WisdomTree Oct 2023 Rebalance (Wed, 18 Oct)
The annual WisdomTree rebalance takes place next week Wednesday in the closing auction. Turnover on the JSE at the rebalance last year (20 Oct) was...
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JSE December 2024 Rebalance OUT to Enter Top 40, NPH to Fall Out / NPN X PRX Top Sells (Capping)
JSE indices will be rebalanced in the closing auction tomorrow. OUT will enter the Top 40 and the Capped Top 40, with NPH falling out. Naspers and...
190 Views
Tencent Q1 FY24 Results Due, a Look into What Is Priced
Tencent is due to release Q1 FY24 results today. The earnings call is scheduled for 14:00 SAST. In this note, we unpack what is priced and how...
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JSE Dec 2024 Rebal: OUT to Enter Top 40, NPH to Fall Out / NPN PRX 1H Results: Discounts Catch Bid
Naspers and Prosus have outperformed the underlying portfolio following the release of 1H FY25 results. Naspers has outperformed Prosus, reducing...
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