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 7th (reported today). The aggregated short interest was USD49.9bn.</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 Northern Star Resources, Qantas Airways, Santos, CSL, Qbe Insurance.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Aug 7th (reported today). The aggregated short interest was USD49.9bn.
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 Northern Star Resources, Qantas Airways, Santos, CSL, Qbe Insurance.


ASX Short Interest Weekly (Aug 7th): Northern Star Resources, Qantas Airways, Santos, CSL

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 3rd August, published on the 7th August.
</li>
<li>The largest industry net increase in the past week was A$0.1bn into "Metals"; the largest industry net decrease was A$0.1bn out of "Food Retail". Net shorts increased A$0.6bn week-on-week.
</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/rio-tinto-ltd" target="_blank" data-smartkarma-citation="entities:13:1" rel="noopener">Rio Tinto Ltd (RIO AU)</a>, <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>, <a href="https://www.smartkarma.com/entities/ampol-ltd" target="_blank" data-smartkarma-citation="entities:345:1" rel="noopener">Ampol (ALD AU)</a>, <a href="https://www.smartkarma.com/entities/droneshield-ltd" target="_blank" data-smartkarma-citation="entities:30509:1" rel="noopener">DroneShield Ltd (DRO AU)</a>, and <a href="https://www.smartkarma.com/entities/develop-global-ltd" target="_blank" data-smartkarma-citation="entities:19413:1" rel="noopener">Develop Global (DVP 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 3rd August, published on the 7th August.

The largest industry net increase in the past week was A$0.1bn into "Metals"; the largest industry net decrease was A$0.1bn out of "Food Retail". Net shorts increased A$0.6bn week-on-week.

Companies mentioned in this regular weekly report include: Rio Tinto Ltd (RIO AU), Wisetech Global (WTC AU), Ampol (ALD AU), DroneShield Ltd (DRO AU), and Develop Global (DVP AU).


Aussie Shorts [3 Aug 2026]: Rio Tinto, Wisetech Global, Ampol, DroneShield, Develop Global

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Jul 31st (reported today). The aggregated short interest was USD46.9bn.</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 Ampol, Origin Energy, Stockland, Dexus Property, Transurban.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jul 31st (reported today). The aggregated short interest was USD46.9bn.
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 Ampol, Origin Energy, Stockland, Dexus Property, Transurban.


ASX Short Interest Weekly (Jul 31st): Ampol, Origin Energy, Stockland, Dexus Property, Transurban

<ul>
<li>We analysed the earning revision of component stocks of MS-Australia in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on BHP, Rio Tinto, Lynas Rare Earths, Woodside Energy, Evolution Mining, Santos.</li>
</ul>


We analysed the earning revision of component stocks of MS-Australia in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on BHP, Rio Tinto, Lynas Rare Earths, Woodside Energy, Evolution Mining, Santos.


MS-Australia Index Earning Revision (Jul): BHP, Rio Tinto, Lynas Rare Earths, Woodside Energy

Commonwealth Bank of Australia / 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 20th July, published on the 24th July.
</li>
<li>The largest industry net increase in the past week was A$0.2bn into "Oils/Gas"; the largest industry net decrease was A$0.3bn out of "Diversified Metals". Net shorts declined A$0.2bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/commonwealth-bank-of-australia" target="_blank" data-smartkarma-citation="entities:14:1" rel="noopener">Commonwealth Bank of Australia (CBA AU)</a>, <a href="https://www.smartkarma.com/entities/westpac-banking-corp" target="_blank" data-smartkarma-citation="entities:444:1" rel="noopener">Westpac Banking (WBC AU)</a>, <a href="https://www.smartkarma.com/entities/woodside-energy-group-ltd-d0081203-96cd-4335-92ed-3b4cb7733dc6" target="_blank" data-smartkarma-citation="entities:38564:1" rel="noopener">Woodside Energy (WDS US)</a>, <a href="https://www.smartkarma.com/entities/wesfarmers-ltd" target="_blank" data-smartkarma-citation="entities:1104:1" rel="noopener">Wesfarmers (WES AU)</a>, and <a href="https://www.smartkarma.com/entities/rea-group-ltd" target="_blank" data-smartkarma-citation="entities:699:1" rel="noopener">REA Group (REA 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 20th July, published on the 24th July.

The largest industry net increase in the past week was A$0.2bn into "Oils/Gas"; the largest industry net decrease was A$0.3bn out of "Diversified Metals". Net shorts declined A$0.2bn week-on-week.
Companies mentioned in this regular weekly report include: Commonwealth Bank of Australia (CBA AU), Westpac Banking (WBC AU), Woodside Energy (WDS US), Wesfarmers (WES AU), and REA Group (REA AU).


Aussie Shorts [20 July 2026]:  Commonwealth Bank, Westpac, Woodside Energy, Wesfarmers, REA Group

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)

ASX Short Interest Weekly (Aug 7th): Northern Star Resources, Qantas Airways, Santos, CSL

We analyzed ASX short interest report for the past week and highlight short interest changes in Northern Star Resources, Qantas Airways, Santos,...

Ke Yan, CFA, FRM

Aussie Shorts [3 Aug 2026]: Rio Tinto, Wisetech Global, Ampol, DroneShield, Develop Global

The largest industry net increase in the past week was A$0.1bn into "Metals"; the largest industry net decrease was A$0.1bn out of "Food Retail"....

David Blennerhassett

ASX Short Interest Weekly (Jul 31st): Ampol, Origin Energy, Stockland, Dexus Property, Transurban

We analyzed ASX short interest report for the past week and highlight short interest changes in Ampol, Origin Energy, Stockland, Dexus Property,...

Ke Yan, CFA, FRM

MS-Australia Index Earning Revision (Jul): BHP, Rio Tinto, Lynas Rare Earths, Woodside Energy

We analyzed MS-Australia's consensus for Jul 2026 and highlighted changes of EPS in BHP, Rio Tinto, Lynas Rare Earths, Woodside Energy, Evolution...

Ke Yan, CFA, FRM

Aussie Shorts [20 July 2026]: Commonwealth Bank, Westpac, Woodside Energy, Wesfarmers, REA Group

The largest industry net increase in the past week was A$0.2bn into "Oils/Gas"; the largest industry net decrease was A$0.3bn out of "Diversified...

David Blennerhassett

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