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 Aug 14th. The aggregated holding was USD2,228.6bn.</li>
<li>We estimate that foreign flows to be inflows of USD5,449mln. 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 MediaTek, Nanya Technology, Powerchip Semiconductor Manufacturing, TSMC, Yageo.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 14th. The aggregated holding was USD2,228.6bn.
We estimate that foreign flows to be inflows of USD5,449mln. 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 MediaTek, Nanya Technology, Powerchip Semiconductor Manufacturing, TSMC, Yageo.


TWSE Foreign Holding Weekly (Aug 14th): MediaTek, Nanya Technology, TSMC, Yageo

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Aug 14th. The aggregated short interest was USD43.9bn.</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 Shin Kong Financial, Nan Ya Plastics, Quanta Computer, Zhen Ding Technology, ASE Industrial.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Aug 14th. The aggregated short interest was USD43.9bn.
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 Shin Kong Financial, Nan Ya Plastics, Quanta Computer, Zhen Ding Technology, ASE Industrial.


TWSE Short Interest Weekly (Aug 14th): Shin Kong Financial, Nan Ya Plastics, Quanta Computer

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 7th. The aggregated holding was USD2,146.7bn.</li>
<li>We estimate that foreign flows to be inflows of USD3,263mln. 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 Quanta Computer, Nanya Technology, TSMC, Wistron, Hon Hai Precision.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Aug 7th. The aggregated holding was USD2,146.7bn.
We estimate that foreign flows to be inflows of USD3,263mln. 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 Quanta Computer, Nanya Technology, TSMC, Wistron, Hon Hai Precision.


TWSE Foreign Holding Weekly (Aug 7th): Quanta Computer, Nanya Technology, TSMC, Wistron

<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

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Thematic (Sector/Industry)

<ul>
<li>Performance overall flat, though some fallen stocks have staged rebounds</li>
<li>More signs of manufacturing diversifying away from China, this time from Foxconn</li>
<li>Earnings season tended to show earnings beats across hardware and semiconductors, however semiconductor forward earnings tended to be downgraded</li>
</ul>


Performance overall flat, though some fallen stocks have staged rebounds
More signs of manufacturing diversifying away from China, this time from Foxconn
Earnings season tended to show earnings beats across hardware and semiconductors, however semiconductor forward earnings tended to be downgraded


Taiwan Tech Weekly: Rebounds of Sold-Down Stocks, Manufacturing Diversifying Away from China

Taiwan

Nan Ya Printed Circuit Board Corporation manufactures and markets printed circuit boards (PCBs) and integrated circuit (IC) substrates.

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Nan Ya Printed Circuit Board (8046 TT)

TWSE Foreign Holding Weekly (Aug 14th): MediaTek, Nanya Technology, TSMC, Yageo

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in MediaTek, Nanya Technology, Powerchip...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Aug 14th): Shin Kong Financial, Nan Ya Plastics, Quanta Computer

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial, Nan Ya Plastics, Quanta...

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Aug 7th): Quanta Computer, Nanya Technology, TSMC, Wistron

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Quanta Computer, Nanya Technology, TSMC,...

Ke Yan, CFA, FRM

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

Taiwan Tech Weekly: Rebounds of Sold-Down Stocks, Manufacturing Diversifying Away from China

Earnings season has shown mostly earnings beats, however, semiconductor outlook mostly downgraded. More signs of manufacturing diversifying sway...

Vincent Fernando, CFA

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52-week Range

Market Cap (USDm)

P/E

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