In today’s briefing:
- ASX Short Interest Weekly (Aug 28th): Steadfast, Brambles, Worley, Transurban, Charter Hall
- MS-China Index Earning Revision (Aug): KINGBOARD HLDG, LI AUTO, XIAOMI, TRINA SOLAR, TENCENT, PDD
- MS-India Index Earning Revision (Aug): Hindalco Industries, Adani Enterprises, Grasim Industries
- MS-Indonesia Index Earning Revision (Aug): Telkom Indonesia, XL Axiata, Indo Tambangraya Megah
- MS-Japan Index Earning Revision (Aug): Yamaha Motor, Orix, Advantest, Kioxia, Rakuten, Panasonic
- NIFTY Index Earning Revision (Aug): Hindalco Industries, Tata Steel, Tata Motors Passenger Vehicles
- MS-South Korea Index Earning Revision (Aug): KEPCO, LG Display, SK Hynix, LG Energy Solution
- MS-Taiwan Index Earning Revision (Aug): Innolux, King Slide Works, Formosa Plastics, TSMC
- MS-Australia Index Earning Revision (Aug): ANZ, CAR, Fortescue, Pro Medicus, BHP, Cochlear
ASX Short Interest Weekly (Aug 28th): Steadfast, Brambles, Worley, Transurban, Charter Hall
- We analyzed the changes in short interest of ASX Stocks as of Aug 28th (reported today). The aggregated short interest was USD50.8bn.
- We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in Steadfast, Brambles, Worley, Transurban, Charter Hall.
MS-China Index Earning Revision (Aug): KINGBOARD HLDG, LI AUTO, XIAOMI, TRINA SOLAR, TENCENT, PDD
- We analysed the earning revision of component stocks of MS-China 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 KINGBOARD HLDG, LI AUTO, XIAOMI, TRINA SOLAR, TENCENT, CHINA LIFE, GCL TECHNOLOGY, PDD.
MS-India Index Earning Revision (Aug): Hindalco Industries, Adani Enterprises, Grasim Industries
- We analysed the earning revision of component stocks of MS-India 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 Hindalco Industries, Adani Enterprises, Grasim Industries, Reliance Industries, Axis Bank, ICICI Bank, HDFC Bank, Tata Motors Passenger Vehicles.
MS-Indonesia Index Earning Revision (Aug): Telkom Indonesia, XL Axiata, Indo Tambangraya Megah
- We analysed the earning revision of component stocks of MS-Indonesia 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 Telkom Indonesia, XL Axiata, Indo Tambangraya Megah, Mitra Adiperkasa, Astra Intl, GoTo Gojek Tokopedia, Merdeka Copper Gold, Charoen Pokphand Indonesia.
MS-Japan Index Earning Revision (Aug): Yamaha Motor, Orix, Advantest, Kioxia, Rakuten, Panasonic
- We analysed the earning revision of component stocks of MS-Japan 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 Yamaha Motor, Orix, Advantest, Kioxia, Rakuten, Kawasaki Kisen Kaisha, Panasonic, JFE.
NIFTY Index Earning Revision (Aug): Hindalco Industries, Tata Steel, Tata Motors Passenger Vehicles
- We analysed the earning revision of component stocks of NIFTY 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 Hindalco Industries, Tata Steel, Tata Motors Passenger Vehicles, Adani Enterprises, Grasim Industries, State Bank of India, ITC.
MS-South Korea Index Earning Revision (Aug): KEPCO, LG Display, SK Hynix, LG Energy Solution
- We analysed the earning revision of component stocks of MS-South Korea 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 KEPCO, LG Display, SK Hynix, LG Energy Solution, SKSQUARE, POSCO INTERNATIONAL, Samsung Electronics, ECOPROBM.
MS-Taiwan Index Earning Revision (Aug): Innolux, King Slide Works, Formosa Plastics, TSMC
- We analysed the earning revision of component stocks of MS-Taiwan 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 Innolux, King Slide Works, Formosa Plastics, TSMC, Nanya Technology, Phison Electronics, Winbond Electronics, Yang Ming Marine.
MS-Australia Index Earning Revision (Aug): ANZ, CAR, Fortescue, Pro Medicus, BHP, Cochlear
- 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 ANZ, CAR, Fortescue, Pro Medicus, BHP, Vicinity Centres Re, Cochlear.
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