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Judo Capital

Quiddity Leaderboard ASX Jun 24: Intra-Review Replacement Surprise Possible

Janaghan has highlighted this Insight as a Top Pick
523 Views16 May 2024 17:55
We see two potential intra-review replacements for ASX 200 in June 2024 and these names could be high-impact index inclusion candidates.
What is covered in the Full Insight:
  • Introduction to the Insight
  • Index Rebalance Overview
  • Detailed Analysis and Estimations
  • Potential Intra-review Changes
  • Conclusions and Trades
Boomeranged on Mon, 20 May 2024 18:14
There is an important correction to the expectations presented in this insight. Please see the discussion point below for the details and the updated Leaderboard. As a result, the trade idea has to be revised too: LONG DYL and JDO vs the ASX 200 (instead of LONG JDO and CDA vs the ASX 200). Apologies. All other rankings/expectations remain unchanged.
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Janaghan Jeyakumar, CFA
Pan-Asia Index Flows & Special Situations
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