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 24th August, published on the 28th August.</li>
<li>The largest industry net increase in the past week was A$0.4bn into "Biotechnology"; the largest industry net decrease was A$0.2bn out of "Banks". Net shorts increased A$1.2bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/csl-ltd" target="_blank" data-smartkarma-citation="entities:917:1" rel="noopener">CSL Ltd (CSL AU)</a>, <a href="https://www.smartkarma.com/entities/pls-group-limited" target="_blank" data-smartkarma-citation="entities:7460:1" rel="noopener">PLS Group (PLS AU)</a>, <a href="https://www.smartkarma.com/entities/evolution-mining-ltd" target="_blank" data-smartkarma-citation="entities:18363:1" rel="noopener">Evolution Mining (EVN AU)</a>, <a href="https://www.smartkarma.com/entities/stockland" target="_blank" data-smartkarma-citation="entities:661:1" rel="noopener">Stockland (SGP AU)</a>, and <a href="https://www.smartkarma.com/entities/pro-medicus-ltd" target="_blank" data-smartkarma-citation="entities:13516:1" rel="noopener">Pro Medicus Ltd (PME 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 24th August, published on the 28th August.
The largest industry net increase in the past week was A$0.4bn into "Biotechnology"; the largest industry net decrease was A$0.2bn out of "Banks". Net shorts increased A$1.2bn week-on-week.
Companies mentioned in this regular weekly report include: CSL Ltd (CSL AU), PLS Group (PLS AU), Evolution Mining (EVN AU), Stockland (SGP AU), and Pro Medicus Ltd (PME AU).


Aussie Shorts [24 Aug 2026]: CSL, PLS Group, Evolution Mining, Stockland, Pro Medicus

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

Shenton Research

Shenton 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 Aug 21st (reported today). The aggregated short interest was USD50.2bn.</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 JB Hi-Fi, CSL, Transurban, NEWMONT, Zip.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Aug 21st (reported today). The aggregated short interest was USD50.2bn.
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 JB Hi-Fi, CSL, Transurban, NEWMONT, Zip.


ASX Short Interest Weekly (Aug 21st): JB Hi-Fi, CSL, Transurban, NEWMONT, Zip

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ck-hutchison-holdings-ltd" target="_blank" data-smartkarma-citation="entities:132:1" rel="noopener">CK Hutchison (1 HK)</a> initiates a second arbitration against the Republic of Panama after Panama's highest court annulled CKH's port contracts earlier this year. </li>
<li>After falling post-1H26 results,  <a href="https://www.smartkarma.com/entities/china-unicom-hong-kong-limited" target="_blank" data-smartkarma-citation="entities:1016:1" rel="noopener">China Unicom (762 HK)</a> is inexpensive to its parent <a href="https://www.smartkarma.com/entities/china-united-network-a" target="_blank" data-smartkarma-citation="entities:12620:1" rel="noopener">China United Network A (600050 CH)</a> - its hybrid domestic A-share twin </li>
<li>The "upside-down world" continues as Trump embraces North Korea, and amps up hostility towards it southern neighbour, possibly disrupting Hanwha's acquisition of <a href="https://www.smartkarma.com/entities/austal-ltd" target="_blank" data-smartkarma-citation="entities:14420:1" rel="noopener">Austal Ltd (ASB AU)</a>'s US ops. </li>
</ul>



CK Hutchison (1 HK) initiates a second arbitration against the Republic of Panama after Panama's highest court annulled CKH's port contracts earlier this year. 
After falling post-1H26 results,  China Unicom (762 HK) is inexpensive to its parent China United Network A (600050 CH) - its hybrid domestic A-share twin 
The "upside-down world" continues as Trump embraces North Korea, and amps up hostility towards it southern neighbour, possibly disrupting Hanwha's acquisition of Austal Ltd (ASB AU)'s US ops. 


Last Week In Event SPACE: CK Hutch, China Unicom, Austal, Steadfast

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Aug 14th (reported today). The aggregated short interest was USD49.4bn.</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 CSL, South32, Iress, Computershare, Coles.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Aug 14th (reported today). The aggregated short interest was USD49.4bn.
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 CSL, South32, Iress, Computershare, Coles.


ASX Short Interest Weekly (Aug 14th): CSL, South32, Iress, Computershare, Coles

<ul>
<li>
<a href="https://www.smartkarma.com/entities/inghams-group-ltd" target="_blank" data-smartkarma-citation="entities:23640:1" rel="noopener">Inghams (ING AU)</a> is Australia and New Zealand's largest vertically integrated poultry producer with a market in each country of ~40% and ~35% respectively.</li>
<li>Ingham's share price is down 37% in the past years via a combination of ballooning costs, a bird flu lockdown in WA, and its legacy concentrated market exposure (<a href="https://www.smartkarma.com/entities/woolworths-ltd" target="_blank" data-smartkarma-citation="entities:500:1" rel="noopener">Woolworths</a> and <a href="https://www.smartkarma.com/entities/coles-group-ltd" target="_blank" data-smartkarma-citation="entities:27799:1" rel="noopener">Coles</a>).</li>
<li>Shares popped 6.7% on the 13th August amid media speculation about a possible acquisition (PSP Investment rumoured). Inghams <a href="https://announcements.asx.com.au/asxpdf/20260814/pdf/072rb1lnb9znr0.pdf" target="_blank" rel="noopener">denied</a> receiving any approaches. But the situation is still worth discussing. </li>
</ul>



Inghams (ING AU) is Australia and New Zealand's largest vertically integrated poultry producer with a market in each country of ~40% and ~35% respectively.
Ingham's share price is down 37% in the past years via a combination of ballooning costs, a bird flu lockdown in WA, and its legacy concentrated market exposure (Woolworths and Coles).
Shares popped 6.7% on the 13th August amid media speculation about a possible acquisition (PSP Investment rumoured). Inghams denied receiving any approaches. But the situation is still worth discussing. 


PSP Investments (Reportedly) In A Flap Over Inghams (ING AU)

Australia

Woolworths Limited operates supermarkets, specialty and discount department stores, liquor and electronics stores throughout Australia.  Woolworths also manufactures processed foods, exports and wholesales food and offers petrol retailing.  The Company also operates hotels which includes pubs, food, accommodation, and gaming operations.

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Woolworths Ltd (WOW AU)

Aussie Shorts [24 Aug 2026]: CSL, PLS Group, Evolution Mining, Stockland, Pro Medicus

Net shorts increased A$1.2bn week-on-week. Companies mentioned in this regular weekly include: CSL, PLS, Evolution Mining, Stockland, & Pro Medicus

David Blennerhassett

ASX Short Interest Weekly (Aug 21st): JB Hi-Fi, CSL, Transurban, NEWMONT, Zip

We analyzed ASX short interest report for the past week and highlight short interest changes in JB Hi-Fi, CSL, Transurban, NEWMONT, Zip.

Ke Yan, CFA, FRM

Last Week In Event SPACE: CK Hutch, China Unicom, Austal, Steadfast

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

ASX Short Interest Weekly (Aug 14th): CSL, South32, Iress, Computershare, Coles

We analyzed ASX short interest report for the past week and highlight short interest changes in CSL, South32, Iress, Computershare, Coles.

Ke Yan, CFA, FRM

PSP Investments (Reportedly) In A Flap Over Inghams (ING AU)

There is, as yet, no Offer on the table. The share price is pretty beaten up here. Yet, FY26E guidance is uninspiring; and current metrics are not...

David Blennerhassett

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