Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>There are 2 changes for the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX</a>, 2 changes for the S&amp;P Midcap400 Index and 6 changes for the S&amp;P SmallCap600 Index at the December rebalance.</li>
<li>
<a href="https://www.smartkarma.com/entities/apollo-global-management-inc" target="_blank" data-smartkarma-citation="entities:28770:1" rel="noopener">Apollo Global</a> and <a href="https://www.smartkarma.com/entities/workday-inc-class-a" target="_blank" data-smartkarma-citation="entities:5660:1" rel="noopener">Workday</a> will have large flows from <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX</a> trackers while<a href="https://www.smartkarma.com/entities/applovin-corp" target="_blank" data-smartkarma-citation="entities:32989:1" rel="noopener"> AppLovin</a> misses out. The SPX adds will have large inflows from the Select Sector index trackers too.</li>
<li>The outright adds are up a lot in the after-hours and there could be further upside over the next couple of weeks as positioning ramps up.</li>
</ul>


There are 2 changes for the S&amp;P 500 INDEX, 2 changes for the S&amp;P Midcap400 Index and 6 changes for the S&amp;P SmallCap600 Index at the December rebalance.

Apollo Global and Workday will have large flows from S&amp;P 500 INDEX trackers while AppLovin misses out. The SPX adds will have large inflows from the Select Sector index trackers too.
The outright adds are up a lot in the after-hours and there could be further upside over the next couple of weeks as positioning ramps up.


S&P500/400/600 Index Rebalance: Apollo Global, Workday Added to SPX; AppLovin Misses Out

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>The rankings used for the December 2024 index rebal event will be based on yesterday's (4th December 2024) opening prices. Announcement date will be 6 December after the close.</li>
<li>Inside we take a final look at the potential ADDs and DELs leading the rankings for the upcoming review. </li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
The rankings used for the December 2024 index rebal event will be based on yesterday's (4th December 2024) opening prices. Announcement date will be 6 December after the close.
Inside we take a final look at the potential ADDs and DELs leading the rankings for the upcoming review. 


Quiddity Leaderboard S&P 500 Dec 24 Rebal - Final Predictions

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>In this insight, we take a look at the upcoming constituent changes in the run up to the December 2024 index rebal event.</li>
<li>We expect two regular changes in December 2024. There are also several live spin-off and M&amp;A events which could trigger intra-review index changes in late-2024/early-2025.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
In this insight, we take a look at the upcoming constituent changes in the run up to the December 2024 index rebal event.
We expect two regular changes in December 2024. There are also several live spin-off and M&amp;A events which could trigger intra-review index changes in late-2024/early-2025.


Quiddity Leaderboard S&P 500 Dec 24: APP, APO, and TPL May Be ADDs, Watch SP600 DELs

United States

Service Properties Trust operates as a real estate investment trust. The Company invests in properties, as well as provides leasing and management services. Service Properties Trust serves in the State of Massachusetts.

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Service Properties Trust (SVC US)

S&P500/400/600 Index Rebalance: Apollo Global, Workday Added to SPX; AppLovin Misses Out

There are 2 changes for SnP500, 2 for SnP400 and 6 for SnP600. The outright adds are up big in the after-hours market. There will be more flows for...

Brian Freitas

Quiddity Leaderboard S&P 500 Dec 24 Rebal - Final Predictions

The S&P500/400/600 rebal data "fixed" on 4 Dec open. The announcement will be made post-close 6 Dec. Applovin is up 900% in a year and is a top...

Travis Lundy

Quiddity Leaderboard S&P 500 Dec 24: APP, APO, and TPL May Be ADDs, Watch SP600 DELs

The S&P500/400/600 Dec24 review will be announced in just over 10 days. There is an intra-review change in SP600 first, and perhaps a few more in...

Travis Lundy

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