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 Oct 24th. The aggregated holding was USD1,379.0bn.</li>
<li>We estimate that foreign flows to be outflows of USD1,005mln. We tabulate the league tables 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 TSMC, Hon Hai Precision, Wistron, Yageo, MediaTek, Hon Hai Precision, Yageo, TSMC, Wistron, Mediatek.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Oct 24th. The aggregated holding was USD1,379.0bn.
We estimate that foreign flows to be outflows of USD1,005mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in TSMC, Hon Hai Precision, Wistron, Yageo, MediaTek, Hon Hai Precision, Yageo, TSMC, Wistron, Mediatek.


TWSE Foreign Holding Weekly (Oct 24th): TSMC, Hon Hai Precision, Wistron, Yageo, MediaTek

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>MediaTek Joins Forces with NVIDIA on the GB10 Superchip -- Locally-Run AI Models Are Coming to Your Desktop</li>
<li>TSMC’s 2nm Price Hike Spurs Interest in Samsung, But Underscores Its Strength</li>
<li>Latest for Smartphone Demand 3Q25: A Little Bit Better, Just a Little </li>
</ul>


MediaTek Joins Forces with NVIDIA on the GB10 Superchip -- Locally-Run AI Models Are Coming to Your Desktop
TSMC’s 2nm Price Hike Spurs Interest in Samsung, But Underscores Its Strength
Latest for Smartphone Demand 3Q25: A Little Bit Better, Just a Little 


Taiwan Tech Weekly: Mediatek & Nvidia Announce GB10 Partnership; TSMC's Prices Spur Samsung Interest

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Oct 10th. The aggregated holding was USD1,381.0bn.</li>
<li>We estimate that foreign flows to be outflows of USD139mln. We tabulate the league tables 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 TSMC, Delta Electronics, China Development Financial, Quanta Computer, Hon Hai Precision, China Development Financial, Quanta Computer, TSMC, Delta Electronics, Hon Hai Precision.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Oct 10th. The aggregated holding was USD1,381.0bn.
We estimate that foreign flows to be outflows of USD139mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in TSMC, Delta Electronics, China Development Financial, Quanta Computer, Hon Hai Precision, China Development Financial, Quanta Computer, TSMC, Delta Electronics, Hon Hai Precision.


TWSE Foreign Holding Weekly (Oct 10th): TSMC, Delta Electronics, China Development Financial

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Oct 10th. The aggregated short interest was USD27.2bn.</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 Accton Technology, Yageo, Lite-On Technology, Winbond Electronics, King Slide Works, Accton Technology, Yageo, Lite-On Technology, Winbond Electronics, King Slide Works.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Oct 10th. The aggregated short interest was USD27.2bn.
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 Accton Technology, Yageo, Lite-On Technology, Winbond Electronics, King Slide Works, Accton Technology, Yageo, Lite-On Technology, Winbond Electronics, King Slide Works.


TWSE Short Interest Weekly (Oct 10th): Accton Technology, Yageo, Lite-On Technology

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Thematic (Sector/Industry)

<ul>
<li>China's public sector units are experiencing significant technological advancements, particularly in AI chip performance through innovative methods like hybrid bonding and e-beam metrology.</li>
<li>The relocation of Semicon West has resulted in a notable increase in attendance, showcasing the growing interest and investment in the US semiconductor industry.</li>
<li>Beijing is intensifying its tech regulations, particularly concerning rare earth materials, while a Taiwanese drone manufacturer seeks to disrupt DJI's market position with a substantial military contract.</li>
</ul>


China's public sector units are experiencing significant technological advancements, particularly in AI chip performance through innovative methods like hybrid bonding and e-beam metrology.
The relocation of Semicon West has resulted in a notable increase in attendance, showcasing the growing interest and investment in the US semiconductor industry.
Beijing is intensifying its tech regulations, particularly concerning rare earth materials, while a Taiwanese drone manufacturer seeks to disrupt DJI's market position with a substantial military contract.


Tech Supply Chain Tracker (10-Oct-2025): China's Top 3 PSU Players: Tech and Deployment

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.

Price Gauge
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Lite On Technology (2301 TT)

TWSE Foreign Holding Weekly (Oct 24th): TSMC, Hon Hai Precision, Wistron, Yageo, MediaTek

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Hon Hai Precision, Wistron, Yageo,...

Ke Yan, CFA, FRM

Taiwan Tech Weekly: Mediatek & Nvidia Announce GB10 Partnership; TSMC's Prices Spur Samsung Interest

MediaTek partners with NVIDIA for GB10 Superchip, bringing locally-run AI models to desktops. TSMC's 2nm price hike boosts interest in Samsung....

Vincent Fernando, CFA

TWSE Foreign Holding Weekly (Oct 10th): TSMC, Delta Electronics, China Development Financial

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC (2330 TT), Delta Electronics (2308 TT),...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Oct 10th): Accton Technology, Yageo, Lite-On Technology

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Accton Technology (2345 TT), Yageo (2327 TT),...

Ke Yan, CFA, FRM

Tech Supply Chain Tracker (10-Oct-2025): China's Top 3 PSU Players: Tech and Deployment

Key tech developments in China include AI chip advancements by Applied Materials, rising US chip investments, OpenAI's popular Sora app, stricter...

Tech Supply Chain Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

TWSE Foreign Holding Weekly (Oct 24th): TSMC, Hon Hai Precision, Wistron, Yageo, MediaTek

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Hon Hai Precision, Wistron, Yageo,...

Ke Yan, CFA, FRM

Taiwan Tech Weekly: Mediatek & Nvidia Announce GB10 Partnership; TSMC's Prices Spur Samsung Interest

​MediaTek partners with NVIDIA for GB10 Superchip, bringing locally-run AI models to desktops. TSMC's 2nm price hike boosts interest in Samsung....

Vincent Fernando, CFA

TWSE Foreign Holding Weekly (Oct 10th): TSMC, Delta Electronics, China Development Financial

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC (2330 TT), Delta Electronics (2308 TT),...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Oct 10th): Accton Technology, Yageo, Lite-On Technology

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Accton Technology (2345 TT), Yageo (2327 TT),...

Ke Yan, CFA, FRM

Tech Supply Chain Tracker (10-Oct-2025): China's Top 3 PSU Players: Tech and Deployment

Key tech developments in China include AI chip advancements by Applied Materials, rising US chip investments, OpenAI's popular Sora app, stricter...

Tech Supply Chain Tracker

MediaTek partners with NVIDIA for GB10 Superchip, bringing locally-run AI models to desktops. TSMC's 2nm price hike boosts interest in Samsung....