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 Bursa stocks as of May 22nd. The aggregated short interest is USD620m.</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 SP Setia, Frontken, Datasonic, Velesto Energy, Sunway Real Estate Investment Trust.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of May 22nd. The aggregated short interest is USD620m.
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 SP Setia, Frontken, Datasonic, Velesto Energy, Sunway Real Estate Investment Trust.


Bursa Short Interest Weekly (May 22nd): SP Setia, Frontken, Datasonic, Velesto Energy

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of Mar 6th. The aggregated short interest is USD531m.</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 VS Industry, SP Setia, Malaysian Resources, Malaysia Building Society, KPJ Healthcare.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Mar 6th. The aggregated short interest is USD531m.
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 VS Industry, SP Setia, Malaysian Resources, Malaysia Building Society, KPJ Healthcare.


Bursa Short Interest Weekly (Mar 6th): VS Industry, SP Setia, Malaysian Resources

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of Jan 23rd. The aggregated short interest is USD497m.</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 Gamuda, Datasonic, AEON Co (Malaysia), Genting Malaysia, Kelington.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Jan 23rd. The aggregated short interest is USD497m.
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 Gamuda, Datasonic, AEON Co (Malaysia), Genting Malaysia, Kelington.


Bursa Short Interest Weekly (Jan 23rd): Gamuda, Datasonic, AEON Co (Malaysia), Genting Malaysia

External broker reports(aggregated public sources), Public Investment Bank Bhd

Public Investment Bank Bhd

External broker reports(aggregated public sources)

Public Investment Bank Berhad provides investment banking services. The Company offers corporate finance, banking, securities financing, capital market, treasury, and advisory services.

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

D&O Green Technologies / Equity Bottom-Up

<ul><li>Finally, there are some cheers for the local technology stocks as the US government announced reciprocal tariff exemptions for most of the tech and electronic products, which include chips, smartphones, laptops, and manufacturing tools.</li><li>It also eases concerns for the global supply chain as producers facing pressure to relocate or diversify their production lines due to the challenging landscape.</li><li>Based on our ground checks, most of the local technology products and their end customer products are also on the exemption list. </li></ul>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.

Finally, there are some cheers for the local technology stocks as the US government announced reciprocal tariff exemptions for most of the tech and electronic products, which include chips, smartphones, laptops, and manufacturing tools.It also eases concerns for the global supply chain as producers facing pressure to relocate or diversify their production lines due to the challenging landscape.Based on our ground checks, most of the local technology products and their end customer products are also on the exemption list. 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.

<ul><li>Local data centre-linked stocks were under hefty selling pressure in recent weeks following the news of tighter controls on Artificial Intelligence (AI) chip exports and caps on the amount of compute that can be shipped by the US.</li><li>Following our channel checks, we gather that the impact is largely muted on the local players as they mostly deal with the US hyperscalers, while it may take longer lead time for the AI server assemblers and dealers to process their orders due to various audit checks and traceability.</li><li>Overall, we think most of the technology stocks have overreacted to the negative news flow and some may even have limited exposure to the data centre play. </li></ul>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.

Local data centre-linked stocks were under hefty selling pressure in recent weeks following the news of tighter controls on Artificial Intelligence (AI) chip exports and caps on the amount of compute that can be shipped by the US.Following our channel checks, we gather that the impact is largely muted on the local players as they mostly deal with the US hyperscalers, while it may take longer lead time for the AI server assemblers and dealers to process their orders due to various audit checks and traceability.Overall, we think most of the technology stocks have overreacted to the negative news flow and some may even have limited exposure to the data centre play. 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.

TECHNOLOGY - US AI Chip Export Restriction

Malaysia

Greatech Technology Berhad provides automation solutions. The Company offers auto screw, water handler, robotics, fluid dispenser, semiconductor, battery, conveyor, sorter, tester, and other related products. Greatech Technology serves customers in the United States and Malaysia.

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Greatech Technology (GREATEC MK)

Bursa Short Interest Weekly (May 22nd): SP Setia, Frontken, Datasonic, Velesto Energy

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in SP Setia, Frontken, Datasonic, Velesto...

Ke Yan, CFA, FRM

Bursa Short Interest Weekly (Mar 6th): VS Industry, SP Setia, Malaysian Resources

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in VS Industry, SP Setia, Malaysian...

Ke Yan, CFA, FRM

Bursa Short Interest Weekly (Jan 23rd): Gamuda, Datasonic, AEON Co (Malaysia), Genting Malaysia

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Gamuda, Datasonic, AEON Co (Malaysia),...

Ke Yan, CFA, FRM

Heave A Sigh Of Relief

Finally, there are some cheers for the local technology stocks as the US government announced reciprocal tariff exemptions for most of the tech and...

Public Investment Bank Bhd

TECHNOLOGY - US AI Chip Export Restriction

Overall, we think most of the technology stocks have overreacted to the negative news flow and some may even have limited exposure to the data...

Public Investment Bank Bhd

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