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 margin trading positions of JPX stocks as of Nov 21st. The aggregated net margin trading position is USD19,632m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in SoftBank, Mitsubishi Heavy Industries, SBI, Nippon Telegraph and Telephone, Sanrio, Tokyo Electric Power Company, Tokio Marine, Mitsubishi UFJ Financial, Furukawa Electric.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Nov 21st. The aggregated net margin trading position is USD19,632m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in SoftBank, Mitsubishi Heavy Industries, SBI, Nippon Telegraph and Telephone, Sanrio, Tokyo Electric Power Company, Tokio Marine, Mitsubishi UFJ Financial, Furukawa Electric.


JPX Margin Trading Weekly (Nov 21st): SoftBank, Mitsubishi Heavy Industries, SBI

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Jul 25th. The aggregated net margin trading position is USD15,503m.</li>
<li>We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.</li>
<li>We highlight net margin buy/sell changes in Mitsubishi Heavy Industries, Fast Retailing, Mitsubishi UFJ Financial, Toyota Motor, Lasertec, Sumitomo Mitsui Financial, Marui, Sanrio, Disco, Kawasaki Heavy Industries.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Jul 25th. The aggregated net margin trading position is USD15,503m.
We tabulate league tables for top/bottom net long/short of margin trading by value, net margin buy as multiple of ADT.
We highlight net margin buy/sell changes in Mitsubishi Heavy Industries, Fast Retailing, Mitsubishi UFJ Financial, Toyota Motor, Lasertec, Sumitomo Mitsui Financial, Marui, Sanrio, Disco, Kawasaki Heavy Industries.


JPX Margin Trading Weekly (Jul 25th): Mitsubishi Heavy Industries, Fast Retailing

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Equity Bottom-Up

<ul>
<li>Last year in August, <a href="https://www.smartkarma.com/entities/nihon-parkerizing-co-ltd" target="_blank" data-smartkarma-citation="entities:12170:1" rel="noopener">Nihon Parkerizing (4095 JP)</a> announced a large buyback - up to 12.0mm shares (9.6%) spending up to ¥15.0bn over the next 11.5mos.</li>
<li>So far, they have spent ¥9.1bn buying back 7.3mm shares. That's ¥5.9 left to spend in 3mos.</li>
<li>It's worth a look to see how this has evolved and how it might evolve into the end of the buyback. And it's cheap, though tariff uncertainty exists.</li>
</ul>


Last year in August, Nihon Parkerizing (4095 JP) announced a large buyback - up to 12.0mm shares (9.6%) spending up to ¥15.0bn over the next 11.5mos.
So far, they have spent ¥9.1bn buying back 7.3mm shares. That's ¥5.9 left to spend in 3mos.
It's worth a look to see how this has evolved and how it might evolve into the end of the buyback. And it's cheap, though tariff uncertainty exists.


Nihon Parkerizing (4095) - 3mos Left on Big Buyback

Japan

PARKER CORPORATION is a trading firm handling chemicals, chemical products, industrial materials, and industrial machinery.  The Company also provides welfare tools such as wheelchairs and beds for disabled and old people.  Parker provides technical assistance for its products as well.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Parker Corp (9845 JP)

JPX Margin Trading Weekly (Nov 21st): SoftBank, Mitsubishi Heavy Industries, SBI

We analyzed JPX margin trading positions report for the past week and highlighted SoftBank (9984 JP), Mitsubishi Heavy Industries (7011 JP), SBI...

Ke Yan, CFA, FRM

JPX Margin Trading Weekly (Jul 25th): Mitsubishi Heavy Industries, Fast Retailing

We analyzed JPX margin trading positions report for the past week and highlighted Mitsubishi Heavy Industries (7011 JP), Fast Retailing (9983 JP),...

Ke Yan, CFA, FRM

Nihon Parkerizing (4095) - 3mos Left on Big Buyback

Nihon Parkerizing is the kind of stock ignored by most. It has a lot of cash, a lot of crossholdings, and a lot of in-bound crossholders, some of...

Travis Lundy

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)