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 4th which has an aggregated holding worth USD976.1bn.</li>
<li>We estimate that foreign flows to be outflows of USD2,371mln. 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 Via Technologies, TSMC, United Microelectronics, Evergreen Marine Corp Taiwan, Mediatek, Quanta Computer.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Oct 4th which has an aggregated holding worth USD976.1bn.
We estimate that foreign flows to be outflows of USD2,371mln. 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 Via Technologies, TSMC, United Microelectronics, Evergreen Marine Corp Taiwan, Mediatek, Quanta Computer.


TWSE Foreign Holding Weekly (Oct 4th): Via Technologies, TSMC, United Microelectronics

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Taiwan's carbon fee policy is being challenged by local and EU regulations, impacting their offshore wind goals.</li><li>Europe's data center capacity shortage for the AI race is causing concerns in the region.</li><li>Samsung's Galaxy Tab S10 series now includes MediaTek chips, bringing new capabilities to the familiar design.</li></ul>

Taiwan's carbon fee policy is being challenged by local and EU regulations, impacting their offshore wind goals.Europe's data center capacity shortage for the AI race is causing concerns in the region.Samsung's Galaxy Tab S10 series now includes MediaTek chips, bringing new capabilities to the familiar design.

Tech Supply Chain Tracker (03-Oct-2024): Taiwan's carbon fee faces challenges from local, EU regs.

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

<ul>
<li>Apple Set to Launch iPhone SE 4 and Updated iPad Air in Early 2025: Key Developments to Watch</li>
<li>META's Orion AR Glasses: Next Major Computing Platform After the Smartphone?</li>
<li>Apple Supply Chain Monitor: Key IPhone Suppliers Didn't Rally With Apple; Opportunity for Rebound?</li>
</ul>


Apple Set to Launch iPhone SE 4 and Updated iPad Air in Early 2025: Key Developments to Watch
META's Orion AR Glasses: Next Major Computing Platform After the Smartphone?
Apple Supply Chain Monitor: Key IPhone Suppliers Didn't Rally With Apple; Opportunity for Rebound?


Taiwan Tech Weekly: Apple Shifting AR Strategy After Meta Orion Showcase; Apple Supply Chain Monitor

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Sep 27th which has an aggregated short interest worth USD21.1bn.</li>
<li>We tabulate league table 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 Ase Industrial, Mediatek, Alchip Technologies, Quanta Computer, Eva Airways, Realtek Semiconductor.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Sep 27th which has an aggregated short interest worth USD21.1bn.
We tabulate league table 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 Ase Industrial, Mediatek, Alchip Technologies, Quanta Computer, Eva Airways, Realtek Semiconductor.


TWSE Short Interest Weekly (Sep 27th): Ase Industrial, Mediatek, Alchip Technologies

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Sep 27th which has an aggregated holding worth USD1,017.5bn.</li>
<li>We estimate that foreign flows to be inflows of USD3,224mln. 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 TSMC, Evergreen Marine Corp Taiwan, Hon Hai Precision Industry, Wan Hai Lines, Jinan Acetate Chemical, Asmedia Technology, Ase Industrial.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Sep 27th which has an aggregated holding worth USD1,017.5bn.
We estimate that foreign flows to be inflows of USD3,224mln. 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 TSMC, Evergreen Marine Corp Taiwan, Hon Hai Precision Industry, Wan Hai Lines, Jinan Acetate Chemical, Asmedia Technology, Ase Industrial.


TWSE Foreign Holding Weekly (Sep 27th): TSMC, Evergreen Marine Corp Taiwan

Taiwan

MediaTek Inc. is a fabless semiconductor company for wireless communications and digital multimedia solutions. The company provides SOC system solutions for wireless communications, high-definition TV, optical storage, DVD and Blu-ray products.

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Mediatek Inc (2454 TT)

TWSE Foreign Holding Weekly (Oct 4th): Via Technologies, TSMC, United Microelectronics

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Via Technologies, TSMC, United Microelectronics,...

Ke Yan, CFA, FRM

Tech Supply Chain Tracker (03-Oct-2024): Taiwan's carbon fee faces challenges from local, EU regs.

Taiwan's carbon fee policy faces challenges from local and EU regulations, while Europe's data centers lack capacity for AI race, impacting...

Tech Supply Chain Tracker

Taiwan Tech Weekly: Apple Shifting AR Strategy After Meta Orion Showcase; Apple Supply Chain Monitor

Apple is set to launch new iPhone SE 4 and iPad Air in 2025, Meta's Orion AR Glasses could be the next big thing, and Apple is being forced to react.

Vincent Fernando, CFA

TWSE Short Interest Weekly (Sep 27th): Ase Industrial, Mediatek, Alchip Technologies

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Ase Industrial, Mediatek, Alchip Technologies,...

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Sep 27th): TSMC, Evergreen Marine Corp Taiwan

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Evergreen Marine Corp Taiwan, Hon Hai...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

TWSE Foreign Holding Weekly (Oct 4th): Via Technologies, TSMC, United Microelectronics

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Via Technologies, TSMC, United Microelectronics,...

Ke Yan, CFA, FRM

Tech Supply Chain Tracker (03-Oct-2024): Taiwan's carbon fee faces challenges from local, EU regs.

Taiwan's carbon fee policy faces challenges from local and EU regulations, while Europe's data centers lack capacity for AI race, impacting...

Tech Supply Chain Tracker

Taiwan Tech Weekly: Apple Shifting AR Strategy After Meta Orion Showcase; Apple Supply Chain Monitor

​Apple is set to launch new iPhone SE 4 and iPad Air in 2025, Meta's Orion AR Glasses could be the next big thing, and Apple is being forced to react.

Vincent Fernando, CFA

TWSE Short Interest Weekly (Sep 27th): Ase Industrial, Mediatek, Alchip Technologies

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Ase Industrial, Mediatek, Alchip Technologies,...

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Sep 27th): TSMC, Evergreen Marine Corp Taiwan

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Evergreen Marine Corp Taiwan, Hon Hai...

Ke Yan, CFA, FRM

Apple is set to launch new iPhone SE 4 and iPad Air in 2025, Meta's Orion AR Glasses could be the next big thing, and Apple is being forced to react.