Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Today I am speaking with Simon Skerrett, COO and Co-founder of CommStream Capital Limited, Australia's first agricultural streaming company which partners with progressive farmers to provide capital solutions to fund productivity growth and innovation.With drastic shortages of capital in Australian farming, CommStream leverages its industry expertise and relationships to bring farmers an overdue, innovative financing solution, which drives productivity growth and helps fund generational…

Today I am speaking with Simon Skerrett, COO and Co-founder of CommStream Capital Limited, Australia's first agricultural streaming company which partners with progressive farmers to provide capital solutions to fund productivity growth and innovation.With drastic shortages of capital in Australian farming, CommStream leverages its industry expertise and relationships to bring farmers an overdue, innovative financing solution, which drives productivity growth and helps fund generational…

CommStream Capital Limited Interview: Insight From Australia's First Agricultural Streaming Company

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 27th March, published ~9AM on the 2nd April.</li>
<li>The largest industry net increase in the past week was into "Diversified Metals &amp; Mining"; the largest industry net decrease was out of "Diversified Banks". Net shorts increased A$1.7bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/bhp-group-ltd" target="_blank" data-smartkarma-citation="entities:147:1" rel="noopener">BHP (BHP AU)</a>, <a href="https://www.smartkarma.com/entities/nextdc-ltd" target="_blank" data-smartkarma-citation="entities:8570:1" rel="noopener">Nextdc (NXT AU)</a><a href="https://www.smartkarma.com/entities/nextdc-ltd" target="_blank" data-smartkarma-citation="entities:8570:1" rel="noopener"></a>, <a href="https://www.smartkarma.com/entities/flight-centre-travel-group-l" target="_blank" data-smartkarma-citation="entities:7537:1" rel="noopener">Flight Centre Travel (FLT AU)</a>, <a href="https://www.smartkarma.com/entities/web-travel-group-limited" target="_blank" data-smartkarma-citation="entities:17059:1" rel="noopener">WEB Travel  (WEB AU)</a>, <a href="https://www.smartkarma.com/entities/bapcor-ltd" target="_blank" data-smartkarma-citation="entities:8433:1" rel="noopener">Bapcor (BAP AU)</a>, and <a href="https://www.smartkarma.com/entities/wisetech-global-ltd" target="_blank" data-smartkarma-citation="entities:22669:1" rel="noopener">Wisetech Global (WTC 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 27th March, published ~9AM on the 2nd April.
The largest industry net increase in the past week was into "Diversified Metals &amp; Mining"; the largest industry net decrease was out of "Diversified Banks". Net shorts increased A$1.7bn week-on-week.
Companies mentioned in this regular weekly report include: BHP (BHP AU), Nextdc (NXT AU), Flight Centre Travel (FLT AU), WEB Travel  (WEB AU), Bapcor (BAP AU), and Wisetech Global (WTC AU)



Aussie Shorts (27th Mar 2026): BHP, Nextdc, Flight Centre, WEB Travel, Bapcor, Wisetech Global

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 Mar 27th (reported today). The aggregated short interest was USD36.5bn.</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 Suncorp, Medibank Private, Macquarie, Technology One, Whitehaven Coal.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Mar 27th (reported today). The aggregated short interest was USD36.5bn.
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 Suncorp, Medibank Private, Macquarie, Technology One, Whitehaven Coal.


ASX Short Interest Weekly (Mar 27th): Suncorp, Medibank Private, Macquarie, Technology One

Founder Evidente. Top rated quantitative analyst, Evidente

Sam Ferraro

Founder Evidente. Top rated quantitative analyst

Evidente

Evidente is an independent financial education firm that delivers innovative financial advice to wholesale investors, including active long only funds, hedge funds, pension funds, and sovereign wealth funds, in Australia and globally.  Drawing on academic research in asset pricing, behavioural finance and portfolio construction, Evidente provides wholesale investors with commercial solutions to stock selection and asset allocation decisions across equities and other asset classes.

