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

DZT Research

DZT 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 Sep 5th (reported today). The aggregated short interest was USD26.0bn.</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 Goodman, Ramsay Health Care, WiseTech Global, Origin Energy, Ampol.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Sep 5th (reported today). The aggregated short interest was USD26.0bn.
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 Goodman, Ramsay Health Care, WiseTech Global, Origin Energy, Ampol.


ASX Short Interest Weekly (Sep 5th): Goodman, Ramsay Health Care, WiseTech Global, Origin Energy

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Aug 29th (reported today). The aggregated short interest was USD26.3bn.</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 Reece, Flight Centre, Sigma Pharmaceuticals, Goodman, Wesfarmers.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Aug 29th (reported today). The aggregated short interest was USD26.3bn.
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 Reece, Flight Centre, Sigma Pharmaceuticals, Goodman, Wesfarmers.


ASX Short Interest Weekly (Aug 29th): Reece, Flight Centre, Sigma Pharmaceuticals, Goodman

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

RPMGlobal Holdings Limited / Event-Driven

<ul>
<li>The <a href="https://www.afr.com/street-talk/us-heavy-equipment-giant-caterpillar-lobs-bid-for-rpmglobal-20250829-p5mqv2" target="_blank" rel="noopener">AFR reports</a> that <a href="https://www.smartkarma.com/entities/caterpillar-inc" target="_blank" data-smartkarma-citation="entities:697:1" rel="noopener">Caterpillar Inc (CAT US)</a> and four other bidders are considering a privatisation bid for <a href="https://www.smartkarma.com/entities/rpmglobal-holdings-limited" target="_blank" data-smartkarma-citation="entities:16492:1" rel="noopener">RPMGlobal Holdings Limited (RUL AU)</a> at around A$5.00 per share.</li>
<li>In response to the article, RPM entered a trading halt the same day regarding <em>“an indicative proposal from a third party regarding a potential acquisition.</em>”  </li>
<li>RPM’s shareholder structure facilitates an offer. The rumoured offer is reasonable but is far from a knockout bid, suggesting the potential of a bidding war.  </li>
</ul>


The AFR reports that Caterpillar Inc (CAT US) and four other bidders are considering a privatisation bid for RPMGlobal Holdings Limited (RUL AU) at around A$5.00 per share.
In response to the article, RPM entered a trading halt the same day regarding “an indicative proposal from a third party regarding a potential acquisition.”  
RPM’s shareholder structure facilitates an offer. The rumoured offer is reasonable but is far from a knockout bid, suggesting the potential of a bidding war.  


RPMGlobal (RUL AU): Caterpillar Mulling a Privatisation Bid

Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

<ul><li>In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls</li></ul>

In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls

Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

<ul><li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li></ul>

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Australia

NEXTDC Ltd. develops data centers. The Company develops and operates carrier and systems integrator neutral data centers in Australia. NEXTDC's customers will also be able to use the data centers as connectivity and content hubs.

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Nextdc Ltd (NXT AU)

ASX Short Interest Weekly (Sep 5th): Goodman, Ramsay Health Care, WiseTech Global, Origin Energy

We analyzed ASX short interest report for the past week and highlight short interest changes in Goodman, Ramsay Health Care, WiseTech Global,...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Aug 29th): Reece, Flight Centre, Sigma Pharmaceuticals, Goodman

We analyzed ASX short interest report for the past week and highlight short interest changes in Reece, Flight Centre, Sigma Pharmaceuticals,...

Ke Yan, CFA, FRM

RPMGlobal (RUL AU): Caterpillar Mulling a Privatisation Bid

Caterpillar and four other bidders are considering a privatisation bid. The rumoured offer is reasonable but is far from a knockout bid, suggesting...

Arun George

Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls

FNArena

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

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52-week Range

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