Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Nov 17th which has an aggregated short interest worth USD14.9bn.</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 Asustek Computer, TSMC, Via Tech, Wistron, Gigabyte Tech, Compal Elec, Mediatek, Accton Tech.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Nov 17th which has an aggregated short interest worth USD14.9bn.
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 Asustek Computer, TSMC, Via Tech, Wistron, Gigabyte Tech, Compal Elec, Mediatek, Accton Tech.


TWSE Short Interest Weekly (Nov 17th): Asustek Computer, TSMC, Via Tech, Wistron, Gigabyte Tech

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we take look at Quiddity's expectations for index changes and capping flows for the TDIV Index for the December 2023 review.</li>
<li>I currently see 6 ADDs and 5 DELs but there are several names close to the border and expectations could change before the base date as prices move around.</li>
<li>The estimate for one-way flow in December 2023 is US$1.37bn.</li>
</ul>


In this insight, we take look at Quiddity's expectations for index changes and capping flows for the TDIV Index for the December 2023 review.
I currently see 6 ADDs and 5 DELs but there are several names close to the border and expectations could change before the base date as prices move around.
The estimate for one-way flow in December 2023 is US$1.37bn.


Quiddity Leaderboard TDIV Dec 23: Sector-Neutral Trade Ideas for CDFHC and Far Eastern New Century

<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

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Nov 3rd which has an aggregated short interest worth USD14.3bn.</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, Via Tech, Wiwynn, Taiwan Cement, Wistron, Century Iron.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Nov 3rd which has an aggregated short interest worth USD14.3bn.
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, Via Tech, Wiwynn, Taiwan Cement, Wistron, Century Iron.


TWSE Short Interest Weekly (Nov 3rd): Alchip Tech, Via Tech, Wiwynn, Taiwan Cement, Wistron

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Oct 27th which has an aggregated short interest worth USD13.7bn.</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 Nan Ya Printed, Asmedia Tech, Global Unichip, TSMC.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Oct 27th which has an aggregated short interest worth USD13.7bn.
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 Nan Ya Printed, Asmedia Tech, Global Unichip, TSMC.


TWSE Short Interest Weekly (Oct 27th): Nan Ya Printed, Asmedia Tech, Global Unichip, TSMC

Taiwan

YFY Inc. manufactures and sells paper pulp and various paper products.

Price Gauge
52-week Range	0.00 - 0.00
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YFY Inc (1907 TT)

TWSE Short Interest Weekly (Nov 17th): Asustek Computer, TSMC, Via Tech, Wistron, Gigabyte Tech

We analyzed TWSE short interest report for the past week and highlight short interest changes in Asustek Computer, TSMC, Via Tech, Wistron,...

Ke Yan, CFA, FRM

Quiddity Leaderboard TDIV Dec 23: Sector-Neutral Trade Ideas for CDFHC and Far Eastern New Century

TDIV Dec 23 Rebal: Next Monday (20th Nov) is the base date for the data used for the December 2023 review. With only four more trading days left...

Janaghan Jeyakumar, CFA

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

TWSE Short Interest Weekly (Nov 3rd): Alchip Tech, Via Tech, Wiwynn, Taiwan Cement, Wistron

We analyzed TWSE short interest report for the past week and highlight short interest changes in Alchip Tech, Via Tech, Wiwynn, Taiwan Cement,...

Ke Yan, CFA, FRM

TWSE Short Interest Weekly (Oct 27th): Nan Ya Printed, Asmedia Tech, Global Unichip, TSMC

We analyzed TWSE short interest report for the past week and highlight short interest changes in Nan Ya Printed, Asmedia Tech, Global Unichip, TSMC.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)