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 Oct 31st. The aggregated net margin trading position is USD18,547m.</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 Advantest, Kobe Bussan, Disco, Mitsubishi UFJ Financial, Fujikura, Kioxia, Keyence, Tokyo Electron, IHI, Socionext, Advantest, Kobe Bussan, Disco, Mitsubishi Ufj Financial, Fujikura.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Oct 31st. The aggregated net margin trading position is USD18,547m.
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 Advantest, Kobe Bussan, Disco, Mitsubishi UFJ Financial, Fujikura, Kioxia, Keyence, Tokyo Electron, IHI, Socionext, Advantest, Kobe Bussan, Disco, Mitsubishi Ufj Financial, Fujikura.


JPX Margin Trading Weekly (Oct 31st): Advantest, Kobe Bussan, Disco, Mitsubishi UFJ Financial

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Oct 24th. The aggregated net margin trading position is USD17,881m.</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 IHI, Kawasaki Heavy Industries, Lasertec, Fujikura, Mitsubishi UFJ Financial, Kobe Bussan, Sanrio, SoftBank, Fast Retailing, Mitsubishi Heavy Industries, Ihi, Kawasaki Heavy Industries.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Oct 24th. The aggregated net margin trading position is USD17,881m.
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 IHI, Kawasaki Heavy Industries, Lasertec, Fujikura, Mitsubishi UFJ Financial, Kobe Bussan, Sanrio, SoftBank, Fast Retailing, Mitsubishi Heavy Industries, Ihi, Kawasaki Heavy Industries.


JPX Margin Trading Weekly (Oct 24th): IHI, Kawasaki Heavy Industries, Lasertec, Fujikura

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Oct 17th. The aggregated net margin trading position is USD18,404m.</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 IHI, Kobe Bussan, Advantest, Disco, Mitsubishi Heavy Industries, SoftBank, Fujikura, Mitsubishi UFJ Financial, Recruit, Furukawa Electric, Ihi, Kobe Bussan, Advantest, Disco.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Oct 17th. The aggregated net margin trading position is USD18,404m.
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 IHI, Kobe Bussan, Advantest, Disco, Mitsubishi Heavy Industries, SoftBank, Fujikura, Mitsubishi UFJ Financial, Recruit, Furukawa Electric, Ihi, Kobe Bussan, Advantest, Disco.


JPX Margin Trading Weekly (Oct 17th): IHI, Kobe Bussan, Advantest, Disco

<ul>
<li>We analyzed the changes in margin trading positions of JPX stocks as of Oct 10th. The aggregated net margin trading position is USD17,836m.</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 IHI, SoftBank, Fast Retailing, Advantest, Mitsubishi Heavy Industries, Keyence, Nojima, Kobe Bussan, Hitachi, Kawasaki Heavy Industries, Ihi, Softbank, Fast Retailing, Advantest.</li>
</ul>


We analyzed the changes in margin trading positions of JPX stocks as of Oct 10th. The aggregated net margin trading position is USD17,836m.
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 IHI, SoftBank, Fast Retailing, Advantest, Mitsubishi Heavy Industries, Keyence, Nojima, Kobe Bussan, Hitachi, Kawasaki Heavy Industries, Ihi, Softbank, Fast Retailing, Advantest.


JPX Margin Trading Weekly (Oct 10th): IHI, SoftBank, Fast Retailing, Advantest

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Several days ago I published a piece showing the data for TOPIX flows for April month-end.</li>
<li>This is an update reflecting new data companies have reported to regulators, one large correction to a data provider's data, and one Very Large Flow.</li>
<li>I believe that the revised data is more accurate. And there is more flow. With a spreadsheet attached. </li>
</ul>


Several days ago I published a piece showing the data for TOPIX flows for April month-end.
This is an update reflecting new data companies have reported to regulators, one large correction to a data provider's data, and one Very Large Flow.
I believe that the revised data is more accurate. And there is more flow. With a spreadsheet attached. 


Updated TOPIX Big April Basket Flows; More Big Flows and ¥270bn a Side

Japan

SENSHU ELECTRIC CO., LTD. sells cable and wire products used for machinery, telecommunications, and electric power.  The company also makes control equipment and systems, and sells air conditioning and household appliance. Senshu develops, sells and consults computer information and telecommunication systems.

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Senshu Electric (9824 JP)

JPX Margin Trading Weekly (Oct 31st): Advantest, Kobe Bussan, Disco, Mitsubishi UFJ Financial

We analyzed JPX margin trading positions report for the past week and highlighted Advantest (6857 JP), Kobe Bussan (3038 JP), Disco (6146 JP),...

Ke Yan, CFA, FRM

JPX Margin Trading Weekly (Oct 24th): IHI, Kawasaki Heavy Industries, Lasertec, Fujikura

We analyzed JPX margin trading positions report for the past week and highlighted IHI (7013 JP), Kawasaki Heavy Industries (7012 JP), Lasertec...

Ke Yan, CFA, FRM

JPX Margin Trading Weekly (Oct 17th): IHI, Kobe Bussan, Advantest, Disco

We analyzed JPX margin trading positions report for the past week and highlighted IHI (7013 JP), Kobe Bussan (3038 JP), Advantest (6857 JP), Disco...

Ke Yan, CFA, FRM

JPX Margin Trading Weekly (Oct 10th): IHI, SoftBank, Fast Retailing, Advantest

We analyzed JPX margin trading positions report for the past week and highlighted IHI (7013 JP), SoftBank (9984 JP), Fast Retailing (9983 JP),...

Ke Yan, CFA, FRM

Updated TOPIX Big April Basket Flows; More Big Flows and ¥270bn a Side

Earnings releases in tech will start to pick up the next few days, and while the market is open on the 29th then also on the 1st and 2nd, the 5-day...

Travis Lundy

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52-week Range

Market Cap (USDm)

P/E

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