Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Pan-Asia Index Flows & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The ES50 Index is one of the most highly-tracked indices in Europe and the annual index review takes place in September every year.</li>
<li>This annual index review usually results in some of the most significant index flow events in Europe every year typically amounting to billions of dollars.</li>
<li>In this insight, we take an early look the names leading the race to become ADDs/DELs for the upcoming index review in September 2024.</li>
</ul>


The ES50 Index is one of the most highly-tracked indices in Europe and the annual index review takes place in September every year.
This annual index review usually results in some of the most significant index flow events in Europe every year typically amounting to billions of dollars.
In this insight, we take an early look the names leading the race to become ADDs/DELs for the upcoming index review in September 2024.


Quiddity Leaderboard ES50 Sep 24: The Race For Europe's Multi-Billion Dollar Index Flows

<ul>
<li>The ES50 Index is one of the most highly-tracked indices in mainland Europe and the annual index review takes place in September.</li>
<li>As ES50 index changes generally involve large cap names, these Rebalance events have historically had significant volume and ADV impact.</li>
<li>In this insight, we take a look the names leading the race to become ADDs/DELs for the upcoming index review in September 2023.</li>
</ul>


The ES50 Index is one of the most highly-tracked indices in mainland Europe and the annual index review takes place in September.
As ES50 index changes generally involve large cap names, these Rebalance events have historically had significant volume and ADV impact.
In this insight, we take a look the names leading the race to become ADDs/DELs for the upcoming index review in September 2023.


Quiddity Leaderboard ES50 Sep 23: Massive Flows; Might Be Time for LONG Ferrari - SHORT Vonovia

<ul>
<li>The ES50 Index is one of the most highly-tracked indices in mainland Europe and the annual index review takes place in September.</li>
<li>Historically, these Rebalance events have had significant volume and ADV impact and they generally involve large cap names. </li>
<li>In this insight, we take a look the names leading the race to become ADDs/DELs for the upcoming index review in September 2023.</li>
</ul>


The ES50 Index is one of the most highly-tracked indices in mainland Europe and the annual index review takes place in September.
Historically, these Rebalance events have had significant volume and ADV impact and they generally involve large cap names. 
In this insight, we take a look the names leading the race to become ADDs/DELs for the upcoming index review in September 2023.


Quiddity Leaderboard ES50 Sep 23: Ferrari Retains the Lead; US$1.26bn Potential Inflow

Quiddity Leaderboard ES50 Sep 23: Ferrari RACEs into the Lead; US$1.2bn Potential Inflow

<ul>
<li>The EURO STX 50 Index is one of the most highly-tracked indices in mainland Europe and the annual index review takes place in September.</li>
<li>Historically, these Rebalance events have had <em>significant</em> volume and ADV impact and they generally involve large cap names. </li>
<li>In this insight, we take a look the names leading the race to become ADDs/DELs for the upcoming index review in September 2023.</li>
</ul>


The EURO STX 50 Index is one of the most highly-tracked indices in mainland Europe and the annual index review takes place in September.
Historically, these Rebalance events have had significant volume and ADV impact and they generally involve large cap names. 
In this insight, we take a look the names leading the race to become ADDs/DELs for the upcoming index review in September 2023.


Quiddity Leaderboard ES50 Sep 23: Vonovia Deletion Seems Likely; US$1.2bn Flow for Wolters Kluwer

Netherlands

Wolters Kluwer NV provides information services to professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance and healthcare. The Company provides its customers information-enabled tools and software solutions to manage their business efficiently. Wolters Kluwer operates in over 40 countries in Europe, North America, Asia Pacific and Latin America.

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Wolters Kluwer Nv (WKL NA)

Quiddity Leaderboard ES50 Sep 24: The Race For Europe's Multi-Billion Dollar Index Flows

Netherlands-based professional information company Wolters Kluwer is the highest-ranked potential ADD. Finland-based telco and consumer electronics...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard ES50 Sep 23: Massive Flows; Might Be Time for LONG Ferrari - SHORT Vonovia

I would go LONG Ferrari - SHORT Vonovia until the Inclusion event considering the significance of the expected index flow dynamics even though...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard ES50 Sep 23: Ferrari Retains the Lead; US$1.26bn Potential Inflow

If Ferrari's share price does not fall by more than 10% vs other potential ADDs, Ferrari could become an ADD and experience an index inflow of...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard ES50 Sep 23: Ferrari RACEs into the Lead; US$1.2bn Potential Inflow

Vonovia seems like a high-conviction DEL and Ferrari could replace Vonovia in the ES50 index. There could be 16.1 days to sell in Vonovia and 11.6...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard ES50 Sep 23: Vonovia Deletion Seems Likely; US$1.2bn Flow for Wolters Kluwer

There are 17.6 and 16.2 days to trade for the Expected ADD Wolters Kluwer and Expected DEL Vonovia respectively. This is roughly 11%-12% of the...

Janaghan Jeyakumar, CFA

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