US-EU Index Rebalances / Quantitative Researcher, Ortex

Dimitris Ioannidis

Index Rebalance professional of US, EU and Global Indices. Specialized in shareholder structure and index free float calculation, SPACs, quarterly rebalance predictions of US-EU indices and cross-index implications of corporate actions such as M&A's, Spin-offs and IPOs.

All forecasts and calculations are estimates derived from a combination of public sources considered reliable. These sources include, but are not limited to, exchange and regulatory filings, company announcements, and ETFs. While best efforts are made to maximize accuracy, estimates and predictions are subject to uncertainty.

No index data are used.

US-EU Index Rebalances / Quantitative Researcher

What Is Kioxia? And Should You Bother? Part 1: Why NAND Is so Hard (And Not Attractive)

Kioxia Part 2: Financials (Under-Investments, Razor-Thin FCF), Valuations (Memory Cycle Has Peaked)

Kioxia & Tokyo Metro: Japan's Largest IPOs Since 2018 Expected This October

Kioxia IPO Early Re-Look - Better Placed This Time Around

Initial Thoughts on the Kioxia IPO - Impact on SK Hynix and Samsung Electronics

Global Financial Data and Analytics Platform

Ortex

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/kioxia-holdings-corp" target="_blank" data-smartkarma-citation="entities:29243:1" rel="noopener">Kioxia Holdings (285A JP)</a> is scheduled to be listed on 18 December 2024, at the prime market of TSE at an expected valuation of ~$4.9bn.</li>
<li>The security's low free float is the main cause of Fast-Entry rejection by both global indices and quarterly exclusion from the one global index.</li>
<li>Quarterly inclusion to the other global index is forecasted for June 2025 following the 3-month minimum trading requirement. </li>
</ul>



Kioxia Holdings (285A JP) is scheduled to be listed on 18 December 2024, at the prime market of TSE at an expected valuation of ~$4.9bn.
The security's low free float is the main cause of Fast-Entry rejection by both global indices and quarterly exclusion from the one global index.
Quarterly inclusion to the other global index is forecasted for June 2025 following the 3-month minimum trading requirement. 


Kioxia (285A JP): Early Christmas with IPO Approval, Grinch Steals Fast-Entry