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 Stock Exchange of Thailand as of Mar 27th. We estimate that they had an aggregated short interest worth USD3.5bn.</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 Intouch, Bangkok Dusit, Central Pattana, Gulf Energy Development, PTG Energy, Bangkok Dusit, Gulf Energy Development, Central Pattana.</li>
</ul>


We analyzed the changes in short interest of Stock Exchange of Thailand as of Mar 27th. We estimate that they had an aggregated short interest worth USD3.5bn.
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 Intouch, Bangkok Dusit, Central Pattana, Gulf Energy Development, PTG Energy, Bangkok Dusit, Gulf Energy Development, Central Pattana.


Thailand Short Interest Weekly (Mar 27th): Intouch, Bangkok Dusit, Central Pattana

<ul>
<li>We analyzed the changes in short interest of Stock Exchange of Thailand as of Mar 20th. We estimate that they had an aggregated short interest worth USD3.4bn.</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 True, Intouch, Thaifoods, CH. Karnchang, Srisawad, True, Thaifoods.</li>
</ul>


We analyzed the changes in short interest of Stock Exchange of Thailand as of Mar 20th. We estimate that they had an aggregated short interest worth USD3.4bn.
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 True, Intouch, Thaifoods, CH. Karnchang, Srisawad, True, Thaifoods.


Thailand Short Interest Weekly (Mar 20th): True, Intouch, Thaifoods, CH. Karnchang, Srisawad, True

<ul>
<li>We analyzed the changes in short interest of Stock Exchange of Thailand as of Mar 13th. We estimate that they had an aggregated short interest worth USD3.3bn.</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 Intouch, PTT, Minor International, PTT E&amp;P, CP AXTRA NVDR, PTT E&amp;P, Ptt, Minor International, Cp Axtra Nvdr.</li>
</ul>


We analyzed the changes in short interest of Stock Exchange of Thailand as of Mar 13th. We estimate that they had an aggregated short interest worth USD3.3bn.
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 Intouch, PTT, Minor International, PTT E&amp;P, CP AXTRA NVDR, PTT E&amp;P, Ptt, Minor International, Cp Axtra Nvdr.


Thailand Short Interest Weekly (Mar 13th): Intouch, PTT, Minor International, PTT E&P, CP AXTRA NVDR

<ul>
<li>We analyzed the changes in short interest of Stock Exchange of Thailand as of Mar 6th. We estimate that they had an aggregated short interest worth USD3.1bn.</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 Intouch, PTT E&amp;P, CP Foods, Minor International, Bangchak, PTT E&amp;P, Bangchak, Cp Foods.</li>
</ul>


We analyzed the changes in short interest of Stock Exchange of Thailand as of Mar 6th. We estimate that they had an aggregated short interest worth USD3.1bn.
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 Intouch, PTT E&amp;P, CP Foods, Minor International, Bangchak, PTT E&amp;P, Bangchak, Cp Foods.


Thailand Short Interest Weekly (Mar 6th): Intouch, PTT E&P, CP Foods, Minor International, Bangchak

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/nidec-corp" target="_blank" data-smartkarma-citation="entities:7245:1" rel="noopener">Nidec (6594 JP)</a>'s deletion is a LOT of stock to sell. The <a href="https://www.smartkarma.com/entities/ibiden-co-ltd" target="_blank" data-smartkarma-citation="entities:16630:1" rel="noopener">Ibiden (4062 JP)</a>'s Nikkei 225 inclusion is huge. It'll make the stock enormously squeezy for a long while.</li>
<li>Palliser has a point. <a href="https://www.smartkarma.com/entities/lg-chem-ltd" target="_blank" data-smartkarma-citation="entities:3583:1" rel="noopener">LG Chem (051910 KS)</a> should pare down its <a href="https://www.smartkarma.com/entities/lg-energy-solution" target="_blank" data-smartkarma-citation="entities:33464:1" rel="noopener">LG Energy Solution (373220 KS)</a> stake, and buy back shares. Yet, would/will management stubbornly swat away any such proposal?</li>
<li>The latest twist in the <a href="https://www.smartkarma.com/entities/mayne-pharma-group-ltd" target="_blank" data-smartkarma-citation="entities:757:1" rel="noopener">Mayne Pharma (MYX AU)</a> saga as FIRB looks set to ding the transaction if there is a possibility Cosette closes a manufacturing site in Adelaide.</li>
</ul>



Nidec (6594 JP)'s deletion is a LOT of stock to sell. The Ibiden (4062 JP)'s Nikkei 225 inclusion is huge. It'll make the stock enormously squeezy for a long while.
Palliser has a point. LG Chem (051910 KS) should pare down its LG Energy Solution (373220 KS) stake, and buy back shares. Yet, would/will management stubbornly swat away any such proposal?
The latest twist in the Mayne Pharma (MYX AU) saga as FIRB looks set to ding the transaction if there is a possibility Cosette closes a manufacturing site in Adelaide.


Last Week In Event SPACE: Nidec/Ibiden, LG Chem, Mayne Pharma, Jardine Matheson

Thailand

Thaifoods Group is a vertically integrated food producer specializing in the production of chicken and swine, operating in Thailand and Vietnam. The company's core activities include chicken breeding, meat production, processed chicken products, pig breeding, and live pig sales. It also operates feed mills and a retail business. Thaifoods Group was founded in 1987 and is headquartered in Bangkok, Thailand.

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Thaifoods Group (TFG TB)

Thailand Short Interest Weekly (Mar 27th): Intouch, Bangkok Dusit, Central Pattana

We analyzed SET short interest report for the past week and highlighted short interest changes in Intouch (INTUCH TB), Bangkok Dusit (BDMS TB),...

Ke Yan, CFA, FRM

Thailand Short Interest Weekly (Mar 20th): True, Intouch, Thaifoods, CH. Karnchang, Srisawad, True

We analyzed SET short interest report for the past week and highlighted short interest changes in True, Intouch, Thaifoods, CH. Karnchang,...

Ke Yan, CFA, FRM

Thailand Short Interest Weekly (Mar 13th): Intouch, PTT, Minor International, PTT E&P, CP AXTRA NVDR

We analyzed SET short interest report for the past week and highlighted short interest changes in Intouch (INTUCH TB), PTT (PTT TB), Minor...

Ke Yan, CFA, FRM

Thailand Short Interest Weekly (Mar 6th): Intouch, PTT E&P, CP Foods, Minor International, Bangchak

We analyzed SET short interest report for the past week and highlighted short interest changes in Intouch, PTT E&P, CP Foods, Minor International,...

Ke Yan, CFA, FRM

Last Week In Event SPACE: Nidec/Ibiden, LG Chem, Mayne Pharma, Jardine Matheson

It’s Sunday! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed during the...

David Blennerhassett

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