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 foreign holdings of TWSE Stocks as of Feb 23rd which has an aggregated holding worth USD3,723.6bn.</li>
<li>We estimate that foreign flows to be inflows of USD4,330mln. 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 Mediatek, TSMC, Evergreen Marine, Unimicron Tech, Novatek, Wistron, Faraday Tech, Umc, Global Unichip, Quanta Computer.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Feb 23rd which has an aggregated holding worth USD3,723.6bn.
We estimate that foreign flows to be inflows of USD4,330mln. 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 Mediatek, TSMC, Evergreen Marine, Unimicron Tech, Novatek, Wistron, Faraday Tech, Umc, Global Unichip, Quanta Computer.


TWSE Foreign Holding Weekly (Feb 23rd): Mediatek, TSMC, Evergreen Marine, Unimicron Tech, Novatek

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>Key Events: 1) Nvidia Results Coming Today in the U.S. 2) Elan &amp; ChipMOS Tomorrow in Taiwan 3) U.S. PC Maker Results Next Week</li>
<li>Why United Microelectronics Is Becoming a Great Long-Term Acquisition Target for Intel </li>
<li>Novatek a Top Gainer After Reports of Alliance with ARM to Build Neoverse V2 for AI</li>
</ul>


Key Events: 1) Nvidia Results Coming Today in the U.S. 2) Elan &amp; ChipMOS Tomorrow in Taiwan 3) U.S. PC Maker Results Next Week
Why United Microelectronics Is Becoming a Great Long-Term Acquisition Target for Intel 
Novatek a Top Gainer After Reports of Alliance with ARM to Build Neoverse V2 for AI


Taiwan Tech Weekly: AI Plays Weak Ahead of Nvidia Results Today; Intel & UMC; ARM & Novatek

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Feb 2nd which has an aggregated holding worth USD3,458.5bn.</li>
<li>We estimate that foreign flows to be inflows of USD5,072mln. 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, Asia Vital, Quanta Computer, Unimicron Tech, Mega Financial, Umc, Alchip Tech, Delta Elec, Chailease, Asustek Computer.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Feb 2nd which has an aggregated holding worth USD3,458.5bn.
We estimate that foreign flows to be inflows of USD5,072mln. 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, Asia Vital, Quanta Computer, Unimicron Tech, Mega Financial, Umc, Alchip Tech, Delta Elec, Chailease, Asustek Computer.


TWSE Foreign Holding Weekly (Feb 2nd): TSMC, Asia Vital, Quanta Computer, Unimicron Tech, Umc

<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 foreign holdings of TWSE Stocks as of Jan 19th which has an aggregated holding worth USD714.3bn.</li>
<li>We estimate that foreign flows to be outflows of USD1,083mln. 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, Quanta Computer, Delta Elec, Global Unichip, Hon Hai, Umc, Alchip Tech.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jan 19th which has an aggregated holding worth USD714.3bn.
We estimate that foreign flows to be outflows of USD1,083mln. 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, Quanta Computer, Delta Elec, Global Unichip, Hon Hai, Umc, Alchip Tech.


TWSE Foreign Holding Weekly (Jan 19th): TSMC, Quanta Computer, Delta Elec, Global Unichip, Hon Hai

Taiwan

Lite-On Technology Corp. manufactures and markets a wide range of computer components and Peripheral equipment. The Company's products include computers, digital home products, consumer electronics, communications products, key components and sub-systems, and optoelectronic components. Power Supplies, Enclosures, and LEDs business are the core of Lite-On Technology's business.

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Lite On Technology (2301 TT)

TWSE Foreign Holding Weekly (Feb 23rd): Mediatek, TSMC, Evergreen Marine, Unimicron Tech, Novatek

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Mediatek, TSMC, Evergreen Marine, Unimicron...

Ke Yan, CFA, FRM

Taiwan Tech Weekly: AI Plays Weak Ahead of Nvidia Results Today; Intel & UMC; ARM & Novatek

Key developments: Nvidia results today, Elan & ChipMOS tomorrow, and U.S. PC maker results next week. UMC a potential acquisition for Intel?...

Vincent Fernando, CFA

TWSE Foreign Holding Weekly (Feb 2nd): TSMC, Asia Vital, Quanta Computer, Unimicron Tech, Umc

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Asia Vital, Quanta Computer, Unimicron...

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 Foreign Holding Weekly (Jan 19th): TSMC, Quanta Computer, Delta Elec, Global Unichip, Hon Hai

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Quanta Computer, Delta Elec, Global...

Ke Yan, CFA, FRM

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