US-EU Index Rebalances / Quantitative Researcher, Ortex

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

Ortex

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/alliance-witan-plc" target="_blank" data-smartkarma-citation="entities:44039:1" rel="noopener">Alliance Witan (ALW LN)</a> is the main candidate for addition in Top 100 (footsie 100) replacing <a href="https://www.smartkarma.com/entities/vistry-group-plc" target="_blank" data-smartkarma-citation="entities:21858:1" rel="noopener">Vistry Group (VTY LN)</a> whose price recently plummeted more than 50%.</li>
<li>
<a href="https://www.smartkarma.com/entities/st-james-s-place-plc" target="_blank" data-smartkarma-citation="entities:22168:1" rel="noopener">St James's Place (STJ LN)</a> is the next candidate for addition in Top 100 replacing <a href="https://www.smartkarma.com/entities/frasers-group-plc" target="_blank" data-smartkarma-citation="entities:22158:1" rel="noopener">Frasers Group (FRAS LN)</a> with both stocks being extremely close to the entry-exit rank.</li>
<li>
<a href="https://www.smartkarma.com/entities/metro-bank-plc" target="_blank" data-smartkarma-citation="entities:25601:1" rel="noopener">Metro Bank (MTRO LN)</a> and <a href="https://www.smartkarma.com/entities/diversified-energy-co-plc" target="_blank" data-smartkarma-citation="entities:41329:1" rel="noopener">Diversified Energy (DEC LN)</a> are the top two addition candidates for Next 250 (footsie 250), replacing <a href="https://www.smartkarma.com/entities/pz-cussons-plc" target="_blank" data-smartkarma-citation="entities:22102:1" rel="noopener">PZ Cussons (PZC LN)</a> and <a href="https://www.smartkarma.com/entities/close-brothers-group-plc" target="_blank" data-smartkarma-citation="entities:21866:1" rel="noopener">Close Brothers (CBG LN)</a>.</li>
</ul>



Alliance Witan (ALW LN) is the main candidate for addition in Top 100 (footsie 100) replacing Vistry Group (VTY LN) whose price recently plummeted more than 50%.

St James's Place (STJ LN) is the next candidate for addition in Top 100 replacing Frasers Group (FRAS LN) with both stocks being extremely close to the entry-exit rank.

Metro Bank (MTRO LN) and Diversified Energy (DEC LN) are the top two addition candidates for Next 250 (footsie 250), replacing PZ Cussons (PZC LN) and Close Brothers (CBG LN).


FOOTSIE UK December 2024 Forecasts: ALW and STJ for Top 100; MTRO and DEC for Next 250

Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

<ul>
<li>In this insight, we take a look at the potential ADDs and DELs for the F100 and F250 indices during the December 2024 index rebal event.</li>
<li>Separately, we see multiple M&amp;A-related intra-review changes in the next few months.</li>
<li>There could also be more regular changes during the December 2024 rebalanced event</li>
</ul>


In this insight, we take a look at the potential ADDs and DELs for the F100 and F250 indices during the December 2024 index rebal event.
Separately, we see multiple M&amp;A-related intra-review changes in the next few months.
There could also be more regular changes during the December 2024 rebalanced event


Quiddity Leaderboard F100/F250 Dec 24: Thoughts Deliveroo and Coca-Cola; More Intra-Review Changes

<ul>
<li>In this insight, we take a look at the potential ADDs and DELs for the F100 and F250 indices during the December 2024 index rebal event.</li>
<li>We see up to seven M&amp;A-related intra-review changes in the run up to the December 2024 review.</li>
<li>Our latest estimates suggest there could be one change for the F250 index during the December 2024 rebalance. We do not currently see any changes for the F100.</li>
</ul>


In this insight, we take a look at the potential ADDs and DELs for the F100 and F250 indices during the December 2024 index rebal event.
We see up to seven M&amp;A-related intra-review changes in the run up to the December 2024 review.
Our latest estimates suggest there could be one change for the F250 index during the December 2024 rebalance. We do not currently see any changes for the F100.


