Index Rebalance and Special Situations, Quiddity Advisors

Afridi Reyal

Index Rebalance and Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we look at the potential index changes for the F100 and F250 in the run-up to the December 2026 rebal. The Airtel Money IPO is a question.</li>
<li>Beazley is set to be deleted from the F100 at the close of 30th September 2026. We have discussed the intra-review implications for the F100 and F250.</li>
<li>Airtel Money isn't certain (more below). Currently we see no likely regular changes taking place for F100 or F250 but some names are close to the border. </li>
</ul>


In this insight, we look at the potential index changes for the F100 and F250 in the run-up to the December 2026 rebal. The Airtel Money IPO is a question.
Beazley is set to be deleted from the F100 at the close of 30th September 2026. We have discussed the intra-review implications for the F100 and F250.
Airtel Money isn't certain (more below). Currently we see no likely regular changes taking place for F100 or F250 but some names are close to the border. 


Quiddity Leaderboard F100/F250 Dec26: Beazley F100 DEL 30th Sep; Airtel Money IPO Question

Your Partner for Growth, Hybridan

Hybridan

Your Partner for Growth

Our passion is raising growth capital for exciting, fast growth companies that want to take their business to the next level. We raise capital for companies both listed and unlisted in the most efficient manner possible and pride ourselves as being one of the few consistently profitable broking firms in the City. This has been achieved through a highly disciplined approach when seeking to create both corporate and institutional relationships.

Equity Bottom-Up

<ul>
<li>The technology and services provider specialising in end-to-end solutions for the branded merchandise and promotional products industry announced its results for the year ended 31 March 2026.</li>
<li>Revenue increased by 19% to $44.4m driven by the full year contribution of the University Gear Shop contracts awarded in FY25 and growth in the Affiliate programme.</li>
<li>The operating profit marginally improved to $3.8m and the Revenue mix is being actively re-shaped with investment refocused on growing high margin. A</li>
</ul>


The technology and services provider specialising in end-to-end solutions for the branded merchandise and promotional products industry announced its results for the year ended 31 March 2026.
Revenue increased by 19% to $44.4m driven by the full year contribution of the University Gear Shop contracts awarded in FY25 and growth in the Affiliate programme.
The operating profit marginally improved to $3.8m and the Revenue mix is being actively re-shaped with investment refocused on growing high margin. A


<ul>
<li>In this insight, we look at the potential index changes for the F100 and F250 in the run-up to the December 2026 rebal.</li>
<li>We currently expect one F100 change and two F250 changes for the December 2026 rebal. An IPO drives the F100 change, while one F250 change depends on a market transfer.</li>
<li>We also expect one intra-review change for the F250 prior to the December 2026 rebal.</li>
</ul>


In this insight, we look at the potential index changes for the F100 and F250 in the run-up to the December 2026 rebal.
We currently expect one F100 change and two F250 changes for the December 2026 rebal. An IPO drives the F100 change, while one F250 change depends on a market transfer.
We also expect one intra-review change for the F250 prior to the December 2026 rebal.


Quiddity Leaderboard F100/F250 Dec26: Airtel Money IPO and Serica Transfer in Focus

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap and mid-cap (and the bottom end of large cap) gold and silver mining companies listed around the world.</li>
<li>We expect 30+ index changes (ADDs and DELs) in the September 2026 rebal, with BIG names on both sides. The one-way flow is around US$2.1bn, nearly 21% turnover.</li>
<li>The top-five fixed weights cap mainly drives the one-way flows. We expect two LOW-conviction ADDs to shake up this list, but volatile gold stocks could shift rankings. </li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap and mid-cap (and the bottom end of large cap) gold and silver mining companies listed around the world.
We expect 30+ index changes (ADDs and DELs) in the September 2026 rebal, with BIG names on both sides. The one-way flow is around US$2.1bn, nearly 21% turnover.
The top-five fixed weights cap mainly drives the one-way flows. We expect two LOW-conviction ADDs to shake up this list, but volatile gold stocks could shift rankings. 


[Quiddity Index] MV Junior Gold Miners Sep26 Rebal: BIG Changes Likely; Top Five Names Drive Flows

<ul>
<li>In this insight, we look at the potential index changes for the F100 and F250 in the run-up to the September 2026 rebal.</li>
<li>We expect an F250 member to be deleted in the first week of August 2026. The race for the replacement name is on.</li>
<li>We see an imminent market transfer for Volex that has consequences for F250 in September 2026.</li>
</ul>


In this insight, we look at the potential index changes for the F100 and F250 in the run-up to the September 2026 rebal.
We expect an F250 member to be deleted in the first week of August 2026. The race for the replacement name is on.
We see an imminent market transfer for Volex that has consequences for F250 in September 2026.


Quiddity Leaderboard F100/F250 Sep26: Volex F250 ADD; One-Intra Review F250 DEL Soon

Canada

Amaroq is a mining and exploration company primarily focused on identifying, acquiring, exploring, and developing high-grade gold and strategic metal properties in South Greenland. Its cornerstone asset is the 100%-owned Nalunaq Gold Mine, which entered production in 2024. The company aims to sustainably supply minerals for the energy transition and is leveraging Greenland's mineral wealth and renewable energy opportunities. Amaroq was founded in 2017 and is headquartered in Toronto, Canada.

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Amaroq (AMRQ LN)

Quiddity Leaderboard F100/F250 Dec26: Beazley F100 DEL 30th Sep; Airtel Money IPO Question

F100 members Beazley and Schroders will be deleted from the index following their acquisitions by Zurich and Nuveen respectively. As a result, WPP...

Afridi Reyal

Hybridan Small Cap Feast: 3 August 2026

The technology and services provider specialising in end-to-end solutions for the branded merchandise and promotional products industry announced...

Hybridan

Quiddity Leaderboard F100/F250 Dec26: Airtel Money IPO and Serica Transfer in Focus

Airtel Money could become a strong name for the F100 inclusion in December 2026. We also see Serica Energy as an F250 ADD if it transfers to the...

Afridi Reyal

[Quiddity Index] MV Junior Gold Miners Sep26 Rebal: BIG Changes Likely; Top Five Names Drive Flows

As of the MV Global Junior Gold Miners data cutoff, we saw one High/Med Conviction name leave (Intl Tower Hill Mines) and two more High/Med names...

Travis Lundy

Quiddity Leaderboard F100/F250 Sep26: Volex F250 ADD; One-Intra Review F250 DEL Soon

North American Income Trust (NAIT LN) was confirmed as the F250 replacement name for JTC (JTC LN) at the close of trading on 17th August 2026. We...

Afridi Reyal

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