-
Jan 26, 2025 | 
smartkarma.com | Smartkarma Content |Sanghyun Park |Ke Yan |Aequitas Research
1. Korea’s Financial Regs Drop New IPO Allocation and Delisting Rules: What It Means and What to ExpectWe might see a liquidity crunch post-listing, with tighter regulations and mandatory holding drying up liquidity, causing more volatile price swings. Big local players with heavy lock-ups will take a large allocation, creating significant overhang risk at the six-month mark. Stronger IPO eligibility boosts costs, pushing funds toward riskier trades. Overall, this feels like a quick fix.
-
Jan 23, 2025 | 
smartkarma.com | Arun George |Douglas Kim |Akshat Shah |Ke Yan
In today’s briefing: Guming Holdings (Good Me) IPO: The Bear Case TXR Robotics IPO Preview Dr Agarwal’s Healthcare Pre-IPO – Strong Revenue Growth Led by Expanding Network of Facilities Sichuan Biokin (百利天恒) H-Listing: Impressive Clinical Results so Far Continuum Green Energy Pre-IPO: ESG Friendly but Burning Prodigious Amounts of Cash Guming Holdings (Good Me) IPO: The Bear Case Guming Holdings (GUM HK) (Good me), a freshly-made tea store brand, is pre-marketing an HKEx IPO to raise US$300...
-
Jan 23, 2025 | 
smartkarma.com | Ke Yan
In today’s briefing:ASX Short Interest Weekly (Jan 17th): Xero, Wisetech Global, Aristocrat Leisure, MacquarieASX Short Interest Weekly (Jan 17th): Xero, Wisetech Global, Aristocrat Leisure, MacquarieWe analyzed the changes in short interest of ASX Stocks as of Jan 17th (reported today) which has an aggregated short interest worth USD22.4bn.
-
Jan 22, 2025 | 
smartkarma.com | William Keating |Ke Yan |Baptista Research |Angus Mackintosh
In today’s briefing:UMC. Now I’m Interested…Tencent/Netease: One Game Approval for Tencent in Jan and the PerplexityIntel’s Acquisition Rumors: Is It A Bargain For Qualcomm, Arm Holdings & Other Tech Giants?
-
Jan 22, 2025 | 
smartkarma.com | Arun George |David Blennerhassett |Ke Yan |Xinyao Wang
In today’s briefing:Henlius (2696 HK): Deal Break as HKEx Merger Arb Rulebooks Are RewrittenGAPack (468 HK): Now What As XJF’s Offer Gets UpHenlius (2696)’s Fail Sets (Another) Bad PrecedentTencent/Netease: One Game Approval for Tencent in Jan and the PerplexityShanghai Henlius Biotech (2696 HK) – About the Deal Break and the Valuation OutlookHenlius (2696)’s Fail Sets (Another) Bad PrecedentThe question was asked in Henlius (2696 HK): So, When Was The Last Time A PE/VC Outfit Blocked A Deal?
-
Jan 19, 2025 | 
smartkarma.com | Ke Yan
In today’s briefing: Thailand Short Interest Weekly (Jan 17th): Delta Electronics, Intouch, SCC, Central Pattana TWSE Short Interest Weekly (Jan 17th): Hon Hai Precision Industry, Quanta Computer, Wistron KRX Foreign Holding Weekly (Jan 17th): SK Hynix, Samsung Electronics TWSE Foreign Holding Weekly (Jan 17th): Hon Hai Precision Industry, Quanta Computer, Mediatek Thailand Short Interest Weekly (Jan 17th): Delta Electronics, Intouch, SCC, Central Pattana We analyzed the changes in short...
-
Jan 18, 2025 | 
smartkarma.com | Ke Yan
In today’s briefing:A-H Premium Weekly (Jan 17th): Innocare Pharma, China Eastern Airlines, Air ChinaHK Short Interest Weekly: Mnso, Ntes, HKEx, China ShenhuaHong Kong Connect Flows (Jan 17th): Tencent, SMIC, Alibaba, Xiaomi, ICBC, MeituanA-H Premium Weekly (Jan 17th): Innocare Pharma, China Eastern Airlines, Air ChinaWe analyse the changes of A-H premium on 150 stocks over the last week. The average A-H premium was 93.7% as of Jan 17th.
-
Jan 17, 2025 | 
smartkarma.com | Ke Yan
In today’s briefing:Hong Kong Buybacks Weekly (Jan 17th): Tencent, AIA, Cosco ShippingHong Kong Buybacks Weekly (Jan 17th): Tencent, AIA, Cosco ShippingWe analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Jan 17th based on HKEx daily reports. In the past 7 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), Cosco Shipping (1919 HK).
-
Jan 10, 2025 | 
smartkarma.com | Ke Yan
In today’s briefing:Hong Kong Buybacks Weekly (Jan 10th): Tencent, Anta Sports Products, AIAASX Short Interest Weekly (Jan 3rd): Paladin Energy, Santos, Ramsay Health Care, AmcorHong Kong Buybacks Weekly (Jan 10th): Tencent, Anta Sports Products, AIAWe analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Jan 10th based on HKEx daily reports.
-
Dec 10, 2024 | 
smartkarma.com | Ke Yan
In today’s briefing:KRX Short Interest Weekly (Dec 6th): Lg Energy Solution, Samsung Electronics, KB FinancialKRX Short Interest Weekly (Dec 6th): Lg Energy Solution, Samsung Electronics, KB FinancialWe analyzed the changes in short interest of KRX stocks as of Dec 6th which has an aggregated short interest worth USD3.8bn. We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
