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 Jun 16th (reported today) which has an aggregated short interest worth USD16.6bn.</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 Agl Energy, BHP, IDP Education, Pilbara Minerals, Cochlear, Worley, Computershare, Suncorp.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jun 16th (reported today) which has an aggregated short interest worth USD16.6bn.
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 Agl Energy, BHP, IDP Education, Pilbara Minerals, Cochlear, Worley, Computershare, Suncorp.


ASX Short Interest Weekly (Jun 16th): Pilbara Minerals, Cochlear, Worley, Computershare, Suncorp

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Jun 9th (reported today) which has an aggregated short interest worth USD16.2bn.</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 IDP Education, Rio Tinto, Igo, Sayona Mining, BHP, Suncorp.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jun 9th (reported today) which has an aggregated short interest worth USD16.2bn.
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 IDP Education, Rio Tinto, Igo, Sayona Mining, BHP, Suncorp.


ASX Short Interest Weekly (Jun 9th): IDP Education, Rio Tinto, Igo, Sayona Mining, BHP, Suncorp

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Jun 2nd (reported today) which has an aggregated short interest worth USD16.2bn.</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 Energy, IDP Education, Northern Star Re, Sonic Healthcare, Commonw Bk Austr, Macquarie, BHP, Nextdc.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jun 2nd (reported today) which has an aggregated short interest worth USD16.2bn.
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 Energy, IDP Education, Northern Star Re, Sonic Healthcare, Commonw Bk Austr, Macquarie, BHP, Nextdc.


ASX Short Interest Weekly (Jun 2nd): Woodside Energy, IDP Education, Northern Star, Sonic Healthcare

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of May 12th (reported today) which has an aggregated short interest worth USD17.0bn.</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 Anz Group Holdin, Worley, Lynas Rare Earth, Macquarie, Bhp, Natl Aust Bank, Medibank Private, South32, Woolworths.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of May 12th (reported today) which has an aggregated short interest worth USD17.0bn.
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 Anz Group Holdin, Worley, Lynas Rare Earth, Macquarie, Bhp, Natl Aust Bank, Medibank Private, South32, Woolworths.


ASX Short Interest Weekly (May 12th): ANZ, Worley, Lynas, Macquarie, BHP, NAB, Medibank, South32

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>On 2 March, the Court approved the distribution of the <a href="https://www.smartkarma.com/entities/oz-minerals-ltd" target="_blank" data-smartkarma-citation="entities:1138:1" rel="noopener">OZ Minerals Ltd (OZL AU)</a> Scheme Booklet, which was posted on 3 March 2023. The Scheme Meeting is 13 April 2023.</li>
<li>The Independent Expert has concluded the Scheme is Fair and Reasonable and in the best interests of OZL shareholders. Directors unanimously support.</li>
<li>This deal is almost certainly done. The IE report is, as is often the case, enormously informative. Watch the franking credit timing. Not a lot of spread left here. </li>
</ul>


On 2 March, the Court approved the distribution of the OZ Minerals Ltd (OZL AU) Scheme Booklet, which was posted on 3 March 2023. The Scheme Meeting is 13 April 2023.
The Independent Expert has concluded the Scheme is Fair and Reasonable and in the best interests of OZL shareholders. Directors unanimously support.
This deal is almost certainly done. The IE report is, as is often the case, enormously informative. Watch the franking credit timing. Not a lot of spread left here. 


OZL Scheme Booklet Posted - 60 Days to Completion

Australia

Omni Bridgeway Limited provides investment management services. The Company offers claims securitization, litigation, funding, legal recovery, trading, and other related solutions. Omni Bridgeway serves customer worldwide.

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Omni Bridgeway (OBL AU)

ASX Short Interest Weekly (Jun 16th): Pilbara Minerals, Cochlear, Worley, Computershare, Suncorp

We analyzed ASX short interest report for the past week and highlight short interest changes in Agl Energy, BHP, IDP Education, Pilbara Minerals,...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Jun 9th): IDP Education, Rio Tinto, Igo, Sayona Mining, BHP, Suncorp

We analyzed ASX short interest report for the past week and highlight short interest changes in IDP Education, Rio Tinto, Igo, Sayona Mining, BHP,...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Jun 2nd): Woodside Energy, IDP Education, Northern Star, Sonic Healthcare

We analyzed ASX short interest report for the past week and highlight short interest changes in Woodside Energy, IDP Education, Northern Star Re,...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (May 12th): ANZ, Worley, Lynas, Macquarie, BHP, NAB, Medibank, South32

We analyzed ASX short interest report for the past week and highlight short interest changes in ANZ, Worley, Lynas, Macquarie, BHP, NAB, Medibank,...

Ke Yan, CFA, FRM

OZL Scheme Booklet Posted - 60 Days to Completion

The OZL Scheme Booklet is out. Scheme Meeting 13 April. Completion 2 May. IE Report says "Fair and Reasonable", trading at a tight spread. ASX100...

Travis Lundy

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