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

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/almonty-industries-inc" target="_blank" data-smartkarma-citation="entities:23864:1" rel="noopener">Almonty Industries (AII CN)</a>, <a href="https://www.smartkarma.com/entities/standard-lithium-ltd" target="_blank" data-smartkarma-citation="entities:38824:1" rel="noopener">Standard Lithium (SLI US)</a> and <a href="https://www.smartkarma.com/entities/hubei-zhenhua-chemical-co-ltd" target="_blank" data-smartkarma-citation="entities:30013:1" rel="noopener">Hubei Zhenhua Chemical Co Ltd (603067 CH)</a> will be added to the <a href="https://www.smartkarma.com/entities/vaneck-rare-earth-strategic-me" target="_blank" data-smartkarma-citation="entities:32320:1" rel="noopener">VanEck Rare Earth/Strategic Me (REMX US)</a> in December.</li>
<li>The constituent changes, float changes and capping changes result in an estimated one-way turnover of 18.2% and in a round-trip trade of US$550m.</li>
<li>There have been large creations in <a href="https://www.smartkarma.com/entities/vaneck-rare-earth-strategic-me" target="_blank" data-smartkarma-citation="entities:32320:1" rel="noopener">VanEck Rare Earth/Strategic Me (REMX US)</a> as strategic metals and rare earths stocks have surged in price over the last few months.</li>
</ul>



Almonty Industries (AII CN), Standard Lithium (SLI US) and Hubei Zhenhua Chemical Co Ltd (603067 CH) will be added to the VanEck Rare Earth/Strategic Me (REMX US) in December.
The constituent changes, float changes and capping changes result in an estimated one-way turnover of 18.2% and in a round-trip trade of US$550m.
There have been large creations in VanEck Rare Earth/Strategic Me (REMX US) as strategic metals and rare earths stocks have surged in price over the last few months.


MV Global Rare Earth/​​​​​Strategic Metals Index Rebalance: 3 Adds and Other Changes; US$550m Trade

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We will stay near-term bullish as long as crucial support levels of 6780-6824 on SPX and $141.50 on ACWI-US continue to hold.</li>
<li>We are not fighting the bullish trend with all the MSCI global indexes (MSCI ACWI, EAFE, ACWI ex-US, and EM) hitting multi-year highs, but we are monitoring potential concerns</li>
<li>The bulk of new buy ideas that we see continue to be within commodity Sectors (Energy, Materials, with Materials highlighted today) and defensives (Health Care, Telecomm, and Services highlighted today)</li>
</ul>


We will stay near-term bullish as long as crucial support levels of 6780-6824 on SPX and $141.50 on ACWI-US continue to hold.
We are not fighting the bullish trend with all the MSCI global indexes (MSCI ACWI, EAFE, ACWI ex-US, and EM) hitting multi-year highs, but we are monitoring potential concerns
The bulk of new buy ideas that we see continue to be within commodity Sectors (Energy, Materials, with Materials highlighted today) and defensives (Health Care, Telecomm, and Services highlighted today)


Can Strength Continue for Korea, Taiwan, and EM?; Remain Overweight But Be Prepared for Volatility

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 24th August, published on the 28th August.</li>
<li>The largest industry net increase in the past week was A$0.4bn into "Biotechnology"; the largest industry net decrease was A$0.2bn out of "Banks". Net shorts increased A$1.2bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/csl-ltd" target="_blank" data-smartkarma-citation="entities:917:1" rel="noopener">CSL Ltd (CSL AU)</a>, <a href="https://www.smartkarma.com/entities/pls-group-limited" target="_blank" data-smartkarma-citation="entities:7460:1" rel="noopener">PLS Group (PLS AU)</a>, <a href="https://www.smartkarma.com/entities/evolution-mining-ltd" target="_blank" data-smartkarma-citation="entities:18363:1" rel="noopener">Evolution Mining (EVN AU)</a>, <a href="https://www.smartkarma.com/entities/stockland" target="_blank" data-smartkarma-citation="entities:661:1" rel="noopener">Stockland (SGP AU)</a>, and <a href="https://www.smartkarma.com/entities/pro-medicus-ltd" target="_blank" data-smartkarma-citation="entities:13516:1" rel="noopener">Pro Medicus Ltd (PME AU)</a>.</li>
</ul>


Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 24th August, published on the 28th August.
The largest industry net increase in the past week was A$0.4bn into "Biotechnology"; the largest industry net decrease was A$0.2bn out of "Banks". Net shorts increased A$1.2bn week-on-week.
Companies mentioned in this regular weekly report include: CSL Ltd (CSL AU), PLS Group (PLS AU), Evolution Mining (EVN AU), Stockland (SGP AU), and Pro Medicus Ltd (PME AU).


Aussie Shorts [24 Aug 2026]: CSL, PLS Group, Evolution Mining, Stockland, Pro Medicus

<ul>
<li>Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 17th August, published on the 21st August.</li>
<li>The largest industry net increase in the past week was A$0.1bn into "Media/Services"; the largest industry net decrease was A$0.4bn out of "Banks". Net shorts declined A$0.7bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/pls-group-limited" target="_blank" data-smartkarma-citation="entities:7460:1" rel="noopener">PLS Group (PLS AU)</a>, <a href="https://www.smartkarma.com/entities/woodside-energy-group-ltd" target="_blank" data-smartkarma-citation="entities:13190:1" rel="noopener">Woodside Energy Group (WDS AU)</a>, <a href="https://www.smartkarma.com/entities/car-group-ltd" target="_blank" data-smartkarma-citation="entities:701:1" rel="noopener">CAR Group (CAR AU)</a>, <a href="https://www.smartkarma.com/entities/xero-ltd" target="_blank" data-smartkarma-citation="entities:390:1" rel="noopener">Xero Ltd (XRO AU)</a>, and <a href="https://www.smartkarma.com/entities/wisetech-global-ltd" target="_blank" data-smartkarma-citation="entities:22669:1" rel="noopener">Wisetech Global (WTC AU)</a>.</li>
</ul>


Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 17th August, published on the 21st August.
The largest industry net increase in the past week was A$0.1bn into "Media/Services"; the largest industry net decrease was A$0.4bn out of "Banks". Net shorts declined A$0.7bn week-on-week.
Companies mentioned in this regular weekly report include: PLS Group (PLS AU), Woodside Energy Group (WDS AU), CAR Group (CAR AU), Xero Ltd (XRO AU), and Wisetech Global (WTC AU).


Aussie Shorts [17 Aug 2026]: PLS Group, Woodside Energy, CAR Group, Xero, Wisetech Global

<ul>
<li>Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 3rd August, published on the 7th August.
</li>
<li>The largest industry net increase in the past week was A$0.1bn into "Metals"; the largest industry net decrease was A$0.1bn out of "Food Retail". Net shorts increased A$0.6bn week-on-week.
</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/rio-tinto-ltd" target="_blank" data-smartkarma-citation="entities:13:1" rel="noopener">Rio Tinto Ltd (RIO AU)</a>, <a href="https://www.smartkarma.com/entities/wisetech-global-ltd" target="_blank" data-smartkarma-citation="entities:22669:1" rel="noopener">Wisetech Global (WTC AU)</a>, <a href="https://www.smartkarma.com/entities/ampol-ltd" target="_blank" data-smartkarma-citation="entities:345:1" rel="noopener">Ampol (ALD AU)</a>, <a href="https://www.smartkarma.com/entities/droneshield-ltd" target="_blank" data-smartkarma-citation="entities:30509:1" rel="noopener">DroneShield Ltd (DRO AU)</a>, and <a href="https://www.smartkarma.com/entities/develop-global-ltd" target="_blank" data-smartkarma-citation="entities:19413:1" rel="noopener">Develop Global (DVP AU)</a>.</li>
</ul>


Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 3rd August, published on the 7th August.

