Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>
<strong><a href="https://www.smartkarma.com/entities/ytl-corp-bhd" target="_blank" data-smartkarma-citation="entities:8553:1" rel="noopener">YTL Corp (YTL MK)</a></strong>'s simple ratio - YTL/<strong><a href="https://www.smartkarma.com/entities/ytl-power-international-bhd" target="_blank" data-smartkarma-citation="entities:1239:1" rel="noopener">YTL Power International (YTLP MK)</a></strong> - has never been lower. The implied stub is also at a three-plus year low.</li>
<li>Preceding my comments on YTL and 52%-held YTL are the current setup/unwind tables for Asia-Pacific Holdcos.</li>
<li>These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.</li>
</ul>



YTL Corp (YTL MK)'s simple ratio - YTL/YTL Power International (YTLP MK) - has never been lower. The implied stub is also at a three-plus year low.
Preceding my comments on YTL and 52%-held YTL are the current setup/unwind tables for Asia-Pacific Holdcos.
These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.


StubWorld: YTL Corp's All-Time Low Versus YTL Power

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 Bursa stocks as of Jul 3rd. The aggregated short interest is USD528m.</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 MY EG Services, Datasonic, Axiata, YTL, CIMB.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Jul 3rd. The aggregated short interest is USD528m.
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 MY EG Services, Datasonic, Axiata, YTL, CIMB.


Bursa Short Interest Weekly (Jul 3rd): MY EG Services, Datasonic, Axiata, YTL, CIMB

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of Jun 26th. The aggregated short interest is USD519m.</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 Maxis, YTL, Matrix Concepts, Sime Darby, Datasonic.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Jun 26th. The aggregated short interest is USD519m.
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 Maxis, YTL, Matrix Concepts, Sime Darby, Datasonic.


Bursa Short Interest Weekly (Jun 26th): Maxis, YTL, Matrix Concepts, Sime Darby, Datasonic

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of Jun 19th. The aggregated short interest is USD522m.</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 Top Glove, Inari Amertron, Hartalega, Telekom Malaysia, Datasonic.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Jun 19th. The aggregated short interest is USD522m.
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 Top Glove, Inari Amertron, Hartalega, Telekom Malaysia, Datasonic.


Bursa Short Interest Weekly (Jun 19th): Top Glove, Inari Amertron, Hartalega, Telekom Malaysia

<ul>
<li>We analyzed the changes in short interest of Bursa stocks as of Jun 12th. The aggregated short interest is USD534m.</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 YTL, Mr D I Y Group M, Axiata, Datasonic, AirAsia X.</li>
</ul>


We analyzed the changes in short interest of Bursa stocks as of Jun 12th. The aggregated short interest is USD534m.
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 YTL, Mr D I Y Group M, Axiata, Datasonic, AirAsia X.


Bursa Short Interest Weekly (Jun 12th): YTL, Mr D I Y Group M, Axiata, Datasonic, AirAsia X

Malaysia

YTL Power International Berhad is an investment holding company which provides administrative and technical support services. Through its subsidiaries, the Company develops, constructs, maintains, and operates power stations which includes Paka Power Station in Terengganu and Pasir Gudang Power Station in Johor.

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YTL Power International (YTLP MK)

StubWorld: YTL Corp's All-Time Low Versus YTL Power

At a multi-year low implied stub; and an all-time low simple ratio (YTL/YTLP), if you can set up the stub here cleanly, do so. Pushback? I see no...

David Blennerhassett

Bursa Short Interest Weekly (Jul 3rd): MY EG Services, Datasonic, Axiata, YTL, CIMB

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in MY EG Services, Datasonic, Axiata,...

Ke Yan, CFA, FRM

Bursa Short Interest Weekly (Jun 26th): Maxis, YTL, Matrix Concepts, Sime Darby, Datasonic

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Maxis, YTL, Matrix Concepts, Sime...

Ke Yan, CFA, FRM

Bursa Short Interest Weekly (Jun 19th): Top Glove, Inari Amertron, Hartalega, Telekom Malaysia

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in Top Glove, Inari Amertron, Hartalega,...

Ke Yan, CFA, FRM

Bursa Short Interest Weekly (Jun 12th): YTL, Mr D I Y Group M, Axiata, Datasonic, AirAsia X

We analyzed Bursa Malaysia short interest report for the past week and highlighted short interest changes in YTL, Mr D I Y Group M, Axiata,...

Ke Yan, CFA, FRM

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