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 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>We analyzed the changes in short interest of TWSE Stocks as of Jun 6th. The aggregated short interest was USD24.1bn.</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, Ctbc Financial, Fubon Financial, Yang Ming Marine, Catcher Technology, Novatek Microelectronics, Gigabyte Technology, SCSB, Ase Industrial, Inventec.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jun 6th. The aggregated short interest was USD24.1bn.
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, Ctbc Financial, Fubon Financial, Yang Ming Marine, Catcher Technology, Novatek Microelectronics, Gigabyte Technology, SCSB, Ase Industrial, Inventec.


TWSE Short Interest Weekly (Jun 6th): Cathay Financial, Ctbc Financial, Fubon Financial

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>China is "evaluating" the U.S. tariff negotiation offer, demanding tariff removal and addressing practices, while the U.S. stays optimistic.</li>
<li>
<a href="https://www.smartkarma.com/entities/oyo-pvt-ltd" target="_blank" data-smartkarma-citation="entities:28861:1" rel="noopener">Oyo (1698548D IN)</a> delays its IPO to 2026, targeting a $7 billion valuation, amid SoftBank’s concerns and restructuring of a $2.2 billion loan. </li>
<li>
<a href="https://www.smartkarma.com/entities/jsw-steel-ltd" target="_blank" data-smartkarma-citation="entities:18561:1" rel="noopener">JSW Steel Ltd (JSTL IN)</a>'s resolution plan for Bhushan Power is rejected by the Supreme Court, directing liquidation, causing shares to drop 6%.</li>
</ul>


China is "evaluating" the U.S. tariff negotiation offer, demanding tariff removal and addressing practices, while the U.S. stays optimistic.

Oyo (1698548D IN) delays its IPO to 2026, targeting a $7 billion valuation, amid SoftBank’s concerns and restructuring of a $2.2 billion loan. 

JSW Steel Ltd (JSTL IN)'s resolution plan for Bhushan Power is rejected by the Supreme Court, directing liquidation, causing shares to drop 6%.


#141 India Insight: China Reviews U.S. Tariff Offer, Oyo Delays IPO to 2026, JSW Faces Setback

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) - ADR / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) - ADR

<ul>
<li>Google Diversifying from Broadcom to Mediatek for Next Generation AI Chip</li>
<li>Hon Hai CEO: Clients' U.S.-Based Tech Manufacturing Set To Expand</li>
<li>Memory Monitor: Multiple Reports Indicate Rising NAND &amp; DRAM Prices</li>
</ul>


Google Diversifying from Broadcom to Mediatek for Next Generation AI Chip
Hon Hai CEO: Clients' U.S.-Based Tech Manufacturing Set To Expand
Memory Monitor: Multiple Reports Indicate Rising NAND &amp; DRAM Prices


Taiwan Tech Weekly: Mediatek Wins Google AI Chip from Broadcom; Hon Hai to Expand U.S. Production

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Mar 14th which has an aggregated short interest worth USD21.0bn.</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 Nanya Technology, Bora Pharmaceuticals, Jinan Acetate Chemical, China Steel, Alchip Technologies.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Mar 14th which has an aggregated short interest worth USD21.0bn.
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 Nanya Technology, Bora Pharmaceuticals, Jinan Acetate Chemical, China Steel, Alchip Technologies.


TWSE Short Interest Weekly (Mar 14th): Nanya Technology, Bora Pharmaceuticals, Jinan Acetate

Taiwan

Inventec Corporation manufactures and markets computers and electronic word processing products.  The Company's products include notebook computers, desktop computers, workstations, scientific graphic calculators, and electronic dictionaries.  Inventec markets its products under the brand name "Besta".

Price Gauge
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Inventec Corp (2356 TT)

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

TWSE Short Interest Weekly (Jun 6th): Cathay Financial, Ctbc Financial, Fubon Financial

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Cathay Financial (2882 TT), Ctbc Financial (2891...

Ke Yan, CFA, FRM

#141 India Insight: China Reviews U.S. Tariff Offer, Oyo Delays IPO to 2026, JSW Faces Setback

China evaluates US tariff offer, demands removal and practices addressed; US optimistic. Oyo delays IPO to 2026 for $7B valuation, JSW Steel's...

Sudarshan Bhandari

Taiwan Tech Weekly: Mediatek Wins Google AI Chip from Broadcom; Hon Hai to Expand U.S. Production

Google is switching from Broadcom to Mediatek for AI chips, Hon Hai CEO predicts growth in U.S.-based tech manufacturing, and reports show...

Vincent Fernando, CFA

TWSE Short Interest Weekly (Mar 14th): Nanya Technology, Bora Pharmaceuticals, Jinan Acetate

We highlight short interest changes in Nanya Technology, Bora Pharmaceuticals, Jinan Acetate Chemical, China Steel, Alchip Technologies.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

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

TWSE Short Interest Weekly (Jun 6th): Cathay Financial, Ctbc Financial, Fubon Financial

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Cathay Financial (2882 TT), Ctbc Financial (2891...

Ke Yan, CFA, FRM

#141 India Insight: China Reviews U.S. Tariff Offer, Oyo Delays IPO to 2026, JSW Faces Setback

​China evaluates US tariff offer, demands removal and practices addressed; US optimistic. Oyo delays IPO to 2026 for $7B valuation, JSW Steel's...

Sudarshan Bhandari

Taiwan Tech Weekly: Mediatek Wins Google AI Chip from Broadcom; Hon Hai to Expand U.S. Production

​Google is switching from Broadcom to Mediatek for AI chips, Hon Hai CEO predicts growth in U.S.-based tech manufacturing, and reports show...

Vincent Fernando, CFA

TWSE Short Interest Weekly (Mar 14th): Nanya Technology, Bora Pharmaceuticals, Jinan Acetate

We highlight short interest changes in Nanya Technology, Bora Pharmaceuticals, Jinan Acetate Chemical, China Steel, Alchip Technologies.

Ke Yan, CFA, FRM

China evaluates US tariff offer, demands removal and practices addressed; US optimistic. Oyo delays IPO to 2026 for $7B valuation, JSW Steel's...

Google is switching from Broadcom to Mediatek for AI chips, Hon Hai CEO predicts growth in U.S.-based tech manufacturing, and reports show...