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 ASX Stocks as of Oct 3rd (reported today). The aggregated short interest was USD28.3bn.</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 ALS, Washington H Soul Pattinson&amp;Co, Brambles, CAR, Fortescue.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Oct 3rd (reported today). The aggregated short interest was USD28.3bn.
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 ALS, Washington H Soul Pattinson&amp;Co, Brambles, CAR, Fortescue.


ASX Short Interest Weekly (Oct 3rd): ALS, Washington H Soul Pattinson&Co, Brambles, CAR, Fortescue

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Sep 26th (reported today). The aggregated short interest was USD27.4bn.</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 Washington H Soul Pattinson&amp;Co, Northern Star Resources, Telix Pharmaceuticals, Goodman, TPG Telecom.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Sep 26th (reported today). The aggregated short interest was USD27.4bn.
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 Washington H Soul Pattinson&amp;Co, Northern Star Resources, Telix Pharmaceuticals, Goodman, TPG Telecom.


ASX Short Interest Weekly (Sep 26th): Washington H Soul Pattinson&Co, Northern Star Resources

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Sep 5th (reported today). The aggregated short interest was USD26.0bn.</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 Goodman, Ramsay Health Care, WiseTech Global, Origin Energy, Ampol.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Sep 5th (reported today). The aggregated short interest was USD26.0bn.
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 Goodman, Ramsay Health Care, WiseTech Global, Origin Energy, Ampol.


ASX Short Interest Weekly (Sep 5th): Goodman, Ramsay Health Care, WiseTech Global, Origin Energy

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Aug 29th (reported today). The aggregated short interest was USD26.3bn.</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 Reece, Flight Centre, Sigma Pharmaceuticals, Goodman, Wesfarmers.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Aug 29th (reported today). The aggregated short interest was USD26.3bn.
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 Reece, Flight Centre, Sigma Pharmaceuticals, Goodman, Wesfarmers.


ASX Short Interest Weekly (Aug 29th): Reece, Flight Centre, Sigma Pharmaceuticals, Goodman

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

RPMGlobal Holdings Limited / Event-Driven

<ul>
<li>The <a href="https://www.afr.com/street-talk/us-heavy-equipment-giant-caterpillar-lobs-bid-for-rpmglobal-20250829-p5mqv2" target="_blank" rel="noopener">AFR reports</a> that <a href="https://www.smartkarma.com/entities/caterpillar-inc" target="_blank" data-smartkarma-citation="entities:697:1" rel="noopener">Caterpillar Inc (CAT US)</a> and four other bidders are considering a privatisation bid for <a href="https://www.smartkarma.com/entities/rpmglobal-holdings-limited" target="_blank" data-smartkarma-citation="entities:16492:1" rel="noopener">RPMGlobal Holdings Limited (RUL AU)</a> at around A$5.00 per share.</li>
<li>In response to the article, RPM entered a trading halt the same day regarding <em>“an indicative proposal from a third party regarding a potential acquisition.</em>”  </li>
<li>RPM’s shareholder structure facilitates an offer. The rumoured offer is reasonable but is far from a knockout bid, suggesting the potential of a bidding war.  </li>
</ul>


The AFR reports that Caterpillar Inc (CAT US) and four other bidders are considering a privatisation bid for RPMGlobal Holdings Limited (RUL AU) at around A$5.00 per share.
In response to the article, RPM entered a trading halt the same day regarding “an indicative proposal from a third party regarding a potential acquisition.”  
RPM’s shareholder structure facilitates an offer. The rumoured offer is reasonable but is far from a knockout bid, suggesting the potential of a bidding war.  


RPMGlobal (RUL AU): Caterpillar Mulling a Privatisation Bid

Australia

NEXTDC Ltd. develops data centers. The Company develops and operates carrier and systems integrator neutral data centers in Australia. NEXTDC's customers will also be able to use the data centers as connectivity and content hubs.

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Nextdc Ltd (NXT AU)

ASX Short Interest Weekly (Oct 3rd): ALS, Washington H Soul Pattinson&Co, Brambles, CAR, Fortescue

We analyzed ASX short interest report for the past week and highlight short interest changes in ALS, Washington H Soul Pattinson&Co, Brambles, CAR,...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Sep 26th): Washington H Soul Pattinson&Co, Northern Star Resources

We analyzed ASX short interest report for the past week and highlight short interest changes in Washington H Soul Pattinson&Co, Northern Star...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Sep 5th): Goodman, Ramsay Health Care, WiseTech Global, Origin Energy

We analyzed ASX short interest report for the past week and highlight short interest changes in Goodman, Ramsay Health Care, WiseTech Global,...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Aug 29th): Reece, Flight Centre, Sigma Pharmaceuticals, Goodman

We analyzed ASX short interest report for the past week and highlight short interest changes in Reece, Flight Centre, Sigma Pharmaceuticals,...

Ke Yan, CFA, FRM

RPMGlobal (RUL AU): Caterpillar Mulling a Privatisation Bid

Caterpillar and four other bidders are considering a privatisation bid. The rumoured offer is reasonable but is far from a knockout bid, suggesting...

Arun George

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