Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Event-Driven

<ul>
<li>In this insight, we take a look at the names leading the race to become ADDs/DELETEs for the DAX, MDAX, and SDAX Indices.</li>
<li>
<a href="https://www.smartkarma.com/entities/vantage-towers-ag" target="_blank" data-smartkarma-citation="entities:35602:1" rel="noopener">Vantage Towers (VTWR GR)</a> is currently undergoing a Tender Offer and this <em>could</em> have interesting index consequences over the next few weeks.</li>
<li>As it stands, there seems to be one change between MDAX and SDAX and there are multiple names hovering close to the border for DAX, MDAX, and SDAX.</li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELETEs for the DAX, MDAX, and SDAX Indices.

Vantage Towers (VTWR GR) is currently undergoing a Tender Offer and this could have interesting index consequences over the next few weeks.
As it stands, there seems to be one change between MDAX and SDAX and there are multiple names hovering close to the border for DAX, MDAX, and SDAX.


DAX/​​​​​​MDAX/​​​​​​SDAX Quiddity Leaderboard Mar 23: Vantage Tower and Other Interesting Names

Index Rebalance

<ul>
<li>In this insight, we take a look at the names leading the race to become ADDs/DELETEs for the DAX, MDAX, and SDAX Indices.</li>
<li>Roughly half of the 20-trading day reference period for the December 2022 Rebalance is now complete.</li>
<li>Among the names identified as potential index changes, <a href="https://www.smartkarma.com/entities/washtec-ag" target="_blank" data-smartkarma-citation="entities:36483:1" rel="noopener">Washtec (WSU GR)</a> appears to be a very high impact name with around 50+ days of volume to buy.</li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELETEs for the DAX, MDAX, and SDAX Indices.
Roughly half of the 20-trading day reference period for the December 2022 Rebalance is now complete.
Among the names identified as potential index changes, Washtec (WSU GR) appears to be a very high impact name with around 50+ days of volume to buy.


DAX/​​​​​MDAX/​​​​​SDAX Quiddity Leaderboard Dec 22: Washtec Is a High-Impact Name

<ul>
<li>In this insight, we take a look at the names leading the race to become ADDs/DELETEs for the DAX, MDAX, and SDAX Indices.</li>
<li>Based on current rankings, <a href="https://www.smartkarma.com/entities/commerzbank-ag" target="_blank" data-smartkarma-citation="entities:21596:1" rel="noopener">Commerzbank AG (CBK GR)</a> could move from MDAX to DAX and <a href="https://www.smartkarma.com/entities/puma-se" target="_blank" data-smartkarma-citation="entities:21697:1" rel="noopener">Puma SE (PUM GR)</a> could move from DAX to MDAX.</li>
<li>I also expect multiple changes for the MDAX and SDAX indices including the impact of the recently-listed <a href="https://www.smartkarma.com/entities/dr-ing-h-c-f-porsche-aktiengesellschaft" target="_blank" data-smartkarma-citation="entities:36343:1" rel="noopener">Porsche AG (P911 GR)</a>. </li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELETEs for the DAX, MDAX, and SDAX Indices.
Based on current rankings, Commerzbank AG (CBK GR) could move from MDAX to DAX and Puma SE (PUM GR) could move from DAX to MDAX.
I also expect multiple changes for the MDAX and SDAX indices including the impact of the recently-listed Porsche AG (P911 GR). 


DAX/​​​​MDAX/​​​​SDAX Quiddity Leaderboard Dec 22: Porsche AG Gets a Headstart!

<ul>
<li>In this insight, we take a look at the names leading the race to become ADDs/DELETEs for the DAX, MDAX, and SDAX Indices.</li>
<li>Based on current share prices, there are no changes for the DAX index. However, there could be multiple changes for the MDAX and SDAX indices.</li>
<li>I have also discussed the index implications for the <a href="https://www.smartkarma.com/entities/dr-ing-h-c-f-porsche-aktiengesellschaft" target="_blank" data-smartkarma-citation="entities:36343:1" rel="noopener">Porsche AG (P911 GR)</a> IPO.</li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELETEs for the DAX, MDAX, and SDAX Indices.
Based on current share prices, there are no changes for the DAX index. However, there could be multiple changes for the MDAX and SDAX indices.
I have also discussed the index implications for the Porsche AG (P911 GR) IPO.


