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 Sep 19th. The aggregated short interest was USD27.4bn.</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 Yageo, Winbond Electronics, MiTAC, Unimicron Technology, Asustek Computer, Yageo, Winbond Electronics, MiTAC, Unimicron Technology, Asustek Computer.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Sep 19th. The aggregated short interest was USD27.4bn.
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 Yageo, Winbond Electronics, MiTAC, Unimicron Technology, Asustek Computer, Yageo, Winbond Electronics, MiTAC, Unimicron Technology, Asustek Computer.


TWSE Short Interest Weekly (Sep 19th): Yageo, Winbond Electronics, MiTAC, Unimicron Technology

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Sep 12th. The aggregated short interest was USD26.9bn.</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 Lite-On Technology, MiTAC, Accton Technology, Elite Material, Wiwynn, Lite-On Technology, MiTAC, Accton Technology, Elite Material, Wiwynn.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Sep 12th. The aggregated short interest was USD26.9bn.
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 Lite-On Technology, MiTAC, Accton Technology, Elite Material, Wiwynn, Lite-On Technology, MiTAC, Accton Technology, Elite Material, Wiwynn.


TWSE Short Interest Weekly (Sep 12th): Lite-On Technology, MiTAC, Accton Technology, Elite Material

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

Thematic (Sector/Industry)

<ul>
<li>We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology</li>
<li>Portfolio changes: Four stocks remain, 10 stocks added into portfolio</li>
<li>Since its inception, it has generated a before-fee total return of 268% versus the MSCI Asia ex Japan of 128%</li>
</ul>


We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology
Portfolio changes: Four stocks remain, 10 stocks added into portfolio
Since its inception, it has generated a before-fee total return of 268% versus the MSCI Asia ex Japan of 128%


<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 15th. The aggregated holding was USD1,198.8bn.</li>
<li>We estimate that foreign flows to be inflows of USD374mln. 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 Hon Hai Precision, Quanta Computer, TSMC, Wistron, Zhen Ding Technology, Hon Hai Precision, Zhen Ding Technology, Quanta Computer, TSMC, Wistron.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 15th. The aggregated holding was USD1,198.8bn.
We estimate that foreign flows to be inflows of USD374mln. 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 Hon Hai Precision, Quanta Computer, TSMC, Wistron, Zhen Ding Technology, Hon Hai Precision, Zhen Ding Technology, Quanta Computer, TSMC, Wistron.


TWSE Foreign Holding Weekly (Aug 15th): Hon Hai Precision, Quanta Computer, TSMC, Wistron

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Aug 22nd. The aggregated short interest was USD25.0bn.</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 King Yuan Electronics, Alchip Technologies, Hon Hai Precision, HTC, Wiwynn, King Yuan Electronics, Alchip Technologies, Hon Hai Precision, HTC, Wiwynn.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Aug 22nd. The aggregated short interest was USD25.0bn.
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 King Yuan Electronics, Alchip Technologies, Hon Hai Precision, HTC, Wiwynn, King Yuan Electronics, Alchip Technologies, Hon Hai Precision, HTC, Wiwynn.


TWSE Short Interest Weekly (Aug 22nd): King Yuan Electronics, Alchip Technologies, Hon Hai Precision

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 Short Interest Weekly (Sep 19th): Yageo, Winbond Electronics, MiTAC, Unimicron Technology

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Yageo (2327 TT), Winbond Electronics (2344 TT),...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Sep 12th): Lite-On Technology, MiTAC, Accton Technology, Elite Material

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Lite-On Technology (2301 TT), MiTAC (3706 TT),...

Ke Yan, CFA, FRM

The Stocks to Own in Asia – Vol. 50

We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, 10 stocks added.

A. Stotz Investment Research

TWSE Foreign Holding Weekly (Aug 15th): Hon Hai Precision, Quanta Computer, TSMC, Wistron

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Hon Hai Precision (2317 TT), Quanta Computer...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Aug 22nd): King Yuan Electronics, Alchip Technologies, Hon Hai Precision

We analyzed TWSE short interest report for the past week and highlighted short interest changes in King Yuan Electronics (2449 TT), Alchip...

Ke Yan, CFA, FRM

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)