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 foreign holdings of TWSE Stocks as of Jul 31st. The aggregated holding was USD2,114.0bn.</li>
<li>We estimate that foreign flows to be outflows of USD2,089mln. 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, MediaTek, Delta Electronics, Chroma ATE, PharmaEssentia.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 31st. The aggregated holding was USD2,114.0bn.
We estimate that foreign flows to be outflows of USD2,089mln. 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, MediaTek, Delta Electronics, Chroma ATE, PharmaEssentia.


TWSE Foreign Holding Weekly (Jul 31st): TSMC, MediaTek, Delta Electronics, Chroma ATE

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 24th. The aggregated holding was USD2,123.7bn.</li>
<li>We estimate that foreign flows to be outflows of USD1,385mln. 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, Wistron, Hon Hai Precision, Zhen Ding Technology, Nan Ya Plastics.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 24th. The aggregated holding was USD2,123.7bn.
We estimate that foreign flows to be outflows of USD1,385mln. 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, Wistron, Hon Hai Precision, Zhen Ding Technology, Nan Ya Plastics.


TWSE Foreign Holding Weekly (Jul 24th): TSMC, Wistron, Hon Hai Precision, Zhen Ding Technology

DZT Research

DZT 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.

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 17th. The aggregated holding was USD2,069.7bn.</li>
<li>We estimate that foreign flows to be outflows of USD5,447mln. 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, Nan Ya Plastics, Unimicron Technology, Nanya Technology, Delta Electronics.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 17th. The aggregated holding was USD2,069.7bn.
We estimate that foreign flows to be outflows of USD5,447mln. 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, Nan Ya Plastics, Unimicron Technology, Nanya Technology, Delta Electronics.


TWSE Foreign Holding Weekly (Jul 17th): TSMC, Nan Ya Plastics, Unimicron Technology

Equity Capital Markets

Shenzhen Megmeet Electrical  / Equity Capital Markets

<ul>
<li>Megmeet, a power supply manufacturer, is seeking an A+H listing. Huatai and Citi are the sponsors.</li>
<li>We look at the company's core segments: smart home appliances and power supplies.</li>
<li>We discuss preliminary thoughts on the company's valuation based on A-H premiums.</li>
</ul>


Megmeet, a power supply manufacturer, is seeking an A+H listing. Huatai and Citi are the sponsors.
We look at the company's core segments: smart home appliances and power supplies.
We discuss preliminary thoughts on the company's valuation based on A-H premiums.


Megmeet (麦格米特) A+H Pre-IPO: Early Thoughts

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 9th. The aggregated holding was USD2,219.9bn.</li>
<li>We estimate that foreign flows to be outflows of USD5,945mln. 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, Unimicron Technology, ASE Industrial, MediaTek, Alchip Technologies.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 9th. The aggregated holding was USD2,219.9bn.
We estimate that foreign flows to be outflows of USD5,945mln. 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, Unimicron Technology, ASE Industrial, MediaTek, Alchip Technologies.


TWSE Foreign Holding Weekly (Jul 9th): TSMC, Unimicron Technology, ASE Industrial, MediaTek

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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Dividend (Yield)	0.00

Lite On Technology (2301 TT)

TWSE Foreign Holding Weekly (Jul 31st): TSMC, MediaTek, Delta Electronics, Chroma ATE

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, MediaTek, Delta Electronics, Chroma ATE,...

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Jul 24th): TSMC, Wistron, Hon Hai Precision, Zhen Ding Technology

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

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Jul 17th): TSMC, Nan Ya Plastics, Unimicron Technology

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Nan Ya Plastics, Unimicron Technology,...

Ke Yan, CFA, FRM

Megmeet (麦格米特) A+H Pre-IPO: Early Thoughts

Megmeet is seeking an A+H listing. This note covers the company's business and industry context, and gives our early valuation view.

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Jul 9th): TSMC, Unimicron Technology, ASE Industrial, MediaTek

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Unimicron Technology, ASE Industrial,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)