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

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & 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

Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & 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


Rudi's View: CBA, Life360, ResMed, Zip & More

New Zealand Professional Investment Services Firm, Forsyth Barr

Forsyth Barr

New Zealand Professional Investment Services Firm

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

Thematic (Sector/Industry)

<ul><li>Uncertainty and volatility have resurfaced following the Liberation Day tariffs, impacting transport markets with varied responses.</li><li>Napier Port (NPH) and Port of Tauranga (POT) are preferred sector exposures due to improving port performance and pricing initiatives.</li><li>Air freight rates remain stable, while air passenger travel shows moderated declines, particularly for European inbound visitors.</li></ul>

Uncertainty and volatility have resurfaced following the Liberation Day tariffs, impacting transport markets with varied responses.Napier Port (NPH) and Port of Tauranga (POT) are preferred sector exposures due to improving port performance and pricing initiatives.Air freight rates remain stable, while air passenger travel shows moderated declines, particularly for European inbound visitors.

Transport Trends Not Feeling Much Liberation

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

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 short interest of ASX Stocks as of May 2nd (reported today) which has an aggregated short interest worth USD26.3bn.</li>
<li>We tabulate league table 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 Westpac, Nextdc, Goodman, Asx, South32.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of May 2nd (reported today) which has an aggregated short interest worth USD26.3bn.
We tabulate league table 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 Westpac, Nextdc, Goodman, Asx, South32.


ASX Short Interest Weekly (May 2nd): Westpac, Nextdc, Goodman, Asx, South32

New Zealand

Auckland International Airport Limited owns and operates the Auckland International Airport.  The Airport includes a single runway, an international terminal and two domestic terminals.  The Airport also has commercial facilities which includes airfreight operations, car rental services, commercial banking center and office buildings.

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Auckland International Airport (AIA AU)

Rudi's View: Gold stocks & Miners, DigiCo, Pinnacle & More

FNArena

Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

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

FNArena

Rudi's View: CBA, Life360, ResMed, Zip & More

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

FNArena

Transport Trends Not Feeling Much Liberation

Uncertainty and volatility have resurfaced following the Liberation Day tariffs, impacting transport markets with varied responses.

Forsyth Barr

ASX Short Interest Weekly (May 2nd): Westpac, Nextdc, Goodman, Asx, South32

We analyzed ASX short interest report for the past week and highlight short interest changes in Westpac, Nextdc, Goodman, Asx, South32.

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)