External broker reports(aggregated public sources), Bell Potter Securities

Bell Potter

External broker reports(aggregated public sources)

Bell Potter Securities

Bell Potter Securities is a leading Australian stockbroking, investment and financial advisory firm that provides a comprehensive offering of financial services to individuals, institutions and corporations. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Capital raising and driversWe update our forecasts for CBO’s recent capital raising, investment in US orchards and movements in input costs.</li><li>US orchard development: CBO recently announced a $183m capital raising to fund the development of a further 1,600Ha of orchards in the US.</li><li>In aggregate, CBO is targeting the planting of 2,580Ha over FY26-28e, lifting company oil production from ~0.5mL to ~9ml at maturity (c2035).</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Capital raising and driversWe update our forecasts for CBO’s recent capital raising, investment in US orchards and movements in input costs.US orchard development: CBO recently announced a $183m capital raising to fund the development of a further 1,600Ha of orchards in the US.In aggregate, CBO is targeting the planting of 2,580Ha over FY26-28e, lifting company oil production from ~0.5mL to ~9ml at maturity (c2035).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Cobram Estate Olives (CBO): Revisiting Drivers

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 Dec 12th (reported today). The aggregated short interest was USD29.2bn.</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 JB Hi-Fi, National Australia Bank, Bluescope Steel, Scentre, Metcash.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Dec 12th (reported today). The aggregated short interest was USD29.2bn.
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 JB Hi-Fi, National Australia Bank, Bluescope Steel, Scentre, Metcash.


ASX Short Interest Weekly (Dec 12th): JB Hi-Fi, National Australia Bank, Bluescope Steel, Scentre

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Dec 5th (reported today). The aggregated short interest was USD28.4bn.</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 Aristocrat Leisure, ALS, JB Hi-Fi, WiseTech Global, Woolworths.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Dec 5th (reported today). The aggregated short interest was USD28.4bn.
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 Aristocrat Leisure, ALS, JB Hi-Fi, WiseTech Global, Woolworths.


ASX Short Interest Weekly (Dec 5th): Aristocrat Leisure, ALS, JB Hi-Fi, WiseTech Global, Woolworths

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Nov 28th (reported today). The aggregated short interest was USD27.2bn.</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 Lynas Rare Earths, James Hardie Industries, Transurban, CAR, Macquarie.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Nov 28th (reported today). The aggregated short interest was USD27.2bn.
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 Lynas Rare Earths, James Hardie Industries, Transurban, CAR, Macquarie.


ASX Short Interest Weekly (Nov 28th): Lynas Rare Earths, James Hardie Industries, Transurban, CAR

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Nov 21st (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 James Hardie Industries, Atlas Arteria, Sonic Healthcare, Coles, Life360.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Nov 21st (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 James Hardie Industries, Atlas Arteria, Sonic Healthcare, Coles, Life360.


ASX Short Interest Weekly (Nov 21st): James Hardie Industries, Atlas Arteria, Sonic Healthcare

Australia

Cobram Estate Olives Ltd produces food products. The Company offers extra virgin olive oil products. Cobram Estate Olives serves customers in Australia

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Cobram Estate Olives (CBO AU)

Cobram Estate Olives (CBO): Revisiting Drivers

Capital raising and driversWe update our forecasts for CBO’s recent capital raising, investment in US orchards and movements in input costs.

Bell Potter

ASX Short Interest Weekly (Dec 12th): JB Hi-Fi, National Australia Bank, Bluescope Steel, Scentre

We analyzed ASX short interest report for the past week and highlight short interest changes in JB Hi-Fi, National Australia Bank, Bluescope Steel,...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Dec 5th): Aristocrat Leisure, ALS, JB Hi-Fi, WiseTech Global, Woolworths

We analyzed ASX short interest report for the past week and highlight short interest changes in Aristocrat Leisure, ALS, JB Hi-Fi, WiseTech Global,...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Nov 28th): Lynas Rare Earths, James Hardie Industries, Transurban, CAR

We analyzed ASX short interest report for the past week and highlight short interest changes in Lynas Rare Earths, James Hardie Industries,...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Nov 21st): James Hardie Industries, Atlas Arteria, Sonic Healthcare

We analyzed ASX short interest report for the past week and highlight short interest changes in James Hardie Industries, Atlas Arteria, Sonic...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)