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 Jun 26th. The aggregated short interest is USD519m.</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 Maxis, YTL, Matrix Concepts, Sime Darby, Datasonic.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Jun 26th. The aggregated short interest is USD519m.
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 Maxis, YTL, Matrix Concepts, Sime Darby, Datasonic.


Bursa Short Interest Weekly (Jun 26th): Maxis, YTL, Matrix Concepts, Sime Darby, Datasonic

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>I tally 26 - mostly firm, mostly Asia-Pac - arb transactions currently being discussed and analysed on Smartkarma. Those arbs metrics and upcoming events are detailed below.</li>
<li>Three new deals were  discussed on Smartkarma this week: <a href="https://www.smartkarma.com/entities/kakaku-com-inc" target="_blank" data-smartkarma-citation="entities:7408:1" rel="noopener">Kakaku.com Inc (2371 JP)</a>, <a href="https://www.smartkarma.com/entities/nissin-shoji-co-ltd" target="_blank" data-smartkarma-citation="entities:18917:1" rel="noopener">Nissin Shoji (7490 JP)</a>, and <a href="https://www.smartkarma.com/entities/paltac-corporation" target="_blank" data-smartkarma-citation="entities:20014:1" rel="noopener">Paltac Corporation (8283 JP)</a>.</li>
<li>Key updates/news also took place on: <a href="https://www.smartkarma.com/entities/ooh-media-ltd" target="_blank" data-smartkarma-citation="entities:8662:1" rel="noopener">oOh!Media Ltd (OML AU)</a>, <a href="https://www.smartkarma.com/entities/emmerson-resources-ltd" target="_blank" data-smartkarma-citation="entities:18705:1" rel="noopener">Emmerson Resources (ERM AU)</a>, and <a href="https://www.smartkarma.com/entities/clearview-wealth-ltd" target="_blank" data-smartkarma-citation="entities:19733:1" rel="noopener">Clearview Wealth (CVW AU)</a>.</li>
</ul>


I tally 26 - mostly firm, mostly Asia-Pac - arb transactions currently being discussed and analysed on Smartkarma. Those arbs metrics and upcoming events are detailed below.
Three new deals were  discussed on Smartkarma this week: Kakaku.com Inc (2371 JP), Nissin Shoji (7490 JP), and Paltac Corporation (8283 JP).
Key updates/news also took place on: oOh!Media Ltd (OML AU), Emmerson Resources (ERM AU), and Clearview Wealth (CVW AU).


Asia-Pac M&A Weekly Wrap: Paltac Corp, Nissin Shoji, OOh!Media, Emmerson Res., Clearview Wealth

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ly-corp" target="_blank" data-smartkarma-citation="entities:19603:1" rel="noopener">LY (4689 JP)</a>'s ¥3,232/share bid for <a href="https://www.smartkarma.com/entities/kakaku-com-inc" target="_blank" data-smartkarma-citation="entities:7408:1" rel="noopener">Kakaku.com (2371 JP)</a>, contingent on DD being granted and passed. should be enough to get <a href="https://www.smartkarma.com/entities/digital-garage-inc" target="_blank" data-smartkarma-citation="entities:13747:1" rel="noopener">Digital Garage (4819 JP)</a> triggered. There's more to come.</li>
<li>Concurrent with dispatching its Bidder's Statement for <a href="https://www.smartkarma.com/entities/atlas-arteria-ltd" target="_blank" data-smartkarma-citation="entities:14430:1" rel="noopener">Atlas Arteria (ALX AU)</a>, IFM lodges its own Panel application, specifically centred on Chicago Skyway's right of first offer involving Ontario Teachers</li>
<li>
<a href="https://www.smartkarma.com/entities/strike-energy-ltd" target="_blank" data-smartkarma-citation="entities:12473:1" rel="noopener">Strike Energy (STX AU)</a>, who's upstream transiton has proved challenging, announced CEO, non-executive chair, and NED changes/retirements; and following an independent review, a move towards a smaller board.</li>
</ul>



LY (4689 JP)'s ¥3,232/share bid for Kakaku.com (2371 JP), contingent on DD being granted and passed. should be enough to get Digital Garage (4819 JP) triggered. There's more to come.
Concurrent with dispatching its Bidder's Statement for Atlas Arteria (ALX AU), IFM lodges its own Panel application, specifically centred on Chicago Skyway's right of first offer involving Ontario Teachers

Strike Energy (STX AU), who's upstream transiton has proved challenging, announced CEO, non-executive chair, and NED changes/retirements; and following an independent review, a move towards a smaller board.


Last Week In Event SPACE: Kakadu, Atlas Arteria, Strike Energy, New World Development

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of May 8th. The aggregated short interest is USD564m.</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 Public Bank, Datasonic, WCT, Berjaya, Bumi Armada.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of May 8th. The aggregated short interest is USD564m.
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 Public Bank, Datasonic, WCT, Berjaya, Bumi Armada.


Bursa Short Interest Weekly (May 8th): Public Bank, Datasonic, WCT, Berjaya, Bumi Armada

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of May 1st. The aggregated short interest is USD541m.</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 Inari Amertron, UEM Sunrise, Public Bank, Ekovest, YTL Power International.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of May 1st. The aggregated short interest is USD541m.
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 Inari Amertron, UEM Sunrise, Public Bank, Ekovest, YTL Power International.


Bursa Short Interest Weekly (May 1st): Inari Amertron, UEM Sunrise, Public Bank, Ekovest

Malaysia

IJM Corporation Berhad is an investment holding company that provides construction services.  The Company, through its subsidiaries, operates in property development, provides quarrying services, manufactures and sells premix products, cultivates oil palm, and provides education services.

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Ijm Corp Bhd (IJM MK)

Bursa Short Interest Weekly (Jun 26th): Maxis, YTL, Matrix Concepts, Sime Darby, Datasonic

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Maxis, YTL, Matrix Concepts, Sime...

Ke Yan, CFA, FRM

Asia-Pac M&A Weekly Wrap: Paltac Corp, Nissin Shoji, OOh!Media, Emmerson Res., Clearview Wealth

This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...

David Blennerhassett

Last Week In Event SPACE: Kakadu, Atlas Arteria, Strike Energy, New World Development

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

Bursa Short Interest Weekly (May 8th): Public Bank, Datasonic, WCT, Berjaya, Bumi Armada

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Public Bank, Datasonic, WCT, Berjaya,...

Ke Yan, CFA, FRM

Bursa Short Interest Weekly (May 1st): Inari Amertron, UEM Sunrise, Public Bank, Ekovest

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Inari Amertron, UEM Sunrise, Public...

Ke Yan, CFA, FRM

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