Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ck-hutchison-holdings-ltd" target="_blank" data-smartkarma-citation="entities:132:1" rel="noopener">CK Hutchison (1 HK)</a> initiates a second arbitration against the Republic of Panama after Panama's highest court annulled CKH's port contracts earlier this year. </li>
<li>After falling post-1H26 results,  <a href="https://www.smartkarma.com/entities/china-unicom-hong-kong-limited" target="_blank" data-smartkarma-citation="entities:1016:1" rel="noopener">China Unicom (762 HK)</a> is inexpensive to its parent <a href="https://www.smartkarma.com/entities/china-united-network-a" target="_blank" data-smartkarma-citation="entities:12620:1" rel="noopener">China United Network A (600050 CH)</a> - its hybrid domestic A-share twin </li>
<li>The "upside-down world" continues as Trump embraces North Korea, and amps up hostility towards it southern neighbour, possibly disrupting Hanwha's acquisition of <a href="https://www.smartkarma.com/entities/austal-ltd" target="_blank" data-smartkarma-citation="entities:14420:1" rel="noopener">Austal Ltd (ASB AU)</a>'s US ops. </li>
</ul>



CK Hutchison (1 HK) initiates a second arbitration against the Republic of Panama after Panama's highest court annulled CKH's port contracts earlier this year. 
After falling post-1H26 results,  China Unicom (762 HK) is inexpensive to its parent China United Network A (600050 CH) - its hybrid domestic A-share twin 
The "upside-down world" continues as Trump embraces North Korea, and amps up hostility towards it southern neighbour, possibly disrupting Hanwha's acquisition of Austal Ltd (ASB AU)'s US ops. 


Last Week In Event SPACE: CK Hutch, China Unicom, Austal, Steadfast

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 Aug 14th (reported today). The aggregated short interest was USD49.4bn.</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 CSL, South32, Iress, Computershare, Coles.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Aug 14th (reported today). The aggregated short interest was USD49.4bn.
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 CSL, South32, Iress, Computershare, Coles.


ASX Short Interest Weekly (Aug 14th): CSL, South32, Iress, Computershare, Coles

<ul>
<li>
<a href="https://www.smartkarma.com/entities/inghams-group-ltd" target="_blank" data-smartkarma-citation="entities:23640:1" rel="noopener">Inghams (ING AU)</a> is Australia and New Zealand's largest vertically integrated poultry producer with a market in each country of ~40% and ~35% respectively.</li>
<li>Ingham's share price is down 37% in the past years via a combination of ballooning costs, a bird flu lockdown in WA, and its legacy concentrated market exposure (<a href="https://www.smartkarma.com/entities/woolworths-ltd" target="_blank" data-smartkarma-citation="entities:500:1" rel="noopener">Woolworths</a> and <a href="https://www.smartkarma.com/entities/coles-group-ltd" target="_blank" data-smartkarma-citation="entities:27799:1" rel="noopener">Coles</a>).</li>
<li>Shares popped 6.7% on the 13th August amid media speculation about a possible acquisition (PSP Investment rumoured). Inghams <a href="https://announcements.asx.com.au/asxpdf/20260814/pdf/072rb1lnb9znr0.pdf" target="_blank" rel="noopener">denied</a> receiving any approaches. But the situation is still worth discussing. </li>
</ul>



Inghams (ING AU) is Australia and New Zealand's largest vertically integrated poultry producer with a market in each country of ~40% and ~35% respectively.
Ingham's share price is down 37% in the past years via a combination of ballooning costs, a bird flu lockdown in WA, and its legacy concentrated market exposure (Woolworths and Coles).
Shares popped 6.7% on the 13th August amid media speculation about a possible acquisition (PSP Investment rumoured). Inghams denied receiving any approaches. But the situation is still worth discussing. 


PSP Investments (Reportedly) In A Flap Over Inghams (ING AU)

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.

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Jun 19th (reported today). The aggregated short interest was USD47.5bn.</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 Aristocrat Leisure, Brambles, CSL, Regis Resources, Cochlear.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jun 19th (reported today). The aggregated short interest was USD47.5bn.
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 Aristocrat Leisure, Brambles, CSL, Regis Resources, Cochlear.


ASX Short Interest Weekly (Jun 19th): Aristocrat Leisure, Brambles, CSL, Regis Resources, Cochlear

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>Metcash&rsquo; FY26 result met consensus but earnings headwinds and a tougher environment in food and hardware lead to consensus downgrades for FY27.</li><li> Metcash&rsquo; FY26 result in line with guidance and consensus Higher D&A the main drag on FY27 earnings Expansion into more food & liquor retail a positive Hardware facing headwinds</li></ul>

Metcash&rsquo; FY26 result met consensus but earnings headwinds and a tougher environment in food and hardware lead to consensus downgrades for FY27. Metcash&rsquo; FY26 result in line with guidance and consensus Higher D&A the main drag on FY27 earnings Expansion into more food & liquor retail a positive Hardware facing headwinds

Metcash Negotiating A Tougher FY27 Outlook

Australia

Coles Group Limited owns and operates a chain of supermarkets and department stores. The Company offers apparels, liquor, office supplies, groceries, and household products. Coles Group serves customers throughout Australia and New Zealand.

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Coles Group (COL AU)

Last Week In Event SPACE: CK Hutch, China Unicom, Austal, Steadfast

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 (Aug 14th): CSL, South32, Iress, Computershare, Coles

We analyzed ASX short interest report for the past week and highlight short interest changes in CSL, South32, Iress, Computershare, Coles.

Ke Yan, CFA, FRM

PSP Investments (Reportedly) In A Flap Over Inghams (ING AU)

There is, as yet, no Offer on the table. The share price is pretty beaten up here. Yet, FY26E guidance is uninspiring; and current metrics are not...

David Blennerhassett

ASX Short Interest Weekly (Jun 19th): Aristocrat Leisure, Brambles, CSL, Regis Resources, Cochlear

We analyzed ASX short interest report for the past week and highlight short interest changes in Aristocrat Leisure, Brambles, CSL, Regis Resources,...

Ke Yan, CFA, FRM

Metcash Negotiating A Tougher FY27 Outlook

Metcash’ FY26 result met consensus but earnings headwinds and a tougher environment in food and hardware lead to consensus downgrades for...

FNArena

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52-week Range

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