MV Australia Equal Weight Index Rebalance Preview: 1 Close Add & 3 Deletions
There could be 1 add and 3 deletes in Dec. Even if there are no constituent changes, capping changes will lead to one-way turnover of 4.6% and a...
395 Views
MV Global Rare Earth/Strategic Metals Index Rebalance: Two Deletions & Other Changes
Core Lithium and Piedmont Lithium will be deleted from the index in June. Estimated 1-way turnover is 6.4% resulting in a 1-way trade of US$28m....
218 Views
(Mostly) Asia-Pac M&A: Lynas, Tietto Minerals, JSR, Shinko Electric, TDCX
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
510 Views
Lynas (LYC AU): Gina's Stake Revives MP Materials Merger
Strong government and shareholder support. Confirmation of talks with key player. New facility fully operational. This looks worth dipping your toe...
375 Views
Uranium: Fuelling Fears
Russia’s invasion of Ukraine is forcing the US and European administrations to wrestle with the vulnerabilities in their uranium supply chains....
691 Views