Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

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 1st June 2026, published on the 5th June.</li>
<li>The largest industry net increase in the past week was A$2.5bn into "Diversified Meals"; the largest industry net decrease was just A$85mn out of "Steel". Net shorts increased A$5.7bn week-on-week!
</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/bhp-group-ltd" target="_blank" data-smartkarma-citation="entities:147:1" rel="noopener">BHP Group Ltd (BHP AU)</a>, <a href="https://www.smartkarma.com/entities/pls-group-limited" target="_blank" data-smartkarma-citation="entities:7460:1" rel="noopener">PLS Group (PLS AU)</a>, <a href="https://www.smartkarma.com/entities/arafura-rare-earths-ltd" target="_blank" data-smartkarma-citation="entities:16550:1" rel="noopener">Arafura Rare Earths (ARU 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 Ltd (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 1st June 2026, published on the 5th June.
The largest industry net increase in the past week was A$2.5bn into "Diversified Meals"; the largest industry net decrease was just A$85mn out of "Steel". Net shorts increased A$5.7bn week-on-week!

Companies mentioned in this regular weekly report include: BHP Group Ltd (BHP AU), PLS Group (PLS AU), Arafura Rare Earths (ARU AU), and REA Group Ltd (REA AU).


Aussie Shorts [1 Jun 2026]: BHP, PLS Group, Arafura Rare Earths, REA Group, Bapcor

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 May 29th (reported today). The aggregated short interest was USD48.5bn.</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 Pilbara Minerals, Wesfarmers, Scentre, Computershare, Transurban.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of May 29th (reported today). The aggregated short interest was USD48.5bn.
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 Pilbara Minerals, Wesfarmers, Scentre, Computershare, Transurban.


ASX Short Interest Weekly (May 29th): Pilbara Minerals, Wesfarmers, Scentre, Computershare

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

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.

Equity Capital Markets

<ul>
<li>Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.</li>
<li>On the IPO front, we had a look at the probable US$10-15bn ADR issuance by <a href="https://www.smartkarma.com/entities/sk-hynix-inc" target="_blank" data-smartkarma-citation="entities:16955:1" rel="noopener">SK Hynix (000660 KS)</a> </li>
<li>There were a number of placements over the past week and we also had a look at some of the planned GDR offerings. </li>
</ul>


Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
On the IPO front, we had a look at the probable US$10-15bn ADR issuance by SK Hynix (000660 KS) 
There were a number of placements over the past week and we also had a look at some of the planned GDR offerings. 


Aequitas ECM Weekly (25 May 2026)-SK Hynix, Kokusai, Hulic, GO, Human Made, Powerchip, Quanta, Dajin

<ul>
<li>The <a href="https://www.smartkarma.com/entities/rakuten-bank-ltd" target="_blank" data-smartkarma-citation="entities:35638:1" rel="noopener">Rakuten Bank (5838 JP)</a> deal is good for <a href="https://www.smartkarma.com/entities/rakuten-group-inc" target="_blank" data-smartkarma-citation="entities:31:1" rel="noopener">Rakuten (4755 JP)</a> and <a href="https://www.smartkarma.com/entities/mizuho-financial-group-inc" target="_blank" data-smartkarma-citation="entities:219:1" rel="noopener">Mizuho Financial (8411 JP)</a>; bad for Bank shareholders. The favouritism is cleanly visible. This is a takeunder.</li>
<li>CSRC has approved <a href="https://www.smartkarma.com/entities/china-resources-power-holdings-co-ltd" target="_blank" data-smartkarma-citation="entities:5385:1" rel="noopener">China Resources Power (836 HK)</a>'s A-share listing of its renewable energy unit. Even assigning a large holding company discount, there is material upside to CRP's share price.</li>
<li>
<a href="https://www.smartkarma.com/entities/rohm-co-ltd" target="_blank" data-smartkarma-citation="entities:2953:1" rel="noopener">ROHM Co Ltd (6963 JP)</a> has a possible merger/arrangement on power semiconductors with Toshiba Storage and Device, and also with Mitsubishi Electric. That would be big.</li>
</ul>


The Rakuten Bank (5838 JP) deal is good for Rakuten (4755 JP) and Mizuho Financial (8411 JP); bad for Bank shareholders. The favouritism is cleanly visible. This is a takeunder.
CSRC has approved China Resources Power (836 HK)'s A-share listing of its renewable energy unit. Even assigning a large holding company discount, there is material upside to CRP's share price.

