AustraliaDaily Briefs

Daily Brief Australia: Perseus Mining, Telix Pharmaceuticals, Westgold Resources, Mirvac Group and more

In today’s briefing:

  • MVIS Australia Resources Index Rebalance: 3 Adds, Capping & Float Changes
  • MV Australia Equal Weight Index Rebalance: One Add & Capping Leads to A$290m Trade
  • MV Global Junior Gold Miners Index Rebalance: Big Flow in Some Stocks
  • MV Australia A-REITs Index Rebalance: Only Float & Capping Changes
  • [Quiddity Index] MVIS Junior Gold Miners Index Dec24 Rebalance Results: Flow Expectations
  • [Quiddity Index] MV Australia Equal Weight Dec 24 Rebal Results: Flow Expectations


MVIS Australia Resources Index Rebalance: 3 Adds, Capping & Float Changes

By Brian Freitas


MV Australia Equal Weight Index Rebalance: One Add & Capping Leads to A$290m Trade

By Brian Freitas


MV Global Junior Gold Miners Index Rebalance: Big Flow in Some Stocks

By Brian Freitas


MV Australia A-REITs Index Rebalance: Only Float & Capping Changes

By Brian Freitas

  • The upcoming rebalance of the MVIS Australia A-REIT Index will be implemented at the close on 20 December. There are no constituent changes, but there are float and capping changes.
  • Estimated one-way turnover at the rebalance is 2.9% resulting in a one-way trade of A$17m. There is limited impact on the index constituents.
  • The largest inflows are in Charter Hall, Gpt Group, Dexus Property and Region RE while the largest outflows will be from Goodman Group, Scentre Group and Vicinity Centres.

[Quiddity Index] MVIS Junior Gold Miners Index Dec24 Rebalance Results: Flow Expectations

By Travis Lundy

  • The MV J-Gold Miners index represents the performance of small-cap and mid-cap gold and silver mining companies listed around the world.
  • There will be no index changes for the December 2024 rebal event.
  • We expect a one-way flow of US$168mm for December 2024, which translates to a turnover of 3.4%.

[Quiddity Index] MV Australia Equal Weight Dec 24 Rebal Results: Flow Expectations

By Travis Lundy

  • The MV Australia Equal Weight Index represents the performance of large, liquid companies incorporated in Australia and listed on the ASX.
  • Telix Pharmaceuticals (TLX AU) is an ADD for the December 2024 review, with no other changes to the index.
  • We expect a one-way flow of $US90mm for December 2024, which translates to a turnover of 5.5%.

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