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INSIGHT PROVIDER
Top Quartile
Charlotte van Tiddens, CFA
Quantitative Equity Analyst
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DMA
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Location:
South Africa
Joined:
21 August 2023
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South Africa
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bullish
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Prosus NV
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28 Jun 2024 16:28
NPN X PRX FY24 Results: Initial Market Reaction Positive & JSE June Auction Analytics
Recap of how the market reacted to FY24 results ahead of next week. The discounts are still well off their February lows (PRX 30%, NPN 35%). Both...
DMA
490 Views
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bullish
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Top40 SWIX Index
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24 Jun 2024 09:45
DMA | JSE June '24 Rebalance: Estimated Flows (Buys: Banks, Sells: NPN, PRX)
In this note we show flow estimates based on passive AUM tracking and hedging the Capped Top 40 SWIX (DCAP), Top 40 SWIX (DTOP & TOPI) and...
DMA
190 Views
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bullish
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FINI
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18 Jun 2024 16:39
JSE June '24 Rebalance: Top Buys (Banks!) And Sells (NPN, PRX)
On Friday, JSE indices will be rebalanced in the closing auction. There will be no constituent changes to the Top 40, FINI, FINDI, INDI or RESI...
DMA
93 Views
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bearish
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Tencent
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04 Jun 2024 20:10
MSC May Rebalance: SA & China Net Sells, NPN, PRX & Tencent Sold Down on Buybacks
Trade analytics covering the May rebalance, China a net sell for the second consecutive quarter. Tencent, Naspers and Prosus sold down at...
DMA
378 Views
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bullish
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Top40 SWIX Index
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28 May 2024 15:58
JSE June ‘24 Rebalance Rankings: No Changes Expected + NPN X PRX Discount Update
Last night, the price snapshot was taken for the JSE June rebalance. We do not anticipate any index changes for the Top 40, FINDI, FINI, INDI or RESI.
DMA
202 Views
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