Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>The December 2022 index changes for DAX, MDAX, and SDAX were announced late last night (5th December 2022).</li>
<li>
<a href="https://www.smartkarma.com/entities/dr-ing-h-c-f-porsche-aktiengesellschaft" target="_blank" data-smartkarma-citation="entities:36343:1" rel="noopener">Porsche AG (P911 GR)</a>'s addition to the DAX Index is the main talking point. There are more changes for the MDAX and the SDAX indices. </li>
<li>In this insight, we take a closer look at our expectations for index flows and potential trading ideas.</li>
</ul>


The December 2022 index changes for DAX, MDAX, and SDAX were announced late last night (5th December 2022).

Porsche AG (P911 GR)'s addition to the DAX Index is the main talking point. There are more changes for the MDAX and the SDAX indices. 
In this insight, we take a closer look at our expectations for index flows and potential trading ideas.


DAX, MDAX, SDAX Dec 2022 Rebal: DAX Inclusion for Porsche Is Positive News

<ul>
<li>In this insight, we take a look at the names leading the race to become ADDs/DELETEs for the DAX, MDAX, and SDAX Indices.</li>
<li>Roughly half of the 20-trading day reference period for the December 2022 Rebalance is now complete.</li>
<li>Among the names identified as potential index changes, <a href="https://www.smartkarma.com/entities/washtec-ag" target="_blank" data-smartkarma-citation="entities:36483:1" rel="noopener">Washtec (WSU GR)</a> appears to be a very high impact name with around 50+ days of volume to buy.</li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELETEs for the DAX, MDAX, and SDAX Indices.
Roughly half of the 20-trading day reference period for the December 2022 Rebalance is now complete.
Among the names identified as potential index changes, Washtec (WSU GR) appears to be a very high impact name with around 50+ days of volume to buy.


DAX/​​​​​MDAX/​​​​​SDAX Quiddity Leaderboard Dec 22: Washtec Is a High-Impact Name

Germany

Washtec AG manufactures and markets a variety of car, truck and railroad car washing systems.  The Company leases or sells brush and high-pressure, water-only modular or custom designed cleaning machinery to gas station owners, supermarkets and oil companies.  Washtec produces in Germany and France with sales operations in Europe, Australia and Asia.

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Washtec (WSU GR)

DAX, MDAX, SDAX Dec 2022 Rebal: DAX Inclusion for Porsche Is Positive News

Porsche AG (P911 GR)'s DAX addition is a positive surprise. I have previously discussed this possibility in my DAX Leaderboard insight. All the...

Janaghan Jeyakumar, CFA

DAX/MDAX/SDAX Quiddity Leaderboard Dec 22: Washtec Is a High-Impact Name

There could be 50+ days of volume to buy in Washtec which is a potential SDAX ADD in December 2022. Roughly half of the reference period is now...

Janaghan Jeyakumar, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

DAX, MDAX, SDAX Dec 2022 Rebal: DAX Inclusion for Porsche Is Positive News

Porsche AG (P911 GR)'s DAX addition is a positive surprise. I have previously discussed this possibility in my DAX Leaderboard insight. All the...

Janaghan Jeyakumar, CFA

DAX/​​​​​MDAX/​​​​​SDAX Quiddity Leaderboard Dec 22: Washtec Is a High-Impact Name

There could be 50+ days of volume to buy in Washtec which is a potential SDAX ADD in December 2022. Roughly half of the reference period is now...

Janaghan Jeyakumar, CFA

DAX/MDAX/SDAX Quiddity Leaderboard Dec 22: Washtec Is a High-Impact Name