ROHM Co Ltd (6963 JP) has a possible merger/arrangement on power semiconductors with Toshiba Storage and Device, and also with Mitsubishi Electric. That would be big.


Last Week In Event SPACE: Rakuten Bank/ Rakuten, China Resources Power, ROHM Co Ltd (6963 JP)

<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 11th May, published on the 15th May.</li>
<li>The largest industry net increase in the past week was A$1.6bn into "Diversified Meals"; the largest industry net decrease was A$129mn out of "Biotech". Net shorts increased A$2.1bn week-on-week.
</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/telstra-corp-ltd" target="_blank" data-smartkarma-citation="entities:690:1" rel="noopener">Telstra Corp (TLS AU)</a>, <a href="https://www.smartkarma.com/entities/woolworths-ltd" target="_blank" data-smartkarma-citation="entities:500:1" rel="noopener">Woolworths Ltd (WOW AU)</a>, <a href="https://www.smartkarma.com/entities/lotus-resources-limited" target="_blank" data-smartkarma-citation="entities:13978:1" rel="noopener">Lotus Resources (LOT AU)</a>, <a href="https://www.smartkarma.com/entities/arafura-resources-ltd" target="_blank" data-smartkarma-citation="entities:16550:1" rel="noopener">Arafura Resources (ARU AU)</a>, and <a href="https://www.smartkarma.com/entities/mcmillan-shakespeare-ltd" target="_blank" data-smartkarma-citation="entities:3023:1" rel="noopener">Mcmillan Shakespeare (MMS 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 11th May, published on the 15th May.
The largest industry net increase in the past week was A$1.6bn into "Diversified Meals"; the largest industry net decrease was A$129mn out of "Biotech". Net shorts increased A$2.1bn week-on-week.

Companies mentioned in this regular weekly report include: Telstra Corp (TLS AU), Woolworths Ltd (WOW AU), Lotus Resources (LOT AU), Arafura Resources (ARU AU), and Mcmillan Shakespeare (MMS AU).


Aussie Shorts [11 May 2026]: Telstra, Woolworths, Lotus Res., Arafura Res., Mcmillan Shakespeare

Australia

Arafura Rare Earths Ltd is a mineral exploration and development company operating solely in the Northern Territory of Australia. Principal commodities include rare earths, phosphate, gold, nickel, and vanadium. Arafura Rare Earths serves customers worldwide.

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Arafura Rare Earths (ARU AU)

Aussie Shorts [1 Jun 2026]: BHP, PLS Group, Arafura Rare Earths, REA Group, Bapcor

The largest industry net increase in the past week was A$2.5bn into "Diversified Meals"; the largest industry net decrease was just A$85mn out of...

David Blennerhassett

ASX Short Interest Weekly (May 29th): Pilbara Minerals, Wesfarmers, Scentre, Computershare

We analyzed ASX short interest report for the past week and highlight short interest changes in Pilbara Minerals, Wesfarmers, Scentre,...

Ke Yan, CFA, FRM

Aequitas ECM Weekly (25 May 2026)-SK Hynix, Kokusai, Hulic, GO, Human Made, Powerchip, Quanta, Dajin

Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.

Sumeet Singh

Last Week In Event SPACE: Rakuten Bank/ Rakuten, China Resources Power, ROHM Co Ltd (6963 JP)

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

Aussie Shorts [11 May 2026]: Telstra, Woolworths, Lotus Res., Arafura Res., Mcmillan Shakespeare

The largest industry net increase in the past week was A$1.6bn into "Diversified Meals"; the largest industry net decrease was A$129mn out of...

David Blennerhassett

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