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/iperionx-limited" target="_blank" data-smartkarma-citation="entities:30710:1" rel="noopener">IperionX Limited (IPX AU)</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> and <a href="https://www.smartkarma.com/entities/patriot-battery-metals-inc" target="_blank" data-smartkarma-citation="entities:36822:1" rel="noopener">Patriot Battery Metals (PMT CN)</a> will be deleted.</li>
<li>The constituent changes, float changes and capping changes result in an estimated one-way turnover of 6.3% and in a round-trip trade of US$48m.</li>
<li>The largest inflows will be in <a href="https://www.smartkarma.com/entities/iperionx-limited" target="_blank" data-smartkarma-citation="entities:30710:1" rel="noopener">IperionX</a>, <a href="https://www.smartkarma.com/entities/iluka-resources-ltd" target="_blank" data-smartkarma-citation="entities:10105:1" rel="noopener">Iluka Resources</a> and <a href="https://www.smartkarma.com/entities/albemarle-corp" target="_blank" data-smartkarma-citation="entities:7678:1" rel="noopener">Albemarle</a>, while the largest outflows will be from <a href="https://www.smartkarma.com/entities/patriot-battery-metals-inc" target="_blank" data-smartkarma-citation="entities:36822:1" rel="noopener">Patriot Battery Metals</a>, <a href="https://www.smartkarma.com/entities/amg-critical-materials-nv" target="_blank" data-smartkarma-citation="entities:40462:1" rel="noopener">AMG Critical Materials</a>, <a href="https://www.smartkarma.com/entities/shenghe-resources-holding-co-ltd" target="_blank" data-smartkarma-citation="entities:17058:1" rel="noopener">Shenghe Resources</a> and <a href="https://www.smartkarma.com/entities/lithium-americas-corp" target="_blank" data-smartkarma-citation="entities:23860:1" rel="noopener">Lithium Americas</a>.</li>
</ul>



IperionX Limited (IPX AU) will be added to the VanEck Rare Earth/Strategic Me (REMX US) and Patriot Battery Metals (PMT CN) will be deleted.
The constituent changes, float changes and capping changes result in an estimated one-way turnover of 6.3% and in a round-trip trade of US$48m.
The largest inflows will be in IperionX, Iluka Resources and Albemarle, while the largest outflows will be from Patriot Battery Metals, AMG Critical Materials, Shenghe Resources and Lithium Americas.


MV Global Rare Earth/​​​​​Strategic Metals Index Rebalance: One Add, One Delete & Other Changes

Netherlands

AMG Critical Materials N.V. produces specialty metals and metallurgical vacuum furnace systems. The Company offers aluminum master alloys and powders, titanium alloys and coatings, chromium metal, ferrovanadium, antimony, tantalum, niobium, silicon metal, and natural graphite. AMG Critical Materials serves customers worldwide.

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AMG Critical Materials NV (AMVMF US)

MV Global Rare Earth/Strategic Metals Index Rebalance: One Add, One Delete & Other Changes

The inclusion of IperionX, deletion of Patriot Battery Metals, float and capping changes result in an estimated one-way turnover of 6.3% and in a...

Brian Freitas

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

MV Global Rare Earth/​​​​​Strategic Metals Index Rebalance: One Add, One Delete & Other Changes

The inclusion of IperionX, deletion of Patriot Battery Metals, float and capping changes result in an estimated one-way turnover of 6.3% and in a...

Brian Freitas

MV Global Rare Earth/Strategic Metals Index Rebalance: One Add, One Delete & Other Changes