S&P/ASX Indices: Quiddity Leaderboard for June 2022 Rebalance
A discussion on potential ADDs and DELETEs to the S&P ASX Indices between now and the completion of the June 2022 Regular Rebalance.
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ASX100/200/300 Index Rebalance Preview: Big Impact & Large Shorts
There are a lot of changes expected across the ASX100, 200 & 300 indices at the September rebalance. A lot of those stocks will have a large impact...
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ASX300 Sep 2021 Index Rebalance Preview: Changes Galore
There could be 8 adds and 5 deletes to the ASX300 index at the September rebalance. The stocks have moved but the index is not very widely tracked,...
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Milton's Marvelous Arb Meanders Along... Marvelously
The Marvelous Milton Merger Arb is still trading slightly wide on a "straight arb" basis. On a "true arb" basis including optionality, it is...
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Analogue Holding (1977): From E&M to Smart City
The company is trading at a deep discount to its peers' multiples but the ex-cash PER is even lower at 5.2x. It has a 5.5% dvd yield that is quite...
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