EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Asia Ex-Japan Funds: Extreme stocks

Copley Fund Research

In this report, Steven Holden screens for stocks at the extreme ends of their positioning or momentum ranges. He synthesises current and historical data on fund positioning with recent manager activity to accurately assess sentiment for each stock within Copley’s coverage. Stocks highlighted include Phoenix Mills and SK Hynix (High Positioning, Positive Momentum); AIA Group and Shenzhen Inovance Technology Co. (High Positioning, Negative Momentum); PT Avia Avian and Wuxi Biologics (Low Positioning, Negative Momentum); New Oriental Education & Technology Group and Shinhan Financial Group (Low Positioning, Positive Momentum).

Edition: 192

- 09 August, 2024