The largest industry net increase in the past week was A$0.1bn into "Metals"; the largest industry net decrease was A$0.1bn out of "Food Retail". Net shorts increased A$0.6bn week-on-week.

Companies mentioned in this regular weekly report include: Rio Tinto Ltd (RIO AU), Wisetech Global (WTC AU), Ampol (ALD AU), DroneShield Ltd (DRO AU), and Develop Global (DVP AU).


Aussie Shorts [3 Aug 2026]: Rio Tinto, Wisetech Global, Ampol, DroneShield, Develop Global

Canada

Almonty Industries Inc. operates as a mining company. The Company specializes in the mining, processing, and shipping of tungsten concentrate. Almonty Industries serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
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Almonty Industries (AII AU)

MV Global Rare Earth/Strategic Metals Index Rebalance: 3 Adds and Other Changes; US$550m Trade

There are 3 adds for the REMX in Dec. Estimated one-way turnover is 18.2% and round-trip trade is US$550m. There have been big creations in REMX...

Brian Freitas

Can Strength Continue for Korea, Taiwan, and EM?; Remain Overweight But Be Prepared for Volatility

Can Strength Continue for Korea $EWY, Taiwan $EWT, and EM $EEM?; Remain Overweight But Be Prepared for Volatility. Bulk of new buy ideas continue...

Vermilion Research

Aussie Shorts [24 Aug 2026]: CSL, PLS Group, Evolution Mining, Stockland, Pro Medicus

Net shorts increased A$1.2bn week-on-week. Companies mentioned in this regular weekly include: CSL, PLS, Evolution Mining, Stockland, & Pro Medicus

David Blennerhassett

Aussie Shorts [17 Aug 2026]: PLS Group, Woodside Energy, CAR Group, Xero, Wisetech Global

The largest industry net increase in the past week was A$0.1bn into "Media/Services"; the largest industry net decrease was A$0.4bn out of "Banks"....

David Blennerhassett

Aussie Shorts [3 Aug 2026]: Rio Tinto, Wisetech Global, Ampol, DroneShield, Develop Global

The largest industry net increase in the past week was A$0.1bn into "Metals"; the largest industry net decrease was A$0.1bn out of "Food Retail"....

David Blennerhassett

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

MV Global Rare Earth/​​​​​Strategic Metals Index Rebalance: 3 Adds and Other Changes; US$550m Trade

There are 3 adds for the REMX in Dec. Estimated one-way turnover is 18.2% and round-trip trade is US$550m. There have been big creations in REMX...

Brian Freitas

Can Strength Continue for Korea, Taiwan, and EM?; Remain Overweight But Be Prepared for Volatility

Can Strength Continue for Korea $EWY, Taiwan $EWT, and EM $EEM?; Remain Overweight But Be Prepared for Volatility. Bulk of new buy ideas continue...

Vermilion Research

Aussie Shorts [24 Aug 2026]: CSL, PLS Group, Evolution Mining, Stockland, Pro Medicus

Net shorts increased A$1.2bn week-on-week. Companies mentioned in this regular weekly include: CSL, PLS, Evolution Mining, Stockland, & Pro Medicus

David Blennerhassett

Aussie Shorts [17 Aug 2026]: PLS Group, Woodside Energy, CAR Group, Xero, Wisetech Global

The largest industry net increase in the past week was A$0.1bn into "Media/Services"; the largest industry net decrease was A$0.4bn out of "Banks"....

David Blennerhassett

Aussie Shorts [3 Aug 2026]: Rio Tinto, Wisetech Global, Ampol, DroneShield, Develop Global

The largest industry net increase in the past week was A$0.1bn into "Metals"; the largest industry net decrease was A$0.1bn out of "Food Retail"....

David Blennerhassett

MV Global Rare Earth/Strategic Metals Index Rebalance: 3 Adds and Other Changes; US$550m Trade