Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Jul 31st (reported today). The aggregated short interest was USD46.9bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Ampol, Origin Energy, Stockland, Dexus Property, Transurban.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jul 31st (reported today). The aggregated short interest was USD46.9bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Ampol, Origin Energy, Stockland, Dexus Property, Transurban.


ASX Short Interest Weekly (Jul 31st): Ampol, Origin Energy, Stockland, Dexus Property, Transurban

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Bain+LY have come over the top of EQT+DG for <a href="https://www.smartkarma.com/entities/kakaku-com-inc" target="_blank" data-smartkarma-citation="entities:7408:1" rel="noopener">Kakaku.com (2371 JP)</a>. We may get another 5% out of this, but we're closer to the end than the beginning.</li>
<li>
<a href="https://www.smartkarma.com/entities/commonwealth-bank-of-australia" target="_blank" data-smartkarma-citation="entities:14:1" rel="noopener">Commonwealth Bank of Australia (CBA AU)</a> has knock <a href="https://www.smartkarma.com/entities/rio-tinto-ltd" target="_blank" data-smartkarma-citation="entities:13:1" rel="noopener">Rio Tinto Ltd (RIO AU)</a> off its perch as the most shorted Aussie stock by $ value.</li>
<li>Murakami Group has, indeed, increased its stake in <a href="https://www.smartkarma.com/entities/yamada-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:641:1" rel="noopener">Yamada Holdings (9831 JP)</a>. They are now at 6.26%. They are not in it because Yamada is fairly-priced vs <a href="https://www.smartkarma.com/entities/edion-corp" target="_blank" data-smartkarma-citation="entities:14358:1" rel="noopener">Edion (2730 JP)</a>.</li>
</ul>


Bain+LY have come over the top of EQT+DG for Kakaku.com (2371 JP). We may get another 5% out of this, but we're closer to the end than the beginning.

Commonwealth Bank of Australia (CBA AU) has knock Rio Tinto Ltd (RIO AU) off its perch as the most shorted Aussie stock by $ value.
Murakami Group has, indeed, increased its stake in Yamada Holdings (9831 JP). They are now at 6.26%. They are not in it because Yamada is fairly-priced vs Edion (2730 JP).


Last Week In Event SPACE: Kakaku.com, Aussie Banks, Yamada, Muyuan Foods, IAG/Suncorp

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Jul 24th (reported today). The aggregated short interest was USD45.9bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in South32, Northern Star Resources, Stockland, James Hardie Industries, Brambles.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jul 24th (reported today). The aggregated short interest was USD45.9bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in South32, Northern Star Resources, Stockland, James Hardie Industries, Brambles.


ASX Short Interest Weekly (Jul 24th): South32, Northern Star Resources, Stockland, Brambles

Commonwealth Bank of Australia / Event-Driven

<ul>
<li>Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 20th July, published on the 24th July.
</li>
<li>The largest industry net increase in the past week was A$0.2bn into "Oils/Gas"; the largest industry net decrease was A$0.3bn out of "Diversified Metals". Net shorts declined A$0.2bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/commonwealth-bank-of-australia" target="_blank" data-smartkarma-citation="entities:14:1" rel="noopener">Commonwealth Bank of Australia (CBA AU)</a>, <a href="https://www.smartkarma.com/entities/westpac-banking-corp" target="_blank" data-smartkarma-citation="entities:444:1" rel="noopener">Westpac Banking (WBC AU)</a>, <a href="https://www.smartkarma.com/entities/woodside-energy-group-ltd-d0081203-96cd-4335-92ed-3b4cb7733dc6" target="_blank" data-smartkarma-citation="entities:38564:1" rel="noopener">Woodside Energy (WDS US)</a>, <a href="https://www.smartkarma.com/entities/wesfarmers-ltd" target="_blank" data-smartkarma-citation="entities:1104:1" rel="noopener">Wesfarmers (WES AU)</a>, and <a href="https://www.smartkarma.com/entities/rea-group-ltd" target="_blank" data-smartkarma-citation="entities:699:1" rel="noopener">REA Group (REA AU)</a>.</li>
</ul>


Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 20th July, published on the 24th July.

The largest industry net increase in the past week was A$0.2bn into "Oils/Gas"; the largest industry net decrease was A$0.3bn out of "Diversified Metals". Net shorts declined A$0.2bn week-on-week.
Companies mentioned in this regular weekly report include: Commonwealth Bank of Australia (CBA AU), Westpac Banking (WBC AU), Woodside Energy (WDS US), Wesfarmers (WES AU), and REA Group (REA AU).


Aussie Shorts [20 July 2026]:  Commonwealth Bank, Westpac, Woodside Energy, Wesfarmers, REA Group

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Jul 17th (reported today). The aggregated short interest was USD45.5bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Genesis Minerals, CSL, Aristocrat Leisure, ASX, Atlas Arteria.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jul 17th (reported today). The aggregated short interest was USD45.5bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Genesis Minerals, CSL, Aristocrat Leisure, ASX, Atlas Arteria.


ASX Short Interest Weekly (Jul 17th): Genesis Minerals, CSL, Aristocrat Leisure, ASX, Atlas Arteria

Australia

Wesfarmers Ltd. owns retail chains, operates mines, writes insurance, manufactures and distributes industrial products, manufactures fertilizers and chemicals, and distributes liquefied petroleum gas and medical and industrial gases.

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Wesfarmers Ltd (WES AU)

ASX Short Interest Weekly (Jul 31st): Ampol, Origin Energy, Stockland, Dexus Property, Transurban

We analyzed ASX short interest report for the past week and highlight short interest changes in Ampol, Origin Energy, Stockland, Dexus Property,...

Ke Yan, CFA, FRM

Last Week In Event SPACE: Kakaku.com, Aussie Banks, Yamada, Muyuan Foods, IAG/Suncorp

It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...

David Blennerhassett

ASX Short Interest Weekly (Jul 24th): South32, Northern Star Resources, Stockland, Brambles

We analyzed ASX short interest report for the past week and highlight short interest changes in South32, Northern Star Resources, Stockland, James...

Ke Yan, CFA, FRM

Aussie Shorts [20 July 2026]: Commonwealth Bank, Westpac, Woodside Energy, Wesfarmers, REA Group

The largest industry net increase in the past week was A$0.2bn into "Oils/Gas"; the largest industry net decrease was A$0.3bn out of "Diversified...

David Blennerhassett

ASX Short Interest Weekly (Jul 17th): Genesis Minerals, CSL, Aristocrat Leisure, ASX, Atlas Arteria

We analyzed ASX short interest report for the past week and highlight short interest changes in Genesis Minerals, CSL, Aristocrat Leisure, ASX,...

Ke Yan, CFA, FRM

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