<ul><li>A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and internal debate around policy normalization.  Fischer cites a number of developments that have contributed to lower real interest rates, including the low capital intensity of the IT sector, the demographics of ageing and high savings rates in EM.</li><li>To the extent that these structural shifts are long lasting, Fischer suggests this supports the case for the neutral rate remaining low for the policy relevant future.   This represents a hint that growth in the US economy might remain tepid for some time and that inflation will remain low thanks to the long lasting powerful impact of excess desired saving over investment intentions.</li><li>If Fischer is right that the saving-investment imbalance is expected to persist and hold down the neutral rate of interest for the foreseeable future, then the new policy normal of low and slow should provide an environment conducive to continued strong returns from listed Australian infrastructure stocks - notably SYD, TCL and APA - despite the fact their valuations remain stretched.  Investors should treat any pull-backs in these stocks as a buying opportunities</li></ul>

A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and internal debate around policy normalization.  Fischer cites a number of developments that have contributed to lower real interest rates, including the low capital intensity of the IT sector, the demographics of ageing and high savings rates in EM.To the extent that these structural shifts are long lasting, Fischer suggests this supports the case for the neutral rate remaining low for the policy relevant future.   This represents a hint that growth in the US economy might remain tepid for some time and that inflation will remain low thanks to the long lasting powerful impact of excess desired saving over investment intentions.If Fischer is right that the saving-investment imbalance is expected to persist and hold down the neutral rate of interest for the foreseeable future, then the new policy normal of low and slow should provide an environment conducive to continued strong returns from listed Australian infrastructure stocks - notably SYD, TCL and APA - despite the fact their valuations remain stretched.  Investors should treat any pull-backs in these stocks as a buying opportunities 

Infrastructure Assets to Benefit from the New Normal of Low and Slow

Data released by the Australian Bureau of Statistics today showed that new motor vehicle registrations fell sharply in the month of October by 3.6%, representing the largest monthly decline since December 2011.  But this follows a 5.9% rise in September, the largest monthly gain since December 2011.Looking through the elevated volatility of the series of recent months, the trend remains robust.  New motor vehicle registrations are 4.2% higher than a year ago and remain close to a record high…

Data released by the Australian Bureau of Statistics today showed that new motor vehicle registrations fell sharply in the month of October by 3.6%, representing the largest monthly decline since December 2011.  But this follows a 5.9% rise in September, the largest monthly gain since December 2011.Looking through the elevated volatility of the series of recent months, the trend remains robust.  New motor vehicle registrations are 4.2% higher than a year ago and remain close to a record high…

Australian New Motor Vehicle Registrations Pull Back in October, but the Trend Remains Robust

Australia

SmartGroup Corp Ltd. is an Australian outsourced salary packaging company within the health, not-for-profit, State and Federal Government departments and corporate sectors nationwide.

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Smartgroup Corp (SIQ AU)

CommStream Capital Limited Interview: Insight From Australia's First Agricultural Streaming Company

Today I am speaking with Simon Skerrett, COO and Co-founder of CommStream Capital Limited, Australia's first agricultural streaming company which...

Nomadic Equity

Aussie Shorts (27th Mar 2026): BHP, Nextdc, Flight Centre, WEB Travel, Bapcor, Wisetech Global

Net shorts increased A$1.7bn week-on-week. Companies mentioned in this regular weekly report include: BHP, Nextdc, Flight Centre Travel, WEB...

David Blennerhassett

ASX Short Interest Weekly (Mar 27th): Suncorp, Medibank Private, Macquarie, Technology One

We analyzed ASX short interest report for the past week and highlight short interest changes in Suncorp, Medibank Private, Macquarie, Technology...

Ke Yan, CFA, FRM

Infrastructure Assets to Benefit from the New Normal of Low and Slow

A recent speech from Vice Chairman Stanley Fischer suggests that the secular decline in the neutral rate of interest is guiding the Fed’s view and...

Sam Ferraro

Australian New Motor Vehicle Registrations Pull Back in October, but the Trend Remains Robust

Data released by the Australian Bureau of Statistics today showed that new motor vehicle registrations fell sharply in the month of October by...

Sam Ferraro

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