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 Bursa stocks as of Jul 11th. The aggregated short interest is USD377m.</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 Ytl, Nationgate Holdings Berhad, Ytl Power International, Gamuda, Bumi Armada.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Jul 11th. The aggregated short interest is USD377m.
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 Ytl, Nationgate Holdings Berhad, Ytl Power International, Gamuda, Bumi Armada.


Bursa Short Interest Weekly (Jul 11th): Ytl, Nationgate Holdings Berhad, Ytl Power International

Equity Analyst, LightStream Research

Shifara Samsudeen, FCMA, CGMA

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<ul>
<li>EV Adoption in ASEAN is low compared to developed markets, however, development of a robust EV ecosystem remains a primary goal for the respective nations.</li>
<li>Governments in the region continues to introduce new policy measures and offer incentives to promote the sector, while companies continue to attract large investment to develop the EV market.</li>
<li>The four companies we looked at have reported earnings and we have discussed their latest results and our investment thesis.</li>
</ul>


EV Adoption in ASEAN is low compared to developed markets, however, development of a robust EV ecosystem remains a primary goal for the respective nations.
Governments in the region continues to introduce new policy measures and offer incentives to promote the sector, while companies continue to attract large investment to develop the EV market.
The four companies we looked at have reported earnings and we have discussed their latest results and our investment thesis.


ASEAN EV Ecosystem Update: Progressing Towards a Robust EV Ecosystem

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of Jul 4th. The aggregated short interest is USD371m.</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 Gamuda, Dialog, Top Glove, Axiata, Ytl Power International.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Jul 4th. The aggregated short interest is USD371m.
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 Gamuda, Dialog, Top Glove, Axiata, Ytl Power International.


Bursa Short Interest Weekly (Jul 4th): Gamuda, Dialog, Top Glove, Axiata, Ytl Power International

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of Jun 27th. The aggregated short interest is USD363m.</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 Sime Darby, Dialog, Gamuda, Mr D I Y Group M Bhd, Kossan Rubber Industries.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Jun 27th. The aggregated short interest is USD363m.
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 Sime Darby, Dialog, Gamuda, Mr D I Y Group M Bhd, Kossan Rubber Industries.


Bursa Short Interest Weekly (Jun 27th): Sime Darby, Dialog, Gamuda, Mr D I Y

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of Jun 20th. The aggregated short interest is USD362m.</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 Sime Darby, Dialog, Top Glove, Ytl.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Jun 20th. The aggregated short interest is USD362m.
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 Sime Darby, Dialog, Top Glove, Ytl.


Bursa Short Interest Weekly (Jun 20th): Sime Darby, Dialog, Top Glove, Ytl

Malaysia

Sime Darby Berhad is an investment holding company. The Group's principal activities include plantations, property development, heavy equipment and motor vehicle distribution, and energy and utilities.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
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Sime Darby (SIME MK)

Bursa Short Interest Weekly (Jul 11th): Ytl, Nationgate Holdings Berhad, Ytl Power International

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Ytl, Nationgate Holdings Berhad, Ytl...

Ke Yan, CFA, FRM

ASEAN EV Ecosystem Update: Progressing Towards a Robust EV Ecosystem

Development of a robust EV ecosystem remains a primary goal and the governments in the ASEAN region continue to introduce new policy measures and...

Shifara Samsudeen, FCMA, CGMA

Bursa Short Interest Weekly (Jul 4th): Gamuda, Dialog, Top Glove, Axiata, Ytl Power International

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Gamuda, Dialog, Top Glove, Axiata, Ytl...

Ke Yan, CFA, FRM

Bursa Short Interest Weekly (Jun 27th): Sime Darby, Dialog, Gamuda, Mr D I Y

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Sime Darby, Dialog, Gamuda, Mr D I Y...

Ke Yan, CFA, FRM

Bursa Short Interest Weekly (Jun 20th): Sime Darby, Dialog, Top Glove, Ytl

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Sime Darby, Dialog, Top Glove, Ytl.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Bursa Short Interest Weekly (Jul 11th): Ytl, Nationgate Holdings Berhad, Ytl Power International

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Ytl, Nationgate Holdings Berhad, Ytl...

Ke Yan, CFA, FRM

ASEAN EV Ecosystem Update: Progressing Towards a Robust EV Ecosystem

​Development of a robust EV ecosystem remains a primary goal and the governments in the ASEAN region continue to introduce new policy measures and...

Shifara Samsudeen, FCMA, CGMA

Bursa Short Interest Weekly (Jul 4th): Gamuda, Dialog, Top Glove, Axiata, Ytl Power International

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Gamuda, Dialog, Top Glove, Axiata, Ytl...

Ke Yan, CFA, FRM

Bursa Short Interest Weekly (Jun 27th): Sime Darby, Dialog, Gamuda, Mr D I Y

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Sime Darby, Dialog, Gamuda, Mr D I Y...

Ke Yan, CFA, FRM

Bursa Short Interest Weekly (Jun 20th): Sime Darby, Dialog, Top Glove, Ytl

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Sime Darby, Dialog, Top Glove, Ytl.

Ke Yan, CFA, FRM

Development of a robust EV ecosystem remains a primary goal and the governments in the ASEAN region continue to introduce new policy measures and...