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

Shenton Research

Shenton 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 KRX stocks as of Sep 4th. The aggregated short interest was USD18.6bn.</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 Samsung SDI, LG Display, Alteogen, OCI, SK Hynix.</li>
</ul>


We analyzed the changes in short interest of KRX stocks as of Sep 4th. The aggregated short interest was USD18.6bn.
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 Samsung SDI, LG Display, Alteogen, OCI, SK Hynix.


KRX Short Interest Weekly (Sep 4th): Samsung SDI, LG Display, Alteogen, OCI, SK Hynix

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Aug 21st. The aggregated holding was USD1,681.4bn.</li>
<li>We estimate that foreign flows to be inflows of USD1,538mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in Samsung Electronics, SamsungElecMech, SK Hynix, SKSQUARE, SKTelecom.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Aug 21st. The aggregated holding was USD1,681.4bn.
We estimate that foreign flows to be inflows of USD1,538mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in Samsung Electronics, SamsungElecMech, SK Hynix, SKSQUARE, SKTelecom.


KRX Foreign Holding Weekly (Aug 21st): Samsung Electronics, SamsungElecMech, SK Hynix, SKSQUARE

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Aug 7th. The aggregated holding was USD1,463.9bn.</li>
<li>We estimate that foreign flows to be inflows of USD548mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in Samsung Electronics, SamsungElecMech, Samsung Elec (PREF), SK Hynix, Celltrion.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Aug 7th. The aggregated holding was USD1,463.9bn.
We estimate that foreign flows to be inflows of USD548mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in Samsung Electronics, SamsungElecMech, Samsung Elec (PREF), SK Hynix, Celltrion.


KRX Foreign Holding Weekly (Aug 7th): Samsung Electronics, SamsungElecMech, Samsung Elec (PREF)

Equity Capital Markets

Luxvisions Innovation Technology / Equity Capital Markets

Luxvisions Innovation Technology (1853852D HK)

<ul>
<li>Luxvisions Innovation, a camera module and precision optical solutions supplier, has filed its prospectus with the HKEX. CITIC and CICC are the joint sponsors.</li>
<li>We look at the company's core segments: consumer electronics and smart office applications.</li>
<li>We then look at the company's financial profile, profit growth, pre-IPO valuation and investor backing.</li>
</ul>


Luxvisions Innovation, a camera module and precision optical solutions supplier, has filed its prospectus with the HKEX. CITIC and CICC are the joint sponsors.
We look at the company's core segments: consumer electronics and smart office applications.
We then look at the company's financial profile, profit growth, pre-IPO valuation and investor backing.


Luxvisions Innovation (立景创新) Pre-IPO: Tearsheet

<ul>
<li>We analyzed the changes in foreign holdings of KRX stocks as of Jul 31st. The aggregated holding was USD1,567.2bn.</li>
<li>We estimate that foreign flows to be outflows of USD5,792mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in SK Hynix, Samsung Electronics, SamsungElecMech, SKSQUARE, SKTelecom.</li>
</ul>


We analyzed the changes in foreign holdings of KRX stocks as of Jul 31st. The aggregated holding was USD1,567.2bn.
We estimate that foreign flows to be outflows of USD5,792mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in SK Hynix, Samsung Electronics, SamsungElecMech, SKSQUARE, SKTelecom.


KRX Foreign Holding Weekly (Jul 31st): SK Hynix, Samsung Electronics, SamsungElecMech, SKSQUARE

South Korea

LG Innotek Co., Ltd. develops and produces cellular phone parts such as mini vibration motors, LCD modules, light emitting diode (LED), camera modules, protection circuit modules. The Company also manufactures liquid crystal displays (LCD) and plasma display panels (PDP) parts such as inverters, intelligent power modules, multi chip modules, and tuners.

Price Gauge
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Lg Innotek (011070 KS)

KRX Short Interest Weekly (Sep 4th): Samsung SDI, LG Display, Alteogen, OCI, SK Hynix

We analyzed KRX short interest report for the past week and highlighted short interest changes in Samsung SDI, LG Display, Alteogen, OCI, SK Hynix.

Ke Yan, CFA, FRM

KRX Foreign Holding Weekly (Aug 21st): Samsung Electronics, SamsungElecMech, SK Hynix, SKSQUARE

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SamsungElecMech, SK Hynix,...

Ke Yan, CFA, FRM

KRX Foreign Holding Weekly (Aug 7th): Samsung Electronics, SamsungElecMech, Samsung Elec (PREF)

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SamsungElecMech, Samsung...

Ke Yan, CFA, FRM

Luxvisions Innovation (立景创新) Pre-IPO: Tearsheet

Luxvisions Innovation has filed its prospectus with the HKEX. We look at the company's business and operating profile, its industry backdrop, its...

Ke Yan, CFA, FRM

KRX Foreign Holding Weekly (Jul 31st): SK Hynix, Samsung Electronics, SamsungElecMech, SKSQUARE

We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, SamsungElecMech,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)