Quiddity Leaderboard F100/F250 Dec 24: Intra-Review Changes Galore; High-Impact Replacement Names

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the June 2024 index rebal event.</li>
<li>I see two regular changes for the F100 index during the June 2024 review. There are more names very close to triggering F100 index changes.</li>
<li>I see eight other changes for F250 in the run up to the June 2024 review including three intra-review changes. <strong>One of those intra-review changes will be confirmed later today.</strong>
</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the June 2024 index rebal event.
I see two regular changes for the F100 index during the June 2024 review. There are more names very close to triggering F100 index changes.
I see eight other changes for F250 in the run up to the June 2024 review including three intra-review changes. One of those intra-review changes will be confirmed later today.



Quiddity Leaderboard F100/​​​250 Jun 24: Potential ADDs Could Outperform the Index

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the June 2024 index rebal event.</li>
<li>There could be up to three intra-review changes for the F250 index during the next two months.</li>
<li>Separately, there could be one change for F100 and two changes for F250 during the regular rebalance in June 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 June 2024 index rebal event.
There could be up to three intra-review changes for the F250 index during the next two months.
Separately, there could be one change for F100 and two changes for F250 during the regular rebalance in June 2024.


Quiddity Leaderboard F100/​​​250 Jun 24: LONG OCN - SHORT FSJ Could Be Interesting

United Kingdom

PZ Cussons plc is a holding company.  Through its subsidiaries, the Company manufactures soaps, detergents, toiletries, pharmaceuticals, refrigerators, and air conditioners.  PZ Cussons also sells and merchandises its products in the United Kingdom, Greece, Africa, Australia, Indonesia, and Thailand.

Price Gauge
52-week Range	0.00 - 0.00
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PZ Cussons PLC (PZC LN)

FOOTSIE UK December 2024 Forecasts: ALW and STJ for Top 100; MTRO and DEC for Next 250

Alliance Witan (ALW) and St James's Place (STJ) are the current forecasted additions to the UK's Top 100 index (footsie 100) replacing Vistry...

Dimitris Ioannidis

Quiddity Leaderboard F100/F250 Dec 24: Thoughts Deliveroo and Coca-Cola; More Intra-Review Changes

Deliveroo could get into F250 in December 2024 while Coca-Cola might have to wait until March 2025 to get into F100 due to a minimum listing period...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/F250 Dec 24: Intra-Review Changes Galore; High-Impact Replacement Names

The Top 10 F250 potential ADDs could outperform the F250 index since there are many intra-review addition possibilities and these names are high...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/250 Jun 24: Potential ADDs Could Outperform the Index

The top 10 F250 potential ADDs could outperform the F250 index over the next few weeks. These names could have very high impact if they were to be...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/250 Jun 24: LONG OCN - SHORT FSJ Could Be Interesting

There could be 50+ days of volume to buy in OCN if the stock outperforms the other F250 potential ADDs and climbs into the expected ADDs basket and...

Janaghan Jeyakumar, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

FOOTSIE UK December 2024 Forecasts: ALW and STJ for Top 100; MTRO and DEC for Next 250

​Alliance Witan (ALW) and St James's Place (STJ) are the current forecasted additions to the UK's Top 100 index (footsie 100) replacing Vistry...

Dimitris Ioannidis

Quiddity Leaderboard F100/F250 Dec 24: Thoughts Deliveroo and Coca-Cola; More Intra-Review Changes

Deliveroo could get into F250 in December 2024 while Coca-Cola might have to wait until March 2025 to get into F100 due to a minimum listing period...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/F250 Dec 24: Intra-Review Changes Galore; High-Impact Replacement Names

The Top 10 F250 potential ADDs could outperform the F250 index since there are many intra-review addition possibilities and these names are high...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/​​​250 Jun 24: Potential ADDs Could Outperform the Index

The top 10 F250 potential ADDs could outperform the F250 index over the next few weeks. These names could have very high impact if they were to be...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/​​​250 Jun 24: LONG OCN - SHORT FSJ Could Be Interesting

There could be 50+ days of volume to buy in OCN if the stock outperforms the other F250 potential ADDs and climbs into the expected ADDs basket and...

Janaghan Jeyakumar, CFA

Alliance Witan (ALW) and St James's Place (STJ) are the current forecasted additions to the UK's Top 100 index (footsie 100) replacing Vistry...

Quiddity Leaderboard F100/250 Jun 24: Potential ADDs Could Outperform the Index

Quiddity Leaderboard F100/250 Jun 24: LONG OCN - SHORT FSJ Could Be Interesting