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 Nov 10th which has an aggregated short interest worth USD14.4bn.</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 Alchip Tech, Gigabyte Tech, Gold Circuit, Taiwan Cement, Ap Memory Tech, Hon Hai.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Nov 10th which has an aggregated short interest worth USD14.4bn.
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 Alchip Tech, Gigabyte Tech, Gold Circuit, Taiwan Cement, Ap Memory Tech, Hon Hai.


TWSE Short Interest Weekly (Nov 10th): Alchip Tech, Gigabyte Tech, Gold Circuit, Taiwan Cement

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<p>On Sunday, KKR and <strong><a href="https://www.smartkarma.com/entities/17148" target="_blank" data-smartkarma-citation="entities:17148:1">LCY Chemical Corp (1704 TT)</a></strong> jointly <a href="https://www.businesswire.com/news/home/20180722005024/en/Proposed-Acquisition-LCY-Chemical-Corp.-KKR-Consortium" target="_blank">announced</a> the signing of a US$1.56bn share exchange agreement for a consortium led by KKR to acquire all of the issued and outstanding shares of LCY for TWD56/share. This includes a TWD2.90/share dividend, with an ex-date this Friday (27th). (The Taiwan Stock Exchange announcement - in Chinese; there are no English ones, yet - is PDF'ed at the end of this insight). </p>
<h2>Conclusions First</h2>
<ul>
<li>The offer appears optically light. The offer price…</li>
</ul>

On Sunday, KKR and LCY Chemical Corp (1704 TT) jointly announced the signing of a US$1.56bn share exchange agreement for a consortium led by KKR to acquire all of the issued and outstanding shares of LCY for TWD56/share. This includes a TWD2.90/share dividend, with an ex-date this Friday (27th). (The Taiwan Stock Exchange announcement - in Chinese; there are no English ones, yet - is PDF'ed at the end of this insight). 
Conclusions First

The offer appears optically light. The offer price…


KKR's "Low-Ball" Offer for LCY Chemical Likely to Succeed

Taiwan

TSRC Corp. manufactures and markets synthetic rubber. The Company's main products are styrene-butadiene rubber (SBR), butadiene rubber (BR), thermoplastic Elastomer (TPE), and thermoplastic rubber (TPR).  TSRC's products are used in making tires, shoes, sport equipment, toys, and electric wires.

Price Gauge
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TSRC Corp (2103 TT)

TWSE Short Interest Weekly (Nov 10th): Alchip Tech, Gigabyte Tech, Gold Circuit, Taiwan Cement

We analyzed TWSE short interest report for the past week and highlight short interest changes in Alchip Tech, Gigabyte Tech, Gold Circuit, Taiwan...

Ke Yan, CFA, FRM

KKR's "Low-Ball" Offer for LCY Chemical Likely to Succeed

On Sunday, KKR and LCY Chemical Corp (1704 TT) jointly announced the signing of a US$1.56bn share exchange agreement for a consortium led by KKR to...

David Blennerhassett

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)