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 Short Interest Weekly (Nov 7th): Yageo, Macronix Intl, WT Microelectronics, TSMC

TWSE Foreign Holding Weekly (Nov 7th): TSMC, Delta Electronics, MediaTek, Fubon Financial

TWSE Short Interest Weekly (Nov 14th): Jentech Precision Industrial, Asia Vital Components

TWSE Foreign Holding Weekly (Oct 24th): TSMC, Hon Hai Precision, Wistron, Yageo, MediaTek

TWSE Foreign Holding Weekly (Oct 17th): TSMC, Hon Hai Precision, ASE Industrial, Wistron

TWSE Foreign Holding Weekly (Oct 10th): TSMC, Delta Electronics, China Development Financial

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 Oct 31st. The aggregated holding was USD1,429.4bn.</li>
<li>We estimate that foreign flows to be outflows of USD1,180mln. We tabulate the league tables 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 TSMC, Delta Electronics, ASE Industrial, E.SUN Financial, Quanta Computer, Ase Industrial, Quanta Computer, TSMC, Delta Electronics, E.Sun Financial.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Oct 31st. The aggregated holding was USD1,429.4bn.
We estimate that foreign flows to be outflows of USD1,180mln. We tabulate the league tables for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight changes of foreign holdings in TSMC, Delta Electronics, ASE Industrial, E.SUN Financial, Quanta Computer, Ase Industrial, Quanta Computer, TSMC, Delta Electronics, E.Sun Financial.


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

TWSE Foreign Holding Weekly (Oct 31st): TSMC, Delta Electronics, ASE Industrial, E.SUN Financial