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 May 24th which has an aggregated short interest worth USD100.0bn.</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 Asustek Computer, Realtek Semi, Evergreen Marine, Quanta Computer, Hon Hai, Yang Ming Marine, Pharmaessentia.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of May 24th which has an aggregated short interest worth USD100.0bn.
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 Asustek Computer, Realtek Semi, Evergreen Marine, Quanta Computer, Hon Hai, Yang Ming Marine, Pharmaessentia.


TWSE Short Interest Weekly (May 24th): Asustek Computer, Realtek Semi, Evergreen Marine

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of May 17th which has an aggregated short interest worth USD98.9bn.</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 Hon Hai, Wiwynn, Quanta Computer, Asia Vital, Unimicron Tech, Shihlin Elec&amp;Eng, Ap Memory Tech, Yang Ming Marine, China Airlines.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of May 17th which has an aggregated short interest worth USD98.9bn.
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 Hon Hai, Wiwynn, Quanta Computer, Asia Vital, Unimicron Tech, Shihlin Elec&amp;Eng, Ap Memory Tech, Yang Ming Marine, China Airlines.


TWSE Short Interest Weekly (May 17th): Hon Hai, Wiwynn, Quanta Computer, Asia Vital, Unimicron Tech

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of May 10th which has an aggregated short interest worth USD90.4bn.</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 Evergreen Marine, Realtek Semi, Asia Vital, Elite Semiconductor, Fitipower.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of May 10th which has an aggregated short interest worth USD90.4bn.
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 Evergreen Marine, Realtek Semi, Asia Vital, Elite Semiconductor, Fitipower.


TWSE Short Interest Weekly (May 10th): Evergreen Marine, Realtek Semi, Asia Vital, Elite Semi

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

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

<ul>
<li>Taiwan Tech Rebounds Sharply Alongside Major Nvidia/U.S. Tech Rebound Last Week. Wave of Major Earnings Releases This Week -- See Our Key Events Section.</li>
<li>Apple's Latest Supplier List Released Last Week -- Nanya Tech, Lotes, and Novatek Dropped. New List Shows Apple Struggling to Diversify from China.</li>
<li>Apple iOS 18 Will Heavily Feature Edge AI Running Locally on the iPhone for User' Privacy and Security -- We Believe This Could Be a Major Driver of Phone Upgrades</li>
</ul>


Taiwan Tech Rebounds Sharply Alongside Major Nvidia/U.S. Tech Rebound Last Week. Wave of Major Earnings Releases This Week -- See Our Key Events Section.
Apple's Latest Supplier List Released Last Week -- Nanya Tech, Lotes, and Novatek Dropped. New List Shows Apple Struggling to Diversify from China.
Apple iOS 18 Will Heavily Feature Edge AI Running Locally on the iPhone for User' Privacy and Security -- We Believe This Could Be a Major Driver of Phone Upgrades


Taiwan Tech Weekly: Major Week of Earnings; Apple's Edge AI Could Make Your Current IPhone Obsolete

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Apr 19th which has an aggregated holding worth USD3,728.3bn.</li>
<li>We estimate that foreign flows to be outflows of USD18,944mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instutions.</li>
<li>We highlight foreign changes in Wt, Hon Hai, Wiwynn, Tatung, Lotes, TSMC, Mediatek, Umc, Alchip Tech, Wistron.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Apr 19th which has an aggregated holding worth USD3,728.3bn.
We estimate that foreign flows to be outflows of USD18,944mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instutions.
We highlight foreign changes in Wt, Hon Hai, Wiwynn, Tatung, Lotes, TSMC, Mediatek, Umc, Alchip Tech, Wistron.


TWSE Foreign Holding Weekly (Apr 19th): Wt, Hon Hai, Wiwynn, Tatung, Lotes, TSMC, Mediatek, Umc

Taiwan

Realtek Semiconductor Corp. designs, tests, and distributes integrated circuits which are used in consumer electronics, computer systems and peripherals, and communication network hardware.  The Company also provides technical counseling and systems software services.

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

Realtek Semiconductor (2379 TT)

TWSE Short Interest Weekly (May 24th): Asustek Computer, Realtek Semi, Evergreen Marine

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Asustek Computer, Realtek Semi, Evergreen...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (May 17th): Hon Hai, Wiwynn, Quanta Computer, Asia Vital, Unimicron Tech

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Hon Hai, Wiwynn, Quanta Computer, Asia Vital,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (May 10th): Evergreen Marine, Realtek Semi, Asia Vital, Elite Semi

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Evergreen Marine, Realtek Semi, Asia Vital,...

Ke Yan, CFA, FRM

Taiwan Tech Weekly: Major Week of Earnings; Apple's Edge AI Could Make Your Current IPhone Obsolete

Taiwan rebounded strongly last week alongside Nvidia and U.S. tech. This week will be another major earnings week. Apple's edge AI for user privacy...

Vincent Fernando, CFA

TWSE Foreign Holding Weekly (Apr 19th): Wt, Hon Hai, Wiwynn, Tatung, Lotes, TSMC, Mediatek, Umc

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Wt, Hon Hai, Wiwynn, Tatung, Lotes, TSMC,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)