In today’s briefing:
- Global Emerging Markets: Reporting Season Summary, 2Q2024
- ASX Short Interest Weekly (Jun 28th): Macquarie, Westpac, CSL, Pro Medicus, Yancoal Australia
Global Emerging Markets: Reporting Season Summary, 2Q2024
- During 2Q2024, the 200 largest weighted companies in the GEM index reported average EPS growth of +7.1%y/y, down slightly from the +8.7% reported during 1Q2024.
- Overall, 61% of companies delivered positive EPS surprises, and 57% delivered positive Sales surprises, a marked improvement from the previous quarter.
- Historically, there has been a significant difference in relative share price performance between the largest positive versus negative surprise generators, for 3 months after the reporting date.
ASX Short Interest Weekly (Jun 28th): Macquarie, Westpac, CSL, Pro Medicus, Yancoal Australia
- We analyzed the changes in short interest of ASX Stocks as of Jun 28th (reported today) which has an aggregated short interest worth USD19.5bn.
- We tabulate league table 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 Macquarie, Westpac, CSL, Pro Medicus, Yancoal Australi, Telstra, Insurance Australia.
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