S&P/ASX Index Rebalance Preview: Potential Adds Have Outperformed
We forecast 26 changes across the ASX50, ASX100, ASX 200 and ASX300 indices at the September rebalance. There is big flow and impact on a lot of...
539 Views
MVIS Australia Equal Weight Index Rebalance Preview: Deletes, Close Deletes, Capping Changes
With a couple of weeks to review cutoff, there are two stocks in deletion zone and another two that are close to the deletion zone. Most likely, no...
383 Views
Quiddity Leaderboard ASX Sep 23: Potential Surprises and Final Thoughts
I expect ASX 200 and 300 Expected ADDs to outperform the ASX 200 and 300 Expected DELs over the next few weeks since there are many names on both...
570 Views
OreCorp Inks Deal With Silvercorp. Perseus In The Wings?
As this is a cross-border trade, look to short Silvercorp (where available) late in the US day, and buy OreCorp early in the AU day. Or you may...
355 Views
Merger Arb Mondays (17 Jul) - Chindata, Eoflow, JSR, IMAX, Mason, Estia, Musgrave, Origin, InvoCare
This week, the highest gross spreads are 111 (27.5%), Chindata (15.0%), ENM (11.5%), Estia (9.6%), Poly Culture (7.8%), Costa (7.3%), Eoflow...
433 Views