DAX/​​​MDAX/​​​SDAX Quiddity Leaderboard Dec 22: Porsche AG IPO Makes Things Interesting

<ul>
<li>In this insight, we take a look at the names leading the race to become ADDs/DELs for the STOXX Europe 600 and EURO STOXX Indices for the September 2022 Rebalance.</li>
<li>Based on current rankings, there could be around 8 ADDs/DELs in the September 2022 Rebalance.</li>
<li>Furthermore, <a href="https://www.smartkarma.com/entities/ultra-electronics-holdings-plc" target="_blank" data-smartkarma-citation="entities:22196:1" rel="noopener">Ultra Electronics Holdings (ULE LN)</a> could get deleted at the end of this week triggering an intra-review addition to the STOXX Europe 600 Index.</li>
</ul>


In this insight, we take a look at the names leading the race to become ADDs/DELs for the STOXX Europe 600 and EURO STOXX Indices for the September 2022 Rebalance.
Based on current rankings, there could be around 8 ADDs/DELs in the September 2022 Rebalance.
Furthermore, Ultra Electronics Holdings (ULE LN) could get deleted at the end of this week triggering an intra-review addition to the STOXX Europe 600 Index.


STOXX Europe Quiddity Leaderboard Sep 2022 (2.0): Ultra Electronics, Bavarian Nordic, Uniper, & More

Germany

Commerzbank AG attracts deposits and offers retail and commercial banking services.  The Bank offers mortgage loans, securities brokerage and asset management services, private banking, foreign exchange, and treasury services worldwide.

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Commerzbank AG (CBK GR)

DAX/MDAX/SDAX Quiddity Leaderboard Mar 23: Vantage Tower and Other Interesting Names

Commerzbank, Delivery Hero, Sma Solar Technology, Jenoptik, and Deutsche Beteiligungs require single-digit gains against the other names to trigger...

Janaghan Jeyakumar, CFA

DAX/MDAX/SDAX Quiddity Leaderboard Dec 22: Washtec Is a High-Impact Name

There could be 50+ days of volume to buy in Washtec which is a potential SDAX ADD in December 2022. Roughly half of the reference period is now...

Janaghan Jeyakumar, CFA

DAX/MDAX/SDAX Quiddity Leaderboard Dec 22: Porsche AG Gets a Headstart!

Recently listed Porsche AG could get added to the MDAX index or the DAX index in the December 2022 index review. The stock has gained some momentum...

Janaghan Jeyakumar, CFA

DAX/MDAX/SDAX Quiddity Leaderboard Dec 22: Porsche AG IPO Makes Things Interesting

Porsche AG's IPO of preferred shares is expected to start trading shortly and there could be interesting index implications for this stock in the...

Janaghan Jeyakumar, CFA

STOXX Europe Quiddity Leaderboard Sep 2022 (2.0): Ultra Electronics, Bavarian Nordic, Uniper, & More

Qinetiq could replace Ultra Electronics at the end of this week. There could be another 8 ADDs/DELs in September 2022. Bavarian Nordic is also an...

Janaghan Jeyakumar, CFA

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DAX/​​​​​​MDAX/​​​​​​SDAX Quiddity Leaderboard Mar 23: Vantage Tower and Other Interesting Names

Commerzbank, Delivery Hero, Sma Solar Technology, Jenoptik, and Deutsche Beteiligungs require single-digit gains against the other names to trigger...

Janaghan Jeyakumar, CFA

DAX/​​​​​MDAX/​​​​​SDAX Quiddity Leaderboard Dec 22: Washtec Is a High-Impact Name

There could be 50+ days of volume to buy in Washtec which is a potential SDAX ADD in December 2022. Roughly half of the reference period is now...

Janaghan Jeyakumar, CFA

DAX/​​​​MDAX/​​​​SDAX Quiddity Leaderboard Dec 22: Porsche AG Gets a Headstart!

Recently listed Porsche AG could get added to the MDAX index or the DAX index in the December 2022 index review. The stock has gained some momentum...

Janaghan Jeyakumar, CFA

DAX/​​​MDAX/​​​SDAX Quiddity Leaderboard Dec 22: Porsche AG IPO Makes Things Interesting

Porsche AG's IPO of preferred shares is expected to start trading shortly and there could be interesting index implications for this stock in the...

Janaghan Jeyakumar, CFA

STOXX Europe Quiddity Leaderboard Sep 2022 (2.0): Ultra Electronics, Bavarian Nordic, Uniper, & More

Qinetiq could replace Ultra Electronics at the end of this week. There could be another 8 ADDs/DELs in September 2022. Bavarian Nordic is also an...

Janaghan Jeyakumar, CFA

DAX/MDAX/SDAX Quiddity Leaderboard Mar 23: Vantage Tower and Other Interesting Names

DAX/MDAX/SDAX Quiddity Leaderboard Dec 22: Washtec Is a High-Impact Name

DAX/MDAX/SDAX Quiddity Leaderboard Dec 22: Porsche AG Gets a Headstart!

DAX/MDAX/SDAX Quiddity Leaderboard Dec 22: Porsche AG IPO Makes Things Interesting