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

Brian Freitas

Highly experienced ex-Delta One trader with 17 years of experience trading arbitrage and related strategies across Asian markets.

Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd.

It is important to note that the information provided by Periscope Analytics is based on publicly available data and own knowledge, which has been gathered and synthesized from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions.

All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include, but are not limited to, company announcements, exchange filings, ETF and other passive investment vehicle holdings, and free float and volume data from third-party data providers. Periscope Analytics does not guarantee the accuracy and completeness of the forecasts, estimates and/or other information.

Pan-Asia Index Rebalances/ Events/ Delta One

MVIS Vietnam Index Rebalance: Eight Additions & Some Big Float Changes

MVIS Vietnam Index Rebalance: Two Adds, One Delete, Capping & Float Changes

MVIS Vietnam Index Rebalance: One Add, Two Deletes

MVIS Global Rare Earth/Strategic Metals Index Rebalance: Some Big Impact Changes

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Event-Driven

<ul>
<li>Idico Corp, Itaco, Vinh Hoan Corp, Khang Dien House Trading And Investment Jsc and Van Phu will be added to the MVIS Vietnam Index at the close on 17 December.</li>
<li>The inclusions have run up a lot over the last few months and the passive buying impact will vary between 0.24-1.76 days of ADV. That's not a lot.</li>
<li>There are a few current constituents where the drop in index weight will mean selling from the ETF. These stocks could be more interesting from a trading perspective.</li>
</ul>


Idico Corp, Itaco, Vinh Hoan Corp, Khang Dien House Trading And Investment Jsc and Van Phu will be added to the MVIS Vietnam Index at the close on 17 December.
The inclusions have run up a lot over the last few months and the passive buying impact will vary between 0.24-1.76 days of ADV. That's not a lot.
There are a few current constituents where the drop in index weight will mean selling from the ETF. These stocks could be more interesting from a trading perspective.


Khang Dien House Trading and Investment JSC (KDH VN)

Khang Dien House Trading and Investment JSC

MVIS Vietnam Index Rebalance: Inclusions Gone Parabolic

Vietcombank

MVIS Vietnam Index Rebalance: Inclusions Gone Parabolic