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 Dec 16th (reported today) which has an aggregated short interest worth USD15.7bn.</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 Woodside, Pilbara, Macquarie, Inghams, Nufarm, ANZ, CBA.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Dec 16th (reported today) which has an aggregated short interest worth USD15.7bn.
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 Woodside, Pilbara, Macquarie, Inghams, Nufarm, ANZ, CBA.


ASX Short Interest Weekly (Dec 16th): Woodside, Pilbara, Macquarie, Inghams, Nufarm, ANZ, CBA

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Dec 9th (reported today) which has an aggregated short interest worth USD16.3bn.</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 QBE Insurance, Bluescope Steel, Woodside Energy, BHP, CSL.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Dec 9th (reported today) which has an aggregated short interest worth USD16.3bn.
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 QBE Insurance, Bluescope Steel, Woodside Energy, BHP, CSL.


ASX Short Interest Weekly (Dec 9th): QBE Insurance, Bluescope Steel, Woodside Energy, BHP, CSL

APAC IPOs & Placements, Aequitas Research

Clarence Chu

APAC IPOs & Placements

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.

Equity Capital Markets

Woodside Petroleum / Equity Capital Markets

<ul>
<li>Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.</li>
<li>Delhivery surprised with a strong debut, closing 10% above IPO price by the end of its first day.</li>
<li>There were a couple of blocks that hit markets this week, and we discussed the lockup expiries on both Grab and Cloud Village.</li>
</ul>


Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
Delhivery surprised with a strong debut, closing 10% above IPO price by the end of its first day.
There were a couple of blocks that hit markets this week, and we discussed the lockup expiries on both Grab and Cloud Village.


ECM Weekly (29th May 2022) -Woodside, Cloud Village, Delhivery, Nufarm, Converge, Oyo, Sayona Mining

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sumitomo-chemical-co-ltd" target="_blank" data-smartkarma-citation="entities:20269:1" rel="noopener">Sumitomo Chemical (4005 JP)</a> is looking to sell its entire stake in <a href="https://www.smartkarma.com/entities/nufarm-ltd-australia" target="_blank" data-smartkarma-citation="entities:1128:1" rel="noopener">Nufarm Ltd (NUF AU)</a> to raise A$338.3m (US$240.6m).</li>
<li>Sumitomo Chemical had been a strategic investor, where it purchased 20% stake via a tender offer at A$14/share. The former had also acquired Nufarm’s South American businesses in mid-2020.</li>
<li>While this would be a clean-up sale, the deal is a large one to process at 36 days ADV.</li>
</ul>



Sumitomo Chemical (4005 JP) is looking to sell its entire stake in Nufarm Ltd (NUF AU) to raise A$338.3m (US$240.6m).
Sumitomo Chemical had been a strategic investor, where it purchased 20% stake via a tender offer at A$14/share. The former had also acquired Nufarm’s South American businesses in mid-2020.
While this would be a clean-up sale, the deal is a large one to process at 36 days ADV.


Nufarm Placement - Cleanup by Strategic Investor

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

Nanofilm Technologies International / Equity Bottom-Up

Nanofilm Technologies International (NANO SP)

Founded in 1999 as a high-tech spin-off from the Nanyang Technological University Singapore (ranked #13th in QS Global World University Rankings 2021 – 6th year in a row) by Dr. Shi Xu, NanoFilm Technologies International Pte Ltd (NTI) offers coating solutions that provide functional and/or aesthetic improvements to its customers’ end-products.Its share price has a nice rally post IPO and left investors to wonder whether there will be anything left. There are many reasons why investors should be excited about <a href="https://www.smartkarma.com/entities/nanofilm-technologies-international" target="_blank" data-smartkarma-citation="entities:29700:1" rel="noopener">Nanofilm (NANO SP)</a> namely 1) blue-chip customers' stickiness in the tech sector including Microsoft as well as 2) the expanding Total Addressable Market for its coating business that will include EV sectors and 3) this could be an ESG stock from Environmental angle due to its exposure in EV that will mean less CO2 emission. I am still bullish on this.

Founded in 1999 as a high-tech spin-off from the Nanyang Technological University Singapore (ranked #13th in QS Global World University Rankings 2021 – 6th year in a row) by Dr. Shi Xu, NanoFilm Technologies International Pte Ltd (NTI) offers coating solutions that provide functional and/or aesthetic improvements to its customers’ end-products.Its share price has a nice rally post IPO and left investors to wonder whether there will be anything left. There are many reasons why investors should be excited about Nanofilm (NANO SP) namely 1) blue-chip customers' stickiness in the tech sector including Microsoft as well as 2) the expanding Total Addressable Market for its coating business that will include EV sectors and 3) this could be an ESG stock from Environmental angle due to its exposure in EV that will mean less CO2 emission. I am still bullish on this. 

Nanofilm (NANO): Don't Sell Yet, More to Come

Australia

Nufarm Limited manufactures and supplies a range of agricultural chemicals used by farmers to protect crops from damage caused by weeds, pests and disease. The Company has worldwide operations.

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Nufarm Ltd (NUF AU)

ASX Short Interest Weekly (Dec 16th): Woodside, Pilbara, Macquarie, Inghams, Nufarm, ANZ, CBA

We analyzed ASX short interest report for the past week and highlight short interest changes in Woodside, Pilbara, Macquarie, Inghams, Nufarm, ANZ,...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Dec 9th): QBE Insurance, Bluescope Steel, Woodside Energy, BHP, CSL

We analyzed ASX short interest report for the past week and highlight short interest changes in QBE Insurance, Bluescope Steel, Woodside Energy,...

Ke Yan, CFA, FRM

ECM Weekly (29th May 2022) -Woodside, Cloud Village, Delhivery, Nufarm, Converge, Oyo, Sayona Mining

Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.

Clarence Chu

Nufarm Placement - Cleanup by Strategic Investor

Sumitomo Chemical (4005 JP) is looking to sell its entire stake in Nufarm Ltd (NUF AU) to raise A$338.3m (US$240.6m). The deal is a large one to...

Clarence Chu

Nanofilm (NANO): Don't Sell Yet, More to Come

Many reasons investors should be excited about Nanofilm: customers' stickiness in the tech sector as well as expanding Total Addressable Market for...

Henry Soediarko

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