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 European Benchmark Indices (BMI) of the STOXX Index family are reviewed on a quarterly basis in March, June, September and December. </li>
<li>In <a href="https://www.smartkarma.com/insights/stoxx-europe-indices-quiddity-leaderboard-for-december-2021-rebalance" target="_blank" data-smartkarma-citation="insights:58845" rel="noopener">STOXX Europe Indices: Quiddity Leaderboard for December 2021 Rebalance</a>, we looked at potential adds and deletes for the December 2021 review for STOXX Europe 600 and EURO STOXX Indices. </li>
<li>With official rebalance results to be announced in a few days, below is an update on the evolution of this Leaderboard. </li>
</ul>


The European Benchmark Indices (BMI) of the STOXX Index family are reviewed on a quarterly basis in March, June, September and December. 
In STOXX Europe Indices: Quiddity Leaderboard for December 2021 Rebalance, we looked at potential adds and deletes for the December 2021 review for STOXX Europe 600 and EURO STOXX Indices. 
With official rebalance results to be announced in a few days, below is an update on the evolution of this Leaderboard. 


STOXX Europe Indices: Quiddity Leaderboard for December 2021 Rebalance 2.0

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

<p>STOXX Ltd., the operator of Qontigo's index business has announced the changes to the STOXX Europe 600 index for the upcoming review. The rebalance will be effective as of the opening of European markets on 22 June and passive funds will need to trade at the close on 19 June.</p><p>There are 21 additions and deletions to the index:</p><table class="table table-striped">
<colgroup><col span="4"></colgroup>
<tbody>
<tr>
<td style="text-align: center; width: 351.02px;" colspan="2">Additions</td>
<td style="text-align: center; width: 353.98px;" colspan="2">Deletions</td>
</tr>
<tr>
<td style="text-align: left; width: 94.98px;"><strong>Code</strong></td>
<td style="text-align: left; width: 235.04px;"><strong>Name</strong></td>
<td style="text-align: left; width: 89.86px;"><strong>Code</strong></td>
<td style="text-align: left; width: 243.12px;"><strong>Name</strong></td>
</tr>
<tr>
<td style="width: 94.98px;">VIS.MC</td>
<td style="width: 235.04px;">Viscofan SA</td>
<td style="width: 89.86px;">BIRG.I</td>
<td style="width: 243.12px;">Bank of Ireland Group PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">ROCKb.CO</td>
<td style="width: 235.04px;">Rockwool International A/S</td>
<td style="width: 89.86px;">OSRn.DE</td>
<td style="width: 243.12px;">Osram Licht AG</td>
</tr>
<tr>
<td style="width: 94.98px;">GRI.L</td>
<td style="width: 235.04px;">Grainger PLC</td>
<td style="width: 89.86px;">IMFI.VI</td>
<td style="width: 243.12px;">Immofinanz AG</td>
</tr>
<tr>
<td style="width: 94.98px;">GXIG.DE</td>
<td style="width: 235.04px;">Gerresheimer AG</td>
<td style="width: 89.86px;">BOSSn.DE</td>
<td style="width: 243.12px;">Hugo Boss AG</td>
</tr>
<tr>
<td style="width: 94.98px;">BILL.ST</td>
<td style="width: 235.04px;">BillerudKorsnas AB (publ)</td>
<td style="width: 89.86px;">EZJ.L</td>
<td style="width: 243.12px;">Easyjet PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">BCVN.S</td>
<td style="width: 235.04px;">Banque Cantonale Vaudoise</td>
<td style="width: 89.86px;">CSPC.L</td>
<td style="width: 243.12px;">Countryside Properties PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">AXFO.ST</td>
<td style="width: 235.04px;">Axfood AB</td>
<td style="width: 89.86px;">WG.L</td>
<td style="width: 243.12px;">John Wood Group PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">WALLb.ST</td>
<td style="width: 235.04px;">Wallenstam AB</td>
<td style="width: 89.86px;">B4B.DE</td>
<td style="width: 243.12px;">Metro AG</td>
</tr>
<tr>
<td style="width: 94.98px;">ADDTb.ST</td>
<td style="width: 235.04px;">Addtech AB</td>
<td style="width: 89.86px;">SSPG.L</td>
<td style="width: 243.12px;">SSP Group PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">LATOb.ST</td>
<td style="width: 235.04px;">Investment AB Latour</td>
<td style="width: 89.86px;">ETL.PA</td>
<td style="width: 243.12px;">Eutelsat Communications SA</td>
</tr>
<tr>
<td style="width: 94.98px;">SWECb.ST</td>
<td style="width: 235.04px;">Sweco AB (publ)</td>
<td style="width: 89.86px;">AGGK.L</td>
<td style="width: 243.12px;">Aggreko PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">LIFCOb.ST</td>
<td style="width: 235.04px;">Lifco AB (publ)</td>
<td style="width: 89.86px;">SMWH.L</td>
<td style="width: 243.12px;">WH Smith PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">THULE.ST</td>
<td style="width: 235.04px;">Thule Group AB</td>
<td style="width: 89.86px;">VMUK.L</td>
<td style="width: 243.12px;">Virgin Money UK PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">SINCH.ST</td>
<td style="width: 235.04px;">Sinch AB (publ)</td>
<td style="width: 89.86px;">SPMI.MI</td>
<td style="width: 243.12px;">Saipem SpA</td>
</tr>
<tr>
<td style="width: 94.98px;">CEY.L</td>
<td style="width: 235.04px;">Centamin PLC</td>
<td style="width: 89.86px;">SPL1.WA</td>
<td style="width: 243.12px;">Santander Bank Polska SA</td>
</tr>
<tr>
<td style="width: 94.98px;">CWK.L</td>
<td style="width: 235.04px;">Cranswick PLC</td>
<td style="width: 89.86px;">SUBC.OL</td>
<td style="width: 243.12px;">Subsea 7 SA</td>
</tr>
<tr>
<td style="width: 94.98px;">AGRP.L</td>
<td style="width: 235.04px;">Assura PLC</td>
<td style="width: 89.86px;">INVP.L</td>
<td style="width: 243.12px;">Investec PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">IDIA.S</td>
<td style="width: 235.04px;">Idorsia Ltd</td>
<td style="width: 89.86px;">CINE.L</td>
<td style="width: 243.12px;">Cineworld Group PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">COKG.DE</td>
<td style="width: 235.04px;">Cancom SE</td>
<td style="width: 89.86px;">DUFN.S</td>
<td style="width: 243.12px;">Dufry AG</td>
</tr>
<tr>
<td style="width: 94.98px;">NETCG.CO</td>
<td style="width: 235.04px;">Netcompany Group A/S</td>
<td style="width: 89.86px;">CPI.L</td>
<td style="width: 243.12px;">Capita PLC</td>
</tr>
<tr>
<td style="width: 94.98px;">ADEB.OL</td>
<td style="width: 235.04px;">Adevinta ASA</td>
<td style="width: 89.86px;">HMSO.L</td>
<td style="width: 243.12px;">Hammerson PLC</td>
</tr>
</tbody>
</table><p>There has been a wide divergence in stock performance with all adds trading higher over the last year and almost all deletes trading lower.</p><p>In this Insight, we take a look at the index methodology, the impact of the review on the stocks, the recent stock performance, and recommend a few trades.</p>

