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 short interest of Bursa stocks as of Jun 13th. The aggregated short interest is USD349m.</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 Genting Malaysia, Axiata, Top Glove, Sp Setia, Dialog.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Jun 13th. The aggregated short interest is USD349m.
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 Genting Malaysia, Axiata, Top Glove, Sp Setia, Dialog.


Bursa Short Interest Weekly (Jun 13th): Genting Malaysia, Axiata, Top Glove, Sp Setia, Dialog

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of Jun 6th. The aggregated short interest is USD362m.</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 Sime Darby Property, Ytl, Genting Malaysia, Tenaga Nasional, Petronas Chemicals.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Jun 6th. The aggregated short interest is USD362m.
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 Sime Darby Property, Ytl, Genting Malaysia, Tenaga Nasional, Petronas Chemicals.


Bursa Short Interest Weekly (Jun 6th): Sime Darby Property, Ytl, Genting Malaysia, Tenaga Nasional

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of May 16th which has an aggregated short interest worth USD329m.</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 Dialog, Gamuda, Sime Darby Property, Inari Amertron, Wct.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of May 16th which has an aggregated short interest worth USD329m.
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 Dialog, Gamuda, Sime Darby Property, Inari Amertron, Wct.


Bursa Short Interest Weekly (May 16th): Dialog, Gamuda, Sime Darby Property, Inari Amertron, Wct

External broker reports(aggregated public sources), Public Investment Bank Bhd

Public Investment Bank Bhd

External broker reports(aggregated public sources)

Public Investment Bank Berhad provides investment banking services. The Company offers corporate finance, banking, securities financing, capital market, treasury, and advisory services.

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

D&O Green Technologies / Equity Bottom-Up

<ul><li>Finally, there are some cheers for the local technology stocks as the US government announced reciprocal tariff exemptions for most of the tech and electronic products, which include chips, smartphones, laptops, and manufacturing tools.</li><li>It also eases concerns for the global supply chain as producers facing pressure to relocate or diversify their production lines due to the challenging landscape.</li><li>Based on our ground checks, most of the local technology products and their end customer products are also on the exemption list. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Finally, there are some cheers for the local technology stocks as the US government announced reciprocal tariff exemptions for most of the tech and electronic products, which include chips, smartphones, laptops, and manufacturing tools.It also eases concerns for the global supply chain as producers facing pressure to relocate or diversify their production lines due to the challenging landscape.Based on our ground checks, most of the local technology products and their end customer products are also on the exemption list. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>Local data centre-linked stocks were under hefty selling pressure in recent weeks following the news of tighter controls on Artificial Intelligence (AI) chip exports and caps on the amount of compute that can be shipped by the US.</li><li>Following our channel checks, we gather that the impact is largely muted on the local players as they mostly deal with the US hyperscalers, while it may take longer lead time for the AI server assemblers and dealers to process their orders due to various audit checks and traceability.</li><li>Overall, we think most of the technology stocks have overreacted to the negative news flow and some may even have limited exposure to the data centre play. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Local data centre-linked stocks were under hefty selling pressure in recent weeks following the news of tighter controls on Artificial Intelligence (AI) chip exports and caps on the amount of compute that can be shipped by the US.Following our channel checks, we gather that the impact is largely muted on the local players as they mostly deal with the US hyperscalers, while it may take longer lead time for the AI server assemblers and dealers to process their orders due to various audit checks and traceability.Overall, we think most of the technology stocks have overreacted to the negative news flow and some may even have limited exposure to the data centre play. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

TECHNOLOGY - US AI Chip Export Restriction

Malaysia

Inari Amertron Berhad is an investment holding company involved in the electronics manufacturing services (EMS) industry. The Company provides semiconductor packaging services such as back-end wafer processing, assembly and testing for global customers in Radio Frequency (RF) and in Optoelectronic products. Inari has manufacturing facilities in Malaysia, China and Philippines.

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

Inari Amertron (INRI MK)

Bursa Short Interest Weekly (Jun 13th): Genting Malaysia, Axiata, Top Glove, Sp Setia, Dialog

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Genting Malaysia, Axiata, Top Glove,...

Ke Yan, CFA, FRM

Bursa Short Interest Weekly (Jun 6th): Sime Darby Property, Ytl, Genting Malaysia, Tenaga Nasional

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Sime Darby Property, Ytl, Genting...

Ke Yan, CFA, FRM

Bursa Short Interest Weekly (May 16th): Dialog, Gamuda, Sime Darby Property, Inari Amertron, Wct

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Dialog, Gamuda, Sime Darby Property,...

Ke Yan, CFA, FRM

Heave A Sigh Of Relief

Finally, there are some cheers for the local technology stocks as the US government announced reciprocal tariff exemptions for most of the tech and...

Public Investment Bank Bhd

TECHNOLOGY - US AI Chip Export Restriction

Overall, we think most of the technology stocks have overreacted to the negative news flow and some may even have limited exposure to the data...

Public Investment Bank Bhd

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)