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>Premier Investments&rsquo; Peter Alexander Brand is firing domestically and is just getting going in the UK.</li><li>Smiggle has struggled, but analysts see a turnaround ahead.</li><li> -Premier Investments&rsquo; FY25 sees Peter Alexander outperform and Smiggle underperform -Margins reduced due to expansion and start-up costs -Consumer environment improving for Smiggle -FY26 turnaround thesis suggests shares are cheaply priced</li></ul>

Premier Investments&rsquo; Peter Alexander Brand is firing domestically and is just getting going in the UK.Smiggle has struggled, but analysts see a turnaround ahead. -Premier Investments&rsquo; FY25 sees Peter Alexander outperform and Smiggle underperform -Margins reduced due to expansion and start-up costs -Consumer environment improving for Smiggle -FY26 turnaround thesis suggests shares are cheaply priced

Premier Investments' FY26 Turnaround Potential

<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

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 Aug 22nd (reported today). The aggregated short interest was USD25.6bn.</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 Bluescope Steel, CSL, Wesfarmers, Northern Star Resources, Lottery.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Aug 22nd (reported today). The aggregated short interest was USD25.6bn.
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 Bluescope Steel, CSL, Wesfarmers, Northern Star Resources, Lottery.


ASX Short Interest Weekly (Aug 22nd): Bluescope Steel, CSL, Wesfarmers, Northern Star Resources

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Aug 15th (reported today). The aggregated short interest was USD26.2bn.</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 Liontown Resources, CAR, ANZ, Light &amp; Wonder, Premier Investments.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Aug 15th (reported today). The aggregated short interest was USD26.2bn.
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 Liontown Resources, CAR, ANZ, Light &amp; Wonder, Premier Investments.


ASX Short Interest Weekly (Aug 15th): Liontown Resources, CAR, ANZ, Light & Wonder

<ul><li>In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls</li></ul>

In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls

Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

Australia

Premier Investments Ltd., through subsidiaries, retails clothing.  The Company retails name brand casual and business clothing for men and women, and stationery and storage products.

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Premier Investments (PMV AU)

Premier Investments' FY26 Turnaround Potential

Premier Investments’ Peter Alexander Brand is firing domestically and is just getting going in the UK. Smiggle has struggled, but analysts see a...

FNArena

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

ASX Short Interest Weekly (Aug 22nd): Bluescope Steel, CSL, Wesfarmers, Northern Star Resources

We analyzed ASX short interest report for the past week and highlight short interest changes in Bluescope Steel, CSL, Wesfarmers, Northern Star...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Aug 15th): Liontown Resources, CAR, ANZ, Light & Wonder

We analyzed ASX short interest report for the past week and highlight short interest changes in Liontown Resources, CAR, ANZ, Light & Wonder,...

Ke Yan, CFA, FRM

Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls

FNArena

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