STOXX Ltd., the operator of Qontigo's index business has announced the changes to the STOXX Europe 600 index for the upcoming review. The rebalance will be effective as of the opening of European markets on 22 June and passive funds will need to trade at the close on 19 June.There are 21 additions and deletions to the index:



Additions
Deletions


Code
Name
Code
Name


VIS.MC
Viscofan SA
BIRG.I
Bank of Ireland Group PLC


ROCKb.CO
Rockwool International A/S
OSRn.DE
Osram Licht AG


GRI.L
Grainger PLC
IMFI.VI
Immofinanz AG


GXIG.DE
Gerresheimer AG
BOSSn.DE
Hugo Boss AG


BILL.ST
BillerudKorsnas AB (publ)
EZJ.L
Easyjet PLC


BCVN.S
Banque Cantonale Vaudoise
CSPC.L
Countryside Properties PLC


AXFO.ST
Axfood AB
WG.L
John Wood Group PLC


WALLb.ST
Wallenstam AB
B4B.DE
Metro AG


ADDTb.ST
Addtech AB
SSPG.L
SSP Group PLC


LATOb.ST
Investment AB Latour
ETL.PA
Eutelsat Communications SA


SWECb.ST
Sweco AB (publ)
AGGK.L
Aggreko PLC


LIFCOb.ST
Lifco AB (publ)
SMWH.L
WH Smith PLC


THULE.ST
Thule Group AB
VMUK.L
Virgin Money UK PLC


SINCH.ST
Sinch AB (publ)
SPMI.MI
Saipem SpA


CEY.L
Centamin PLC
SPL1.WA
Santander Bank Polska SA


CWK.L
Cranswick PLC
SUBC.OL
Subsea 7 SA


AGRP.L
Assura PLC
INVP.L
Investec PLC


IDIA.S
Idorsia Ltd
CINE.L
Cineworld Group PLC


COKG.DE
Cancom SE
DUFN.S
Dufry AG


NETCG.CO
Netcompany Group A/S
CPI.L
Capita PLC


ADEB.OL
Adevinta ASA
HMSO.L
Hammerson PLC


There has been a wide divergence in stock performance with all adds trading higher over the last year and almost all deletes trading lower.In this Insight, we take a look at the index methodology, the impact of the review on the stocks, the recent stock performance, and recommend a few trades.

STOXX Europe 600 Index Review: Adds Outperforming Deletes

United Kingdom

WH Smith PLC retails books, magazines, newspapers, and periodicals. The Group sells their products through a number of high street stores, airport and  hotel concessions, and an online bookstore. The Company's stores in the United Kingdom trade under the WH Smith name, while their stores in Scotland operate under the John Menzies'brand.

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WH Smith PLC (SMWH LN)

STOXX Europe Indices: Quiddity Leaderboard for December 2021 Rebalance 2.0

Discussion on the potential ADDs and DELETEs for STOXX Europe 600 and EUROSTOXX Indices for December 2021 and a look at potential trading...

Janaghan Jeyakumar, CFA

STOXX Europe 600 Index Review: Adds Outperforming Deletes

STOXX Ltd., the operator of Qontigo's index business has announced the changes to the STOXX Europe 600 index for the upcoming review. The rebalance...

Brian Freitas

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)