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

DigiCo Infrastructure REIT / Equity Bottom-Up

DigiCo Infrastructure REIT - Rudi's View: The Megatrend You Simply Cannot Ignore

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 ASX Stocks as of May 9th (reported today) which has an aggregated short interest worth USD25.7bn.</li>
<li>We tabulate league table 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 Santos, Origin Energy, Jb Hi-Fi, Northern Star Resources, Transurban, Asx.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of May 9th (reported today) which has an aggregated short interest worth USD25.7bn.
We tabulate league table 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 Santos, Origin Energy, Jb Hi-Fi, Northern Star Resources, Transurban, Asx.


ASX Short Interest Weekly (May 9th): Santos, Origin Energy, Jb Hi-Fi, Northern Star Resources

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>The <a href="https://www.smartkarma.com/entities/avjennings-ltd" target="_blank" data-smartkarma-citation="entities:12578:1" rel="noopener">Avjennings Ltd (AVJ AU)</a> IE considers AVID’s A$0.655 offer fair and reasonable as it is above its A$0.54-0.61 valuation range.</li>
<li>The offer is conditional on shareholder and regulatory approvals (FIRB and OIO). The vote is low-risk, as SC Global (54.02% of outstanding shares) will vote in favour. </li>
<li>The attractive offer represents a 98.5% premium to the undisturbed price. At the last close and for a 14 August payment, the gross/annualised spread is 0.8%/2.8%.  </li>
</ul>


The Avjennings Ltd (AVJ AU) IE considers AVID’s A$0.655 offer fair and reasonable as it is above its A$0.54-0.61 valuation range.
The offer is conditional on shareholder and regulatory approvals (FIRB and OIO). The vote is low-risk, as SC Global (54.02% of outstanding shares) will vote in favour. 
The attractive offer represents a 98.5% premium to the undisturbed price. At the last close and for a 14 August payment, the gross/annualised spread is 0.8%/2.8%.  


AVJennings (AVJ AU): Scheme Vote on 11 July

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of May 2nd (reported today) which has an aggregated short interest worth USD26.3bn.</li>
<li>We tabulate league table 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 Westpac, Nextdc, Goodman, Asx, South32.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of May 2nd (reported today) which has an aggregated short interest worth USD26.3bn.
We tabulate league table 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 Westpac, Nextdc, Goodman, Asx, South32.


ASX Short Interest Weekly (May 2nd): Westpac, Nextdc, Goodman, Asx, South32

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)

DigiCo Infrastructure REIT - Rudi's View: The Megatrend You Simply Cannot Ignore

FNArena

DigiCo Infrastructure REIT - Rudi's View: The Megatrend You Simply Cannot Ignore

FNArena

ASX Short Interest Weekly (May 9th): Santos, Origin Energy, Jb Hi-Fi, Northern Star Resources

We analyzed ASX short interest report for the past week and highlight short interest changes in Santos, Origin Energy, Jb Hi-Fi, Northern Star...

Ke Yan, CFA, FRM

AVJennings (AVJ AU): Scheme Vote on 11 July

This is a done deal as the largest shareholder is supportive. At the last close and for a 14 August payment, the gross/annualised spread is 0.8%/2.8%.

Arun George

ASX Short Interest Weekly (May 2nd): Westpac, Nextdc, Goodman, Asx, South32

We analyzed ASX short interest report for the past week and highlight short interest changes in Westpac, Nextdc, Goodman, Asx, South32.

Ke Yan, CFA, FRM

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52-week Range

Market Cap (USDm)

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