Quiddity Leaderboard STAR 50 Mar 24: Three Changes; ~US$1bn One-Way; Some Trade Ideas
Janaghan has highlighted this Insight as a Top Pick
833 Views15 Jan 2024 19:12
The three Expected ADDs could see US$1,046mn index buying and the three Expected DELs could see US$492mn index selling in March 2024. All of these changes are fairly high-impact changes.
Boomeranged on Tue, 13 Feb 2024 13:52
The three STAR 50 expected ADDs have so far outperformed the three expected DELs by ~12% since 15th January 2024 (ADDs: -10.4%; DELs: -22.4%). The index changes for the March 2024 rebalance could be announced in a few days (late-Feb). It is a good time to revisit the trade ideas suggested in this insight.
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.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Quiddity Leaderboard SE600 Mar 24: 12 Changes Possible in the Next Few Days27 Feb 2024
- Quiddity Leaderboard DAX/MDAX Mar 24: M&A Candidates Morphosys and Vitesco Could Face Index Flows21 Feb 2024
- Quiddity Leaderboard DAX/MDAX Mar 24: Lufthansa, Zalando, Telefonica, Befesa16 Jan 2024
- TOPIX Inclusions: Who Is Ready (Jan 2024)09 Jan 2024
- Quiddity Leaderboard ASX Mar 24: Allkem, Newmont, Costa, and Many More20 Dec 2023
- Quiddity Leaderboard STAR 50 Mar 24: Four High-Impact Changes Likely; Some Interesting Trade Ideas14 Dec 2023
x