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 (Jan 17th): Hon Hai Precision Industry, Quanta Computer, Mediatek

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

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

TWSE Foreign Holding Weekly (Jan 3rd): TSMC, Hon Hai Precision Industry

TWSE Foreign Holding Weekly (Dec 27th): TSMC, FENC, Mediatek, Elite Material, Alchip Technologies

TWSE Foreign Holding Weekly (Dec 20th): Alchip Technologies, TSMC, Asia Optical, Elite Material

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 Jan 10th which has an aggregated holding worth USD1,021.4bn.</li>
<li>We estimate that foreign flows to be inflows of USD118mln. 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 Mediatek, Accton Technology, TSMC, Pharmaessentia, Hon Hai Precision Industry, Evergreen Marine.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jan 10th which has an aggregated holding worth USD1,021.4bn.
We estimate that foreign flows to be inflows of USD118mln. 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 Mediatek, Accton Technology, TSMC, Pharmaessentia, Hon Hai Precision Industry, Evergreen Marine.


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