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 14th): TSMC

TWSE Foreign Holding Weekly (Feb 21st): TSMC, Wistron, Ase Industrial, Phoenix Silicon International

TWSE Foreign Holding Weekly (Feb 28th): TSMC, Hon Hai Precision Industry, Quanta Computer

TWSE Foreign Holding Weekly (Jan 24th): TSMC, UMC

TWSE Foreign Holding Weekly (Jan 17th): Hon Hai Precision Industry, Quanta Computer, Mediatek

TWSE Foreign Holding Weekly (Jan 10th): Mediatek, Accton Technology, TSMC, Pharmaessentia

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

Taiwan Semiconductors and semiconductor equipment / Quantitative Analysis

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Feb 7th which has an aggregated holding worth USD1,047.9bn.</li>
<li>We estimate that foreign flows to be outflows of USD1,496mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight changes of foreign holdings in Alchip Technologies, Hon Hai Precision Industry, TSMC, Quanta Computer, Unimicron Technology, Wistron.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Feb 7th which has an aggregated holding worth USD1,047.9bn.
We estimate that foreign flows to be outflows of USD1,496mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in Alchip Technologies, Hon Hai Precision Industry, TSMC, Quanta Computer, Unimicron Technology, Wistron.


TWSE Foreign Holding Weekly (Feb 7th): Alchip Technologies, Hon Hai Precision Industry, TSMC