APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

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.

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/megaport-ltd" target="_blank" data-smartkarma-citation="entities:24310:1" rel="noopener">Megaport Ltd (MP1 AU)</a> is looking to raise around US$131m via a fully underwritten primary placement.</li>
<li>The company will use the proceeds to fund the acquisition of Latitude.sh and accelerate its network expansion into India.</li>
<li>In this note, we will talk about the deal dynamics and run the deal through our ECM framework.</li>
</ul>



Megaport Ltd (MP1 AU) is looking to raise around US$131m via a fully underwritten primary placement.
The company will use the proceeds to fund the acquisition of Latitude.sh and accelerate its network expansion into India.
In this note, we will talk about the deal dynamics and run the deal through our ECM framework.


Megaport Placement - Equity Raise Positioned for Scale and Global Expansion

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 11th May, published on the 15th May.</li>
<li>The largest industry net increase in the past week was A$1.6bn into "Diversified Meals"; the largest industry net decrease was A$129mn out of "Biotech". Net shorts increased A$2.1bn week-on-week.
</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/telstra-corp-ltd" target="_blank" data-smartkarma-citation="entities:690:1" rel="noopener">Telstra Corp (TLS AU)</a>, <a href="https://www.smartkarma.com/entities/woolworths-ltd" target="_blank" data-smartkarma-citation="entities:500:1" rel="noopener">Woolworths Ltd (WOW AU)</a>, <a href="https://www.smartkarma.com/entities/lotus-resources-limited" target="_blank" data-smartkarma-citation="entities:13978:1" rel="noopener">Lotus Resources (LOT AU)</a>, <a href="https://www.smartkarma.com/entities/arafura-resources-ltd" target="_blank" data-smartkarma-citation="entities:16550:1" rel="noopener">Arafura Resources (ARU AU)</a>, and <a href="https://www.smartkarma.com/entities/mcmillan-shakespeare-ltd" target="_blank" data-smartkarma-citation="entities:3023:1" rel="noopener">Mcmillan Shakespeare (MMS AU)</a>.</li>
</ul>


Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 11th May, published on the 15th May.
The largest industry net increase in the past week was A$1.6bn into "Diversified Meals"; the largest industry net decrease was A$129mn out of "Biotech". Net shorts increased A$2.1bn week-on-week.

Companies mentioned in this regular weekly report include: Telstra Corp (TLS AU), Woolworths Ltd (WOW AU), Lotus Resources (LOT AU), Arafura Resources (ARU AU), and Mcmillan Shakespeare (MMS AU).


Aussie Shorts [11 May 2026]: Telstra, Woolworths, Lotus Res., Arafura Res., Mcmillan Shakespeare

<ul>
<li>Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 27th April, published ~9AM on the 1st May.</li>
<li>The largest industry net increase in the past week was A$92mn into "Internet Services"; the largest industry net decrease was A$1.5mn out of "Diversified Banks". Net shorts decreased A$5.2bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/predictive-discovery-ltd" target="_blank" data-smartkarma-citation="entities:15374:1" rel="noopener">Predictive Discovery (PDI AU)</a>, <a href="https://www.smartkarma.com/entities/generation-development-group-l" target="_blank" data-smartkarma-citation="entities:14945:1" rel="noopener">Generation Development Group (GDG AU)</a>, <a href="https://www.smartkarma.com/entities/bapcor-ltd" target="_blank" data-smartkarma-citation="entities:8433:1" rel="noopener">Bapcor (BAP AU)</a>, <a href="https://www.smartkarma.com/entities/woodside-petroleum-ltd" target="_blank" data-smartkarma-citation="entities:177:1" rel="noopener">Woodside Petroleum (WPL AU)</a>, and <a href="https://www.smartkarma.com/entities/beach-energy-ltd" target="_blank" data-smartkarma-citation="entities:795:1" rel="noopener">Beach Energy (BPT AU)</a>.</li>
</ul>


Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 27th April, published ~9AM on the 1st May.
The largest industry net increase in the past week was A$92mn into "Internet Services"; the largest industry net decrease was A$1.5mn out of "Diversified Banks". Net shorts decreased A$5.2bn week-on-week.
Companies mentioned in this regular weekly report include: Predictive Discovery (PDI AU), Generation Development Group (GDG AU), Bapcor (BAP AU), Woodside Petroleum (WPL AU), and Beach Energy (BPT AU).


Aussie Shorts [27 Apr 2026]: Predictive Discovery, Bapcor, Woodside Petroleum, Beach Energy

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

LVMH Moet Hennessy Louis Vuitton SE / Technical Analysis

LVMH Moet Hennessy Louis Vuitton SE (MC FP)

<ul>
<li>Select regions such as the US, Europe, Japan, and India are bullish, while others are not -- namely Hong Kong and China.</li>
<li>Relative strength (RS) for MSCI ACWI Technology is breaking out to new highs while RS on the MSCI ACWI Discretionary Sector is on the cusp of a breakout. </li>
<li>We highlight several buy opportunities within global Technology and Consumer Discretionary.</li>
</ul>


Select regions such as the US, Europe, Japan, and India are bullish, while others are not -- namely Hong Kong and China.
Relative strength (RS) for MSCI ACWI Technology is breaking out to new highs while RS on the MSCI ACWI Discretionary Sector is on the cusp of a breakout. 
We highlight several buy opportunities within global Technology and Consumer Discretionary.


Add To Global Technology and Consumer Discretionary

Risk-on signals continue to pile up, which continues to support our constructive outlook. Building off of last week's report, growth Sectors such as Technology and Communications continue to improve and we recommend adding exposure (e.g., Bilibili BILI-US/9626-HK).

Risk-on signals continue to pile up, which continues to support our constructive outlook. Building off of last week's report, growth Sectors such as Technology and Communications continue to improve and we recommend adding exposure (e.g., Bilibili BILI-US/9626-HK).

Global Equity Strategy: Growth Sectors Continue To Improve -- Add Exposure

Australia

Megaport Limited operates as a software-based elastic connectivity provider. The Company develops an elastic connectivity platform that provides customers interconnectivity and flexibility between other networks and cloud providers connected to the platform. Megaport serves customers worldwide.

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Megaport Ltd (MP1 AU)

Megaport Placement - Equity Raise Positioned for Scale and Global Expansion

Megaport Limited (ML) is looking to raise around US$131m via a fully underwritten primary placement to partly fund its acquisition of Latitude.sh....

Akshat Shah

Aussie Shorts [11 May 2026]: Telstra, Woolworths, Lotus Res., Arafura Res., Mcmillan Shakespeare

The largest industry net increase in the past week was A$1.6bn into "Diversified Meals"; the largest industry net decrease was A$129mn out of...

David Blennerhassett

Aussie Shorts [27 Apr 2026]: Predictive Discovery, Bapcor, Woodside Petroleum, Beach Energy

The largest industry net increase in the past week was A$92mn into "Internet Services"; the largest net decrease was A$1.5mn out of "Diversified...

David Blennerhassett

Add To Global Technology and Consumer Discretionary

Relative strength (RS) for MSCI ACWI Technology is breaking out to new highs while RS on the ACWI Discretionary Sector is on the cusp of a...

Vermilion Research

Global Equity Strategy: Growth Sectors Continue To Improve -- Add Exposure

Building off of last week's report, growth Sectors such as Technology and Communications continue to improve and we recommend adding exposure...

Vermilion Research

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