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>A global perspective on what happened overnight</li></ul>

A global perspective on what happened overnight

Lifestyle Communities Ltd - The Overnight Report: Nvidia Tops US$4trn 

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Jul 11th (reported today). The aggregated short interest was USD25.3bn.</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 Santos, Northern Star Resources, Technology One, Orora.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jul 11th (reported today). The aggregated short interest was USD25.3bn.
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 Santos, Northern Star Resources, Technology One, Orora.


ASX Short Interest Weekly (Jul 11th): Santos, Northern Star Resources, Technology One, Orora

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://archive.is/UEitc#selection-923.40-923.121" target="_blank" rel="noopener">Reportedly</a>, <a href="https://www.smartkarma.com/entities/ingenia-communities-group" target="_blank" data-smartkarma-citation="entities:5495:1" rel="noopener">Ingenia Communities (INA AU)</a> and <a href="https://www.smartkarma.com/entities/lifestyle-communities-ltd" target="_blank" data-smartkarma-citation="entities:18592:1" rel="noopener">Lifestyle Communities (LIC AU)</a> -  companies which provide low-cost housing needs for working, semi-retired, and/or retired people - are mulling a merger.</li>
<li>Part of the rumourmill pivots off of the fact Lifestyle will release its 1H25E results after market on the 24th Feb, shortly ahead of Ingenia's own release the following morning.</li>
<li>Lifestyle's share price remain 25% adrift of levels shortly ahead of a July 2024 ABC report alleging excessive exit fees. </li>
</ul>



Reportedly, Ingenia Communities (INA AU) and Lifestyle Communities (LIC AU) -  companies which provide low-cost housing needs for working, semi-retired, and/or retired people - are mulling a merger.
Part of the rumourmill pivots off of the fact Lifestyle will release its 1H25E results after market on the 24th Feb, shortly ahead of Ingenia's own release the following morning.
Lifestyle's share price remain 25% adrift of levels shortly ahead of a July 2024 ABC report alleging excessive exit fees. 


Thoughts On An Ingenia (INA AU) / Lifestyle (LIC AU) Merger

<ul><li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li></ul>

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

<ul><li>A brief look at important company events and economic data releases next week </li></ul>

A brief look at important company events and economic data releases next week 

Origin Energy Ltd - Next Week At A Glance - 14-18 Jul 2025

Australia

Lifestyle Communities Ltd Limited provides resort style housing for individuals in their fifties and older.

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Lifestyle Communities (LIC AU)

Lifestyle Communities Ltd - The Overnight Report: Nvidia Tops US$4trn

A global perspective on what happened overnight

FNArena

ASX Short Interest Weekly (Jul 11th): Santos, Northern Star Resources, Technology One, Orora

We analyzed ASX short interest report for the past week and highlight short interest changes in Santos, Northern Star Resources, Technology One,...

Ke Yan, CFA, FRM

Thoughts On An Ingenia (INA AU) / Lifestyle (LIC AU) Merger

Synergies are apparent. An all-scrip deal makes sense. I might look to take down borrow on Ingenia. Or simply go outright long in Lifestyle here.

David Blennerhassett

NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Origin Energy Ltd - Next Week At A Glance - 14-18 Jul 2025

A brief look at important company events and economic data releases next week

FNArena

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