In today’s briefing:
- Last Week in Event SPACE: Toshiba, United Tractor, Recruit, Tyro Payments, DTAC/True, Bank Of Kyoto
- FTSE UK Quiddity Leaderboard Dec 22: Countryside Deletion and Many Other Intra-Review Changes in Nov
Last Week in Event SPACE: Toshiba, United Tractor, Recruit, Tyro Payments, DTAC/True, Bank Of Kyoto
- Toshiba (6502 JP) investors should look at process and understand the difference between this one and others. Some news is not news, other than telling you the dance has started.
- United Tractors (UNTR IJ) is cheap. It appears to be running at 6x 2022 earnings. This is not abnormal for a cyclical at the end of the cycle.
- Westpac Banking (WBC AU) confirms its interest in Tyro Payments (TYR AU), but still nothing firm.
FTSE UK Quiddity Leaderboard Dec 22: Countryside Deletion and Many Other Intra-Review Changes in Nov
- In this insight, we take a look at the potential index changes for FTSE 100 and FTSE 250 in the run up to the December 2022 Rebalance.
- There are multiple FTSE 100 and FTSE 250 constituents involved in M&A situations and there could be around five intra-review changes during 4Q 2022.
- Most interestingly, some of the names leading the race to become intra-review replacement ADDs seem to have decent volume impact.
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