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>FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts.</li><li>Today's idea is Stockland.</li></ul>

FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts.Today's idea is Stockland.

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
 <li>Lendlease is undergoing a significant strategic overhaul, exiting international construction and development to focus on its core Australian business and global investment management platform.</li>
 <li>The company is targeting $4.5 billion in capital recycling, a lower gearing ratio of 5-15% by FY26, and an initial $500 million on-market share buyback to improve shareholder returns after a period of poor performance.</li>
 <li>While facing significant execution risks and recent financial losses, the simplified business model aims to reduce operational complexity, lower costs by $125 million annually, and deliver more stable, higher-quality earnings in the long term.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  Lendlease is undergoing a significant strategic overhaul, exiting international construction and development to focus on its core Australian business and global investment management platform.
  The company is targeting $4.5 billion in capital recycling, a lower gearing ratio of 5-15% by FY26, and an initial $500 million on-market share buyback to improve shareholder returns after a period of poor performance.
  While facing significant execution risks and recent financial losses, the simplified business model aims to reduce operational complexity, lower costs by $125 million annually, and deliver more stable, higher-quality earnings in the long term.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Lendlease Group (LLC AU) - Apr 2026

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 24th August, published on the 28th August.</li>
<li>The largest industry net increase in the past week was A$0.4bn into "Biotechnology"; the largest industry net decrease was A$0.2bn out of "Banks". Net shorts increased A$1.2bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/csl-ltd" target="_blank" data-smartkarma-citation="entities:917:1" rel="noopener">CSL Ltd (CSL AU)</a>, <a href="https://www.smartkarma.com/entities/pls-group-limited" target="_blank" data-smartkarma-citation="entities:7460:1" rel="noopener">PLS Group (PLS AU)</a>, <a href="https://www.smartkarma.com/entities/evolution-mining-ltd" target="_blank" data-smartkarma-citation="entities:18363:1" rel="noopener">Evolution Mining (EVN AU)</a>, <a href="https://www.smartkarma.com/entities/stockland" target="_blank" data-smartkarma-citation="entities:661:1" rel="noopener">Stockland (SGP AU)</a>, and <a href="https://www.smartkarma.com/entities/pro-medicus-ltd" target="_blank" data-smartkarma-citation="entities:13516:1" rel="noopener">Pro Medicus Ltd (PME AU)</a>.</li>
</ul>


Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 24th August, published on the 28th August.
The largest industry net increase in the past week was A$0.4bn into "Biotechnology"; the largest industry net decrease was A$0.2bn out of "Banks". Net shorts increased A$1.2bn week-on-week.
Companies mentioned in this regular weekly report include: CSL Ltd (CSL AU), PLS Group (PLS AU), Evolution Mining (EVN AU), Stockland (SGP AU), and Pro Medicus Ltd (PME AU).


Aussie Shorts [24 Aug 2026]: CSL, PLS Group, Evolution Mining, Stockland, Pro Medicus

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 21st (reported today). The aggregated short interest was USD50.2bn.</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, CSL, Transurban, NEWMONT, Zip.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Aug 21st (reported today). The aggregated short interest was USD50.2bn.
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, CSL, Transurban, NEWMONT, Zip.


ASX Short Interest Weekly (Aug 21st): JB Hi-Fi, CSL, Transurban, NEWMONT, Zip

Research from SooChow CSSD Capital Markets (Asia), SCCM Asia Research

SCCM Asia Research

Research from SooChow CSSD Capital Markets (Asia)

Headquartered in Singapore, SooChow CSSD Capital Markets (Asia) is an investment bank focusing on emerging growth companies across Asia, providing a full suite of investment banking services, including corporate finance, mergers and acquisitions advisory, equity capital markets, institutional equities sales and trading and equities research.

SooChow CSSD Capital Markets (Asia)

Thematic (Sector/Industry)

Far East Hospitality Trust (FEHT SP) 2H21 DPU +10.9% YoY; Encouraging signs of recovery on RevPAR and RevPAU QoQLendlease Global Commercial REIT (LREIT SP) to acquire remaining stake at JEM; DPU accretive by ~10%Real estate blockchain firm Fraxtor receives capital markets services (CMS) licence from MAS

Far East Hospitality Trust (FEHT SP) 2H21 DPU +10.9% YoY; Encouraging signs of recovery on RevPAR and RevPAU QoQLendlease Global Commercial REIT (LREIT SP) to acquire remaining stake at JEM; DPU accretive by ~10%Real estate blockchain firm Fraxtor receives capital markets services (CMS) licence from MAS

ASEAN Builder's Scoop (15Feb22) - FEHT Encouraging Signs of Recovery QoQ

Australia

Lendlease Group designs, develops, and manages property and infrastructure assets. The Company constructs apartments, commercial buildings, government offices, retirement living, and educational facilities. Lendlease serves customers worldwide.

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Lendlease Group (LLC AU)

Stockland - Treasure Chest: Stockland

FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts. Today's idea is Stockland.

FNArena

Primer: Lendlease Group (LLC AU) - Apr 2026

Lendlease is undergoing a significant strategic overhaul, exiting international construction and development to focus on its core Australian...

αSK Primers

Aussie Shorts [24 Aug 2026]: CSL, PLS Group, Evolution Mining, Stockland, Pro Medicus

Net shorts increased A$1.2bn week-on-week. Companies mentioned in this regular weekly include: CSL, PLS, Evolution Mining, Stockland, & Pro Medicus

David Blennerhassett

ASX Short Interest Weekly (Aug 21st): JB Hi-Fi, CSL, Transurban, NEWMONT, Zip

We analyzed ASX short interest report for the past week and highlight short interest changes in JB Hi-Fi, CSL, Transurban, NEWMONT, Zip.

Ke Yan, CFA, FRM

ASEAN Builder's Scoop (15Feb22) - FEHT Encouraging Signs of Recovery QoQ

LREIT buys remaining JEM stake; RE blockchain Fraxtor obtains CMS license; DD Hotel to expand outside Phils; LLC acquires another plot at TRX City KL

SCCM Asia Research

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