Tech, Umc

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Jan 19th which has an aggregated short interest worth USD13.5bn.</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 Acer, Yageo, Quanta Computer, Faraday Tech, Asia Vital, Gigabyte Tech.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jan 19th which has an aggregated short interest worth USD13.5bn.
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 Acer, Yageo, Quanta Computer, Faraday Tech, Asia Vital, Gigabyte Tech.


TWSE Short Interest Weekly (Jan 19th): Acer, Yageo, Quanta Computer, Faraday Tech, Asia Vital

Taiwan

Gigabyte Technology Co., Ltd. manufactures and markets computer motherboards and other peripheral products.

Price Gauge
52-week Range	0.00 - 0.00
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Gigabyte Technology (2376 TT)

TWSE Short Interest Weekly (Feb 9th): Shin Zu Shing

We analyzed TWSE short interest report for the past week and highlighted short interest weekly changes in Shin Zu Shing.

Ke Yan, CFA, FRM

Taiwan Tech Weekly: TSMC Sales Ahead; Display Driver Growth Reversal; AI Names Keep Flying

Taiwan AI names soar, ASE and Mediatek stumble; world's largest display driver maker predicts growth decline; TSMC and Samsung prioritize domestic...

Vincent Fernando, CFA

TWSE Short Interest Weekly (Feb 2nd): Wt, Evergreen Marine, Mediatek, Alchip Tech, Wiwynn, TSMC

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Wt, Evergreen Marine, Mediatek, Alchip Tech,...

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Jan 26th): TSMC, Alchip Tech, Pharmaessentia, Asmedia Tech, Umc

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Alchip Tech, Pharmaessentia, Asmedia Tech,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Jan 19th): Acer, Yageo, Quanta Computer, Faraday Tech, Asia Vital

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Acer, Yageo, Quanta Computer, Faraday Tech, Asia...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

TWSE Short Interest Weekly (Feb 9th): Shin Zu Shing

We analyzed TWSE short interest report for the past week and highlighted short interest weekly changes in Shin Zu Shing.

Ke Yan, CFA, FRM

Taiwan Tech Weekly: TSMC Sales Ahead; Display Driver Growth Reversal; AI Names Keep Flying

​Taiwan AI names soar, ASE and Mediatek stumble; world's largest display driver maker predicts growth decline; TSMC and Samsung prioritize domestic...

Vincent Fernando, CFA

TWSE Short Interest Weekly (Feb 2nd): Wt, Evergreen Marine, Mediatek, Alchip Tech, Wiwynn, TSMC

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Wt, Evergreen Marine, Mediatek, Alchip Tech,...

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Jan 26th): TSMC, Alchip Tech, Pharmaessentia, Asmedia Tech, Umc

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Alchip Tech, Pharmaessentia, Asmedia Tech,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Jan 19th): Acer, Yageo, Quanta Computer, Faraday Tech, Asia Vital

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Acer, Yageo, Quanta Computer, Faraday Tech, Asia...

Ke Yan, CFA, FRM

Taiwan AI names soar, ASE and Mediatek stumble; world's largest display driver maker predicts growth decline; TSMC and Samsung prioritize domestic...