In today’s briefing:
- Naspers & Prosus: Discounts Widen as Market Sells off + WisdomTree Oct Rebalance Price Moves (JSE)
- Hong Kong Buybacks Weekly (Oct 20th): Aia, Hsbc, Tencent
- ASX Short Interest Weekly (Oct 13th): Pilbara Minerals, Domino’S Pizza E, Computershare, ANZ, Igo
Naspers & Prosus: Discounts Widen as Market Sells off + WisdomTree Oct Rebalance Price Moves (JSE)
- Since the close on Monday, both discounts have widened by over 2 percentage points Naspers (NPN SJ)Prosus NV (PRX NA).
- Naspers’ discount to Prosus’ MV is back at 11.8% after reaching 10.4% on Monday. Naspers’ discount is trading at 46% and Prosus’ discount is trading at 40%.
- The annual WisdomTree rebalance took place in the closing auction on Wednesday. Turnover on the JSE for the day was R20bn ($1.05bn), 1.12 times the 5-day average.
Hong Kong Buybacks Weekly (Oct 20th): Aia, Hsbc, Tencent
- We analyze statistics on top repurchases over one week, one month, one quarter and one year periods ended on Oct 20th based on HKEx daily reports.
- In the past 7 days, the top 3 companies that repurchased the most shares from the market were AIA (1299 HK), HSBC (5 HK), Tencent (700 HK).
- In the past 30 days, the top 3 companies that repurchased the most shares from the market were Tencent (700 HK), AIA (1299 HK), HSBC (5 HK).
ASX Short Interest Weekly (Oct 13th): Pilbara Minerals, Domino’S Pizza E, Computershare, ANZ, Igo
- We analyzed the changes in short interest of ASX Stocks as of Oct 13th (reported today) which has an aggregated short interest worth USD16.3bn.
- 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 Pilbara Minerals, Domino’S Pizza E, Computershare, ANZ, Igo.
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