Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/profiles/janaghan-jeyakumar-cfa" target="_blank" data-smartkarma-citation="accounts:3173" rel="noopener">Janaghan Jeyakumar, CFA</a> had predicted a series of changes in UK100 (a.k.a. F100) and UK250 (aka F250) and all predicted changes came to pass. F250 saw one extra change.</li>
<li>There will be one more ad hoc announcement today. We think the replacement for <a href="https://www.smartkarma.com/entities/tritax-eurobox-plc-3e9443bd-b52d-4565-9083-99325aa64446" target="_blank" data-smartkarma-citation="entities:44137:1" rel="noopener">Tritax Eurobox (EBOX LN)</a> will be <a href="https://www.smartkarma.com/entities/mobico-group-plc" target="_blank" data-smartkarma-citation="entities:22059:1" rel="noopener">Mobico Group (MCG LN)</a>. </li>
<li>There were two ADDs in F250 which are VERY much worth looking at. Janaghan had addressed these in prior weeks as well. Those two names really stand out.</li>
</ul>



Janaghan Jeyakumar, CFA had predicted a series of changes in UK100 (a.k.a. F100) and UK250 (aka F250) and all predicted changes came to pass. F250 saw one extra change.
There will be one more ad hoc announcement today. We think the replacement for Tritax Eurobox (EBOX LN) will be Mobico Group (MCG LN). 
There were two ADDs in F250 which are VERY much worth looking at. Janaghan had addressed these in prior weeks as well. Those two names really stand out.


UK100 and UK250 Index Rebals: Some Interesting Trades

Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.</li>
<li>The final rankings will be decided based on the full market cap at the close of trading today (3rd December 2024).</li>
<li>Based on the current numbers, we see three for the F100 index and three or more other changes for the F250 index in December 2024.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.
The final rankings will be decided based on the full market cap at the close of trading today (3rd December 2024).
Based on the current numbers, we see three for the F100 index and three or more other changes for the F250 index in December 2024.


Quiddity Leaderboard F100/F250 Dec 24: Final Trading Day; Announcement Tomorrow!

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.</li>
<li>Currently, we see three F100 changes and four F250 changes. Some of these index change expectations are related to the changes made to the UK Listing Rules in June 2024.</li>
<li>The final changes will be decided based on 3rd December 2024 closing prices.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the December 2024 index rebal event.
Currently, we see three F100 changes and four F250 changes. Some of these index change expectations are related to the changes made to the UK Listing Rules in June 2024.
The final changes will be decided based on 3rd December 2024 closing prices.


Quiddity Leaderboard F100/250 Dec 24: LONGs Up 10% Vs Index in a Month; Time for New Trade

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Deliveroo has seen a 30% increase in its stock since last year, making it a compelling investment opportunity</li><li>The company's focus on independent restaurants results in higher average order values and better unit economics</li><li>Deliveroo is well-positioned to achieve its 2026 targets, with potential M&amp;A and index inclusion catalysts in the near future</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Deliveroo has seen a 30% increase in its stock since last year, making it a compelling investment opportunityThe company's focus on independent restaurants results in higher average order values and better unit economicsDeliveroo is well-positioned to achieve its 2026 targets, with potential M&amp;A and index inclusion catalysts in the near futureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Alpha-Centric ESG Research

Kyle Rudden

<ul>
<li>
<a href="https://www.smartkarma.com/entities/carsome-group" target="_blank" data-smartkarma-citation="entities:35913:1" rel="noopener">Carsome (CARSOME1 SP)</a>, Malaysia's used-car eCommerce/technology unicorn, has reportedly submitted a confidential IPO filing for a dual listing on Nasdaq and <a href="https://www.smartkarma.com/entities/singapore-exchange-ltd" target="_blank" data-smartkarma-citation="entities:1047:1" rel="noopener">Singapore Exchange</a>.</li>
<li>Carsome has a great ESG story to tell, but needs to be less humble about telling it because pre-IPO ESG messaging can impact IPO valuations, especially for transportation-related deals.</li>
<li>The centerpiece of Carsome's ESG story should be the important (but underappreciated) role of used car markets in decarbonising road transportation, a leading source of carbon emissions.</li>
</ul>



Carsome (CARSOME1 SP), Malaysia's used-car eCommerce/technology unicorn, has reportedly submitted a confidential IPO filing for a dual listing on Nasdaq and Singapore Exchange.
Carsome has a great ESG story to tell, but needs to be less humble about telling it because pre-IPO ESG messaging can impact IPO valuations, especially for transportation-related deals.
The centerpiece of Carsome's ESG story should be the important (but underappreciated) role of used car markets in decarbonising road transportation, a leading source of carbon emissions.


Carsome: A Paradigm of Circular Economy and Unsung Hero in the Decarbonisation of Transportation

United Kingdom

Deliveroo PLC provides software solutions. The Company offers an online food delivery platform which allows users to order meals from partner restaurants, grocery stores, and other food suppliers. Deliveroo serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Deliveroo (ROO LN)

UK100 and UK250 Index Rebals: Some Interesting Trades

The Footsie 100/250 rebalance was announced yesterday. Excellent hit rate by the team. As expected, two names are kind of special and they deserve...

Travis Lundy

Quiddity Leaderboard F100/F250 Dec 24: Final Trading Day; Announcement Tomorrow!

There are multiple names close to the border and depending on how prices move today, these names can get involved in index changes or miss out on...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/250 Dec 24: LONGs Up 10% Vs Index in a Month; Time for New Trade

The Top 10 F250 potential ADDs from the last insight have outperformed the F250 index by 10% since 24th October 2024. It might be time to revise...

Janaghan Jeyakumar, CFA

Deliveroo (ROO) - Tuesday, Feb 27, 2024

Deliveroo is well-positioned to achieve its 2026 targets, with potential M&A and index inclusion catalysts in the near future

Value Investors Club

Carsome: A Paradigm of Circular Economy and Unsung Hero in the Decarbonisation of Transportation

Carsome has reportedly filed for an IPO (dual Nasdaq/SGX listing), and has a great ESG story to tell investors including the role that used car...

Kyle Rudden

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)