Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul>
<li>Brookfield and GIC have finalized a significant $2.6 billion acquisition of National Storage in Australia.</li>
<li>NextDC has formed a partnership with OpenAI to develop a new data center campus in Sydney, enhancing tech infrastructure.</li>
<li>Vanke is seeking a second extension for its $524 million onshore bond note, indicating ongoing financial strategies.</li>
</ul>


Brookfield and GIC have finalized a significant $2.6 billion acquisition of National Storage in Australia.
NextDC has formed a partnership with OpenAI to develop a new data center campus in Sydney, enhancing tech infrastructure.
Vanke is seeking a second extension for its $524 million onshore bond note, indicating ongoing financial strategies.


Asia Real Estate Tracker (09-Dec-2025): Brookfield and GIC Buy Australia's National Storage

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 21st September, published on the 25th September.</li>
<li>The largest industry net increase in the past week was A$0.3bn into "Diversified Metals"; the largest industry net decrease was A$0.3bn out of "Industrial REITs". Net shorts increased A$0.6bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/national-australia-bank-ltd" target="_blank" data-smartkarma-citation="entities:15:1" rel="noopener">NAB (NAB AU)</a>, <a href="https://www.smartkarma.com/entities/codan-ltd-australia" target="_blank" data-smartkarma-citation="entities:6189:1" rel="noopener">Codan (CDA AU)</a>, <a href="https://www.smartkarma.com/entities/the-lottery-corp-ltd" target="_blank" data-smartkarma-citation="entities:35970:1" rel="noopener">The Lottery Corporation (TLC AU)</a>, <a href="https://www.smartkarma.com/entities/minerals-260-ltd" target="_blank" data-smartkarma-citation="entities:34601:1" rel="noopener">Minerals 260 (MI6 AU)</a>, andb<a href="https://www.smartkarma.com/entities/sunrise-energy-metals-ltd" target="_blank" data-smartkarma-citation="entities:11810:1" rel="noopener">Sunrise Energy Metals (SRL 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 21st September, published on the 25th September.
The largest industry net increase in the past week was A$0.3bn into "Diversified Metals"; the largest industry net decrease was A$0.3bn out of "Industrial REITs". Net shorts increased A$0.6bn week-on-week.
Companies mentioned in this regular weekly report include: NAB (NAB AU), Codan (CDA AU), The Lottery Corporation (TLC AU), Minerals 260 (MI6 AU), andbSunrise Energy Metals (SRL AU).


Aussie Shorts [21 Sep 2026]: NAB, Codan, The Lottery Corp, Minerals 260, Sunrise Energy Metals

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 Sep 18th (reported today). The aggregated short interest was USD49.8bn.</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 Codan, Sunrise Energy Metals, TPG Telecom, Qbe Insurance, EQ Resources.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Sep 18th (reported today). The aggregated short interest was USD49.8bn.
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 Codan, Sunrise Energy Metals, TPG Telecom, Qbe Insurance, EQ Resources.


ASX Short Interest Weekly (Sep 18th): Codan, Sunrise Energy Metals, TPG Telecom, Qbe Insurance

Commonwealth Bank of Australia / 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 14th September, published on the 18th September.</li>
<li>The largest industry net increase in the past week was A$0.2bn into "Banks"; the largest industry net decrease was A$1bn out of "Diversified Metals". Net shorts decreased A$1.6bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/commonwealth-bank-of-australia" target="_blank" data-smartkarma-citation="entities:14:1" rel="noopener">CBA (CBA AU)</a>, <a href="https://www.smartkarma.com/entities/northern-star-resources-ltd" target="_blank" data-smartkarma-citation="entities:4243:1" rel="noopener">Northern Star Resources (NST AU)</a>, <a href="https://www.smartkarma.com/entities/westpac-banking-corp" target="_blank" data-smartkarma-citation="entities:444:1" rel="noopener">Westpac (WBC AU)</a>, <a href="https://www.smartkarma.com/entities/anz-group-holdings-ltd" target="_blank" data-smartkarma-citation="entities:40898:1" rel="noopener">ANZ (ANZ AU)</a>, <a href="https://www.smartkarma.com/entities/suncorp-group-ltd" target="_blank" data-smartkarma-citation="entities:4218:1" rel="noopener">Suncorp (SUN AU)</a>, and <a href="https://www.smartkarma.com/entities/sigma-healthcare-ltd" target="_blank" data-smartkarma-citation="entities:15966:1" rel="noopener">Sigma Healthcare (SIG 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 14th September, published on the 18th September.
The largest industry net increase in the past week was A$0.2bn into "Banks"; the largest industry net decrease was A$1bn out of "Diversified Metals". Net shorts decreased A$1.6bn week-on-week.
Companies mentioned in this regular weekly report include: CBA (CBA AU), Northern Star Resources (NST AU), Westpac (WBC AU), ANZ (ANZ AU), Suncorp (SUN AU), and Sigma Healthcare (SIG AU).


Aussie Shorts [14 Sep 2026]: CBA, Northern Star Resources, Westpac, ANZ, Suncorp, Sigma Healthcare

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Sep 11th (reported today). The aggregated short interest was USD49.8bn.</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 Light &amp; Wonder, Northern Star Resources, Predictive Discovery, Nextdc, Sigma Pharmaceuticals.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Sep 11th (reported today). The aggregated short interest was USD49.8bn.
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 Light &amp; Wonder, Northern Star Resources, Predictive Discovery, Nextdc, Sigma Pharmaceuticals.


ASX Short Interest Weekly (Sep 11th): Light & Wonder, Northern Star Resources, Predictive Discovery

Australia

NEXTDC Ltd. develops data centers. The Company develops and operates carrier and systems integrator neutral data centers in Australia. NEXTDC's customers will also be able to use the data centers as connectivity and content hubs.

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Nextdc Ltd (NXT AU)

Asia Real Estate Tracker (09-Dec-2025): Brookfield and GIC Buy Australia's National Storage

Brookfield and GIC acquired Australia's National Storage for $2.6 billion, while NextDC partnered with OpenAI for a Sydney data center, and Vanke...

Asia Real Estate Tracker

Aussie Shorts [21 Sep 2026]: NAB, Codan, The Lottery Corp, Minerals 260, Sunrise Energy Metals

The largest industry net increase in the past week was A$0.3bn into "Diversified Metals"; the largest industry net decrease was A$0.3bn out of...

David Blennerhassett

ASX Short Interest Weekly (Sep 18th): Codan, Sunrise Energy Metals, TPG Telecom, Qbe Insurance

We analyzed ASX short interest report for the past week and highlight short interest changes in Codan, Sunrise Energy Metals, TPG Telecom, Qbe...

Ke Yan, CFA, FRM

Aussie Shorts [14 Sep 2026]: CBA, Northern Star Resources, Westpac, ANZ, Suncorp, Sigma Healthcare

The largest industry net increase in the past week was A$0.2bn into "Banks"; the largest industry net decrease was A$1bn out of "Diversified...

David Blennerhassett

ASX Short Interest Weekly (Sep 11th): Light & Wonder, Northern Star Resources, Predictive Discovery

We analyzed ASX short interest report for the past week and highlight short interest changes in Light & Wonder, Northern Star Resources, Predictive...

Ke Yan, CFA, FRM

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