The Expected ADDs have continued to outperform the Expected DELs. I would update the baskets for any changes in expectations shown in the Leaderboard and continue holding the trade.
Boomeranged on Thu, 22 Feb 2024 11:38
The ASX index changes will be announced on 1st March 2024. Long-term suspension name Leo Lithium is a potential DEL in March 2024 from the ASX family. In this insight, I have assumed that it is a member of the ASX 200 index which is incorrect (apologies !). Please see discussion point below for my revised expectations for ASX 200 (other expectations remain unchanged).
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
Unlock research summaries
Follow top, independent analysts
Receive personalised alerts
Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.