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 Nov 28th (reported today). The aggregated short interest was USD27.2bn.</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 Lynas Rare Earths, James Hardie Industries, Transurban, CAR, Macquarie.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Nov 28th (reported today). The aggregated short interest was USD27.2bn.
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 Lynas Rare Earths, James Hardie Industries, Transurban, CAR, Macquarie.


ASX Short Interest Weekly (Nov 28th): Lynas Rare Earths, James Hardie Industries, Transurban, CAR

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Nov 21st (reported today). The aggregated short interest was USD26.3bn.</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 James Hardie Industries, Atlas Arteria, Sonic Healthcare, Coles, Life360.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Nov 21st (reported today). The aggregated short interest was USD26.3bn.
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 James Hardie Industries, Atlas Arteria, Sonic Healthcare, Coles, Life360.


ASX Short Interest Weekly (Nov 21st): James Hardie Industries, Atlas Arteria, Sonic Healthcare

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>In <a href="https://www.smartkarma.com/insights/webjet-wjl-au-undisclosed-buyer-buying" target="_blank" data-smartkarma-citation="insights:185607" rel="noopener">Webjet (WJL AU): Undisclosed Buyer Buying</a>,  rumours surfaced earlier this year of an undisclosed buyer with ~5%. On the 12th May, <a href="https://www.smartkarma.com/entities/helloworld-travel-ltd" target="_blank" data-smartkarma-citation="entities:16134:1" rel="noopener">Helloworld (HLO AU)</a> emerged with a 5.015% stake.</li>
<li>On the same day, Gary Weiss/BGH, collectively holding 10.76%, launched a A$0.80/share NBIO, which was subsequently rejected. Undeterred, Weiss/BGH has called for an EGM (21st November) to spill the board.</li>
<li>Helloworld has now tabled a A$0.90/share non-binding Offer, by way of Scheme. The 1H26 dividend of A$0.002/share will be added. Helloworld currently holds 17.27%. Weiss/BGH hold 17.75%.</li>
</ul>


In Webjet (WJL AU): Undisclosed Buyer Buying,  rumours surfaced earlier this year of an undisclosed buyer with ~5%. On the 12th May, Helloworld (HLO AU) emerged with a 5.015% stake.
On the same day, Gary Weiss/BGH, collectively holding 10.76%, launched a A$0.80/share NBIO, which was subsequently rejected. Undeterred, Weiss/BGH has called for an EGM (21st November) to spill the board.
Helloworld has now tabled a A$0.90/share non-binding Offer, by way of Scheme. The 1H26 dividend of A$0.002/share will be added. Helloworld currently holds 17.27%. Weiss/BGH hold 17.75%.


Webjet (WJL AU): Helloworld Steps Up As Weiss/BGH Seek Board Spill

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Sep 26th (reported today). The aggregated short interest was USD27.4bn.</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 Washington H Soul Pattinson&amp;Co, Northern Star Resources, Telix Pharmaceuticals, Goodman, TPG Telecom.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Sep 26th (reported today). The aggregated short interest was USD27.4bn.
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 Washington H Soul Pattinson&amp;Co, Northern Star Resources, Telix Pharmaceuticals, Goodman, TPG Telecom.


ASX Short Interest Weekly (Sep 26th): Washington H Soul Pattinson&Co, Northern Star Resources

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>While FY25 results for Myer revealed resilient sales, a step-up in costs was cause for concern though analysts generally believe management's strategy reset remains on track.</li><li> -Myer's FY25 result disappoints on costs, shares weaken -Analysts posit it is still early in management&rsquo;s multi-year transformation plan -Step-up in CODB costs is structural, cautions Ord Minnett -If all goes well, shareholders can expect significant step-up in dividends</li></ul>

While FY25 results for Myer revealed resilient sales, a step-up in costs was cause for concern though analysts generally believe management's strategy reset remains on track. -Myer's FY25 result disappoints on costs, shares weaken -Analysts posit it is still early in management&rsquo;s multi-year transformation plan -Step-up in CODB costs is structural, cautions Ord Minnett -If all goes well, shareholders can expect significant step-up in dividends

Enlarged Myer Stumbles, But Remains Confident

Australia

Myer Holdings Ltd. operates department stores. The Company retails womens wear, mens wear, youth fashion, childrens wear, intimate apparel, beauty, fragrance, cosmetics, house wares, electrical goods, toys, fashion accessories, and general merchandise.

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Myer Holdings (MYR AU)

ASX Short Interest Weekly (Nov 28th): Lynas Rare Earths, James Hardie Industries, Transurban, CAR

We analyzed ASX short interest report for the past week and highlight short interest changes in Lynas Rare Earths, James Hardie Industries,...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Nov 21st): James Hardie Industries, Atlas Arteria, Sonic Healthcare

We analyzed ASX short interest report for the past week and highlight short interest changes in James Hardie Industries, Atlas Arteria, Sonic...

Ke Yan, CFA, FRM

Webjet (WJL AU): Helloworld Steps Up As Weiss/BGH Seek Board Spill

BGH counters with a non-binding A$0.91/share off-market Offer, conditional on a 75% minimum acceptance condition. BGH/Gary Weiss hold 18.3%. The...

David Blennerhassett

ASX Short Interest Weekly (Sep 26th): Washington H Soul Pattinson&Co, Northern Star Resources

We analyzed ASX short interest report for the past week and highlight short interest changes in Washington H Soul Pattinson&Co, Northern Star...

Ke Yan, CFA, FRM

Enlarged Myer Stumbles, But Remains Confident

While FY25 results for Myer revealed resilient sales, a step-up in costs was cause for concern though analysts generally believe management's...

FNArena

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