Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

An inquisitive investment analyst with background in both finance and computing. Covering ECM research, biotech, market data analytics.

Asia Pac IPO & Placement Research, China biotech

TWSE Foreign Holding Weekly (Feb 23rd): Mediatek, TSMC, Evergreen Marine, Unimicron Tech, Novatek

TWSE Foreign Holding Weekly (Mar 1st): TSMC, Wiwynn, Mediatek, Asia Vital, Alchip Tech

TWSE Foreign Holding Weekly (Mar 15th): Hon Hai, Quanta Computer, Qisda, Wiwynn, Ctbc Financial

TWSE Foreign Holding Weekly (Jan 26th): TSMC, Alchip Tech, Pharmaessentia, Asmedia Tech, Umc

TWSE Foreign Holding Weekly (Jan 19th): TSMC, Quanta Computer, Delta Elec, Global Unichip, Hon Hai

TWSE Foreign Holding Weekly (Jan 12th): Asia Vital, Alchip Tech, Wistron, Quanta Computer

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 foreign holdings of TWSE Stocks as of Feb 2nd which has an aggregated holding worth USD3,458.5bn.</li>
<li>We estimate that foreign flows to be inflows of USD5,072mln. 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 TSMC, Asia Vital, Quanta Computer, Unimicron Tech, Mega Financial, Umc, Alchip Tech, Delta Elec, Chailease, Asustek Computer.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Feb 2nd which has an aggregated holding worth USD3,458.5bn.
We estimate that foreign flows to be inflows of USD5,072mln. 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 TSMC, Asia Vital, Quanta Computer, Unimicron Tech, Mega Financial, Umc, Alchip Tech, Delta Elec, Chailease, Asustek Computer.


Mega Financial Holding Co., Ltd (2886 TT)

TWSE Foreign Holding Weekly (Feb 2nd): TSMC, Asia Vital, Quanta Computer, Unimicron Tech, Umc

Taiwan IT

TWSE Foreign Holding Weekly (Feb 2nd): TSMC, Asia Vital, Quanta Computer, Unimicron Tech, Umc