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 Apr 25th which has an aggregated short interest worth USD19.5bn.</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 Nanya Technology, Pharmaessentia, Micro-Star International.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Apr 25th which has an aggregated short interest worth USD19.5bn.
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 Nanya Technology, Pharmaessentia, Micro-Star International.


TWSE Short Interest Weekly (Apr 25th): Nanya Technology, Pharmaessentia, MSI

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

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) - ADR / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) - ADR

<ul>
<li>TSMC Accelerates U.S. Expansion — New Arizona Fab to Be Built at 'Taiwan Speed'</li>
<li>Phison CEO Sees Decade-Long Boom for NAND Flash as AI Shifts to the Edge</li>
<li>Delta Taiwan Vs. Thailand Monitor: Delta Thailand Crash Closes Gap, But Still Relatively Expensive </li>
</ul>


TSMC Accelerates U.S. Expansion — New Arizona Fab to Be Built at 'Taiwan Speed'
Phison CEO Sees Decade-Long Boom for NAND Flash as AI Shifts to the Edge
Delta Taiwan Vs. Thailand Monitor: Delta Thailand Crash Closes Gap, But Still Relatively Expensive 


Taiwan Tech Weekly: TSMC Goes ‘Taiwan Speed’ in Arizona; Phison Predicts Edge AI Flash Memory Boom

<ul>
<li>Key Memory Names Have Rebounded; Micron and SK Hynix Lead</li>
<li>NAND Flash Memory Prices to Increase; NAND Flash Pricing to Improve in 2H25E</li>
<li>Memory Monitor Universe: NAND Flash Price Improvement Favors Long SK Hynix and Micron vs. Short Nanya Tech</li>
</ul>


Key Memory Names Have Rebounded; Micron and SK Hynix Lead
NAND Flash Memory Prices to Increase; NAND Flash Pricing to Improve in 2H25E
Memory Monitor Universe: NAND Flash Price Improvement Favors Long SK Hynix and Micron vs. Short Nanya Tech


Memory Monitor: Multiple Reports Indicate Rising NAND & DRAM Prices

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Mar 14th which has an aggregated short interest worth USD21.0bn.</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 Nanya Technology, Bora Pharmaceuticals, Jinan Acetate Chemical, China Steel, Alchip Technologies.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Mar 14th which has an aggregated short interest worth USD21.0bn.
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 Nanya Technology, Bora Pharmaceuticals, Jinan Acetate Chemical, China Steel, Alchip Technologies.


TWSE Short Interest Weekly (Mar 14th): Nanya Technology, Bora Pharmaceuticals, Jinan Acetate

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>ASE opens its 5th factory in Penang, emphasizing AI-driven smart manufacturing to enhance production efficiency and quality.</li><li>Win Semiconductors plans to expand in optical communications by leveraging SiPh CPO technology, aiming to capitalize on growing market demand.</li><li>DRAM manufacturers are considering discontinuing production of DDR3 and DDR4 by the end of 2025, signaling a shift towards newer technologies.</li></ul>

ASE opens its 5th factory in Penang, emphasizing AI-driven smart manufacturing to enhance production efficiency and quality.Win Semiconductors plans to expand in optical communications by leveraging SiPh CPO technology, aiming to capitalize on growing market demand.DRAM manufacturers are considering discontinuing production of DDR3 and DDR4 by the end of 2025, signaling a shift towards newer technologies.

Tech Supply Chain Tracker (19-Feb-2025): ASE opens fifth factory in Penang, with AI-driven smart manufacturing.

Taiwan

Nanya Technology Corp. manufactures and markets dynamic random access memories (DRAMs).  The Company sells its products in Taiwan and exports worldwide.

Price Gauge
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Nanya Technology (2408 TT)

TWSE Short Interest Weekly (Apr 25th): Nanya Technology, Pharmaessentia, MSI

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Nanya Technology, Pharmaessentia, Micro-Star...

Ke Yan, CFA, FRM

Taiwan Tech Weekly: TSMC Goes ‘Taiwan Speed’ in Arizona; Phison Predicts Edge AI Flash Memory Boom

TSMC to build new fab in Arizona quickly, Phison CEO predicts long-term growth for NAND flash with AI shift to edge, Delta Thailand monitor...

Vincent Fernando, CFA

Memory Monitor: Multiple Reports Indicate Rising NAND & DRAM Prices

Micron and SK Hynix lead rebound in key memory names, NAND flash prices expected to increase in 2H25E, favoring long positions in SK Hynix and...

Vincent Fernando, CFA

TWSE Short Interest Weekly (Mar 14th): Nanya Technology, Bora Pharmaceuticals, Jinan Acetate

We highlight short interest changes in Nanya Technology, Bora Pharmaceuticals, Jinan Acetate Chemical, China Steel, Alchip Technologies.

Ke Yan, CFA, FRM

Tech Supply Chain Tracker (19-Feb-2025): ASE opens fifth factory in Penang, with AI-driven smart manufacturing.

ASE opens new factory in Penang, Win Semiconductors advances in optical communications tech, DRAM manufacturers phasing out DDR3 and DDR4, Apple...

Tech Supply Chain Tracker

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

TWSE Short Interest Weekly (Apr 25th): Nanya Technology, Pharmaessentia, MSI

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Nanya Technology, Pharmaessentia, Micro-Star...

Ke Yan, CFA, FRM

Taiwan Tech Weekly: TSMC Goes ‘Taiwan Speed’ in Arizona; Phison Predicts Edge AI Flash Memory Boom

​TSMC to build new fab in Arizona quickly, Phison CEO predicts long-term growth for NAND flash with AI shift to edge, Delta Thailand monitor...

Vincent Fernando, CFA

Memory Monitor: Multiple Reports Indicate Rising NAND & DRAM Prices

​Micron and SK Hynix lead rebound in key memory names, NAND flash prices expected to increase in 2H25E, favoring long positions in SK Hynix and...

Vincent Fernando, CFA

TWSE Short Interest Weekly (Mar 14th): Nanya Technology, Bora Pharmaceuticals, Jinan Acetate

We highlight short interest changes in Nanya Technology, Bora Pharmaceuticals, Jinan Acetate Chemical, China Steel, Alchip Technologies.

Ke Yan, CFA, FRM

Tech Supply Chain Tracker (19-Feb-2025): ASE opens fifth factory in Penang, with AI-driven smart manufacturing.

ASE opens new factory in Penang, Win Semiconductors advances in optical communications tech, DRAM manufacturers phasing out DDR3 and DDR4, Apple...

Tech Supply Chain Tracker

TSMC to build new fab in Arizona quickly, Phison CEO predicts long-term growth for NAND flash with AI shift to edge, Delta Thailand monitor...

Micron and SK Hynix lead rebound in key memory names, NAND flash prices expected to increase in 2H25E, favoring long positions in SK Hynix and...