Gold Miners ETF (GDX US): Impact of Benchmark Change - Update
Following the benchmark change, the GDX ETF could need to buy 8 stocks and sell 26 stocks. Estimated one-way turnover is 16.5% and the round-trip...
937 Views
Santos (STO AU): XRG Consortium's Big Offer; Index Impact
A consortium has offered US$5.76/share to take Santos private. That values equity at A$28.8bn and an EV of A$36bn. There will be ad hoc adds to the...
730 Views
S&P/ASX Index Rebalance (Mar 2025): SIG Is the BIG One; Changes Galore Across Indices
There are 40 constituent changes across the indices. SIG is an add to 2 indices and also an upweight in 2 others - so big buying. The adds have...
1.3k Views
S&P/ASX Index Rebalance Preview: Changes Stable as Adds Outperform Deletes Bigly
There could be 39 changes for the S&P/ASX family in March. The forecast adds continue to outperform the forecast deletes in all indices. Huge...
1.1k Views
New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
418 Views